SVP, Senior Wealth Strategist

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary:

Wealthspire has a long and successful history of serving ultra-high net-worth multi-generational families. As a Senior Wealth Strategist, this role will join an experienced team in shaping Wealthspire's approach to helping multi-generational families understand the challenges and opportunities of managing their wealth through financial, estate and tax planning. This role partners with colleagues across the organization, as well as outside advisors, in strategically advising UHNW clients with estate planning, tax planning and multi-generational planning. This role is also responsible for keeping up to date on estate and tax laws and regulations that may impact UHNW clients and proactively draft alerts and provide both internal and public-facing thought leadership on estate and tax issues. This role will report to the Director of Wealth Strategy.

• Assist Advisors and clients in providing strategic wealth preservation mentorship.
• Generate ideas regarding tax savings techniques and estate and business planning approaches to reduce income and estate tax, as well as streamline business succession or liquidation planning.
• Meet with UHNW clients and their Advisors to discuss current estate plans, transfer tax implications, and specific family circumstances, applying your expertise to uncover meaningful planning options.
• Help clients understand how different assets and sources of wealth should be used to improve wealth for multiple generations and enrich their lives.
• Proactively manage the prospect pipeline and existing clients. Collaborate with Advisor teams to generate innovative ideas that serve clients and address changes in family situations or tax law.
• Review current estate plans and analyze opportunities to improve wealth transfer for future generations.
• Partner with the clients' attorneys, accountants, appraisers, and other trusted advisors to review and carry out strategies. This ensures a detailed financial, estate, and income tax plan covering all clients' goals.
• Collaborate with clients' accountants in preparation of gift tax returns to ensure accurate reporting and track gift and GST exemption available for future planning.
• Propose special needs planning strategies to improve a disabled family member's life while maintaining eligibility for government services and benefits.
• Educate clients on potential asset protection strategies to protect family members from divorcing spouses or other creditors.
• Assist ultra-high-net-worth clients and their families with estate administration after a family member passes away. Analyze options for planning after death and guide families on asset inheritance.
• Provide education internally and generate up-to-date intellectual capital in the form of articles, videos, podcasts, and presentations.
• Observe developments in legislation and write timely notices regarding estate and tax topics that may impact clients.
• Pursue external speaking opportunities to network with centers of influence and provide access to the community to promote the Aon brand.
• Act as a liaison for the firm with centers of influence.
• Raise the profile of the firm through publishing and speaking externally.
• Collaborate closely with the Director of Wealth Strategy on approaches for growing and advancing the business.

• Law degree.
• Minimum of six years of UHNW estate and wealth transfer planning experience in a law firm or wealth management firm. Must be able to review and explain estate planning documents, and build complex estate plans.
• LLM in Tax a plus.
• Advising affluent clients at a wealth management firm is a plus.
• Specific expertise in philanthropy or business succession planning a plus.

• Continuously exhibits personal integrity and professional initiative.
• Demonstrates a dedication to accuracy by delivering high-quality work.
• Excellent written and verbal communication skills.
• Collaborative and able to work effectively with others.
• Flexible collaborator who is highly adaptable to change and open to innovative ideas.
• Entrepreneurial approach.