Senior Advisor

Job Locations US-AR-Bentonville

Requisition ID 2023-1826

# of Openings 1

Category (Portal Searching) Investment Management

Position: Senior Advisor, Family ServicesDepartment: Family ServicesReporting to: Head of Family Services Location: Bentonville, ARWalton Enterprises is seeking a skilled, highly motivated, and entrepreneurial individual to join the team as a Senior Advisor. The ideal teammate will have the demonstrated ability to be a self-starter, a skilled and resourceful problem solver who can curate specialized advice, and a service-oriented partner with a passion for delivering world-class service to our principals.Our Commitment to Diversity, Equity, Inclusion and BelongingWe are committed to embedding diversity, equity, and inclusion throughout the organization to foster an environment where all associates belong. We do this by creating:* a culture committed to continuous learning that recognizes and values differences.* an environment of respect and connection to learn from the richness of identities, experiences, and perspectives.* fair access for all to opportunities for growth and advancementAbout the PositionYou'll join a top-notch team to oversee and ensure high-quality, holistic service by strategically leading projects and coordinating services across all components of the family office. Provide high levels of customer service. Stay updated on industry trends.What you will doYou will work directly with one to two principals and their local staff to devise strategy, manage projects, and connect resources for various cross-functional initiatives.Responsibilities* Serve as a trusted advisor to the principals, assuming a client service role, effectively anticipating, responding, and consulting* Collaborate and support a cross-department service team dedicated to supporting a specific household/principal.* Facilitate strategic discussions with principals to develop personal and professional objectives, risk mitigation strategies, and other projects/initiatives, confidently toggling between various skillsets.* Coordinate with teams to recommend, implement, and monitor a holistic financial plan.* Leverage and coordinate with specialists across the family office to provide interdisciplinary support and advice.* Build rapport, establish relationships with key clients, and navigate complexity.* Synthesize complex data into audience-appropriate presentations/reports.* Manage and mentor less experienced team members.* Keep abreast of new industry trends.* Comply with all industry rules and regulations.* Operate independently with regular check-ins from principal; own and manage assigned projects end-to-end.* Provide input on strategic decisions; serve as a thought partner to principal.* Lead strong project management and reporting.* Initiate and guide the OKR process across companies.* Take on key priorities and projects from principals; scope and manage to completion.* Influence strategic decisions in partnership with the leadership team.* Lead a team, interact with senior stakeholders, and run special projects as needed.Who we are looking for* Bachelor's degree, preferably in accounting, finance, or related field* Professional certification such as CFA or CFP preferred.* 15+ years of work experience required, with half of that experience in an investment or family office role.* 5+ years of management experience required.* Experience in direct investments and overall financial strategy is highly desired.* Experience working with families and family office operations is highly desired.* Financial modeling using Microsoft Excel and other tools.* Ability to build strong relationships.* High levels of diplomacy, discretion, empathy, and judgment* Problem-solving skills* Financial modeling using Microsoft Excel and other tools.* Strong communication and presentation skills* Familiarity with the OKR goal-setting process* Ability to influence decisions and drive initiatives.* Experience leading a team and working with senior stakeholders.* Track record successfully managing special executive projects.Skills and Capabilities required for this role* Enhanced Due Diligence - Ensures governance and compliance standards are met when conducting EDD assessments. Demonstrates in-depth experience with managing EDD processes. Optimizes EDD to improve the efficiency of decision-making.* Financial Advising - Offers strategic advice on products and services, such as investments, insurance coverage and debt management tools. Maintains and ensures team members' compliance with all rules and regulations in the financial industry. Educates others on the processes and concepts regarding financial advising.* Financial Modeling - Follows established processes when participating in financial modeling activities. Assists in preparing operating performance projections and key metrics analysis to support reporting, planning, and forecasting activities. Determines the best financial models to use for a specific situation within own business area.* Investment Advisory - Aligns the client's wealth growth needs with a suitable strategic investment portfolio, under guidance. Uses provided information of recommended securities to advise clients on the buying and selling of securities. Develops advisory reports on specific securities.* Investment Management - Assists team members in identifying clients' needs and goals regarding their investment portfolios. Collects clients' information and conducts routine analyses to determine potential investment strategies. Follows established processes when developing investment strategies.* Valuation Models - Follows established processes to calculate different types of analyses for investment purposes. Discusses the strengths and weaknesses of different types of valuation models from a business perspective. Determines which valuation model or method to apply to a particular situation.* Wealth Management - Coaches team members in providing investment advisory services to address the needs of affluent clients. Demonstrates in-depth experience with managing the people and activities involved in wealth management. Establishes good wealth management practices within the organization.* Advising - Ensures others understand the critical elements of providing information and offering alternatives for making effective decisions. Coaches colleagues on how to give and receive constructive feedback to improve the effectiveness of decisions. Demonstrates in-depth experience providing guidance and making decisions.* Building Relationships - Contributes to establishing good relationship building practices in all business areas. Ensures that others understand the fundamentals of building relationships that support business goals. Guide others regarding the effective use of relationship building to drive organizational success.* Business Alignment - Coaches others to understand and embrace strategies and practices that support alignment in different business areas. Demonstrates in-depth knowledge of the organization's policies and practices that drive alignment between various business areas. Optimizes the alignment between the function, the team and the organization's strategies to drive business success.* Commercial Thinking - Operationalizes the organization's vision, mission, strategy, and values within the team or area. Participates in conferences and other networking opportunities to keep abreast of with industry developments. Prioritizes key projects based on customer and product market performance.* Developing Others - Coaches colleagues on best practice people development techniques and principles. Demonstrates in-depth knowledge of the organization's policies and practices regarding the development of others. Evaluates the developmental progress of others and the effectiveness of development methods applied.* Performance Management - Coaches others to take ownership of their performance in their business area. Demonstrates in-depth knowledge of the organization's policies and practices regarding performance measurement. Ensures others understand the impact their performance has on the bottom line and the consequences for under-performing.* Valuing Diversity - Demonstrates in-depth knowledge of the organization's diversity policies and practices. Ensures others understand the concept and aspects of diversity, as well as benefits for the organization. Coaches others in valuing diversity.* Strategic Thinking - Coaches others to improve their strategic thinking skills. Observes team members' strategic thinking skills and offer constructive feedback. Ensures others understand the critical elements of strategic thinking.* Managing Teams - Aligns objectives of business area teams with organizational priorities and implements strategies to remove barriers. Embraces change and opportunities and inspires others to remain motivated despite directional changes. Leads the organization in leveraging its performance management processes and practices for its competitive market advantage.* Project Management - Oversees the people and activities required for managing complex projects. Coaches team members on project management methods, tools, and best practices. Establishes and monitors a project plan, risk management processes, budget, and stakeholder communications.All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement and background check. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.About the Family Services DepartmentThe Family Services Team works with the family principals to provide strategic advice and counsel across financial planning, business development, staffing, office operations, and personal matters. The Family Services team serves as a liaison between the Walton family households and Walton Enterprises. The team has members based in both the Bentonville, AR and Denver, CO offices.About Walton EnterprisesWalton Enterprises supports the personal, philanthropic and business activity for the Walton family. We are a family-led organization, supporting multiple generations of Sam & Helen Walton's family.Walton Enterprises is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operateg