Job Description
Job Description
About the Role :
This is a role for the advisor who thrives in complexity and brings structure to chaos. As Director of Strategic Advisory Services, you'll work closely with ultra-high-net-worth families to provide integrated, high-impact solutions across tax, financial, operational, and investment landscapes.
You’ll lead a sharp, multidisciplinary team that functions as the strategic backbone to our client relationships—helping families translate goals into action, manage sophisticated deal flow, and execute planning with precision. This is a senior seat with room for meaningful influence.
What You'll Lead
Tax & Financial Strategy
- Develop and oversee tax-optimized wealth and income strategies.
- Lead advanced cash flow modeling to inform near-term planning and long-term capital allocation.
- Ensure all recommendations are coordinated across investment, legal, and estate perspectives.
Investment & Deal Advisory
Guide due diligence for private equity, venture capital, and direct investments.Evaluate structures, risks, and alignment with the family’s overarching financial architecture.Support pre- and post-liquidity event planning for founders and business owners.Business & Operational Consulting
Advise business-owning families on performance, structure, and exit readiness.Drive strategic planning for operating companies, special projects, and family enterprises.Coordinate with other advisors to ensure execution across all verticals.Leadership & Execution
Manage a team of strategic consultants and analysts—delivering clear, consistent client value.Maintain accountability across workflows, deliverables, and relationship health.Promote a culture of rigor, responsiveness, and strategic ownership.What You Bring
Depth of Experience
10+ years in UHNW tax planning, financial consulting, or advisory roles.Exposure to deal structuring, due diligence, or business strategy is critical.Track record of managing complex deliverables across multiple stakeholders.Educational Foundation
Bachelor’s in Finance, Accounting, or a related field required; advanced degree preferred.CPA, CFA, JD, or MBA credentials are a strong plus.Series 65 license or ability to obtain one within 60 daysClient and Team Leadership
You know how to lead conversations in the boardroom and the family office.You're comfortable managing others and setting a standard of excellence.You operate with sound judgment, forward-thinking, and discretion.Why This Role?
Intellectually Rigorous Work – Dive into complex financial systems and strategic planning that matter.Elite Clients & Challenges – Collaborate with founders, operators, and global families making consequential decisions.Leadership Opportunity – Guide a talented team, contribute to firm strategy, and shape client outcomes.Aligned Incentives – Be recognized and rewarded for real value delivered—not activity for activity’s sake.We have excellent benefits that include
Performance-based bonuses as part of your overall compensationHealth, dental, vision, pet, life, and disability insurance401(k) retirement planLeadership and skills training opportunitiesSupport for a positive work / life balancePaid holidays and Paid Time Off (PTO)PTO accrual increases with years of serviceExtra perks like holiday savings programs, company events, and the chance to contribute to the future success of a growing companyIf you want to work at the intersection of strategy, execution, and generational wealth—and you have the horsepower to match—this is your opportunity to lead from the front.
