Senior Family Office Wealth Strategist

White Oak Enterprises; Washington, Baltimore (District of Columbia, MD); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health and dental coverage

PTO

401(k)

Job summary

White Oak Enterprises in Washington, DC, is building an advisory function to help high-net-worth families understand and manage wealth. You will own public-market portfolios, direct rebalancing, and evaluate managers as we transition external relationships over 6–9 months.

You will design the program, connect trust and foundation needs with investment strategy, and build lasting relationships with family members and colleagues across the office.

Qualifications

• Strong communication and ability to explain complex financial concepts clearly.
• Experience advising high-net-worth or ultra-high-net-worth families with ownership of relationships.
• Ability to build and sustain trusted family-member relationships over time.
• Deep understanding of markets, asset allocation, portfolio construction, and risk.
• Comfort with cash flow, taxes, leverage, and competing capital claims.

Responsibilities

• Own the public-market portfolios for families and entities, setting asset allocation and strategy.
• Direct rebalancing and trades through custody platforms; evaluate external managers when appropriate.
• Design the advisory program and define the role of a client relationship manager.
• Integrate information across trusts, foundations, and family offices; coordinate with specialists.

Education

CFP®, CPWA®, CFA®, CPA or MBA

Job description

White Oak Enterprises in Washington, DC, is building an advisory function to help high-net-worth families understand and manage wealth. You will own public-market portfolios, direct rebalancing, and evaluate managers as we transition external relationships over 6–9 months.

You will design the program, connect trust and foundation needs with investment strategy, and build lasting relationships with family members and colleagues across the office.