Director, Estate & Wealth Consultant – UHNW

BlackRock

. Lead complex estate and wealth planning engagements, including multi-generational wealth transfer, business succession, charitable giving, IPO/liquidity events, and executive compensation planning .

Posted 10/1/2026full-timeUnited StatesLead💰 $185,000 - $270,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates deep expertise in estate planning, wealth transfer, and tax-aware structuring, with a strong ability to simplify complex concepts into actionable insights for UHNW advisors. Proven track record in developing strategic partnerships and contributing to business growth through effective communication and relationship management.

Highest-signal resume keywords

Estate Planning ExpertiseWealth Transfer StrategiesTax-Aware StructuringAdvisor Relationship ManagementBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate PlanningWealth TransferTax-Aware StructuringBusiness SuccessionCharitable GivingIPO Liquidity EventsExecutive Compensation PlanningPortfolio DesignStrategic Partnership DevelopmentEducational Content Development

Soft Skills

Exceptional CommunicationRelationship ManagementSimplifying Complex ConceptsInfluencing OutcomesCommercial Mindset

Industry Keywords

UHNW AdvisorsWealth StructuringAdvisor BaseBlackRock UHNW Service Model

About the role

Key responsibilities & impact

Lead complex estate and wealth planning engagements, including multi-generational wealth transfer, business succession, charitable giving, IPO/liquidity events, and executive compensation planning
Deliver tax-aware, integrated solutions aligning portfolio design with estate structures
Serve as a subject matter expert across UHNW advisors, CIOs, and home offices
Support prospective advisor conversations and contribute to new business development
Identify and advance strategic partnership opportunities across the advisor base
Develop white papers, frameworks, and educational content on estate planning and wealth structuring
Translate complex topics into clear, actionable insights for advisors
Partner with Portfolio Design Services, After-Tax Wealth Strategists, and other specialists
Contribute to the evolution of BlackRock’s scaled UHNW service model

Requirements

What you’ll need

Deep expertise in estate planning, wealth transfer, and tax-aware structuring
Experience working with UHNW advisors
Strong ability to simplify complex concepts into advisor-ready solutions
Proven commercial mindset with ability to influence outcomes and drive growth
Exceptional communication and relationship management skills

Benefits

Comp & perks

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)
Hybrid work model with flexibility to work from home 1 day a week
Development opportunities
Reasonable accommodations/job modifications for individuals with disabilities