UHNW Advisory Strategist

The UHNW Advisory Strategist partners with Financial Advisors to deliver holistic investment guidance and customized portfolio construction for existing and prospective ultra-high-net-worth clients. This role involves deepening client relationships, facilitating engagement with specialized resources across the firm, and providing expert advice on asset allocation and manager selection. The position requires collaboration with enterprise specialists to address comprehensive wealth needs, including lending, trust, and estate planning.