Advisory, Partnership & Client Experience

This role serves as a trusted advisor to ultra-high-net-worth clients, family offices, and entrepreneurs, guiding them through complex estate planning, business succession, and philanthropic decision-making processes. The position involves partnering with internal teams to develop integrated wealth planning solutions and managing the client advisory journey from initial engagement through ongoing support. It requires advanced consultative skills to address sophisticated legal and financial considerations while maintaining strong relationships with high-profile stakeholders.