Senior Advisor Client Services

Department: Client Services

Reporting to: President

FLSA Status: Exempt Location: Denver, CO with periodic travel to household or other Walton Enterprises offices

About the Role: Walton Enterprises seeks a Senior Advisor to deliver an exceptional, highly personal client experience for one assigned household. Sitting within the Client Services team, this role is the household’s relationship manager and day‑to‑day orchestrator—bringing the right people, products, and processes together so that WEI’s work is coordinated, communication is clear, and the family’s experience is curated and consistent with WEI’s standards and the household’s needs. This role centers on the Three Cs : Curation – Tailor the family experience while leveraging WEI’s standardized tools, products, and service model. Coordination – Own the household workplan across WEI and external partners; ensure timelines, deliverables, and decision rights are clear and met. Communication – Serve as the primary two‑way communication channel—out to the household and in to internal teams—so everyone stays aligned on needs, priorities, outcomes, and goals. Scope note: This is an individual contributor role focused on client service and relationship management. Key Outcomes (12–18 months) A maintained Household Workplan & Calendar with milestones, owners, and service standards / expectations; delivers on time for all agreed upon work. Quarterly and annual information packages/meetings delivered with consistency and quality; positive household and internal stakeholder feedback. Seamless project execution with cross‑functional teams; issues identified early and escalated through defined channels. Transparent two‑way communications : household needs translated into internal requirements; WEI capacity/constraints communicated back to the household. A clearly documented, living Household Service Agreement (scope, cadences, DOA, comms norms) tailored to the household and aligned to WEI standards. No dropped balls : risks, decisions, and follow‑ups are tracked to closure with clear accountability.

Core Responsibilities: Serving as a trusted partner to the household and internal client advisory teams, the Senior Advisor (Client Services) will: 1) Curation — Create an Elevated Client Service Experience Identify household values, priorities, needs and expectations Translate household goals and preferences into a service approach using WEI’s standard products (e.g., reporting packages, planning cycles, templates, DOAs, SLAs, comms norms). Prepare executive‑ready materials that synthesize complex topics for the household; ensure the “last mile” is customized for audience and context. Proactively surface value‑added opportunities (planning, risk mitigation, education, transitions) and convene the right experts to evaluate options. Facilitate discussions with households and the right experts to develop personal and professional objectives. Engage in thoughtful planning & advice using personal expertise or by identifying the right conversations to initiate and people to involve. 2) Coordination — Orchestrate People, Work, and Decisions Anticipate service needs & proactively builds teams & resources to support. Manage the end‑to‑end household workplan across internal shared services (Accounting/Finance/FP&A, Technology, HR, Communications, Legal/Risk, Real Estate, Security, Tax/Wealth Planning) and external advisors/vendors. Convene and facilitate client advisory teams; define objectives, scope, responsibilities, milestones, and success measures. Leverages WEI experts and outside resources to deliver expert advice across a variety of topics & needs. Manage intake/triage, prioritize work against agreed service expectations, and ensure resource requests and dependencies are routed via the proper channels. Track risks, decisions, and follow‑ups; elevate through the Family Financial Planning (FFP) forum and leadership as needed. Coordinate vendor selection (as appropriate), onboarding, and performance monitoring in partnership with subject matter leads; ensure deliverables meet WEI standards. 3) Communication — Keep Everyone Informed and Aligned Serve as the primary point (but not exclusive) of contact to the household (and its teams & partners) and the primary conduit back into WEI teams. Establish and run communication cadences (weekly ops standups, monthly advisory touchpoints, quarterly/annual reviews) with agendas, pre‑reads, and decision logs. Ensure communications reflect both the household’s perspective and WEI’s organizational needs, capabilities, and timelines ; set expectations and negotiate trade‑offs transparently. Produce concise updates for executives and stakeholders; maintain an auditable record of commitments and outcomes. Engage proactively with the household and its teams / partners, communicating & coordinating effectively to achieve a “team win” for everyone.

Qualifications: 15+ years of progressive experience in family office, private client services, professional services, or complex program/account management with significant client‑facing responsibility. Strong financial acumen and understanding of wealth planning processes, goals, and outcomes. This role is within a family office, where a focus is the delivery of financial reports and advice. Bachelor’s degree required. Advanced degree or relevant certifications (e.g., CFP, CFA, CPWA, JD/MBA) preferred. Qualified candidates may have prior experience working for investment banks or law firms. Demonstrated excellence in relationship management with ultra‑high net worth principals and their ecosystems. Ability to build strong relationships & trust. High levels of diplomacy, discretion, empathy, and judgment. Problem solving skills. Strong cross‑functional project/program management skills (work planning, RACI, dependency/risk management, meeting facilitation, vendor coordination, budgeting basics). Outstanding written and verbal communication; ability to translate technical content (legal, tax, investment, real‑estate, technology) into clear next steps and decisions. Capabilities & Behaviors Relationship Leadership: Builds trust quickly; navigates complex dynamics with professionalism and tact; maintains appropriate boundaries. Strategic & Systems Thinking: Connects dots across functions; anticipates implications; designs practical solutions. Operational Excellence: Plans the work and works the plan; closes loops; holds self and teams accountable to SLAs and quality. Clear, Audience; Right Communication: Structures updates, asks, and recommendations for busy decision makers. Team First Mindset: Advances the household’s goals while reflecting WEI’s standards, capacity, and governance. Learning Orientation: Seeks feedback; adapts processes; raises issues early with solutions in hand. How Success Will Be Measured Build trust and rapport and establish relationship with household, the household’s teams, WEI teams, and others. Household satisfaction and feedback; quality and timeliness of deliverables; adherence to service agreements and SLAs. On‑time completion of milestones with minimal rework; effective risk/issue escalation and resolution. Clarity and consistency of communications; well‑run cadences and decision discipline. Contribution to improving shared tools, templates, and processes across Client Services. 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. Benefits Information

Compensation Range: $285,000 - $405,000