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
$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- ...Associate in New York City. The role emphasizes fiduciary tax, individual taxation, and Not-for-Profit filings within a collaborative family office service model. You will prepare and review tax work products, perform research on complex issues, and respond to client requests...Work at office
- 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
$130k - $170k
BBR Partners’ Wealth Strategies team serves as a centralized, specialized... ..., 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$70k - $140k
...individual to join our team as an Associate Wealth Strategist. This role sits at the heart of the... ...and peace of mind for the individuals, families, entrepreneurs, and closely held... ...requirements. Proficiency with Microsoft Office (Excel, Word, PowerPoint), Google Docs,...Work at officeFor contractorsFlexible hours- Goldman Sachs Family Office seeks an experienced leader to grow a national UHNW insurance solutions practice. You will design and deliver sophisticated life insurance... ...placement solutions, and integrate them with wealth management and estate planning for ultra-high-net...Work at office
- 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
- 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
- Brave Eagle Wealth Management in New York seeks a full-time Tax Strategist to support retirement and tax planning for a focused client base. You will prepare and review individual tax analyses and contribute to Roth conversions and multi-year projections, working closely...Work at officeFull time
- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for... ...months of assuming role) Strong working knowledge of Microsoft Office suite Chase is a leading financial services firm, helping nearly...Work at officeLocal area
- Join the Institutional Investment Solutions team at J.P. Morgan in New York as a Family Office Multi-Asset Portfolio Manager. You will partner with U.S. Private Bank Advisors to deliver customized, tax-aware investment solutions for large Family Office clients and lead...Work at office
$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- Corient Private Wealth LLC. is seeking an Associate, Personal CFO to perform daily bookkeeping... ...accounting tasks in a structured family-office environment. The role requires 2+ years... ...leading wealth advisory firm and exposure to UHNW client operations. #J-18808-Ljbffr...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- Agreus seeks a Chief Legal & Administrative Officer for a private Single Family Office in the United States. The role reports to the Principal, CEO, and CFO and involves building the legal infrastructure from the ground up while supporting administrative and operational...Work at office
$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$115k - $270k
YOUR IMPACTGoldman Sachs Family Office is seeking an experienced and entrepreneurial... ...for Ultra-High-Net-Worth (UHNW) clients. This strategic role... ...with our clients' overall wealth management and estate... ...Education: Partner with Wealth Strategist to educate PWA teams and their...Work at officeFull timeTemporary workPart time$174k - $261k
...life. Whether you’re raising a family, you’re passionate about... ...Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital... ...founded 50 years ago as a family office for Capital Group’s senior... ...company, offering comprehensive wealth management, and overseeing...Work at officeFull timeTemporary workLocal areaFlexible hours- ...secondary advisors in delivering comprehensive financial services to UHNW clients and institutions. The role focuses on client... ...experience and active CFP pursuit, with collaboration across investments, family office, and operations to ensure #J-18808-Ljbffr Sapient CapitalWork at office
- Bank of America is seeking a seasoned Family Office Consultant to advise ultra-high-net-worth... ..., governance and multi-generational wealth strategies within Private Bank Family Office... ...will collaborate with Family Office Strategists, lead diagnostics, develop actionable roadmaps...Work at office
- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings... ..., and collaborate with a small team to deliver integrated family office services. The role emphasizes attention to detail, strong...Work at office
- Advice Personnel's UHNW Family Office in Midtown Manhattan seeks a Staff Accountant to join a collaborative accounting team. The role offers broad exposure to family office bookkeeping, cash management, investment activity, and multi-entity accounting in a stable, professional...Work at officeRemote job
$115k - $270k
...thinking, grit and determination are essential to building a successful business. This role is in our Partner Family Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial...Work at officeFull timeTemporary workPart time- ...Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning and wealth transfer. Advise clients on estate and wealth transfer strategies in collaboration with relationship teams and external...
- Anchin in New York City is seeking an Associate in our Family Office to support high-net-worth families in managing their financial affairs... ...support, tax and estate planning, and staying current with wealth-management best practices, with a hybrid NYC work model. #J-1...Work at office
$110k - $120k
...Manufacturing Co is seeking a Senior Analyst or Associate for its Family Office Advisory team in New York. This position involves supporting... ...needs. Successful candidates will have a strong background in wealth management, exceptional communication skills, and a commitment...Work at office$90k - $110k
...believe you would be an outstanding fit on our wealth management team. Primary... ...an Accounting Associate in our New York office, your responsibilities would include the... ...experience with a business management firm, family office or CPA firm is a MUST ~ Excels in...Work at officeLocal areaFlexible hours- ...seeks a seasoned capital formation executive to architect and lead the expansion of the firm’s retail wealth channel. You will build a scalable go‑to‑market... ...and deepen relationships with top RIAs, IBDs, and family offices, guide product structuring and due diligence,...
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...
- ...specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices. The investment solutions we provide range from bespoke multi-asset discretionary...Work at officeFlexible hours
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