Senior Client Experience Architect

WALTON ENTERPRISES & WALTON FAMILY FOUNDATION; Denver (CO); On-site; USD 285,000 - 405,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan

Paid time off

Job summary

Walton Enterprises seeks a Senior Advisor in Client Services to deliver an exceptionally personal experience for one household. As the relationship manager, you will coordinate workplans across WEI and external partners, ensuring timely delivery and clear communication.

The role focuses on client service, cross-functional collaboration, and strategic planning to align household goals with WEI standards, with periodic travel to Walton Enterprises offices.

Qualifications

• 15+ years of progressive experience in family office, private client services, professional services, or complex program/account management with significant client-facing responsibility.
• Strong financial acumen and understanding of wealth planning processes, goals, and outcomes.
• Bachelor's degree required.
• Advanced degree or relevant certifications preferred (CFP, CFA, CPWA, JD/MBA).
• Demonstrated excellence in relationship management with ultra-high net worth principals and their ecosystems.
• Ability to build strong relationships and trust.
• High levels of diplomacy, discretion, empathy and judgment.
• Problem solving skills.
• Strong cross-functional project/program management skills (planning, RACI, dependencies, meetings).
• Outstanding written and verbal communication; ability to translate technical content into next steps.

Responsibilities

• Curation: Create an elevated client service experience tailored to household values and needs.
• Coordination: Orchestrate end-to-end household workplans across internal teams and external advisors.
• Communication: Establish cadences and ensure clear, two-way communication with household and WEI teams.

Skills

Relationship management

Project coordination

Communication

Cross-functional collaboration

Wealth planning knowledge

Education

Bachelor's degree

Advanced degree or certifications (CFP, CFA, CPWA, JD/MBA)

Job description

Walton Enterprises seeks a Senior Advisor in Client Services to deliver an exceptionally personal experience for one household. As the relationship manager, you will coordinate workplans across WEI and external partners, ensuring timely delivery and clear communication.

The role focuses on client service, cross-functional collaboration, and strategic planning to align household goals with WEI standards, with periodic travel to Walton Enterprises offices.