Head of Wealth Strategy & UHNW Planning

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

Benefits offered by this job

401(k) 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, an independent RIA serving high-net-worth clients nationwide, seeks a Head of Wealth Strategies to lead the development and delivery of comprehensive wealth-planning capabilities.

The role unites investment, tax, estate planning, trust services and family-office resources into a cohesive planning-led approach, with emphasis on UHNW clients and complex families across advisory teams.

Qualifications

• Bachelor’s degree in finance, financial planning, accounting, economics, law or related discipline.
• JD or other advanced designations such as CFP, CPA, CPWA®, ChFC®, CTFA or CEPA® is required.
• Twelve plus years of experience in wealth management, financial planning, private banking, trust, tax or family-office services.

Responsibilities

• 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 capabilities into a clear, repeatable wealth-design process for Wealth Managers to use with clients.
• Build and manage Grimes’ ultra-High Net Worth offering.

Skills

Leadership

Financial planning

Estate planning

Tax knowledge

Client advisory

Multi-disciplinary coordination

Strategic communication

Education

Bachelor’s degree in finance/related

JD or CFP/CPA/CPWA/ChFC/CTFA/CEPA

Tools

Salesforce

Financial-planning platforms

Custodial systems

AI-enabled advisor tools

Job description

Grimes & Company Wealth Management, an independent RIA serving high-net-worth clients nationwide, seeks a Head of Wealth Strategies to lead the development and delivery of comprehensive wealth-planning capabilities.

The role unites investment, tax, estate planning, trust services and family-office resources into a cohesive planning-led approach, with emphasis on UHNW clients and complex families across advisory teams.