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
- ...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 worthTemporary work
- ...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
- ...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
- ...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
$225k - $340k
...Chicago | Hybrid Trusts & Estates Associate Attorney AmLaw 100 Opportunity... ...interested in working with high-net-worth individuals, families, family... ...on sophisticated estate planning, wealth transfer, trust... ...practice High-net-worth and ultra-high-net-worth client base Direct...High net worthWork at office- ...sophisticated investment strategies across private equity,... ...ROLE OVERVIEW The VP, Product will own the end... ...in startup or high-growth environments, and... ...operational integration plan Build and maintain a... ...supporting RIAs, high-net-worth clients, or investment...High net worthWork at office
$140k - $175k
...clients holistically on wealth and estate planning, investments, banking, credit, insurance... ...of experience interacting with High and Ultra High Net Worth clients. Preferred Skills/... ...clients and formulating customized strategies to address their needs. Holistic approach...High net worthTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- ...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
$170k - $200k
...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...: The Wealth Strategy team is part of our Wealth... ...strategies for our high-net-worth clients. We are a collaborative... ...to high‑net‑worth and ultra‑high‑net‑worth...High net worthTemporary workWork at officeLocal areaFlexible hoursAfternoon shift$70k - $90k
...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 worthInternshipWork at officeFlexible hours$145k - $170k
...Associate Director, Financial Planning & Analysis Boston, MA; New York... ...wealth management firm serving ultra-high net worth families, single family offices... ...across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic...High net worthWork 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
$85k - $100k
...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- ...Vice President Strategy Integration The VP, Strategy & Integration serves as a strategic partner to the... .... This leader owns the strategic planning cadence, stewards enterprise-wide initiatives... ...expectations, and cultivates a high-performance, results-oriented culture...Work at office
- ...full-service commercial real estate services organizations in the... ...be an integral member of our high-caliber, collaborative team. We... ...Partners is seeking a Workplace Strategy leader to serve as a senior-level... ...requirements, scenario planning, and ROI analysis for proposed...Work at officeImmediate startRelocationFlexible 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
- ...be responsible for global cash management, leading acquisition strategies, and ensuring adherence to tax regulations. Qualifications... ...essential. This position offers strategic influence within the organization and a key role in financial planning. #J-18808-Ljbffr...
- 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
$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- ...comprehensive personal financial planning, investment planning and tax services to high-net-worth families and corporate... ...traded fixed income and equity strategies as well as alternative investment... ...client retirement, insurance and estate-planning analyses. Preparing clients...High net worth
$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- ...office services to primarily high-net-worth individuals, families, and... ...is ideal for a seasoned tax planning professional who enjoys solving... ...advisors on tax-aware strategies and client conversations... ...advising high-net-worth and ultra-high-net-worth clients ~ Strong...High net worthFull timeWork at officeRemote work
- 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
- ...deepen client relationships while providing tailored wealth management strategies. The ideal candidate will have over 15 years of experience in private banking, specifically with the ultra-high-net-worth market. Responsibilities include generating new client revenue,...High net worth
- ...Vice President, Finance & Strategy To Apply Now – email your resume... ...****@*****.*** Who: A high-growth, multi-site organization... .... The role blends strategic planning, FP&A leadership, executive reporting... ..., respect, and excellence VP Finance & Strategy in Atlanta...Immediate start
- ...Equifax sits on one of the most unique, high-scale, and impactful datasets on the planet... ...a visionary Vice President of Global D&A Strategy to develop and bring our strategy to life... ...and Operations, you will not just be planning for the future-you will be building it. You...Full timeWork experience placementWork at officeLocal areaImmediate startRemote workMonday to Friday
- ...The Vice President, Strategy & Commercial Finance leads the Company's strategic planning, business development finance, M&A functions. The VP of Strategy designs and manages all strategic planning activities, drives innovation, and monitors performance of key initiatives...
$240k - $265k
...Description The Role The VP, Strategy & Sales Enablement serves as... ...Your Day-to-Day Strategic Planning & Business Intelligence... ...degree in business, Finance, Real Estate, Hospitality Management, or... ...to lead, coach, and inspire high-performing teams in a fast-paced...Work at officeRemote workWorldwide3 days per week
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