Operations Advisor - Full Time
Position: Senior Client Advisor
Gresham Partners is an independent investment and wealth management firm built to serve a select group of ultra-high-net-worth families, family offices, foundations, and endowments. Founded in 1997 and headquartered in Chicago, we manage or advise on approximately $13.8 billion for more than 125 client families as of December 31, 2025.Gresham's platform and culture have been recognized across the industry, including Barron's 2025 Top 100 RIA Firms, Wealth Management's 2026 RIA Edge 100, and five wins at the 2026 Family Wealth Report Awards, including Multifamily Office and Wealth Planning, plus Outstanding CIO recognition for our CEO and CIO, Ted Neild and Women in Wealth Advisory recognition for our Chief Wealth Strategist, Kim Kamin. As a Senior Client Advisor at Gresham, you will serve as the lead advisor and strategic partner to a select group of approximately 20 ultra-high-net-worth families. This is an opportunity to deliver deeply integrated advice in a setting intentionally designed for objectivity, long-term relationships, and sophisticated problem solving, rather than product distribution or short-term sales goals. You will help clients make consequential decisions across investment strategy, wealth transfer planning, tax planning, philanthropy, and family governance, translating complexity into clear priorities and disciplined execution. We focus on after-tax compounding, differentiated manager access, disciplined portfolio construction, and implementation designed to improve resilience through market drawdowns. We pair this institutional-caliber investment platform with sophisticated wealth planning and family office capabilities, including wealth transfer planning, philanthropy planning, coordination with outside advisors, and support for complex family structures and governance. Gresham's clients are typically first-generation wealth creators with $25 million to $200 million or more in investable assets. They often include business owners following a liquidity event, C-suite executives, professional investors, and families navigating multi-generational wealth, concentrated positions, estate and trust structures, philanthropy, and family governance. Serve as the primary advisor and trusted partner to approximately 20 ultra-high-net-worth client households, many with multi-generational dynamics and complex financial structures. Lead quarterly investment meetings and quarterly cash flow meetings to review investment performance, ensure the client has sufficient cash to support their periodic spending needs, and help clients make informed decisions to achieve their long-term goals and objectives. Lead the development and ongoing evolution of integrated wealth strategies, spanning asset allocation, portfolio construction, advanced estate and multi-generational wealth transfer planning, tax considerations, and philanthropy. Coordinate closely with clients' external advisors (attorneys, accountants, and other professionals), ensuring alignment and integration across all aspects of the client's financial life. Work within a team-based model that includes investment professionals, wealth planners, and client service specialists, leveraging the firm's full capabilities to deliver a high level of service. Support and refine firm best practices, contributing to a culture of continuous improvement Intellectual rigor, ability to collaborate well, humility, discretion, and long-term relationship building skills. A strong commitment to delivering exceptional, high-touch, and detail-oriented client service. The ability to synthesize complex information across investment, tax, estate, and planning disciplines and translate it into clear, actionable advice. Expertise in structuring and advising on sophisticated estate planning strategies for clients with over $25 million in net worth. A collaborative mindset and ability to work effectively within a team-based structure.10 or more years of experience serving as a lead advisor to high-net-worth families, with increasing responsibility for complex relationships.~ Demonstrated success managing and deepening client relationships in a wealth management, family office, or similar environment.~ One or more professional designations such as CPWA, JD, CPA, CFP, CFA, CIMA, MBA or similar are highly desirable. Salary and performance-based bonus commensurate with experience. Comprehensive benefits, including health insurance. Potential path to partnership for high-performing employees who demonstrate longterm leadership and cultural alignment. This role is based in Chicago and follows Gresham's hybrid work model, with approximately three days per week in our downtown Chicago office. Travel to client locations, including out-of-state locations, is expected. Reasonable accommodations may be made to enable individuals with disabilities to perform the duties and responsibilities of the role.