VP, Wealth Strategy: Tax-Savvy UHNW Planning
BBR Partners
BBR Partners is seeking a Vice President, Wealth Strategies to act as a senior tax planner across client teams, focusing on UHNW families. You will translate complex tax concepts into actionable guidance while coordinating with external advisors and internal teams. You will lead client engagements, mentor junior advisors, and help shape tax strategy, insurance, lending, and other wealth management initiatives in a dynamic, hybrid work environment. #J-18808-Ljbffr BBR Partners
- NewEdge Wealth LLC seeks a Wealth Strategist to lead sophisticated planning engagements for UHNW clients, focusing on cash flow, liquidity, estate and tax planning, business succession, and philanthropy.... ...Reporting to the Head of Wealth Strategy, you will prepare...Tax
$125k - $290k
Goldman Sachs Asset and Wealth Management oversees $3.6 trillion... ...added investment solutions and strategies to our global, diverse client... ...go-to-market messaging and planning for new and existing products... ...markets, distribution, legal, tax, compliance, fund services, finance...TaxFull timeTemporary workPart time- ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management. Industry... ...services, with a specific focus on individual income tax planning for high-net-worth families. This role requires the individual...TaxWork at office
- Landing Point is seeking a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division. The role focuses... ...teams to ensure comprehensive solutions across investments, planning, tax, and trust. The successful candidate will analyze client...Tax
$115k - $270k
...Asset Allocation team.OUR IMPACT Wealth ManagementAcross Wealth... ...businesses provide financial planning, investment management, banking... ...advise and deliver customized strategies drawn from our deep... ...and beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart timeFlexible hours- Insite US is seeking a Tax Partner to lead and expand its Private Client... ...role demands senior leadership, deep UHNW tax knowledge, and cross-border planning expertise. As a partner, you will... ...engagements, develop long-term strategies, and mentor a growing team while building...TaxPrivate practice
$130k - $170k
BBR Partners’ Wealth Strategies team serves as a centralized, specialized resource to help ensure... ...is grounded in a strong foundation of tax-aware planning, recognizing that tax considerations... ...techniques and structures related to UHNW clients (life insurance planning, property...TaxTemporary workCasual workWork at officeRemote workFlexible hours$165k - $250k
...management include global investment strategies focused on real estate,... .... Business Unit: The Private Wealth Public Funds (PWPF) Legal... ...Institutional Client Solutions, Finance, Tax, Public Affairs, and other... ...board and committee meeting planning and preparation of meeting...TaxFull timeLocal area- Fartherfinance in New York is seeking a seasoned Wealth Advisor to provide high-touch advisory... ..., advising on complex financial strategies including estate planning, tax optimization, and alternative investments. Join a tech-savvy team focused on exceptional client experiences...Tax
- ...City-based advisory firm, seeks a Senior Wealth Strategist to guide UHNW clients in estate, tax, and multi-generational planning. You will work with colleagues and external... ...advisors to craft comprehensive wealth-transfer strategies and stay current on tax law changes....Tax
- J.P. Morgan is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and strategies to meet their financial goals. You will work collaboratively with an...
- ...team shaping the future of financial planning technology at J.P. Morgan Wealth Management. Leverage your expertise... ...Head of Financial Planning Tools & Strategy for J.P. Morgan Wealth Management,... ...dimensions of wealth transfer and tax strategyPossess a minimum of 15 years...TaxHome officeShift work
$160k - $270k
...We AreWealth ManagementAcross Wealth Management, Goldman Sachs... ...businesses provide financial planning, investment management, banking... ...advise and deliver customized strategies drawn from our deep investment... ...beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart timeWork experience placement$250k - $325k
...deliver thoughtful, collaborative strategies that focus on what is most... ...Advisors acts as a wealth manager, investment advisor,... ...through financial, estate and tax planning. This role partners with colleagues... ...advisors, in strategically advising UHNW clients with estate planning,...TaxFlexible hours- ...J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP)... ...guidance on both simple and complex strategies. You will work collaboratively... ...diversification, trusts & estates, individual tax rules (both transfer and income...TaxWork at office
- ...The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve... ...offices.As a Vice President of Business Strategy & Field Engagement on the CWM Business... ...products, investment solutions, financial planning, and the advisor-client relationship...Immediate startVisa sponsorship
- ..., securities, investment management and wealth management services. The Firm's employees... ...a strategic focus of the firm. The IWM Strategy team is responsible for crafting, developing... ..., including client events, strategic planning, stakeholder coordination, and the...Temporary workWork at officeWorldwide
- ...Vice President, Tax Planning & Strategy About the Company Wealth management firm providing strategic tax planning for ultra-high-net-worth clients. Industry Financial Services Type Privately Held About the Role The Company is seeking a Vice President...Tax
- A major global financial services firm in New York is seeking a Senior Tax Strategist to join its Tax Strategy team. The successful candidate will engage with clients on complex tax situations, contribute to thought leadership, and collaborate with internal partners to...Tax
- ...in Midtown Manhattan seeks a senior tax leader to manage tax planning, reporting, and compliance for the organization and its affiliates. The VP, Tax Management & Compliance will oversee... ...international tax functions, driving strategies and risk management in collaboration...Tax
- ...comprehensive, tailored wealth management experience.... ...ultra-high-net-worth (UHNW) clients. You'll... ...delivering sophisticated planning strategies rather than business development... ...estate planning, tax optimization... ...registration with clean U4Tech-savvy mindset with comfort...TaxWork at office
$115k - $270k
...IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs... ...businesses provide financial planning, investment management, banking... ...advise and deliver customized strategies drawn from our deep investment... ...beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart timeWork at office- ..., located in New York, is looking for a skilled professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with the private banking team. Candidates should have...Tax
- ...Commerce in New York seeks an experienced Senior Wealth Strategist to work with Relationship... ...net worth clients to deliver holistic wealth planning. You will advise on estate planning, tax planning, philanthropic strategies and business succession, coordinating with attorneys...Tax
$115k - $270k
...firmwide partnerships with Private Wealth Advisors (PWAs) and other... ...businesses provide financial planning, investment management,... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart timeWork at office$125k - $270k
Asset & Wealth Management, Private Wealth Management, Equity Structuring... ...team with a focus on 10b5-1 Plans, Executive Selling and... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart time- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...wealth management plans for ultra high net worth individuals... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic...Tax
- PwC in New York seeks an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager to deliver expert tax planning, compliance, and strategy. You will lead tax projects for asset & wealth clients and coach teams to ensure compliant results. The role...Tax
- The My JPM Wealth Plan team develops industry-leading solutions that enable wealth management... ...for both clients and advisors. Our strategy is centered on deepening engagement, increasing... ..., debt management, insurance planning, tax planning, and estate planningDesign and...Tax
- Lido Advisors in New York seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family... ...of client relationships, delivering personalized wealth strategies built on planning, tax, estate, and investment management. Join a collaborative...Tax
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