Director, Estate & Wealth Consultant – UHNW

About this role 

We are seeking a Director, Estate & Wealth Consultant to deliver sophisticated estate, tax, and wealth structuring expertise across our most complex advisor engagements. 

This is an advisor-facing, strategic role that combines deep technical expertise with commercial impact—partnering with top advisors to enhance client outcomes, deepen relationships, and drive growth across UHNW portfolios.  

Key responsibilities 

Advisory & structuring 

• 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 that align portfolio design with estate structures 

Coverage & commercial enablement 

• 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  

Content & thought leadership 

• Develop white papers, frameworks, and educational content on estate planning and wealth structuring 

• Translate complex topics into clear, actionable insights for advisors  

Cross-functional collaboration 

• Partner with Portfolio Design Services, After-Tax Wealth Strategists, and other specialists to deliver a coordinated UHNW experience 

• Contribute to the evolution of BlackRock’s scaled UHNW service model 

Qualifications 

• 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