UHNW Wealth Strategy Director

RK Partners; Chicago (IL); Hybrid; USD 180,000 - 320,000; Full time

Benefits offered by this job

401(k) retirement plan with 6% match

Medical, dental, and vision insurance

Flexible spending accounts

Life and disability insurance

Paid time off

Parental leave

Flexible hybrid work schedule

Job summary

RK Partners seeks a seasoned Head of Wealth Strategies to advance the ultra-high-net-worth strategy and serve as a senior firmwide resource on complex client opportunities. You will engage directly with clients, outside advisors, and multi-disciplinary teams to deliver sophisticated estate, tax, philanthropic, and multigenerational wealth solutions.

You will lead the firm’s ultra-high-net-worth offering, coordinate with Wealth Managers, Regional Directors, and internal specialists, and build

Qualifications

• JD required with estate planning, tax, trusts or related wealth planning experience.
• 12+ years of experience in wealth management or related fields.
• Strong technical knowledge of estate planning, tax planning, trusts, charitable planning, retirement, investments, and insurance.

Responsibilities

• Lead wealth-strategy leadership across retirement, estate and legacy planning, tax strategy, risk management, and intergenerational wealth transfer.
• Translate capabilities into a repeatable wealth-design process for advisors.
• Define planning standards aligned with client motivations and outcomes.
• Integrate firm capabilities into a unified client experience with governance boundaries.
• Coach advisors and drive adoption of centralized planning resources.

Skills

Wealth management

Estate planning

Client advisory

Team leadership

Education

Juris Doctor (JD)

CFP/CPA/ChFC/CPWA/CEPA (preferred)

Tools

Salesforce

Financial planning platforms

Custodial systems

AI-enabled advisor tools

Job description

RK Partners seeks a seasoned Head of Wealth Strategies to advance the ultra-high-net-worth strategy and serve as a senior firmwide resource on complex client opportunities. You will engage directly with clients, outside advisors, and multi-disciplinary teams to deliver sophisticated estate, tax, philanthropic, and multigenerational wealth solutions.

You will lead the firm’s ultra-high-net-worth offering, coordinate with Wealth Managers, Regional Directors, and internal specialists, and build