Our client is a privately held multi-family office and strategic business advisory platform dedicated to addressing the critical unmet needs where matters of wealth, business, and family intersect. They advise on approximately $3.0 billion of client net worth and over $1.0 billion of investable client assets.

Being a steward of multi-generational wealth for over three decades, the firm distinguishes itself through its demonstrated ability to solve complex problems for its clients, navigate family dynamics across many generations, develop bespoke planning strategies, and build resilient investment portfolios across public and private markets. The company also serves as a private investment office and a dedicated CIO for family offices and institutions.

Position Summary:

The position of Senior Wealth Strategist will be responsible for serving as a subject matter expert for the firm within key areas of technical significance for the Private Wealth division (e.g., tax, estate planning, trust/entity structuring, investments, insurance, etc). Duties include leading and advancing the company’s knowledge base, content, and client solution set within their respective area of expertise.

In addition, this position will either oversee or work collaboratively with a group of Private Wealth personnel, including but not limited to Wealth Advisors, Wealth Planners, and Wealth Servicing Specialists to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.

Please note, that the company and its affiliates do not provide tax or legal advice. Therefore, the Senior Wealth Strategist will be responsible for managing and collaborating with the client’s outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.

Qualifications:

  • Eight or more years related experience, with a demonstrated depth of technical knowledge and expertise
  • CPA or JD preferred
  • Experience working with private, high net-worth clients and/or institutional clients
  • Exceptional communication (verbal and written) and presentation skills
  • Highly developed problem-solving ability and a willingness to drive workflow
  • Ability to collaborate effectively and work well within a team structure
  • Entrepreneurial instincts and proactive attitude
  • Ethically driven with an unwavering client commitment
  • Proficient in Microsoft Office Suite – Excel, Outlook, PowerPoint, Word, OneNote

Reports to: The Senior Wealth Strategist will report directly to the Managing Director of Private Wealth or their designee.

Compensation: Basic salary of $150-200k plus excellent bonuses and benefits. Relocation assistance available.

Interested candidates should send a short cover letter and their CV to Kay Shah – kays@agreusgroup.com

REF: AGR2789