Chief Wealth Strategy Architect (Hybrid)

Grimes & Company; Westborough, Northern (MA, KY); Hybrid; USD 215,000 - 275,000; Full time

Benefits offered by this job

401(k) retirement plan with 6% match

Medical, dental, and vision insurance

Flexible spending accounts

Life and disability insurance

Paid time off

Parental leave

Flexible hybrid work schedule

Job summary

Grimes & Company Wealth Management is seeking a Head of Wealth Strategies to lead the development, integration and delivery of comprehensive wealth-planning capabilities.

You will drive the firmwide planning agenda, set standards for strategic planning, and embed a planning-led approach across the organization while collaborating with Wealth Managers and specialists to serve high-net-worth clients.

Qualifications

• Bachelor’s degree in finance or related field.
• Professional designation such as JD or CFP/CPA/CPWA/ChFC/CEPA.
• 12+ years of experience in wealth management or related services.
• Experience advising high-net-worth and complex families.
• Familiarity with retirement, estate, tax, investment, insurance and charitable-planning concepts.

Responsibilities

• Lead the firmwide wealth-strategy framework across planning areas.
• Translate capabilities into a repeatable wealth-design process.
• Establish planning standards aligned with client motivations and priorities.
• Identify when to introduce specialized planning capabilities in client relationships.
• Coordinate internal and external specialists for complex opportunities.
• Build and manage the ultra-High Net Worth offering.

Skills

Team Leadership

Wealth Planning

Client Advisory

Strategic Thinking

Cross-functional Coordination

Education

Bachelor’s degree in finance or related field

JD or CFP/CPA/CPWA/ChFC/CEPA

Tools

Salesforce

Wealth Planning Platforms

Custodial Systems

AI-enabled Advisor Tools

Job description

Grimes & Company Wealth Management is seeking a Head of Wealth Strategies to lead the development, integration and delivery of comprehensive wealth-planning capabilities.

You will drive the firmwide planning agenda, set standards for strategic planning, and embed a planning-led approach across the organization while collaborating with Wealth Managers and specialists to serve high-net-worth clients.