Director, HNW Advisory & Investment Strategy Job at Confidential, Austin, TX

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  • Confidential
  • Austin, TX

Job Description

Director, HNW Advisory & Investment Strategy

$200K - $260k base + bonus

A nationally respected wealth management firm is looking for an experienced leader to build and lead its High Net Worth (HNW) and Ultra-High Net Worth (UHNW) advisory strategy. As Director, HNW Advisory & Investment Strategy , you’ll work with financial advisors to deliver customized solutions for clients with $10MM+ in investable assets.

You’ll help shape a best-in-class HNW platform—integrating planning, investments, and alternative solutions into a high-touch, end-to-end client experience.

What You'll Be Doing

  • Serve as the go-to resource for advisors supporting HNW/UHNW clients
  • Help design complex planning strategies across estate, tax, philanthropy, and investment needs
  • Provide insights on asset allocation and portfolio construction, including alternative investments
  • Lead and mentor a team of junior planners to support advisor delivery
  • Collaborate across internal investment, product, and due diligence teams to enhance platform offerings

What We’re Looking For

  • CFP® required ; JD, CFA, CPWA, or CEP strongly preferred
  • Deep experience advising HNW/UHNW clients on complex planning needs
  • Strong leadership skills and experience guiding or managing planning teams
  • Excellent communicator with the ability to simplify and present sophisticated strategies
  • Strategic, forward-thinking, and collaborative

Why Consider This Role?

  • High-visibility leadership position with strong impact across the advisory network
  • Work with a talented team across investment, planning, and strategy
  • Influence the future of a growing HNW platform
  • Competitive compensation and long-term career opportunity

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