Head of Wealth Strategies

Grimes

. Develop and maintain the firmwide wealth-strategy framework .

Posted 9/25/2026full-timeWestborough • Massachusetts • United StatesLead💰 $215,000 - $275,000 per yearWebsite

About the role

Key responsibilities & impact

Develop and maintain the firmwide wealth-strategy framework
Translate the firm’s capabilities into a repeatable wealth-design process
Establish planning standards based on clients’ motivations, concerns, priorities, family circumstances and desired outcomes
Define when and how specialized planning capabilities should be introduced
Identify emerging planning needs and recommend capabilities, partnerships, technology and talent
Build and manage Grimes’ ultra-high-net-worth offering
Serve as senior strategist on significant high-net-worth and complex client opportunities
Partner with Wealth Managers and Regional Directors during discovery, proposal development and key client meetings
Diagnose planning opportunities and coordinate internal and external specialists
Engage clients and outside advisors on estate, trust, tax, philanthropic, business succession and multigenerational wealth matters
Connect Financial Planning, Investment Management, Wealth Protection, Trust Services, Tax Advisors and centralized resources into a unified client experience
Define referral, intake, ownership and handoff processes
Coordinate advice while maintaining legal, regulatory and information-sharing boundaries
Build and manage relationships with external professional partners
Drive planning adoption across the firm
Create conversation guides, discovery frameworks, case studies, client-facing materials and planning playbooks
Lead advisor training and coaching
Establish strategic case-consultation forums
Lead and develop the centralized planning team
Establish team roles, service standards, capacity expectations and development paths
Participate in leadership, Financial Planning Committee and governance meetings
Report on utilization, capacity, advisor adoption, client outcomes and strategic opportunities

Requirements

What you’ll need

Bachelor’s degree in finance, financial planning, accounting, economics, law or a related discipline
JD or other advanced designation such as CFP, CPA, CPWA®, ChFC®, CTFA or CEPA® is required
Twelve plus years of experience in wealth management, financial planning, private banking, trust, tax or family-office services
Demonstrated experience advising high-net-worth and complex families
Strong knowledge of retirement, estate, tax, investment, insurance and charitable-planning concepts
Experience leading multidisciplinary teams or coordinating professionals across multiple advisory disciplines
Proven ability to translate complex strategies into clear client recommendations
Experience developing advisor tools, planning processes, service models or client-delivery standards
Familiarity with Salesforce, financial-planning platforms, custodial systems and emerging AI-enabled advisor tools is beneficial

Benefits

Comp & perks

401(k) retirement plan with 6% match
Medical, dental, and vision insurance
Flexible spending accounts
Life and disability insurance
Paid time off
Parental leave
Flexible hybrid work schedule
Training and career advancement pathways
Comprehensive compensation package
Bonus eligibility