UHNW Family Office Strategy Lead

Waldron Private Wealth; Detroit (MI); On-site; USD 120,000 - 180,000; Full time

Job summary

Waldron Private Wealth in Detroit seeks a Multi-Family Office Strategist to partner with senior members to build processes and drive Wealth Planning Services for Ultra-High-Net Worth clients by researching and strengthening relationships with Lead Advisors.

The role involves supporting client service, coordinating meetings, and innovating the technology stack for the Wealth Planning team to enhance efficiencies for complex client needs.

Qualifications

• Bachelor’s Degree in finance or related field required.
• Five (5) years wealth management experience; seven (7) preferred.
• Three (3) years with Family Office/UHNW clients; five (5) preferred.
• CFP®, CFA, CPA, JD or another approved credential required.
• Investment Adviser Representative registration eligibility within 3 months.

Responsibilities

• Partner with senior members to create processes for Ultra-High-Net Worth/multifamily clients.
• Provide support to wealth planning, coordinating meetings and materials for UHNW families.
• Champion technology stack for Wealth Planning to boost efficiency and innovation.
• Assist in onboarding UHNW clients and manage data/documentation.
• Ensure accuracy and quality of work for complex client relationships.
• Support compliance, workflows, and progress reporting to management.
• Identify improvements in services and vendor relationships through data and feedback.

Education

Bachelor’s Degree in finance or related field

CFP®, CFA, CPA, JD or another approved advanced credential

Job description

Waldron Private Wealth in Detroit seeks a Multi-Family Office Strategist to partner with senior members to build processes and drive Wealth Planning Services for Ultra-High-Net Worth clients by researching and strengthening relationships with Lead Advisors.

The role involves supporting client service, coordinating meetings, and innovating the technology stack for the Wealth Planning team to enhance efficiencies for complex client needs.