Senior Wealth Strategy & Client Experience Lead

OneWell seeks a Wealth Strategist to serve as a senior advisor partner and day-to-day owner of the client experience for high-net-worth families. You will own planning, coordination, and execution across prospecting and ongoing service phases, acting as the central contact for clients and their advisory ecosystem.

This senior, client-facing role prioritizes ownership, cross-stakeholder coordination, and proactive delivery of integrated, tax-aware planning while driving advisor leverage and