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Open Role

Senior Strategic Consultant

Remote • Full-time • Client strategy & planning leadership

Olivestone Partners is looking for a Senior Strategic Consultant to join our growing team.

This is a senior, hands-on consulting role for someone who enjoys working through complex problems, collaborating with experienced professionals, and helping turn ideas into meaningful outcomes for clients.

The Senior Strategic Consultant will work closely with the founder and other team members across client engagements, strategic projects, and business development. The role will be involved throughout the process — helping understand the challenge, shape the approach, conduct the analysis, develop the recommendations, and bring the final work to life.

The ideal candidate will be able to think strategically, work through complex issues, and move projects forward.

What You'll Do

What We're Looking For

This role is suited for an experienced financial planning or wealth management professional who is equally comfortable thinking through a strategy and figuring out how to execute it.

The ideal candidate will have 7+ years of experience in growth, leadership, financial planning, wealth management, consulting, or a related field, with experience working through complex problems and collaborating with senior professionals and clients.

Required:

Preferred:

Why Olivestone

Olivestone works with wealth management firms to make financial planning a true growth engine — helping firms win and retain HNW/UHNW clients, deepen relationships, increase wallet share, and grow the business.

Our work sits at the intersection of financial planning, strategy, and growth.

For the right candidate, this is an opportunity to work on complex, high-impact projects with senior leaders and have a meaningful role in the work we deliver to clients.

If you're looking for a role where you can think, contribute, collaborate, and make an impact — we'd like to hear from you.

Send us your resume and a brief note about what you've worked on, led, or helped make happen.

Olivestone is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, or veteran status.

Open Role

Strategic Consultant

Remote • Full-time • Client strategy & planning

Olivestone Partners is looking for a Strategic Consultant to join our growing team.

This is a hands-on consulting role for someone who enjoys solving problems, working through complex financial planning and wealth management issues, and contributing to meaningful client work.

The Strategic Consultant will work closely with the founder and other team members across client engagements and strategic projects. The role will support the full engagement process — from research and analysis to developing recommendations, preparing client materials, and participating in client meetings.

This is an opportunity to gain exposure to sophisticated planning and strategic consulting work while working alongside experienced professionals and contributing directly to client outcomes.

What You'll Do

What We're Looking For

This role is suited for an early- to mid-career professional with a strong interest in financial planning, wealth management, consulting, and strategy.

The ideal candidate will bring strong analytical skills, intellectual curiosity, attention to detail, and the ability to work effectively in a collaborative environment.

Required:

Preferred:

Why Olivestone

Olivestone works with wealth management firms to make financial planning a true growth engine — helping firms win and retain HNW/UHNW clients, deepen relationships, increase wallet share, and grow the business.

Our work sits at the intersection of financial planning, strategy, and growth.

The Strategic Consultant will have the opportunity to work on complex, high-impact projects and gain exposure to senior leaders, sophisticated clients, and the strategic decisions shaping modern wealth management.

This role is designed for someone who wants to develop beyond traditional financial planning and become a well-rounded strategic consultant.

If you're looking for an opportunity to learn, contribute, and work on challenging problems alongside experienced professionals, we'd like to hear from you.

Send us your resume and a brief note about your experience and what interests you about Olivestone.

Olivestone is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, or veteran status.