Director, UHNW Wealth Planning & Strategy

OneWell; Princeton (NJ); Hybrid; USD 180,000 - 240,000; Full time

Job summary

OneWell seeks a Director or Senior Director of Wealth Planning & Strategy to lead planning for ultra-high-net-worth families with hybrid work options in Princeton, NJ or Bethesda, MD. You will build comprehensive liquidity models, coordinate with the CIO, lead advisor, and outside counsel to implement plans while shaping client communications.

The role emphasizes modeling cash flow across entities, drafting recommendation memos, and delivering client-ready planning materials for UHNW clients.

Qualifications

• 7–15 years in wealth planning with UHNW focus.
• 4+ years serving UHNW clients or family offices.
• Advanced Excel modeling; build cash flow and liquidity models from scratch.
• Knowledge of trust and estate structures, wealth transfer and estate tax considerations.
• Experience coordinating with outside trust and estate counsel and CPAs.
• Strong written communication; drafted memos and client presentations.

Responsibilities

• Build cash flow and liquidity models across individuals, trusts, partnerships and family entities.
• Model liquidity needs and sources: spending, tax liabilities, private fund capital calls and distributions, debt service, and charitable commitments.
• Analyze liquidity events: business sales, concentrated stock, equity compensation, real estate dispositions, distributions.
• Run scenario and stress analysis to set reserve levels and test plan durability.
• Translate model outputs into sizing recommendations for the investment team.
• Prepare and curate client meeting materials, planning memos, and family presentations in partnership with the lead advisor.
• Tailor messages to audiences from principals to boards of family foundations.
• Contribute planning-led content to prospect meetings to demonstrate value.

Skills

Advanced Excel modeling

Wealth planning

Client communication

Coordination with counsel

Estate tax knowledge

Education

CFP

CPA

J.D.

CFA

CPWA

Job description

OneWell seeks a Director or Senior Director of Wealth Planning & Strategy to lead planning for ultra-high-net-worth families with hybrid work options in Princeton, NJ or Bethesda, MD. You will build comprehensive liquidity models, coordinate with the CIO, lead advisor, and outside counsel to implement plans while shaping client communications.

The role emphasizes modeling cash flow across entities, drafting recommendation memos, and delivering client-ready planning materials for UHNW clients.