Senior Wealth Strategist — Family Wealth & Estates
$104.7k - $174.5kM&T Bank
M&T Bank seeks a Wealth Management Senior Associate in New York City to join its Family Wealth Division. This role focuses on delivering customized solutions for High Net Worth clients through advanced legal research and strategic wealth planning. The successful candidate will work closely with senior wealth leadership, preparing legal documents and supporting client meetings. A Bachelor's degree and strong communication skills are required. The salary range is $104,700 - $174,500 annually. #J-18808-Ljbffr M&T Bank
$30 per hour
...Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader... ...department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to ultra...SeniorWork at officeRemote work$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position... ...Wealth Strategists for tax and estate planning, business succession... ...Financial Advisors, clients and their families, and client tax or legal counsel. Serve...SeniorTemporary workFlexible hours- ...deliver customized solutions in multiple wealth-planning areas based on their goals and objectives... ...complex financial‑planning concepts, estate, wealth transfer, and liquidity event strategies, including tax implications, family dynamics, and other risks. Identify,...Senior
- The Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment...Senior
$158.01k - $276.46k
...most successful individuals, families, and institutions by... ...and exceptional service. Wealth Strategist/Client Development Sales Executive... ...sales executive role. As a senior member of the Northern Trust... ...) on the benefits of estate planning services, utilizing...SeniorLocal areaFlexible hours- Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will engage with clients primarily in the $5-$15 million investable assets range and communicate complex financial strategies...SeniorRemote job
$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years of...Senior- Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...SeniorRemote job
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time- ...seeking an experienced financial planning expert to develop customized wealth-planning solutions for high net worth clients. This role involves significant travel and requires expertise in estate planning, liquidity events, and strategic tax management. Excellent communication...
- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York location_on New York... ...Overview sitemap_outline CORPORATE TITLE Senior Vice President language OFFICE... ...service for employees and family members facing critical health situations...SeniorFull timeTemporary workWork at office
$130k - $173k
Job Overview Are you looking for a role guiding families of exceptional financial success on matters related to doing good with wealth for loved ones and the communities they care about? Reporting to the Head of Family Advisory & Philanthropy Services, U.S., you’ll operate...SeniorFull time- ...New York. This role will involve collaborating with clients on estate planning, providing trust administration guidance, and contributing... ...possess a JD or LLM with at least 10 years of experience in wealth planning and trust administration. Strong communication skills and...Senior
$125k - $200k
...high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the... ...planning and tax-efficient wealth strategies Estate planning and wealth transfer techniques Trust...Permanent employmentTemporary workWork at officeFlexible hours- ...and service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of related experience. The...Senior
$130k - $170k
...Description BBR Partners' Wealth Strategies team serves... ...BBR takes a holistic, family office-style approach—... ..., including trust and estate planning, insurance and... ...Strategies to serve as a wealth strategist with a primary focus on... ...client meetings as a senior planning resource...Temporary workCasual workWork at officeRemote workFlexible hours$170k - $210k
...Mercer Advisors has been helping families amplify and simplify their... ...management, business management, tax, estate, insurance, and more, all... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...management. Job Summary: The Senior Wealth Advisor focuses on...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$250k - $300k
Athene seeks a seasoned professional to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth. The role involves engaging with sales teams, analyzing market dynamics, and innovating for business...Senior$130k - $250k
...equity, private credit, real estate, infrastructure, hedge funds,... ...the world's leading sovereign wealth funds, pension plans,... ...endowments, foundations, and family offices, for which we invest... ...Within Asset Management, Strategists (also known as "Strats") play...Full timeTemporary workPart time$119k - $160k
The Goldman Sachs Group in New York, New York is seeking a professional to create comprehensive wealth management plans for ultra-high net worth individuals and families. This role includes developing business strategies, delivering customized investment advice, and extracting...$200k
...Job Name: Vice President, Data Strategist, Global Wealth Location: New York/2... ...actionable business strategies for senior leadership. Adaptability: Comfortable... ..., paid time off, paid holidays, family planning benefits and various wellness...Immediate start- ...dynamic and experienced Investment Strategist to join J.P. Morgan Private... ...Serve as a senior voice on the LatAm & GFG Investment... ...Team J.P. Morgan Asset & Wealth Management delivers industry-... ...Management helps individuals, families and foundations take a more intentional...Work at officeLocal area
$170k - $210k
...Mercer Advisors has been helping families amplify and simplify their... ...management, business management, tax, estate, insurance, and more, all... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...management. Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$130k - $250k
Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United States Job... ...growth equity, private credit, real estate, infrastructure, hedge funds, and sustainability... ..., endowments, foundations, and family offices, for which we invest or...Full timeTemporary workPart timeWork at office- Asset & Wealth Management, Client Solution Group (CSG), Business Strategist, Vice President New York, New York, United States Job Description A career with Goldman... ...offer a medical advocacy service for employees and family members facing critical health situations, and...Full timeWork at office
$104.7k - $174.5k
Overview Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division , which serves the unique needs of Wilmington Trust... ...The candidate will provide advanced legal research, estate plan analysis, and strategic wealth planning support...SeniorWork at office- ...Principal / Managing Director, Private Equity Product Specialist to drive marketing and distribution of private equity solutions. This senior position requires over 10 years of relevant experience in private equity and secondaries, along with strong analytical and...Senior
$125k - $200k
Corient is seeking an experienced wealth planning advisor in New York to serve as a subject matter expert for High Net Worth (HNW) clients... ...financial planning, focusing on complex strategies for families with more than $10M in investable assets. Responsibilities include...Senior- Join Neuberger Berman as a Senior Relationship Manager in New York. In this role, you'll lead relationship... ...will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions for families. Strong communication skills and financial planning...Senior
- Corps Team is searching for a Senior Advisor in New York City, focused on providing exceptional investment guidance to ultra-affluent families. This role involves deep client engagement, developing personalized investment strategies, and leading client discussions to ensure...SeniorWork at office
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