Senior Advisor Client Services

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.

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; ensure deliverables meet WEI standards.

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 tradeoffs 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.

Walton Enterprises supports the personal, philanthropic, and business activity for the Walton family. We are a family-led organization, supporting multiple generations of Sam and Helen Walton’s family.

We value trust, mutual respect, and a workplace where every associate belongs and can do their best work. We bring together talented people with different backgrounds and viewpoints, support their growth, and empower them to contribute meaningfully.

We are an equal opportunity employer committed to a workplace that is free of discrimination and harassment of any kind. All applicants receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, genetic information, or any other status protected by the laws or regulations in the locations where we operate.