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; escalate 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;…