Director of Advanced Planning

Lead Advisor; Idaho; On-site; USD 180,000 - 240,000; Full time

Job summary

Lead Advisor, a wealth management consulting and search firm, seeks an enterprise planning leader for our Idaho client. This senior role will scale planning standards and build durable planning infrastructure across the firm.

Ideal candidate will shape the next version of the firm by applying advanced planning skills and strong leadership to serve HNW/UHNW clients and collaborate with advisors and external partners.

Qualifications

• Deep expertise in advanced tax strategies and estate planning.
• Experience with equity compensation (ISOs, NSOs, RSUs, QSBS).
• Ability to align planning with investment strategy.
• Proven ability to build standards and scalable processes.

Responsibilities

• Lead strategic planning for HNW and UHNW clients on complex tax, estate, equity compensation, and liquidity event planning.
• Own and standardize planning processes, deliverables, templates, workflows, and quality-control checkpoints.
• Coach and mentor planners and provide technical support during complex client engagements.
• Participate in client-facing meetings to explain complex strategies to sophisticated families.
• Represent the firm with attorneys, CPAs, and external referral partners through thought leadership and collaborative planning.

Skills

Tax planning

Estate planning

Equity compensation

Business-owner planning

Investment integration

Portfolio management

Leadership & systems

Education

Bachelor’s Degree (Advanced Degrees preferred)

Job description

Lead Advisor is a wealth management consulting and search firm. This role is for a client firm in Idaho.

Our client is an independent RIA seeking to scale from ~$900M to $1.5B–$2B in assets over the next five years. We are seeking an enterprise planning leader to serve as our central planning authority, raise firmwide planning standards, and build a durable, scalable planning infrastructure. A right candidate will shape the next version of the firm by utilizing their advanced planning technical skills along with their leadership ability.

Key Responsibilities (but not limited to):

• Strategic & Advanced Planning: Lead strategy for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients on complex tax, estate, equity compensation, concentrated stock, and liquidity event planning.
• Firmwide Infrastructure: Own and standardize planning processes, deliverables, templates, workflows, and quality-control checkpoints.
• People & Advisor Development: Coach and mentor experienced planners into advanced planning professionals and provide technical support to advisors during complex client engagements.
• Client Engagement: Participate in client-facing meetings (not the majority of candidates time) to explain complex strategies to sophisticated families.
• Strategic Alliance Representation: Represent the firm with attorneys, CPAs, and external referral partners through thought leadership and collaborative planning.

Qualifications & Technical Expertise

• Bachelor’s Degree (Advanced Degrees preferred)
• Deep expertise in advanced tax strategies, estate planning, equity compensation (ISOs, NSOs, RSUs, QSBS), and business-owner planning.
• Fluency in integrating planning with investment strategy and portfolio management
• Proven capability (or demonstrated leadership potential) to build systems, set standards, and elevate team performance without adding unnecessary bureaucracy