NewWealth Strategist JobotWealth StrategistPasadena, CA$150,000–$175,000 / yearAs a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Brand Manager / Career Strategist Type: Long-term partnership Meme House LA, IncBrand Manager / Career Strategist Type: Long-term partnershipBEVERLY HILLS, CA$6,000–$8,500I want someone who builds the vision, not just executes tasks — someone who can look at where I am now and map a clear path to where I want to be. Open doors: connect with agents, directors, producers, PR, photographers, labels, and collaborators .
Creative Strategist True ClassicCreative StrategistLos Angeles, CApointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]"> This role is hybrid (3x per week in office) based in Calabasas, CA. *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]"> Compensation.
NewExecutive Director, AI Architect and Strategist Wells Fargo & CoExecutive Director, AI Architect and StrategistLos Angeles, CA$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Successful candidates will combine deep technical expertise with strategic thinking, helping establish the point of view, reference architectures, governance models, and implementation patterns that enable the responsible adoption of agentic AI in a highly regulated environment.
Social & Content Growth Strategist (Remote) Terzo TechnologiesSocial & Content Growth Strategist (Remote)Los Angeles, CaliforniaRemoteTerzo's solutions help customers transform procurement, drive strategic and tail spend cost reduction, improve IT asset management, increase organic revenue growth, manage complex obligations and compliance in supply chains, budget and forecast, support financial audit, and more. Reporting to the VP of Marketing & Comms , you’ll lead our social content strategy, help build executive presence, and drive engagement with the decision-makers who matter most.
Creative Video Strategist Golden Pet BrandsCreative Video StrategistBurbank, CaliforniaLeverage AI tools (e.g., for ideation, scripting, editing support, and performance analysis) to accelerate creative production, generate new ad concepts, and enhance testing velocity; stay current with emerging AI capabilities and incorporate them into the creative workflow. Work with videographers to gather video assets (i.e.identify needed video cover, set-up locations and direct videographers to shoot b-roll).
NewTemporary Social Strategist Gaming, Streaming & Tabletop | full time Space150Temporary Social Strategist Gaming, Streaming & Tabletop | full timeLos Angeles, CARemote$75,000–$90,000 / yearYou'll develop and run social strategy for a high-profile gaming and tabletop engagement by connecting brands to fans across platforms, from Twitch and YouTube to TikTok, Instagram, Discord, Reddit, and the tabletop communities where these audiences gather. Bonus: personal streaming or content creation experience; familiarity with esports, competitive gaming, and gaming-adjacent communities (speedrunning, modding, cosplay); and emerging formats like VTubing, co-streaming, or interactive overlays.
Paid Media Strategist DigitalPaid Media StrategistLos Angeles, CAYou will shape high-level strategy across Instagram, TikTok, and other relevant platforms to build a large, engaged audience of cinephiles while advising on creative, targeting, and paid media campaigns. We are seeking a Paid Media Strategist to lead the paid and organic social growth of SUPERCINEMA’s ( https://supercinema.film ) pre-launch social brand.
Freelance Paid Media Strategist (Film & Entertainment) DigitalFreelance Paid Media Strategist (Film & Entertainment)Los Angeles, CAYou will shape high-level strategy across Instagram, TikTok, and other relevant platforms to build a large, engaged audience of cinephiles while advising on creative, targeting, and paid media campaigns. We are seeking a Freelance Paid Media Strategist to lead the paid and organic social growth of SUPERCINEMA’s ( https://supercinema.film ) pre-launch social brand.
Freelance Social Media Strategist (Film & Entertainment) DigitalFreelance Social Media Strategist (Film & Entertainment)Los Angeles, CAProven experience in audience growth, social media strategy, and paid media for entertainment, media, or creator-led brands. We are seeking a Freelance Social Media Strategist to define and execute a high-level social growth strategy.
Brand Systems Strategist Brand New SchoolBrand Systems StrategistLos Angeles, New YorkOur integrated model unites strategy, creativity, and production to help brands like Meta, Pinterest, Google, Apple, Microsoft, and OpenAI transcend their categories and become benchmarks in culture and commerce. Ability to work closely with senior leadership and translate business goals into strategic brand solutions, at our studio in Los Angeles or New York (strong preference for LA).
Programming Strategist (Disney Entertainment Television) Disney EntertainmentProgramming Strategist (Disney Entertainment Television)Burbank, CA$79,400–$106,400 / yearThe Disney Channels Programming Strategy team owns the planning and scheduling of our Disney Branded Television content across various platforms, including linear, nonlinear, DTC and YouTube platforms, and sits within the Disney Entertainment Television group. + Demonstrated experience with Adobe Premiere, Adobe Photoshop, YouTube Studio/Analytics, CMS and digital asset workflows, Microsoft Office suite, Microsoft Teams, Google Docs, Keynote.
YouTube Strategist- Contract Crunchyroll, IncYouTube Strategist- ContractLos Angeles, CA$38.63–$48.29 / hourCrunchyroll, LLC is an independently operated joint venture between US-based Sony Pictures Entertainment, and Japan's Aniplex, a subsidiary of Sony Music Entertainment (Japan) Inc., both subsidiaries of Tokyo-based Sony Group Corporation. Please refer to our Candidate Privacy Policy for more information about how we process your personal information, and your data protection rights: https://tbcdn.talentbrew.com/company/22978/v1_0/docs/spe-jobs-privacy-policy-update-for-crpa-dec-21-22.pdf.
Public Relations Strategist - West Coast Perkins EastmanPublic Relations Strategist - West CoastLos Angeles, CA$90,000–$110,000 / yearThe Public Relations Strategist will lead media relations and thought leadership initiatives for the West Coast studios, reporting directly to the Director of Communications and working under the leadership of the External Communications Manager. The ideal candidate is a proactive communicator who can collaborate with internal teams, develop campaigns on project work, build lasting connections with local media, and represent the firm at key industry and client events.
NewAdvisor II, US Giving & Engagement Strategist Catholic Relief ServicesAdvisor II, US Giving & Engagement StrategistCAThe Advisor II provides strategic oversight of CRS Rice Bowl, CRS' flagship Lenten fundraising and engagement program, as well as the CRS National Collection in partnership with the United States Conference of Catholic Bishops (USCCB), ensuring alignment of priorities, stakeholder engagement, and successful achievement of fundraising and engagement objectives. Comprehensively manage the CRS Rice Bowl program by producing the program's strategy framework, identifying and aligning priorities across teams, and facilitating the planning and cross‑team coordination for content production, materials fulfillment, digital marketing and communications.
Design Strategist ZobilityDesign StrategistTorrance, CAThe role will lead, with minimal supervision, various Advanced Design research themes on emerging user values, technology, and market trends with the goal of identifying unique mobility experience opportunities, and developing strategic concepts that influence future lineup. The Experience Design Strategist is responsible for the development of advanced strategies across brand, product, and digital, that increase our competitiveness and establish strong emotional connection with next-gen customers.
NewSocial Media Strategist DigitalSocial Media StrategistLos Angeles, CAProduce and edit content end to end, including Reels, TikTok, Shorts, and short-form videos, graphics, captions, and copy. The objective is to establish a credible, high-end profile that attracts the right audience organically and turns inbound interest into referrals.
Career Strategist Discovery Form the-talent-project.comCareer Strategist Discovery FormLos Angeles, New YorkAbout The Talent Project: The Talent Project is a female-owned and led executive search firm specializing in marketing, creative and supply chain roles for the beauty, wellness & CPG industries. Our team of experienced recruiters are ready to not only coach you on the skills needed to ace the interview – but also here to be your individual career strategist. We know that every individual is unique, and one-size does not fit all!
Marketing Design Strategist MH Sub I LLCMarketing Design StrategistEl Segundo, CARemote$60,000–$75,000 / yearInternet Brands' award-winning consumer websites lead their categories and serve more than 250 million monthly visitors, while a full range of web presence offerings has established deep, long-term relationships with SMB and enterprise clients. Internet Brands, headquartered in El Segundo, Calif, is a fully integrated online media and software services company focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel.
Insights Strategist Dialogue AIInsights StrategistLos Angeles, CaliforniaThe Insights Strategist partners closely with customers to ensure they run best-in-class research on Dialogue—while also feeding real-world research learnings back into the product. You’ll help customers design strong studies, interpret insights, and get real value from Dialogue, while shaping how the platform encodes research best practices over time.
NewCampaign Strategist Sinclair IncCampaign StrategistSanta Monica, CA$26.44–$31.25 / hourThis role serves as a key operational partner to Sales, Planning, Account Management, Traffic, Finance, and Marketing teams, ensuring campaigns are launched accurately, delivered successfully, and managed efficiently from order entry through completion. The Company owns, operates and/or provides services to 177 television stations in 79 markets affiliated with all major broadcast networks; owns Tennis Channel, the premium destination for tennis enthusiasts; and multicast networks CHARGE, Comet, ROAR and The Nest.
Media Strategist Kargo Global IncMedia StrategistLos Angeles, CA$74,000–$78,000 / yearProactive lead-generation collateral produced without being asked - At least a defined cadence of outbound-ready materials - trend reports, category insights, creative hooks - are developed and delivered to sales to create new conversation starters. RFP responses are consistently strong, on-brand, and on-time - Sales proposals are being delivered to front-line teams with enough lead time for review, reflect a clear understanding of the advertiser''s objectives, and require minimal rework before going external.
Deployment Strategist Sift StackDeployment StrategistMarina Del Rey, CaliforniaSIFT was born from our work at SpaceX on Dragon, Falcon, Starlink, and Starship—where scaling telemetry, debugging flight systems, and ensuring mission reliability demanded new infrastructure. As a Deployment Strategist at SIFT, you'll work at the intersection of technical implementation and customer success, ensuring our platform delivers maximum value to sophisticated engineering organizations.
Integrated Senior Strategist, Business Solutions Horizon Media LLCIntegrated Senior Strategist, Business SolutionsLos Angeles, CA$66,300–$80,000 / yearWe provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement. Manage the day-to-day media plan development, budgetary analysis, buy maintenance and implementation of campaigns, working closely with activation teams to ensure that media plans are executed smoothly.
Content Strategist XE.COM INC.Content StrategistCA$110,000–$130,000 / hourReporting to the Head of Brand, this role sits at the intersection of Brand, Organic Growth, Lifecycle Marketing, and Performance Media, ensuring that content not only reinforces Xe's brand identity but also drives measurable business outcomes across acquisition, engagement, conversion, and retention. This is a strategic and execution‑oriented role responsible for defining what content Xe creates, why it matters, and how it performs-while enabling consistent, high‑quality execution across formats, markets, and channels.
NewE-commerce Content Strategist (Beauty & Luxury Helios WorldWideE-commerce Content Strategist (Beauty & LuxurySanta Monica, CAFull timeThe ideal candidate has hands-on experience scaling beauty, skincare, wellness, luxury, or premium consumer brands through paid social advertising and understands what separates a beautiful ad from a profitable one. Working closely with our paid media buyers, designers, video editors, creators, and brand teams, you will transform performance insights into compelling ad creatives that convert.
(Sr.) Creative Strategist Scale Media(Sr.) Creative StrategistBurbank, CaliforniaRemoteLead development of clear, high-quality creative briefs for internal teams and external creators Additionally, being able to craft easy to understand post-production briefs for an external video editing partner (experience working with overseas video editors is a bonus). Working under the leadership of our Head of Performance Content, you will own the strategic direction of creative for Meta primarily, guiding concept development, briefing and scriptwriting and iterative testing across statics, GIFs and short-form video.
Technical Strategist - Websites and Web Applications Urban InsightTechnical Strategist - Websites and Web ApplicationsLos Angeles, CaliforniaRemoteThe Technical Strategist (TS) is a client-facing technical leader who partners closely with Project Managers and Development teams to deliver well-scoped, well-communicated, and successful digital projects. We specialize in solving complex problems through website and web app strategy, design, and development using open-source content management systems (primarily Drupal and WordPress, and headless or composable architectures).
Sr Digital Content Strategist Baylor Miraca Genetics Laboratories LLCSr Digital Content StrategistCARemoteWorking closely with Growth Marketing, Product Marketing, Corporate Affairs & Communications, and external creative partners, this role translates messaging and campaign strategy into compelling digital experiences that improve engagement, conversion, and pipeline performance across the customer journey. This role owns the content-to-conversion layer of the integrated campaign model, ensuring that digital experiences, campaign assets, landing pages, and customer journeys effectively engage target audiences and drive measurable conversion outcomes.
Owned Social Strategist - App Store Apple IncOwned Social Strategist - App StoreCulver City, CAThe ideal candidate is a highly autonomous social media expert who understands the app developer world, knows how to effectively leverage social to tell impactful stories, and cultivates deeply engaged audiences. Our teams work together to craft products and experiences that impact peoples lives in ways they could not have imagined, and finding new ways to connect with our customers is always top of mind.
NewDeployment Strategist Scale AI IncDeployment StrategistLos Angeles, CA$203,200–$254,000 / yearThe range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position and may be inclusive of several career levels at Scale; it will be determined during the interview process based on work location and additional factors, including job-related skills, experience, qualifications, interview performance, and relevant education or training. SI & Prime Orchestration: In partnership with Scale's Partner Managers, you will actively manage and negotiate with Tier 1 Systems Integrators (SIs) and Defense Primes to ensure Scale is the agentic AI engine of their larger programs.
Content Strategist and Producer The AgencyContent Strategist and ProducerBeverly Hills, CA$85,000–$95,000 / yearThis individual will manage the content strategy for our corporate social media platforms and support the content needs of the marketing team, particularly on The Agency's owned media channels. Responsibilities range from execution of content strategy, agent facing staff guidance and support, collaboration with retained vendors, and contributions to corporate marketing initiatives.
Wealth Strategist - California & Nevada California Bank & TrustWealth Strategist - California & NevadaLos Angeles, CA$180,000–$200,000 / yearPrimary Responsibilities: Advise ultra-high-net-worth clients on a vast array of wealth management issues, including multi-generational estate planning, income and estate tax mitigation, business succession, charitable giving, life insurance, and asset protection. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
NewISG Business Strategist Apollo Global Management IncISG Business StrategistEl Segundo, CA$115,000–$130,000 / yearApollo's Insurance Business Solutions Group is seeking a dynamic ISG Business Strategist to support the Business Solutions group and the COO in driving change, designing and redesigning critical business control processes, and ensuring that the capabilities of key non-investment support functions remain aligned with the business needs of the firm's rapidly growing and constantly changing domestic insurance advisory business. The ideal candidate will have a strong background in management consulting, program and project management, and business control process design and implementation, coupled with excellent organizational and communication skills and the ability to work collaboratively with various stakeholders including senior management.
Associate AI Data Strategist TWG Global AIAssociate AI Data StrategistSanta Monica, CaliforniaOur decentralized structure enables each business unit to operate autonomously, supported by a central AI Solutions Group, while strategic partnerships with leading data and AI vendors fuel game-changing efforts in marketing, operations, and product development. . At TWG Global Holdings, LLC (“TWG Global”), we drive innovation and business transformation across a range of industries, including financial services, insurance, technology, media, and sports, by leveraging data and AI as core assets.
EverPro - Senior Paid Media Strategist (Remote, US) EverCommerce IncEverPro - Senior Paid Media Strategist (Remote, US)CARemote$110,000–$130,000 / yearEverPro brings together purpose-built tools across key trades-including field service, remodeling and roofing, landscaping, and pest and lawn-so service professionals can manage operations, engage customers, and drive long-term growth. As a leading service commerce platform, our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals in the areas of Home & Field Services, Health Services, and Wellness industries.
Temporary Social Strategist Gaming, Streaming & Tabletop | full time space150Temporary Social Strategist Gaming, Streaming & Tabletop | full timeLos Angeles, CARemoteYou'll develop and run social strategy for a high-profile gaming and tabletop engagement by connecting brands to fans across platforms, from Twitch and YouTube to TikTok, Instagram, Discord, Reddit, and the tabletop communities where these audiences gather. Bonus: personal streaming or content creation experience; familiarity with esports, competitive gaming, and gaming-adjacent communities (speedrunning, modding, cosplay); and emerging formats like VTubing, co-streaming, or interactive overlays.
Product Marketing Strategist Safran SAProduct Marketing StrategistCosta Mesa, CA$70,310–$91,870 / yearProduct Development & Lifecycle Management • Lead value exploration, definition and validation initiatives on identified opportunities and market needs, translating it into viable concepts • Trigger, support and guide R&T and R&D projects with market and business inputs, ensuring its in line with the defined strategy and targeted value • Create business product specifications and ensure requirements are met during development phases. Safran Cabin designs, certifies, manufactures and supports innovative aircraft cabin interiors, equipment and systems, providing airlines and OEM Customers with distinctive aircraft branding, and their passengers with a safe, comfortable and enjoyable flying experience.
Senior Social Strategist, XCM Amazon.com IncSenior Social Strategist, XCMSanta Monica, CAYou will be the dedicated social expert working alongside brand strategists, partnering with creative teams, media planners/strategists, and marketing managers to shape how Amazon shows up in social channels. You will develop social strategies for brand campaigns and tentpole moments like Prime Day and Black Friday, brief internal and external creative teams, and help measure outcomes to optimize future work.
NewSenior Wealth Strategist Fifth Third BankSenior Wealth StrategistLos Angeles, California$121,900–$262,100 / yearQualified candidates will possess an advanced degree of proficiency (typically from 10+ years of experience), in: Wealth Strategy Expertise: Advanced knowledge across cash flow, income tax, gift and estate tax, investment, insurance, retirement, estate, and charitable planning. The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs.
NewPartner Strategist Nexxen International LtdPartner StrategistLos Angeles, CA$90,000–$100,000 / yearPlease be advised that Nexxen will never request payment (whether in cash, cryptocurrency, or any other form) as a condition of employment, offer positions that require you to invest in vague or dubious financial schemes, or promote roles that resemble get-rich-quick opportunities. While this is our reasonable expectation this is not a guarantee of compensation or salary, actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, education, certifications, responsibility, and geographic location.
Customer Engagement Strategist The Cigna GroupCustomer Engagement StrategistCA$108,400–$180,600 / yearThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. As a Customer Engagement Strategist, you will help shape experiences that guide customers to the care and programs they need-when they need them-improving health outcomes while lowering the total cost of care.
NewGlobal Social Media Strategist EPAM SystemsGlobal Social Media StrategistLos Angeles, CARemote$90,000–$100,000 / yearYou will act as a strategic architect and advisor, designing scalable frameworks that amplify executive thought leadership, empower employee advocates, strengthenB2B audience growth (especially in North America), and reduce internal friction around social media decision-making. This is a highly strategic role focused on shaping how EPAM tells its story across platforms, regions, and audiences — using data, storytelling, and influence to drive meaningful engagement.
Principal Innovation Strategist Frontdoor IncPrincipal Innovation StrategistCARemote$154,676–$212,680 / yearMinimum Experience required (number of years necessary to perform role) : 10+ years of relevant experience required Travel: Up to 20% Other/State Specific This role pays between $154,676.00 - $212,680.00/Yr, and your actual base pay will depend on your skills, qualifications, responsibilities, experience, and location. With over 55 years of experience, we are the leading provider of home warranties in the United States, handling approximately 3.8 million service requests for more than 2.1 million members through a network of approximately 17,000 qualified and independent service contractors.
NewAccount Strategist, Small Business Sales, Google Customer Solutions Google LLCAccount Strategist, Small Business Sales, Google Customer SolutionsLos Angeles, CAGoogle Customer Solutions (GCS) sales teams are trusted advisors and competitive sellers who maintain a relentless focus on customer success by bringing the best Google has to offer to small- and medium-sized businesses (SMBs), which are the backbone of our communities. Build Google Ads knowledge to identify the right solutions for customer needs, and pitch powerfully by simplifying product features into customer-focused language, always demonstrating a clear value proposition designed to exceed expectations.
NewBusiness Development Strategist Human Health ProjectBusiness Development StrategistLos Angeles, CAFor more information, please visit our website including viewing our "Shared Patient Information" program page which includes 50 pages of reports on both our Migraine and Lupus and feedback received from people who reviewed the reports in the section, "What Our Members are Saying" - and our "Healthcare Access Program" which includes short video courses in our Learning Academy -, Patient Advocacy Workshops in Los Angeles, - and in Northern Ireland - and our Online Peer to Peer Events -. The program addresses the unique challenges faced at each developmental stage—helping young children (0–5) build emotional vocabulary and healthy early habits, supporting school-age youth and teens (6–17) as they navigate increasing mental health needs and chronic conditions, and guiding young adults (18–25) as they transition into independent healthcare and nutrition decisions.
Creative Strategist , PV Brand Partnership Studio Amazon.com IncCreative Strategist , PV Brand Partnership StudioSanta Monica, CAStakeholder Management: You navigate conversations with internal teams (Sales, GTM, Studios, Production) and external clients, build consensus across diverse groups, and maintain strong relationships with key partners. Qualification & Routing: You assess incoming demand against the qualification gate, make binding go/no-go decisions on which briefs enter the custom pipeline, and redirect non-qualifying demand to appropriate tiers with clear rationale.
Account Strategist, Mid-Market Sales, Google Customer Solutions Google LLCAccount Strategist, Mid-Market Sales, Google Customer SolutionsLos Angeles, CA$88,000–$125,000 / yearGoogle Customer Solutions (GCS) sales teams are trusted advisors and competitive sellers who maintain a relentless focus on customer success by bringing the best Google has to offer to small- and medium-sized businesses (SMBs), which are the backbone of our communities. Plan for and achieve growth goals, including but not limited to quarterly business growth and productivity goals, through the presentation of Google advertising products/solutions that will help clients to meet their marketing objectives.
Associate Wealth Strategist-Wealth Management (Hybrid) EP Wealth Advisors LLCAssociate Wealth Strategist-Wealth Management (Hybrid)Torrance, CA$110,000–$145,000 / yearThe 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.
Advanced Wealth Strategist - Wealth Management EP Wealth Advisors LLCAdvanced Wealth Strategist - Wealth ManagementWestlake Village, CARemoteThe role includes significant client and prospect-facing responsibilities, partnering closely with Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically with at least $25 million in Assets Under Management (AUM), and with complexity across advanced estate planning, tax, business, real estate, and family governance matters. The Advanced 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.