Senior Wealth Architect for UHNW Families

Rockefeller Capital Management; Austin (TX); Hybrid; USD 180,000 - 320,000; Full time

Job summary

Rockefeller Capital Management's Private Office seeks a Senior Wealth Strategist to develop and implement sophisticated tax, estate, and financial plans for the firm’s most affluent clients. You will collaborate with CPAs, attorneys, and Rockefeller Private Advisors to deepen relationships and deliver tailored solutions.

In this client-facing role you will research complex planning needs, prepare analyses, and coordinate with internal and external advisors to execute plans that preserve and grow

Qualifications

• Bachelor's degree required. JD/CPA/CFP or similar designation preferred.
• 10+ years of UHNW wealth planning experience focusing on tax, estate, and financial planning.
• Strong communication, presentation, and client relationship management skills.

Responsibilities

• Lead and deliver sophisticated tax, estate, and financial planning for UHNW clients.
• Collaborate with CPAs, attorneys, and private advisors to implement integrated plans.
• Develop research, financial analyses, and planning recommendations for complex scenarios.
• Mentor junior team members and contribute to practice development.

Job description

Rockefeller Capital Management's Private Office seeks a Senior Wealth Strategist to develop and implement sophisticated tax, estate, and financial plans for the firm’s most affluent clients. You will collaborate with CPAs, attorneys, and Rockefeller Private Advisors to deepen relationships and deliver tailored solutions.

In this client-facing role you will research complex planning needs, prepare analyses, and coordinate with internal and external advisors to execute plans that preserve and grow