Executive Tax Strategist — Wealth Planning (VP/ED)
TwinThread
TwinThread, 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 a Bachelor's degree and 8+ years of relevant experience, including strong analytical and communication skills. The position offers a comprehensive benefits package and supports diversity and inclusion within the workplace. #J-18808-Ljbffr TwinThread
- ...Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private... ...and present at internal and external forums to share wealth planning advice that helps our clients better leverage the solutions...TaxWork experience placementWork at office
- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York location_on New York... ...indexing and loss harvesting to enhance tax efficiency, portfolio... ...We assist employees in saving and planning for retirement, offer financial support...TaxFull timeTemporary workWork at office
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A global asset management firm in New York is seeking an experienced Investment Strategist. The role involves supporting Wealth Advisors with portfolio solutions, analyzing market data, and creating client presentations. Ideal candidates will have a Bachelor's degree and...Suggested$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...Tax$30 per hour
...to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought... ...offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to...TaxWork at officeRemote work$130k - $250k
What We Do The Multi-Asset Solutions Group (MAS) within Goldman Sachs Asset & Wealth Management delivers customized portfolio solutions for institutional clients, investing across asset classes, regions, and the risk spectrum in both public and private markets. As...Full timeTemporary workPart time$158.01k - $276.46k
Overview At Northern Trust, our Wealth Strategist position is a key business... ...a client development sales executive role. As a senior member of... ...approach to wealth management planning. With the support of our... ...knowledge of wealth transfer and tax planning strategies. You’ll...TaxLocal area$158.01k - $276.46k
Sr. Wealth Strategist page is loaded## Sr. Wealth Strategistlocations: New York, NYtime type: Full... ...regulations to ensure that financial planning activities are in compliance. 1. Sells... ...determine the appropriate plan for estate taxes. Utilizes knowledge of inheritance gift...TaxWork experience placementLocal areaFlexible hours$175k - $210k
...VP / Senior Director, Wealth Solutions Experience Remote, USA Why Work at Mercer Advisors? For... .... How? By integrating financial planning, investment management, tax, estate, insurance, and more,... ...organization and removing barriers to execution. Key Responsibilities 1) Own the...TaxTemporary workSeasonal workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours$125k - $200k
## Wealth StrategistApplylocations: US-NY-Midtown-101 Park Ave-3100... ...matter expert for complex wealth planning matters impacting HNW and UHNW... ...cash flow planning + Income tax planning and tax-efficient... ...and liquidity event planning + Executive compensation and concentrated...TaxPermanent employmentTemporary workWork at officeFlexible hours- ...Management Analyze trust documents for legal, tax, administrative and investment issues and... ...apply that knowledge to client specific planning exercises and account administration.... .... New Business Partnering with Wealth Advisors with respect to the vetting and...Tax
- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion... ...As a Settlement Officer VP in Wealth Management Solutions... ...with investments, tax and operations. Interpret and... ...Work with remaindermen on any planning issues that may arise. Identify...Tax
$141k - $338k
Goldman Sachs Group, Inc. is seeking a Vice President, External Product Specialists in New York, New York. You will be responsible for communicating investment strategies, generating investment reports, and overseeing ISG marketing efforts. The successful candidate must...- ...Vice President, Portfolio & Wealth Advisory About the Company... ...align with client objectives. The VP will also be instrumental in facilitating... ...in portfolio management, tax efficiency strategies, and... ...in trust and estate planning, market trends, and financial...Tax
$115k - $270k
...helping modernize and reinvent the Wealth Management digital platform.... ..., managing project execution, and performing testing for the... ...businesses provide financial planning, investment management, banking... ...and beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart timeWork experience placement$130k - $170k
...Partners is a premiere, boutique wealth management firm providing... ...billion in assets. The VP of Portfolio and Wealth Advisory... ...external advisors (e.g., attorneys, tax accountants, etc.) to deliver... ...'s overall wealth management plan Manage the client meeting process...TaxTemporary workWork experience placementCasual workWork at officeRemote workFlexible hours- ...Description Goldman SachsAsset and Wealth Management oversees $3.6... ...establish go-to-market messaging and planning for new and existing products.... ...New York. RESPONSIBILITIES Executing on Goldman Sachs Asset... ...markets, distribution, legal, tax, compliance, fund services, finance...TaxFull timeWork at office
$100k - $160k
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...wealth management plans for ultra high net worth individuals... ...and beyond, which may include tax and estate planning, philanthropic... ...highest ethical standard in execution Curate a network of intermediaries...TaxFull timeTemporary workPart time$100k - $160k
...States Job Description Private Wealth Management (PWM) Goldman... ...comprehensive wealth management plans for ultra high net worth individuals... ...and beyond, which may include tax and estate planning,... ...the highest ethical standard in execution Curate a network of intermediaries...TaxFull timeTemporary workPart timeWork at office- ...Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to... ..., diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long...TaxWork at office
$125k - $180k
Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice,... ...investment decisions, work with Tax Officers and trust counsel to resolve... ...that knowledge to post-mortem planning exercises and account...Tax- EY is seeking a Manager in Private Tax in New York to provide personal tax advice to private companies and wealthy individuals... ...delivery of tailored tax solutions, support clients in wealth transfer and succession planning, and develop a team of tax professionals. The ideal...Tax
$75k - $100k
...Managing Director, Jeanine Chirlin. The Executive Communications Strategist will work closely with the President... ...goes to 140,000 subscribers, op-eds, tweet-threads, etc. Serving as... ...’s Managing Director with planning and programmatic and communications...Summer internshipWork at office- ...financial institution in New York is looking for a Quantitative Strategist / Quant Developer to create advanced quantitative models and... ...software development and enhance investment strategies focusing on tax efficiency and portfolio optimization. #J-18808-Ljbffr Goldman...Tax
$10.4k
...a growing technology-driven wealth management firm searching for... ...York City and a panel of A‑list executives from the wealth management... ...and defining their financial planning and investment needs and objectives... ...on investment strategy, tax planning, retirement planning...TaxWork at officeImmediate startRemote workRelocation package$115k - $270k
Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - New York... ...will be responsible for developing and executing plans to educate and inform advisors about the... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart timeBank staffWork at officeLocal area$83k - $134k
Vice President, Executive Programs Events At BNY, our culture allows us to run our company better and enables employees... ...‑focused Vice President, Executive Programs and Wealth Events Manager to lead the planning and delivery of high‑impact events and executive programs...Temporary workWork at officeWorldwideFlexible hours$75k - $100k
...Brennan Center’s Managing Director. The Executive Communications Strategist will work closely on all aspects of... ...newsletter “The Briefing,” op‑eds, tweet threads, etc. Serve as associate... ...Assist the Managing Director with planning, programmatic, and communications work...Work at office$175k - $210k
...Mercer Advisors is looking for a VP / Senior Director, Wealth Solutions Experience to lead operational and strategic initiatives in their Tax business. The role involves defining client experiences, driving growth strategies, and overseeing technology innovations. The...TaxRemote work
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