VP, Estate Planning Strategy for Ultra-High Net Worth
$110k - $190kMorgan Stanley
Morgan Stanley is seeking an experienced professional for an estate planning role in Atlanta, GA. Candidates must hold a J.D. and have a minimum of 5 years of experience with trusts and estates. This position involves working closely with ultra-high net worth clients and collaboration with attorneys and accountants. Knowledge of U.S. estate planning and tax strategies is essential. The expected base pay ranges from $110,000 to $190,000, dependent on experience and qualifications. #J-18808-Ljbffr Morgan Stanley
$110k - $190k
PowerToFly is looking for an Estate Planning Strategist, Vice President based in Atlanta. The role involves collaborating with senior... ...advisors to provide expert guidance on estate and tax planning to high-net-worth clients. The ideal candidate has a J.D. and at least 5...High net worth- Responsibilities And Skills To work with senior estate planning strategists and teams of investment... ...advisors to build relationships with ultra‑high net worth clients and prospective clients... ...summaries of documents and various strategies. Work with team analysts to prepare...High net worthTemporary work
- ...firm in Atlanta is seeking a Senior Wealth Planner to provide tailored financial advice to high-net-worth clients. Responsibilities include creating comprehensive financial plans and maintaining client relationships. Ideal candidates will possess a Bachelor's degree, strong...High net worth
- ...services firm is looking for a Vice President in Wealth Planning and Advice in Atlanta. The role focuses on providing tailored financial planning and tax strategies to clients, requiring extensive knowledge in tax and estate laws. Candidates must have a relevant degree and...Suggested
- Advanced Planning Attorney + Manager - Employee (Trusts + Estates) - Hybrid The Opportunity A well-established Atlanta... .... Our client base includes high-net-worth and ultra-high-net-worth individuals,... ...Advise clients on complex tax strategies to minimize estate tax liability...High net worthFlexible hours
- ...practice. The firm is highly regarded for its commitment... ...reputation in trusts & estates, private wealth management, estate planning, business planning, and... ...estate planning, high-net-worth planning, or related... ..., and asset protection strategies Represent high-net-worth...High net worthPrivate practiceWork at officeFlexible hours
- ...growing wealth management firm serving ultra-high net worth families, single family offices,... ...advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning...High net worthWork at officeFlexible hours
- ...Atlanta to support their Taxation and Wealth Planning Department. Candidates must have a Juris... ...Georgia. Responsibilities include advising high-net-worth individuals on complex wealth transfer strategies, drafting estate planning documents, and collaborating with fiduciaries...High net worth
- ...Atlanta is seeking a Wealth Strategist to advise high-net-worth clients on complex financial matters including tax and estate planning. The ideal candidate will have over 9 years... ...include developing tailored strategies, leading client meetings, and collaborating...High net worth
- ...Estate Planning Strategist, Vice President Responsibilities and Skills To work with... ...advisors to build relationships with ultra-high net worth clients and prospective clients... ...graphical summaries of documents and various strategies Working with team analysts to...High net worthFull timeTemporary work
- ...Acquisition to lead its global talent acquisition strategy. This executive role involves overseeing full-cycle recruiting, workforce planning, and employer branding initiatives, all... ...strategic workforce planning and manage a high-performing team. #J-18808-Ljbffr Acxiom
$159.7k - $255.65k
...complex people - with diverse backgrounds in strategy, creative and technology. But no matter... ...processes for prioritization, roadmap planning, and delivery Stakeholder Leadership &... ...narratives Experience working in highly matrixed, cross‑functional environments...Temporary workFreelanceWork at officeLocal areaFlexible hours- Trust & Estate Associate - Atlanta, GA Description Fox Rothschild... ...our Taxation and Wealth Planning Department. This role is ideal... ...practitioner who advises high-net-worth individuals on complex wealth... ...through thoughtful, customized strategies that reflect evolving tax...High net worthFull timeFor contractorsWork at office
- ...activities that service the needs of high net-worth and ultra-high-net worth clients. Ensures that client... .... Develops and implements strategic plan for the region to achieve Private Bank... ...* Lead and execute on the "One Bank" strategy with the other lines of business to...High net worthWork at office
$145k - $195k
...Vice President, Data Science & Strategy Atlanta; Boston; Charlotte; Chicago; Dallas; Los... ...with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for... ...strategy, unit economics, and long-term planning. You've seen how businesses succeed and fail...Work at officeLocal areaRemote workShift workNight shift2 days per week- Fox Rothschild LLP is looking for a Trust & Estate Associate based in Atlanta, GA. The ideal candidate... ...of experience supporting our Taxation and Wealth Planning Department. Responsibilities include advising high-net-worth individuals on complex wealth transfer and estate...High net worth
$175k - $245k
...Senior Vice President, Strategy At Publicis Collective, we know tomorrow's challenges won... ...media experts. We are an incubator for high-performing talent and a launchpad for ideas... ..., Strategy oversees the strategy and planning process for assigned clients and supports...Local areaFlexible hours$157.2k
...Private Client team helps high-net-worth individuals and... ...wealth management, tax planning, and family office services... ...delivers personalized strategies aligned with each... ...intersection of advanced estate and family enterprise... ...integrated solutions for ultra-high net worth (UHNW)...High net worthHourly payWork at officeFlexible hours- ...Vice President, It Technology & Strategy Our client is seeking a... ...strategy, portfolio management and planning for the information technology... ...report to the CIDO, the VP will be a key driver of the firm... ...Ability to develop and maintain highly productive relationships....Work at office
$190k - $210k
...President of Operations & IT Strategy to serve as the operational and... ...Customer Success, and IT. The VP of Operations & IT Strategy will... ...to build and develop a high-performing IT team, fostering... ...Leading annual operational planning, budgeting, and resource allocation...Work at office- ...level Attorney to join its practice. This firm is highly regarded for its commitment to excellence in estate planning and related areas. The ideal candidate will have... .... Responsibilities include advising high-net-worth clients, overseeing complex estate planning, and...High net worthPrivate practiceFlexible hours
- ...businesses provide financial planning, investment management,... ...range of clients, including ultra-high net worth and high net worth individuals... ...and deliver customized strategies drawn from our deep investment... ...which may include tax and estate planning, philanthropic planning...High net worthApprenticeship
- ...Management - Vice President, Wealth Planning and Advice Atlanta, GA,... ...group of experts in trusts & estates, tax planning, financial... ...management to solidify regional strategies and subsequently advise the field... ...skills) * Individual with high ethical standards who never sacrifices...Full timeWork at officeLocal areaShift work
- Vice President, Finance & Strategy To Apply Now - email your resume to... ...****@*****.*** Who: A high-growth, multi-site organization... ...sites. The role blends strategic planning, FP&A leadership, executive... ...integrity, respect, and excellence VP Finance & Strategy in Atlanta...Immediate start
- ...The Assistant Vice President for Data Strategy and Reporting (AVP), reporting to the Vice... ...dissemination of information to support planning, policy development, and decision making.... ...and resource allocation to ensure timely, high-quality analyses. Oversees cross campus...Work at officeImmediate start
- ...businesses provide financial planning, investment management,... ...range of clients, including ultra-high net worth and high net worth individuals... ...and deliver customized strategies drawn from our deep investment... ...which may include tax and estate planning, philanthropic planning...High net worthFull timeApprenticeshipWork at office
$150k - $180k
...Title: Attorney – Trust & Estate Location: Atlanta, GA... ...Attorney to lead a high-performing planning team. This role offers the... ...client base includes high-net-worth and ultra-high-net-worth individuals... ...Advise clients on complex tax strategies to minimize estate tax...High net worthPermanent employmentFull time- ...independently develop and implement the strategic plan for managing and growing client banking... ...understanding of the business, its strategy and its products/services. Is the... ...preferred. Experience working with ultra-high net worth clients. Financial Services...High net worthTemporary workWork experience placementLocal areaWorldwideFlexible hours
$190k - $250k
...specializing in private wealth planning. The Firm’s services extend... ...the natural interplay among estate planning, tax controversies,... ...independently, and delivering high-quality work in a timely manner... .... Experience serving high-net-worth clients and managing sensitive...High net worth- ...offer strategic advice to ultra- and high-net-worth individuals and families, institutions... ...is a dedicated tax and estate professional who is focused... ...with ongoing financial planning needs, as well as provides... ...and implement bespoke strategies tailored to ensure continued...High net worthWork at officeLocal area
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