SVP, Wealth Strategy

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  "Title": "SVP, Wealth Strategy",
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  "PostedDate": "2026-04-17T15:14:47.574Z",
  "JobCategoryName": "Wealth Management",
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  "BriefDescription": "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.",
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  "RequisitionNumber": "SVPWE015169"
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