Remote Strategic Wealth Architect

Uplevel Entrepreneur; Town of Florida (NY); Remote; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health, dental, and vision

Remote work

Long-term growth

Job summary

Uplevel By Design seeks a Wealth Architect to lead client strategy across entity structuring, tax positioning, and estate design. This is a strategic, client-facing role that blends high-level thinking with precise execution.

You will collaborate with internal teams and external professionals to design scalable wealth structures for ambitious entrepreneurs and high-net-worth clients, with a remote-first setup.

Qualifications

• JD or wealth management designation required.
• Proven experience in tax, estate, or business structuring strategy.
• Experience advising entrepreneurs or high-net-worth clients.
• Strong strategic thinking with ability to translate complexity into direction.
• High ownership, attention to detail, execution standards.

Responsibilities

• Client Strategy & Advisory: Lead strategy sessions with clients across business structuring, asset protection, and estate planning; Translate complex strategies into clear, actionable direction; Guide clients through implementation alongside internal teams.
• Wealth Architecture: Design and refine entity, trust, and estate structures; Evaluate and optimize existing client frameworks for efficiency and scalability; Align legal, tax, and financial strategies into cohesive plans.
• Collaboration & Execution: Partner with internal teams across Tax, CFO, and Implementation; Coordinate with outside counsel and financial professionals; Ensure strategies are executed accurately and at a high standard.
• Thought Leadership: Contribute to internal frameworks, client education, and workshops; Support development of intellectual property and client-facing materials.

Skills

Tax strategy

Estate planning

Business structuring

Entrepreneur clients

Strategic thinking

Education

Juris Doctor (JD)

CFP/CPA/CFO designation

Job description

Uplevel By Design seeks a Wealth Architect to lead client strategy across entity structuring, tax positioning, and estate design. This is a strategic, client-facing role that blends high-level thinking with precise execution.

You will collaborate with internal teams and external professionals to design scalable wealth structures for ambitious entrepreneurs and high-net-worth clients, with a remote-first setup.