Executive Tax Strategist — Wealth Planning (VP/ED)
Aumni
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 Aumni
- ...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
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...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...SuggestedFull timeTemporary workPart time- BNY Mellon is looking for a Vice President, Executive Programs and Wealth Events Manager in New York. This strategic position involves leading the planning and execution of impactful executive programs and events. Responsibilities include managing significant internal and...Suggested
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...technology and exceptional service. Wealth Strategist/Client Development Sales Executive Overview: At Northern... ...approach to wealth management planning. With the support of our local team... ...knowledge of wealth transfer and tax planning strategies. And you'll check...TaxLocal areaFlexible hours$200k - $250k
...'ll be doing As a Senior Wealth Strategist, you are responsible for supporting... ...and implement wealth planning as part of CIBC Private Wealth... ...their estate planning, tax planning, philanthropic vehicles... ...succession planning, executive compensation, and philanthropic...TaxRemote work$125k - $200k
...enabling them to preserve their wealth for future generations, and... ...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$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist... ...focus on making wealth transfer planning a primary component of the core client... ...resource for external Wealth Strategists for tax and estate planning, business...TaxTemporary workFlexible hours$200k - $250k
* **Comprehensive Planning**: Partner with Relationship Managers and... ...consultative role, developing holistic wealth plans to enhance the overall... ...and review fiduciary and tax issues. Prepare written and... ...business succession planning, executive compensation, and philanthropic...Tax$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- ...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
- ...management, trading and compliance processes. Vestmark, a provider of wealth management technology and services with over $2 trillion in... ...to enhance portfolio management, trading, compliance and tax-aware investment processes. As chief AI officer, Dumlao will guide...Tax
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...these global capabilities to the world's leading sovereign wealth funds, pension plans, governments, financial institutions, endowments,... ...strategies. What We Do Within Asset Management, Strategists (also known as "Strats") play important roles in research...Full timeTemporary workPart time- ...About Asset & Wealth Management Bringing together traditional and alternative investments... ...for some of the world's leading pension plans, sovereign wealth funds, insurance... ...their financial goals Your Impact as a Strategist Within Goldman Sachs Asset Management...
$120k - $150k
...Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth... ...gaining hands-on experience in advanced financial planning, including retirement strategies, tax optimization, estate coordination, and risk management...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
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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...- Asset & Wealth Management, Client Solution Group (CSG), Business Strategist, Vice President location_on New York, New York, United... ...advisory services for pension plans, sovereign wealth funds, insurance... ...(CSG) works to develop and execute thoughtful investment solutions...Full timeTemporary workWork at office
- ...these global capabilities to the world's leading sovereign wealth funds, pension plans, governments, financial institutions, endowments,... ...income strategies. What We Do Within Asset Management, Strategists (also known as "Strats") play important roles in research...
$150k - $200k
...Portfolio Strategist Blue Owl is a leading asset manager that is redefining alternatives... ...The Role Within our Global Private Wealth business, we are seeking a dynamic and highly... ...Wealth Marketing team to develop and execute region-specific sales and educational content...Permanent employment- ...Vice President, Portfolio & Wealth Advisory About the Company... ...align with client objectives. The VP will also be instrumental in... ...proficiency in portfolio management, tax efficiency strategies, and... ...in trust and estate planning, market trends, and financial...Tax
- ...Governance At JPMorgan Wealth Management, we have... ...wealth advice and estate planning, and lending and... ...Engagement & Governance, the VP is intentionally structured... ...pathway toward the Executive Director level.This is... ...learning science, law, tax, finance, or accounting...TaxWork at office
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...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- ...Manager The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth... ...base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas. A self...Tax
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