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- ...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
$116.25k - $210k
...A leading financial services firm is seeking a Director, HNW Wealth Planner in the United States. This role focuses on providing advanced financial planning and cross-border tax strategies to high-net-worth clients. The ideal candidate will have expertise in wealth planning...Senior- 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
$158.01k - $276.46k
Overview At Northern Trust, our Wealth Strategist position is a key business... ...with individuals, families, non‑profit institutions, and... ...sales executive role. As a senior member of the Northern Trust... ...attorneys) on the benefits of estate planning services, utilizing...SeniorLocal area$200k - $250k
...Partner with Relationship Managers and HNW clients in a consultative role, developing holistic wealth plans to enhance the overall client experience with CIBC Private Wealth.* **Estate & Legacy Planning:** Develop strategies for wealth transfer, asset protection, and...Senior$158.01k - $276.46k
Sr. Wealth Strategist page is loaded## Sr. Wealth Strategistlocations: New... ...most successful individuals, families, and institutions by... ...attorneys on the benefits of estate planning products/services.... ...organization is encouraged, senior leaders are accessible, and...SeniorWork experience placementLocal areaFlexible hours$104.7k - $174.5k
M&T Bank Corporation is seeking a Wealth Management Senior Associate for their Family Wealth Division in New York, NY. This hybrid role involves conducting advanced legal research, estate plan analysis, and providing strategic wealth planning support for High Net Worth...Senior$220k
...firm based in New York is seeking a senior-level Trust & Estates Tax Partner. In this leadership role,... ...high-net-worth clients, focusing on wealth transfer planning and fiduciary taxation... ...expertise in handling affluent families and multi-entity structures. The position...Senior- 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
- ...Management (PAM) team within NB Private Wealth, the Relationship Manager is responsible... ...recommendations, utilizing knowledge of Trust and Estate Planning, expanding client connectivity,... ...:Develop relationships with extended family members to be positioned to facilitate an...SeniorLocal area
$210k - $280k
A premier wealth management firm in New York City is seeking a Senior Wealth Strategist to advise ultra-high-net-worth clients on estate and tax planning. The ideal candidate will have a law degree and at least six years of relevant experience. Responsibilities include...Senior- ...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
- ...is seeking a Client Services Manager in New York to support its Wealth Management business. This role involves direct client interactions... ...and Cvent. This position offers the chance to work with senior stakeholders in a fast-paced environment with a globally recognized...Senior
- The JPMorgan Wealth Aggregation and Analytics product team defines... ...reporting, risk analysis and estate planning focused on offering a... ...comprehensive needs of high-net-worth families and the advisors who serve... .... The Analytics Reporting Senior Product Associate role is focused...SeniorVisa sponsorship
- TwinThread is seeking a Wealth Management Solutions Estate Officer - VP to oversee estate administration and trust management. You will analyze trust documents, handle investment decisions, and collaborate with beneficiaries and advisors to ensure effective service delivery...Senior
- LGBT Great is looking for a Senior Estate Planner in New York to advise high-net-worth clients on trust and estate planning, tax strategies... ...and involves collaboration with portfolio managers and wealth planning teams. The ideal candidate will have 7+ years of experience...SeniorVisa sponsorship
- JPMorgan Chase & Co. is seeking a Talent Development Advisor for Asset & Wealth Management in New York. This position requires 7+ years of experience in Human Resources or Strategy and involves partnering with business leaders to define talent management objectives. Responsibilities...Senior
$170k - $300k
...financial institution based in New York City is seeking a Citi Wealth Planner to develop and implement customized wealth structuring services... ...candidate will have at least 8 years of experience in trust and estate planning and possess a JD degree. Responsibilities include...Senior$125k - $200k
## Wealth StrategistApplylocations: US-NY-Midtown-101 Park Ave-3100time type: Full timeposted... ...and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them... ...and tax-efficient wealth strategies + Estate planning and wealth transfer techniques +...Permanent employmentTemporary workWork at officeFlexible hours$131.91k - $224.14k
...the world’s most successful individuals, families, and institutions by remaining true to... ...service. Role / Department Strategist, Wealth and Intermediary Client Marketing / Asset... ...cross‑functional working teams, including Senior Leaders, with the ability to navigate and...Work at officeRemote workHome office$110k - $130k
Asset & Wealth Management - Quantitative Strategist, MAS - New York, VP New York, NY, United States Job Description What We Do Goldman Sachs Asset Management... ...We offer a medical advocacy service for employees and family members facing critical health situations, and...Full timeTemporary workPart timeWork at office- Asset & Wealth Management, Client Solution Group (CSG), Business Strategist, Vice President location_on New York, New York, United States A career with Goldman Sachs... ...a medical advocacy service for employees and family members facing critical health situations, and counseling...Full timeTemporary workWork at office
$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$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- ...Senior Estate Planner As a key member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable...SeniorLocal area
$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- J.P. Morgan is looking for an Event Strategist to manage and execute events for affluent clients in the Midwest and East Regions. You will develop a strategic vision and regional calendar of events to support client engagement and enhance their experience. The ideal candidate...Senior
- OnePoint BFG Wealth Partners is seeking a Senior Trust & Estate Strategist based in Parsippany, New Jersey. The role requires over 8 years of estate planning experience with ultra-high-net-worth clients, focusing on multigenerational planning, charitable giving, and wealth...Senior
- ...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
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