The role includes significant client and prospect-facing responsibilities, partnering closely with Advanced Wealth Strategists in Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically ranging from $10-25 million in Assets Under Management (AUM), with complexity across advanced estate planning, tax, business, and real estate matters. The Associate Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings.