Our client is an independent RIA seeking to scale from ~$900M to $1.5B–$2B in assets over the next five years. We are 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
Location: Remote, with travel to Boise, ID
Salary: $175- $225k base
