Job Description

Walton Enterprises is seeking an experienced client services professional with strong relationship management skills to join its Family Services team as an Advisor.

About the Position

WEI Family Advisors serve as trusted team members and the primary-point-of-contact liaison between the Walton family households and Walton Enterprises. In this capacity, the Advisor is responsible for overseeing and ensuring high-quality, holistic service delivery to family members by strategically leading projects and coordinating services across all components of the family office, including but not limited to, investments, legal, property management, and tax.

The ideal candidate will be a demonstrated self-starter, a skilled and resourceful problem solver that can curate specialized advice, and a service-oriented partner with a passion for delivering world class service to our principals.

Responsibilities

The Advisor 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.

General responsibilities include:

• Serve as a trusted advisor to the principals, assuming a client service role, effectively anticipating, responding, and consulting regarding needs and requests
• Collaborate with a cross-department service team – a group of 8-10 representatives from each WEI department that are dedicated to supporting a specific household / principal. Ensure principals receive holistic and integrated family office support across all financial and non- financial services
• Facilitate strategic discussions with principals to develop personal and professional objectives, risk mitigation strategies, and other projects / initiatives, confidently toggling between a variety of skillsets
• Coordinate with other departments, including the investment and wealth planning teams, to recommend, implement, and monitor a holistic financial plan, incorporating relevant aspects of estate planning, tax & accounting, investment management, personal philanthropic strategy, and non-profit capital allocation as appropriate
• Leverage and coordinate with specialists across the family office to provide interdisciplinary support and advise principals on wide-ranging personal business and impact-related endeavors
• Earn trust and develop strong rapport with family members by exhibiting empathy, integrity, discretion, confidence, and sound judgment
• Effectively build credibility and trusted relationships with WEI leaders/departments, ecosystem partners, and staff
• Synthesize complex data into audience-appropriate presentations / reports for discussion with principals
• Successfully navigate, and often mediate, complex family dynamics and relationships
• Manage and mentor less experienced team members

Our Commitment to Diversity, Equity, Inclusion and Belonging

We are committed to embedding diversity, equity, and inclusion throughout the organization to foster an environment where all associates THRIVE and 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 advancement

Basic Qualifications

Required qualifications are

• Experienced professional, skilled at building trust and relationship with high-net-worth individuals and families, while partnering to achieve personal and business objectives
• 8-year minimum relevant service
• Proven project management experience, from conception to completion, coordinating multiple work streams and a wide variety of activities
• Demonstrated experience in roles requiring high levels of diplomacy, discretion, empathy, judgement, and tactful communication
• Accomplished problem solver with ability to develop creative, collaborative solutions
• Bachelor’s degree, preferably in accounting, finance, or related field, or equivalent experience

Preferred qualifications are

• History of successfully managing a team of professionals preferred

Personal attributes that support your success

• Practices active listening
• A track record of demonstrating emotional intelligence with the ability to read people and situations while responding appropriately
• Ability to embrace, develop, and consult toward creative solutions for ideas/concepts
• Confident and willing to share ideas, address concerns head-on, ask questions for clarification, handle feedback in a professional manner and have difficult conversations when appropriate
• Provides clear and effective communications that are adaptive to the principals’ preferences and styles, as well as effective in coordinating with colleagues
• A “Team First” leader who is dedicated to achieving excellence and empowering others to tackle the tasks at hand and be successful as a team
• A strong partner to all stakeholders, putting a priority on collaboration, as well as open, direct, and honest communication

All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement, background check and credit 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.

Compensation and Benefits Information*

Compensation Range: $210,000-$315,000

Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k)-retirement plan and paid time off.

• This information is provided to comply with Colorado Law

About the Family Services Team

The Family Services Team works with the family principals to provide strategic advice and counsel across 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 Enterprises

Walton 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 operate.