Head of Wealth Strategies

RK Partners

Chicago (IL)

Hybrid

USD 180,000 - 320,000

Full time

5 days ago

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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

RK Partners seeks a seasoned Head of Wealth Strategies to advance the ultra-high-net-worth strategy and serve as a senior firmwide resource on complex client opportunities. You will engage directly with clients, outside advisors, and multi-disciplinary teams to deliver sophisticated estate, tax, philanthropic, and multigenerational wealth solutions.

You will lead the firm’s ultra-high-net-worth offering, coordinate with Wealth Managers, Regional Directors, and internal specialists, and build

Qualifications

JD required with estate planning, tax, trusts or related wealth planning experience.
12+ years of experience in wealth management or related fields.
Strong technical knowledge of estate planning, tax planning, trusts, charitable planning, retirement, investments, and insurance.

Responsibilities

Lead wealth-strategy leadership across retirement, estate and legacy planning, tax strategy, risk management, and intergenerational wealth transfer.
Translate capabilities into a repeatable wealth-design process for advisors.
Define planning standards aligned with client motivations and outcomes.
Integrate firm capabilities into a unified client experience with governance boundaries.
Coach advisors and drive adoption of centralized planning resources.

Skills

Wealth management

Estate planning

Client advisory

Team leadership

Education

Juris Doctor (JD)

CFP/CPA/ChFC/CPWA/CEPA (preferred)

Tools

Salesforce

Financial planning platforms

Custodial systems

AI-enabled advisor tools

Job description

HEAD OF WEALTH STRATEGIES

The role will have a particular responsibility for advancing the Company’s ultra-high-net-worth strategy and serving as a senior firmwide resource on the most complex client and prospect opportunities. The Head of Wealth Strategies will engage directly with clients and their outside advisors on sophisticated estate, trust, tax, philanthropic, business succession and multigenerational wealth matters, while helping position the Company as a destination for high-net-worth and ultra-high-net-worth families.

Primary Responsibilities

Wealth-Strategy Leadership

Develop and maintain the firmwide wealth-strategy framework, including retirement, estate and legacy planning, tax strategy, risk management, business-owner planning, concentrated wealth, charitable planning and intergenerational wealth transfer.
Translate the firm’s capabilities into a clear, repeatable wealth-design process that Wealth Managers can use with clients and prospects.
Establish planning standards that begin with an understanding of each client’s motivations, concerns, priorities, family circumstances and desired outcomes.
Define when and how specialized planning capabilities should be introduced into the client relationship.
Identify emerging planning needs and recommend the capabilities, partnerships, technology and talent required to serve increasingly complex clients.
Build and manage the Company’s ultra-High Net Worth offering.

Complex Client and Prospect Engagement

Serve as a senior strategist on significant high-net-worth and complex client opportunities.
Partner with Wealth Managers and Regional Directors during discovery, proposal development and key client meetings.
Help diagnose planning opportunities, organize the appropriate internal and external specialists and develop a coordinated strategy for the client.
Provide subject-matter credibility in situations involving concentrated stock, business transitions, estate and trust structures, tax-sensitive investing, philanthropic planning and complex family dynamics.
Identify opportunities to deepen relationships across generations, family members and entities while ensuring recommendations remain grounded in each family’s objectives and circumstances.

Integration of Firm Capabilities

Connect the work of Financial Planning, Investment Management, Wealth Protection, Trust Services, Tax Advisory and other centralized resources into an unified client experience.
Define clear referral, intake, ownership and handoff processes among Wealth Managers and specialist teams.
Develop a practical framework for coordinating advice while maintaining appropriate legal, regulatory and information-sharing boundaries between affiliated businesses.
Build relationships with outside attorneys, accountants, valuation specialists, philanthropic advisors and other professionals when capabilities are not maintained internally.
Create a disciplined approach for evaluating and managing external strategic partners.

Advisor Enablement and Resource

Drive planning adoption across the firm by partnering with Regional Directors and Wealth Managers to identify opportunities and embed wealth strategy more consistently into client relationships.
Create conversation guides, discovery frameworks, case studies, client-facing materials and planning playbooks.
Lead training on topics such as retirement income, legacy planning, concentrated positions, business-owner planning, tax-aware strategies, trust services, insurance planning and multigenerational engagement.
Coach advisors on how to identify planning needs without requiring them to become experts in every technical discipline.
Promote adoption of the firm’s centralized planning and specialist capabilities.
Establish strategic case-consultation forums through which advisors can bring forward complex situations, collaborate on wealth-design opportunities and benefit from specialized expertise.

Central Planning Team Leadership

Lead, develop and have direct responsibility for members of the centralized planning team.
Establish clear roles, service standards, capacity expectations and development paths for team members.
Help create a training ground for emerging advisors and planners who may advance into broader Wealth Manager roles.
Participate in leadership, Financial Planning Committee and other relevant governance meetings.
Provide leadership with regular reporting on utilization, capacity, advisor adoption, client outcomes and strategic opportunities.

Qualifications

Bachelor’s degree in finance, financial planning, accounting, economics, law, or a related field.
JD required , with a background in estate planning, tax, trusts, or other areas relevant to complex wealth planning.
Additional professional designations such as CFP®, CPA, CPWA®, ChFC®, CTFA, or CEPA® are preferred but not required.
12+ years of experience in wealth management, financial planning, private banking, trust, tax, estate planning, or family office services.
Demonstrated experience advising high net worth individuals and families with complex estate, tax, trust, and wealth planning needs.
Strong technical knowledge of estate planning, tax planning, trusts, charitable planning, retirement, investments, and insurance.
Ability to evaluate complex client situations, identify planning opportunities, and coordinate with attorneys, CPAs, advisors, and other specialists.
Experience leading multidisciplinary teams or serving as a technical resource to advisors on complex planning matters.
Proven ability to translate sophisticated legal, tax, and estate planning concepts into practical, understandable recommendations for clients and advisors.
Experience developing planning processes, advisor resources, service models, or client delivery standards.
Familiarity with Salesforce, financial planning platforms, custodial systems, and emerging AI enabled advisor tools is beneficial.

Why This Role Matters

The Company is expanding its ability to serve clients across the full spectrum of their financial lives. The Head of Wealth Strategies will play a central role in bringing those capabilities together, improving the experience of clients and advisors, and helping the firm build deeper, longer-lasting relationships with high-net-worth and multigenerational families.

This leader will help define not only what the Company offers, but how the firm understands clients, coordinates advice and guides families through consequential financial decisions.

Benefits

We offer a comprehensive benefits package including: