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Leads the firmwide wealth-strategy framework and ultra-high-net-worth offering. Advises complex clients and prospects on estate, tax, investment, trust, philanthropic, succession, and multigenerational planning. Integrates internal and external specialists, develops planning processes and advisor tools, trains Wealth Managers, manages strategic partnerships, and leads the centralized planning team. Establishes service standards, governance, capacity reporting, and a planning-led client experience across the organization.

Lead the firm’s organic growth strategy, regional director team, referral programs, advisor-led business development, client referrals, share-of-wallet expansion, and firmwide sales pipeline. Build scalable sales processes, coaching systems, accountability standards, CRM workflows, dashboards, and forecasting practices. Manage strategic relationships with custodians and referral partners while partnering with wealth, tax, insurance, planning, marketing, operations, and technology teams to drive measurable growth.

Serves high-net-worth clients as lead advisor, developing comprehensive financial plans and providing investment, retirement, estate, tax, and wealth management guidance. Builds long-term relationships, conducts client discovery, manages planning documentation, collaborates with internal specialists, supports business development, communicates complex financial concepts, and fulfills fiduciary and compliance responsibilities. Limited travel may be required.

Develop comprehensive financial plans covering retirement, investments, tax, estate, insurance, charitable giving, and education funding. Prepare recommendations, reports, presentations, and client communications while supporting advisory relationships and meetings. Maintain financial plans, CRM records, workflows, and reporting materials; coordinate implementation and follow-up. Collaborate with advisors, specialists, attorneys, and accountants while ensuring fiduciary, compliance, and regulatory standards are met.

Manage and enhance the firm's Salesforce platform and data environment. Responsibilities include designing custom solutions with Apex, SOQL, Flows, APIs, and reporting tools; maintaining data governance, security, integrations, dashboards, and automations; supporting data migration from acquired firms; troubleshooting and training users; gathering requirements; reducing technical debt; and documenting processes. The role partners with business stakeholders and technology teams to deliver scalable systems for a growing wealth management organization.