Senior Wealth Strategy Associate - Trusts & Estates
$104.7k - $174.5kM&T Bank
M&T Bank is seeking a Wealth Management Senior Associate to join its Family Wealth Division, serving High Net Worth clients. The role involves conducting advanced legal research, providing estate planning support, and collaborating with senior advisors. Successful candidates will have a Bachelor's degree and ideally a Juris Doctor, along with strong communication and analytical skills. This position, located in New York, offers a competitive salary range of $104,700 - $174,500 annually. #J-18808-Ljbffr M&T Bank
- Franklin Templeton Investments is seeking a Trust Counsel to join our team in New York.... ...will involve collaborating with clients on estate planning, providing trust administration... ...with at least 10 years of experience in wealth planning and trust administration. Strong...Senior
- The Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment...Senior
$70k - $90k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston, MA... ...Pathstone is a growing wealth management firm serving... ...key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic... ...review of individual, trust, partnership, and...SeniorInternshipWork at officeFlexible hours$104.7k - $174.5k
Overview Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division , which serves the unique needs of Wilmington Trust... ...The candidate will provide advanced legal research, estate plan analysis, and strategic wealth planning support...SeniorWork at office$104.7k - $174.5k
Wealth Management Sr Associate, Family Wealth Division page is loaded## Wealth Management Sr... ...id: R85881# Overview:Wilmington Trust is seeking a **Wealth Management Senior Associate** to join its **Family... ...**advanced legal research, estate plan analysis, and strategic wealth...SeniorWork at office- ...administration of a portfolio of Client Company and trust structures. From time to time to... ..., to provide advice on all aspects of wealth management Assist in developing new business... ...expectations both in developing strategies for clients and in the day-to-day management...SeniorLocal area
$75k - $92k
...management, Sales and trading Global Wealth Management Job Reference # 290455... ...develop customized asset allocation strategies and investment solutions for clients... ...for every stage of their life. As a Senior Wealth Strategy Associate, you'll play an important role in...SeniorJob sharingFull timePart timeWork at officeWork from homeFlexible hours$180k - $250k
...Job Description Job Description Counsel/Senior Associate - Trusts and Estates Established 100+ Years Premier Firm Seeking Trusts and Estates Senior... ...Credit Shelter Trusts, GRATs, SLATs, and related strategies for federally taxable estates, as well as experience preparing...SeniorOngoing contractLocal area$220k
...Trusts & Estates Attorney ️ Up to $225K Base + Bonus Great Alternative to Big Law Manhattan, NY I am currently working with... ...individuals and families on sophisticated estate planning strategies, including wealth preservation, tax-efficient structuring, and complex...Hourly pay$170k - $190k
Jobot is seeking a Senior Attorney with expertise in trusts and estates to join their dynamic law firm in New York. This role offers a competitive salary ranging from $170,000 to $190,000 per year and emphasizes innovative solutions and a client-centric approach. The ideal...Senior- OnePoint BFG Wealth Partners in Parsippany, New Jersey, seeks a skilled Senior Trust & Estate Strategist to guide ultra-high-net-worth clients in estate planning strategies. This role requires advanced knowledge and the ability to develop customized solutions while collaborating...Senior
- Join Gpac as a Trust and Estate Attorney in New York, NY. We seek a candidate with a minimum of 3 years of experience in trusts and estates, including estate planning and probate administration. The ideal applicant will have an active Bar membership and a thoughtful approach...Senior
$200k - $250k
The Canadian Imperial Bank of Commerce is seeking a Senior Wealth Strategist to collaborate with Relationship Managers and high-net-worth... ...role involves developing comprehensive wealth plans, including estate and tax planning, and requires a minimum of 10 years of estate...Senior$220k - $250k
...nationally recognized firm is seeking a mid-senior Trusts & Estates Associate (4+ years) to join its Private... ..., and fiduciaries on complex wealth transfer and tax planning matters.... ...planning • Tax-efficient wealth transfer strategies ~ Must be barred in New York (in...SeniorWork at office- ...investment professional for a Senior Associate or Vice President-level role... ...Credit Portfolio Management Strategy team. This is a rare... ...institutional investors, private wealth platforms, and family... ...debt, corporate credit, real estate credit, and asset-based finance...Senior
$220k - $250k
...nationally recognized firm is seeking a mid-senior Trusts & Estates Associate (4+ years) to join its Private... ..., and fiduciaries on complex wealth transfer and tax planning matters.... ...matters Tax-efficient wealth transfer strategies Must be barred in New York (in good...SeniorWork at office$135k - $150k
Position Summary As part of the Partnership Strategy team at Focus Financial Partners, you will play a vital role in supporting and driving... ...opportunity to work closely with a diverse portfolio of wealth management firms and contribute to their strategic development....Senior- ...consultancy to the financial services industry. Our Strategy & Deals division works with corporate... ...strategy (prior exposure to asset and wealth management is a plus) What We Offer Opportunity to work directly with senior leaders and blue-chip clients in the financial...Senior
$150k - $190k
...## Description:As part of **the Brand Strategy team** at Lippincott, you will play an... ...marketing and customer strategy.As a **Senior Associate**, you will be responsible for structuring... ...it done. To clients, you’ll become a trusted expert they can rely on for day-to-day...SeniorFull timeFlexible hours$85k - $105k
...to hear from you! About the role... We are looking for a Senior Associate, Client Strategy to join our Success team. You’ll be responsible for... ...our brand partners. Your Impact to The Role: Serve as a trusted strategic advisor to your portfolio of brand partners Drive...SeniorWork experience placementWork at officeRemote workFlexible hoursShift work- ...Apollo Global Management is looking for a Wealth Strategy Associate to join their Strategy team. This role involves supporting the direction of... ...They focus on investing in credit, private equity, and real estate. The firm is committed to a culture of excellence and collaboration...Work at office
$50.07k - $73.94k
...marketing industry. ABOUT THE TEAM The Senior Associate role will report into the Supervisor position... ...and will be a part of the Digital Strategy & Activation Team. This team works... ...our culture. Has strong relationships, trust, respect, and support from others Hungry...SeniorTemporary workFreelanceFlexible hours- Join Wealth Management Acquisition that’s responsible for new client acquisition for... ...thinker who can develop innovative marketing strategies to drive growth. This is a highly... ...cross-line-of-business growth teams. As a Senior Associate in Wealth Management Acquisitions, you...Senior
- Senior Associate, SMB Payments Strategy and Planning New York, NY, United States Job Description You thrive at the intersection of analytics, strategy,... ...offsites, and other mechanisms that build shared context and trust. Required Qualifications, Capabilities, and Skills 3+...Senior
$92.77k - $134.4k
...improve productivity, and enhance risk management. As a Strategy & Project Management Senior Associate within the HR Data and Analytics team, you will serve... ...efficiently. Job Responsibilities Serve as a trusted advisor and strategic partner to the HR Data and Analytics...Senior$110.4k - $140.67k
...Execute projects related to our technology strategy service offerings such as application... ...an organized and knowledgeable manner to senior audiences, able to deliver difficult messages... ...executive presence to become a trusted advisor to c‑suite level clients Contribute...SeniorWork experience placementWork at officeLocal area3 days per week- ...of business that will operate within our real estate. About The Role As a Senior Associate on our DashMart Strategy & Operations team, you will support the operational... ...smoothly and efficiently. You’ll also be a trusted partner to our product and engineering teams, providing...SeniorHourly payLocal areaFlexible hours
- Senior Associate, Innovation & New Bets - Strategy & Operations About the Team DoorDash Drive is our company’s hypergrowth fulfillment platform serving restaurants... ...here are smart and opinionated. You need to build trust and navigate these relationships both internally and...SeniorHourly payWork at officeLocal areaRemote workFlexible hoursShift work
$90k - $100k
...funding and scaling the most promising strategies poised to make a national impact. We provide... ...that work. Position Profile The Senior Associate, Portfolio Strategy & Management, supports... ...the respect of investees and be a trusted point of contact. Support the development...SeniorPart timeFlexible hours$90k - $100k
...funding and scaling the most promising strategies poised to make a national impact Our... ...Position Description Position Profile Senior Associates support senior leaders to source and manage... ...the respect of investees and be a trusted point of contact. Support the development...SeniorFull timeFlexible hours
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