Director, Estate & Wealth Consultant – UHNW

BlackRock•Boston, MA

6d•$185,000 - $270,000•Hybrid

About The Position

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.

Requirements

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

Responsibilities

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
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 to deliver a coordinated UHNW experience
Contribute to the evolution of BlackRock’s scaled UHNW service model