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Walton Enterprises · 8 hours ago

Senior Advisor, Client Services

Denver, CO

Full-time

Onsite

Senior Level, Lead/Staff

$285K/yr - $405K/yr

15+ years exp

Walton Enterprises is a family-led organization that supports the personal, philanthropic, and business activity for the Walton family. They are seeking a Senior Advisor to deliver an exceptional, highly personal client experience for one assigned household, managing relationships and coordinating services to ensure clear communication and satisfaction.

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Comp. & Benefits

Responsibilities

Identify household values, priorities, needs and expectations

Translate household goals and preferences into a service approach using WEI’s standard products (e.g., reporting packages, planning cycles, templates, DOAs, SLAs, comms norms)

Prepare executive-ready materials that synthesize complex topics for the household; ensure the “last mile” is customized for audience and context

Proactively surface value-added opportunities (planning, risk mitigation, education, transitions) and convene the right experts to evaluate options

Facilitate discussions with households and the right experts to develop personal and professional objectives

Engage in thoughtful planning & advice using personal expertise or by identifying the right conversations to initiate and people to involve

Anticipate service needs & proactively builds teams & resources to support

Manage the end-to-end household workplan across internal shared services (Accounting/Finance/FP&A, Technology, HR, Communications, Legal/Risk, Real Estate, Security, Tax/Wealth Planning) and external advisors/vendors

Convene and facilitate client advisory teams; define objectives, scope, responsibilities, milestones, and success measures

Leverages WEI experts and outside resources to deliver expert advice across a variety of topics & needs

Manage intake/triage, prioritize work against agreed service expectations, and ensure resource requests and dependencies are routed via the proper channels

Track risks, decisions, and follow-ups; escalate through the Family Financial Planning (FFP) forum and leadership as needed

Coordinate vendor selection (as appropriate), onboarding, and performance monitoring in partnership with subject matter leads; ensure deliverables meet WEI standards

Serve as the primary point (but not exclusive) of contact to the household (and its teams & partners) and the primary conduit back into WEI teams

Establish and run communication cadences (weekly ops standups, monthly advisory touchpoints, quarterly/annual reviews) with agendas, pre-reads, and decision logs

Ensure communications reflect both the household’s perspective and WEI’s organizational needs, capabilities, and timelines; set expectations and negotiate tradeoffs transparently

Produce concise updates for executives and stakeholders; maintain an auditable record of commitments and outcomes

Engage proactively with the household and its teams / partners, communicating & coordinating effectively to achieve a “team win” for everyone

Qualification

Client relationship managementFinancial acumenProject managementAdvanced degreeCertificationsCommunication skillsDiplomacyDiscretionEmpathyJudgmentLearning orientationProblem solvingTeamwork

Required

15+ years of progressive experience in family office, private client services, professional services, or complex program/account management with significant client-facing responsibility

Strong financial acumen and understanding of wealth planning processes, goals, and outcomes

Bachelor's degree required

Demonstrated excellence in relationship management with ultra-high net worth principals and their ecosystems

Ability to build strong relationships & trust

High levels of diplomacy, discretion, empathy, and judgment

Problem solving skills

Strong cross-functional project/program management skills (work planning, RACI, dependency/risk management, meeting facilitation, vendor coordination, budgeting basics)

Outstanding written and verbal communication; ability to translate technical content (legal, tax, investment, real estate, technology) into clear next steps and decisions