UHNW Family Office Wealth Planning Strategist

Waldron Private Wealth; Wayne (NJ); On-site; USD 130,000 - 190,000; Full time

Job summary

Waldron Private Wealth is seeking a Multi-Family Office Strategist to partner with senior leaders in delivering Wealth Planning Services to Ultra-High-Net Worth clients. You will research, build relationships with Lead Advisors, and serve as a subject matter expert across complex wealth planning needs.

You will support client service teams, manage documentation, and drive efficiency by optimizing technology and processes for the wealth planning group, including onboarding and ongoing client

Qualifications

• Minimum of five (5) years of wealth management experience required; UHNW experience preferred.
• Three (3) years in Family Office/UHNW client families (50MM+ assets) preferred.
• Credentialing: CFP, CFA, CPA, JD or approved credential required.

Responsibilities

• Partner with senior team to drive Wealth Planning services for UHNW clients.
• Support client service for Ultra-High-Net Worth / Multifamily Office clients.
• Champion and optimize the technology stack for Wealth Planning.
• Assist in onboarding and prospecting for new UHNW clients.
• Gather, manage, and coordinate client documentation and systems.
• Ensure accuracy and quality of work for complex families.
• Lead GAP (Gather, Analyze, Present) process for prospective clients.
• Develop content and training on Wealth Planning offerings.
• Monitor compliance, workflows, and deadlines.
• Assist Director of Wealth Planning with strategic initiatives.

Skills

Wealth management

Client service

Data management

Project coordination

Compliance

Education

Bachelor’s Degree in finance or related field

CFP/CFA/CPA/JD or approved credential

Investment Adviser Representative registration eligibility

Tools

CRM systems

Wealth planning software

Job description

Waldron Private Wealth is seeking a Multi-Family Office Strategist to partner with senior leaders in delivering Wealth Planning Services to Ultra-High-Net Worth clients. You will research, build relationships with Lead Advisors, and serve as a subject matter expert across complex wealth planning needs.

You will support client service teams, manage documentation, and drive efficiency by optimizing technology and processes for the wealth planning group, including onboarding and ongoing client