Hybrid UHNW Wealth Strategy Director

OneWell; Princeton (NJ); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Bonus opportunity

Hybrid work arrangement

Location Princeton, NJ or Bethesda, MD

Job summary

OneWell seeks a Director or Senior Director of Wealth Planning & Strategy to partner with lead advisors for ultra‑high‑net‑worth clients. You will act as strategist, quarterback, and chief of staff for the family’s financial life, driving analysis across investments, tax, estate planning, philanthropy, and other priorities.

Initially an individual contributor with visibility, this role may grow to build and lead a team.

Qualifications

• Experience supporting ultra-high-net-worth individuals or families
• Proven ability to manage multiple complex client workstreams through completion
• Strong analytical and financial-modeling skills with customized analysis capability
• Ability to translate financial analysis into polished client presentations and recommendations
• Experience coordinating with attorneys, CPAs, tax professionals, investment professionals, or other outside advisors

Responsibilities

• Partner with lead advisor across UHNW relationships
• Build cash flow, liquidity, and balance-sheet analyses
• Model spending, taxes, debt service, charitable commitments, and private-market capital events
• Prepare client-ready recommendations and planning memos
• Coordinate with external advisors to drive planning and execution
• Develop first-draft recommendations and client materials
• Lead planning conversations and present complex analyses to clients

Skills

UHNW client support

Financial modeling

Multi-family office exposure

Independent work

Client presentation skills

Education

CFP/CFA/CPA/JD/CPWA credentials valued

Tools

Excel

PowerPoint

Job description

OneWell seeks a Director or Senior Director of Wealth Planning & Strategy to partner with lead advisors for ultra‑high‑net‑worth clients. You will act as strategist, quarterback, and chief of staff for the family’s financial life, driving analysis across investments, tax, estate planning, philanthropy, and other priorities.

Initially an individual contributor with visibility, this role may grow to build and lead a team.