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BlackRock

Director, Estate & Wealth Consultant – UHNW

BlackRock

Director, Estate & Wealth Consultant delivering estate, tax, and wealth structuring expertise at BlackRock. Leading complex engagements with UHNW clients to enhance outcomes and drive growth.

Posted 7/17/2026full-timeNew York City • California, Illinois, Massachusetts, New Jersey, New York • 🇺🇸 United StatesLead💰 $185,000 - $270,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates deep expertise in estate planning, wealth transfer, and tax-aware structuring, while effectively translating complex concepts into actionable insights for advisors. Proven ability to influence outcomes and drive growth through exceptional communication and relationship management skills.

Highest-signal resume keywords
Estate Planning ExpertiseWealth Transfer StrategiesTax-Aware StructuringAdvisor Relationship ManagementBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Estate PlanningWealth TransferTax-Aware StructuringCharitable GivingBusiness SuccessionIPO EventsExecutive Compensation PlanningPortfolio DesignStrategic Partnership DevelopmentEducational Content Development
Soft Skills
Exceptional CommunicationRelationship ManagementSimplifying Complex ConceptsInfluencing OutcomesCommercial Mindset
Industry Keywords
UHNW AdvisorsMulti-Generational Wealth TransferIntegrated SolutionsAdvisor-Ready SolutionsAfter-Tax Wealth Strategies

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • healthcare
  • leave benefits
  • retirement benefits
  • annual discretionary bonus