Chief Wealth Strategy & Financial Planning Lead

An established industry player in financial services is on the lookout for a Head of Wealth and Financial Planning. This pivotal role involves leading a team of advisory specialists and engaging with ultra-high net worth clients to deliver tailored financial solutions. You will be at the forefront of strategic leadership, driving sales initiatives, and fostering relationships both internally and externally. If you have a passion for innovation in financial planning and are ready to make a significant impact, we encourage you to apply. Key Responsibilities: * Strategic Leadership: Develop and implement the wealth and financial planning strategy, aligning with the company's overall objectives. * Team Management: Lead, mentor, and develop a team of financial advisors, ensuring high performance and client satisfaction. * Client Engagement: Serve as a primary point of contact for ultra-high net worth clients, providing personalized financial advice and solutions. * Business Development: Drive sales initiatives and identify new business opportunities to expand the wealth management portfolio. * Relationship Management: Build and maintain strong relationships with internal stakeholders and external partners. * Compliance and Risk Management: Ensure all activities comply with regulatory requirements and internal policies. * Financial Planning Expertise: Provide expert-level financial planning services, including retirement planning, investment management, estate planning, and tax optimization. * Performance Analysis: Monitor and analyze financial performance, identifying areas for improvement and growth. Qualifications: * Bachelor's degree in Finance, Business Administration, or a related field; advanced degree or certifications (e.g., CFP, CFA) preferred. * Proven experience in wealth management and financial planning, with a focus on ultra-high net worth clients. * Strong leadership and team management skills. * Excellent communication, interpersonal, and presentation skills. * In-depth knowledge of financial markets, investment strategies, and financial planning principles. * Ability to develop and implement strategic plans. * Experience in business development and sales. * Strong understanding of compliance and regulatory requirements. Benefits: * Competitive salary and performance-based bonuses. * Comprehensive health, dental, and vision insurance. * Retirement plan with company matching. * Professional development opportunities. * Paid time off and holidays. * Opportunity to work with a dynamic and innovative team.