Senior Lead Wealth Planning Strategist

**About this role:**

The Senior Lead Wealth Planning Strategist is a key contributor within Wealth & Investment Management, responsible for deepening and expanding relationships with high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients, as well as attracting new client relationships with $10MM+ in investable assets. This role serves as a strategic advisor, delivering comprehensive, customized wealth planning, wealth transfer, tax‑efficient strategies, and multi‑generational planning solutions to sophisticated clients.

**In this role, you will:**

+ Provide high‑impact, customized wealth planning advice to clients and prospects through deep discovery and understanding of financial goals, investment objectives, family dynamics, and long‑term planning needs.
+ Partner with Advisors to identify, develop, and convert new business opportunities with HNW and UHNW clients.
+ Deliver comprehensive planning across key areas including:
+ Cash flow analys...