UHNW Wealth Architect & Family Office Strategist
Jobtailor
Jobtailor seeks an experienced wealth advisor to serve UHNW clients in New York, overseeing tailored investment strategies, estate planning, and intergenerational wealth transfer. You will collaborate with investment teams on alternative opportunities including private equity and direct investments, and coordinate concierge services and family governance support. The role requires deep expertise in complex wealth strategies, top-tier communication skills for clients of varying financial #J-18808-Ljbffr Jobtailor
- ...Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist... ...complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located... .... The team works across multiple offices to help preserve and transfer wealth,...Work at officeRemote work
- Overview Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to partner with senior... ...-Net Worth/Multifamily Office type clients (Net Worth... ...other complex clients family relationships. Run the... ...Ultra High Net Worth (UHNW) client families ($50MM+...Work at office
- Wealth Management, Global Investment Strategist, Latin America and Global Families Group New York, NY, United States and 1 more We are seeking a dynamic and experienced Investment... ..., FactSet, Haver, etc.) and Microsoft Office. Direct experience in exploring the latest tools...Work at officeLocal area
$150k - $190k
...The Wealth Strategist plays a central role within the NewEdge Wealth Strategy... .... Location: Hybrid to our office in Stamford, CT or New York,... ...detailed cash flow models for UHNW clients. Coordinate modeling... ...GRATs, SLATs, IDGTs, QPRTs, and family limited partnerships. Coordinate...Work at officeTemporary work$125k - $200k
## Wealth StrategistApplylocations: US-NY-Midtown-101 Park Ave-3100... ...high-net-worth individuals and families to enjoy a full life, while... ...planning matters impacting HNW and UHNW clients. Identify, design, and... ...wealth management, family office, or UHNW advisory.* Significant...Work at officePermanent employmentTemporary workFlexible hours$130k - $250k
...Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United States Job... ...With over 350 professionals across 11 offices around the world, XIG provides manager... ..., endowments, foundations, and family offices, for which we invest or advise...Work at officeFull timeTemporary workPart time- JPMorganChase is seeking an Outsourced Family Office Wealth Planner to deliver tailored wealth management solutions to ultra-high-net-worth clients. In this role, you will develop comprehensive financial plans, facilitate family wealth transfer strategies, and maintain...Work at office
- Sequoia Financial Group in Berwyn, PA seeks a detailed, client-focused wealth/investment professional to join the Sentinel team serving Family Wealth and Family Office clients. You will align investment strategy with client goals and clearly communicate portfolio decisions...Work at office
$170k - $260k
JPMorgan Chase is seeking an Outsourced Family Office Wealth Planner for their Family Wealth Services team in New York, NY. This role involves delivering customized family office solutions to ultra-high-net-worth clients and developing comprehensive financial plans. The...Work at office- Jobtailor in New York is seeking a senior wealth management professional with broad experience in business management or family office settings. The role focuses on generating new business opportunities, maintaining client communications, and strengthening client relationships...Work at office
$130k - $170k
...Job Description BBR Partners' Wealth Strategies team serves as a... ...framework, BBR takes a holistic, family office-style approach—supporting... ...Strategies to serve as a wealth strategist with a primary focus on... ...techniques and structures related to UHNW clients (life insurance...Work at officeTemporary workCasual workRemote workFlexible hours- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York location_on New York... ...TITLE Senior Vice President language OFFICE LOCATION(S) New York account_... ...advocacy service for employees and family members facing critical health situations...Work at officeFull timeTemporary work
- ...full-service architecture firm (winner of Architects Newspaper Best of Practice - North-east... ...Architect with experience in multi-family dwellings. Our ideal candidate is an organized... ...years of experience at an architecture office, including experience on the Design and...Work at officeFull timeImmediate start
- Corps Team is searching for a Senior Advisor in New York City, focused on providing exceptional investment guidance to ultra-affluent families. This role involves deep client engagement, developing personalized investment strategies, and leading client discussions to...Work at office
$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team... ...personal computer skills with solid knowledge of pertinent office software Demonstrated strong verbal and written communication skills...Work at officeWork experience placement- Goldman Sachs is seeking a Vice President for Family Office Reporting & Advisory based in New York. This role focuses... ...experience in family office advisory and wealth management operations, particularly with UHNW clients. Join Goldman Sachs to enhance client experiences...Work at office
$63.75k - $127.5k
...respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Strategist within PNC Wealth Management, you will be based in Pittsburgh, PA. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve...Work at officeFull timeTemporary workWork experience placement$158.01k - $276.46k
...service. Overview At Northern Trust, the Wealth Strategist position is a key business development... ...new relationships with individuals, families, non‑profit institutions, and other entities... ...base. Work with ultra high net worth (UHNW) individuals, families and businesses...Local area$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type: Full... ...most successful individuals, families, and institutions by... ...exceptional service.**Wealth Strategist/Client Development Sales Executive... ...work with ultra high net worth(UHNW) individuals, families and businesses...Local areaFlexible hours$150k - $200k
The Role Within our Global Private Wealth business, we are seeking a dynamic and highly commercial portfolio strategist to join the Global Portfolio Solutions & Strategy (GPSS... ...and team performance. This role is in office Monday to Friday. Blue Owl is proud to be an...Work at officeMonday to Friday- A leading media company is seeking a Digital Solutions Strategist to drive revenue across digital platforms. This role involves developing... ...and excellent communication skills. The position requires in-office presence, contributing to strategic media planning while collaborating...Work at officeLocal area
- ...to lead sophisticated estate planning for ultra-high-net-worth clients. You will play a key role in advising and managing complex wealth solutions, collaborating with financial advisors and ensuring strategies meet regulatory standards. The ideal candidate will have a...
$104.7k - $174.5k
Overview: Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division , which serves the... ...(HNW) and Ultra-High Net Worth (UHNW) clients. The candidate will... ...skills Proficiency with Microsoft Office (PowerPoint emphasis) and modern AI...Work at office- Equi is looking for an experienced Investment Strategist / Investment Director to drive investment strategies for ultra-high-net-worth clients. This role blends work for Equi and its sister company, Vectis, focusing on investment proposals, due diligence, and portfolio...
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for... ...be fulfilled within 6 months of assuming role) Strong working knowledge of Microsoft Office suite #J-18808-Ljbffr JPMorgan Chase & Co.Work at officeLocal area
$125k - $145k
...delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and... ...At BRAVO, you will find a wealth of opportunities to create the career... ...PROGRAM Job Title: Project Architect Location: 42 W 39th Street, 7...Work at officeFull timeTemporary workFor contractorsLocal areaMonday to Friday$80k - $95k
...person can develop and contribute their wealth of attributes, skills and knowledge to support... ...participates within the studio and office.Demonstrates an intermediate understanding... ...about our hybrid/flexible schedules, paid family leave, paid vacation, backup child and elder...Work at officeContract workFlexible hours- ...investable assets spectrum to deliver customized solutions in multiple wealth–planning areas based on their goals and objectives. Act as... ..., and liquidity event strategies, including tax implications, family dynamics, and other risks. Identify, pursue, and present solutions...
$310k - $390k
...is seeking a mid-level Associate to join its New York office within the Private Client & Family Office practice group. The role involves advising ultra... ...estate planning matters, including drafts of trusts and wealth transfer strategies. Candidates must have a JD from an...Work at officePrivate practice- Jobot is seeking a Family Office Tax Associate in New York City to support a diverse portfolio of high-net-worth clients. You will handle... ...financial administration, while collaborating with tax, accounting, wealth management, and family office professionals. You will provide...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Wealth Architect & Family Office Strategist. Be the first to apply!
- strategy consultant New York, NY
- senior brand strategist New York, NY
- account strategist New York, NY
- entry level strategy consultant New York, NY
- business strategist New York, NY
- program strategist New York, NY
- workplace strategist New York, NY
- media strategist New York, NY
- design strategist New York, NY
- investment strategist New York, NY

