Director, Estate & Wealth Consultant - UHNW

About this role

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

For San Francisco, CA and New York, NY Only the salary range for this position is USD$200,000.00 - USD$270,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$185,000.00 - USD$250,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

To learn more about BlackRock, please visit Careers.BlackRock.com . We also encourage you to get to know us on LinkedIn , Instagram , YouTube , X , and TikTok .

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email View email address on aiapply.co. All requests are treated in line with our privacy policy .

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.