SVP, Wealth Strategist, Director of Planning & Compliance

The SVP, Wealth Strategist, Director of Planning & Compliance serves as a trusted technical expert for high-net-worth and ultra-high-net-worth clients and prospects. In close collaboration with internal teams and external advisors, this role designs and delivers sophisticated, strategic wealth solutions aligned with family and business goals.

The ideal candidate brings initiative, accountability, discretion, and a proactive approach to every engagement. In addition to client-facing work, this role leads the firm’s comprehensive planning function, advancing complex financial planning standards, improving planning work product, and supporting advisors in delivering integrated advice to families with sophisticated needs.