Overview Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to partner with senior department members to create processes and help drive Wealth Planning Services for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) by researching, building strong relationships with Lead Advisors, and being a subject matter expert on various items. In this role you will: Facilitate all the client service responsibilities for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets > $500MM+, Annual Revenue > $1MM). Provide support to the client service team to facilitate Wealth Planning for Ultra-High-Net Worth/Multifamily Office type clients and support the complex planning needs for other complex clients, by assisting with the execution of internal and external services, including preparation of materials and coordination of meetings to showcase Waldron’s value propositions for the complex wealth advisory needs. Champion, manage, evaluate, and innovate the technology stack required for the Wealth Planning team to allow the Firm to continue to add efficiencies and innovate solutions for Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM). Support the prospecting and onboarding process of Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) and other complex clients through research, data management, and managing client information systems. Assist in managing the internal process for prospective Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) and other complex clients by gathering necessary documentation and following up on action items. Ensure the accuracy and quality of work for assigned Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) and other complex clients family relationships. Run the internal GAP (Gather, Analyze, Present) process for prospective Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) to prepare the closing team to demonstrate Waldron’s unique value, including oversight of all related deliverables. Support in developing content, communication, and training for Waldron members on Wealth Planning offerings and updates, ensuring that all materials are up-to-date and distributed appropriately. Support Wealth Planning team members in ensuring compliance, workflow, and efficiency, including updating workflow documents, monitoring deadlines, and reporting progress to management. Assist the Director of Wealth Planning in identifying and supporting the execution of strategic wealth Planning initiatives and projects that align with client and Firm goals. Handle assigned tasks and coordinate with relevant departments. Identify and recommend improvements in current services and vendors by gathering feedback, tracking usage data, and compiling reports on service efficiencies. Act as a point of contact for inquiries about Wealth Planning offerings and processes, redirecting complex questions to senior team members or subject matter experts as needed. Experience/Education Requirements Bachelor’s Degree in finance or related field required. Minimum of five (5) total years of wealth management and investment related experience required. Seven (7) years preferred. Minimum of three (3) years of progressive experience working with Family Office and Ultra High Net Worth (UHNW) client families ($50MM+ in investable assets) required. Five (5) years preferred. Passed CFP®, CFA, CPA, JD or another approved advanced credential required. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66). #J-18808-Ljbffr
UHNW Wealth Planning Strategist • Wayne, NJ, United States
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Wealth Advisors conduct thorough discoveries to understand a client's short- and... Mostrar más
Senior Digital Engagement Strategist.Kada Recruiting is excited to partner with an innovative, award-winning healthcare agency based in Morristown, NJ in search of a Senior Digital Engagement Strat... Mostrar más
Senior Associate Wealth Strategist.Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of th... Mostrar más
Financial Services, we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families.Our firm emphasizes long-t... Mostrar más
The role oversees strategic planning, budgeting, grants, communications, community outreach, special events, and Board development, supervising the Grants Manager and related staff.The ideal candid... Mostrar más
The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with ... Mostrar más
Getinge is seeking a Chief Financial Officer to lead its finance operations.The role requires strategic oversight of financial functions for the Cardiac Surgery and Vascular Interventions product a... Mostrar más
Relationship Manager, Wealth Advisory.For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth... Mostrar más
EisnerAmper is looking for a Bankruptcy and Restructuring Services Partner to lead advisory engagements in complex restructuring situations.The suitable candidate will have a minimum of 10-15 years... Mostrar más
Wealth Advisor, UHNW (Morristown, NJ).For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.Whether a family has $300 thousand or $300 milli... Mostrar más
Avis Budget Group Leadership Opportunity.At Avis Budget Group, we're driven to be the best vehicle rental company in the world, together.Our 25,000 employees raise the bar every day, bringing diffe... Mostrar más
As a Temporary Supply Planner, you will play a pivotal, hands-on role on our Supply Planning team, contributing to daily operations and key initiatives by:.Supporting Daily Operations & Risk Mitiga... Mostrar más
Groome Industrial Service Group seeks an experienced Chief Financial Officer to lead the company’s financial strategy, operations, reporting, and capital planning.This executive will partner with t... Mostrar más
Associate Wealth Management Relationship Manager II.Position Overview: Under general direction, this position's role is to gain knowledge, practical experience and skills in handling all aspects of... Mostrar más
Are you ready to make it happen at Mondel?z International? Join our mission to lead the future of snacking.As a Temporary Supply Planner, you will play a pivotal, hands-on role on our Supply Planni... Mostrar más
Join a team that values your ambition and empowers your growth.At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve thei... Mostrar más
Be the Architect of Impactful Healthcare Campaigns: Engagement Planner Do you thrive in a fast-paced environment where your organizational skills and media savvy can make a real difference in peopl... Mostrar más
Healthcare Planning and Design Manager, Infection Control (Northeast).Location: Philadelphia, PA, US Providence, RI, US New York City, NY, US NY, US Columbus, OH, US Nashua, NH, US Hartford, CT, US... Mostrar más
Financial Planning & Analysis (FP&A) Analyst.This is an opportunity to join Ascot Group - one of the world's preeminent specialty risk underwriting organizations.Designed as a modern-era company op... Mostrar más
Immunology Competitive Intelligence Director.We are currently seeking an Immunology Competitive Intelligence Director specializing in Gastroenterology and Inflammatory Bowel Disease (IBD).This role... Mostrar más
