Senior Wealth Strategy & Client Experience Lead

The Juris Agency; Princeton (NJ); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Job summary

OneWell seeks a Wealth Strategist to serve as a senior advisor partner and day-to-day owner of the client experience for high-net-worth families. You will own planning, coordination, and execution across prospecting and ongoing service phases, acting as the central contact for clients and their advisory ecosystem.

This senior, client-facing role prioritizes ownership, cross-stakeholder coordination, and proactive delivery of integrated, tax-aware planning while driving advisor leverage and

Qualifications

• Typically 5–12 years in financial services or wealth management, ideally within an RIA, private bank, or multi-family office.
• Direct experience supporting senior advisors and working with HNW or UHNW families.

Responsibilities

• Serve as a primary partner to senior advisors, increasing their capacity across prospecting, onboarding and ongoing client service.
• Own planning-related work from preparation to execution and follow-through to free advisors for relationships and growth.
• Coordinate across client stakeholders and external advisors to ensure timely, accurate service delivery.

Skills

Highly organized

Client-facing

Technologically fluent

Tools

Planning tools

Portfolio systems

CRM platforms

Job description

OneWell seeks a Wealth Strategist to serve as a senior advisor partner and day-to-day owner of the client experience for high-net-worth families. You will own planning, coordination, and execution across prospecting and ongoing service phases, acting as the central contact for clients and their advisory ecosystem.

This senior, client-facing role prioritizes ownership, cross-stakeholder coordination, and proactive delivery of integrated, tax-aware planning while driving advisor leverage and