Lead Advisor is a wealth management consulting and search firm. This role is for our client, a wealth management firm operating in Boise.
Our client is an independent RIA and is seeking an enterprise planning leader to serve as our central planning authority, raise firmwide planning standards, and build a durable, scalable planning infrastructure. A right candidate will shape the next version of the firm by utilizing their advanced planning technical skills along with their leadership ability.
Key Responsibilities (but not limited to):
- Strategic & Advanced Planning: Lead strategy for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients on complex tax, estate, equity compensation, concentrated stock, and liquidity event planning.
- Firmwide Infrastructure: Own and standardize planning processes, deliverables, templates, workflows, and quality-control checkpoints.
- People & Advisor Development: Coach and mentor experienced planners into advanced planning professionals and provide technical support to advisors during complex client engagements.
- Client Engagement: Participate in client-facing meetings (not the majority of candidates time) to explain complex strategies to sophisticated families.
- Strategic Alliance Representation: Represent the firm with attorneys, CPAs, and external referral partners through thought leadership and collaborative planning.
Qualifications & Technical Expertise
- Bachelor’s Degree (Advanced Degrees preferred)
- Certified Financial Planner Designation (Additional designations preferred)
- Deep expertise in advanced tax strategies, estate planning, equity compensation (ISOs, NSOs, RSUs, QSBS), and business-owner planning.
- Fluency in integrating planning with investment strategy and portfolio management
- Proven capability (or demonstrated leadership potential) to build systems, set standards, and elevate team performance without adding unnecessary bureaucracy
To apply for this job please visit whatjobs.com.
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