Wealth Strategist
TWM Executive Search
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 advisors Serve as expert on estate, gift, and income tax law changes and their impact on client plans Represent the firm through thought leadership and community involvement in professional groups Provide guidance on trust administration matters and discretionary distributions Review trust documents and engage with outside counsel on trust accountings, terminations, and estate matters JD required with 10+ years' trust administration and wealth planning experience in law firm or professional environment #J-18808-Ljbffr
Vacancy posted 18 hours ago
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$125k - $200k
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New York, NY2 days ago $200k - $250k
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255 Clark Capital Management Group, Inc.
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Beacon Pointe
New York, NY1 day ago - ...extend these global capabilities to the world's leading sovereign wealth funds, pension plans, governments, financial institutions,... ...income strategies. What We Do Within Asset Management, Strategists (also known as "Strats") play important roles in research, valuation...
The Goldman Sachs Group, Inc.
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...extend these global capabilities to the world's leading sovereign wealth funds, pension plans, governments, financial institutions,... ...strategies. What We Do Within Asset Management, Strategists (also known as "Strats") play important roles in research, valuation...Full timeTemporary workPart timeGoldman Sachs
New York, NY3 days ago$130k - $250k
...Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United States Job Description Asset Management A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover...Full timeTemporary workPart timeWork at officeGoldman Sachs Group, Inc.
New York, NY2 days ago- M&T Bank Corporation is seeking a Senior Wealth Investment Advisor in New York, NY. The individual will deliver comprehensive investment management services to clients, develop Individual Policy Statements, and manage fiduciary relationships. Required qualifications include...
$130k - $170k
BBR Partners’ Wealth Strategies team serves as a centralized, specialized resource to help ensure clients receive thoughtful, coordinated... ...a Vice President, Wealth Strategies to serve as a wealth strategist with a primary focus on individual income tax planning operating...Temporary workCasual workWork at officeRemote workFlexible hours- ...Services LLC is seeking a data‑driven professional to support onboarding of distribution partners and investment products across major wealth channels in the U.S. This role emphasizes using data to inform decisions, prioritize opportunities, and ensure products launch and...
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and ensure compliance with financial regulations. This role demands strong analytical skills and the ability to provide holistic financial solutions to affluent...
$250k - $300k
...Global Management, Inc. in New York is seeking an experienced professional to represent their real estate solutions within the Global Wealth Management Solutions (GWMS) platform. The role involves driving strategic asset under management (AUM) growth while acting as a...- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...
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$150k - $180k
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Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in New York, NY. This role requires a seasoned professional to integrate financial planning expertise, manage client relationships, and ensure compliance with regulations. Candidates should possess...- Fwainvest is looking for a Private Wealth Portfolio Strategist in New York, NY. This role involves collaborating with financial advisors to develop fixed income strategies for high net worth clients. The ideal candidate will have a deep understanding of the fixed income...
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$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients...Work experience placementWork at office$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type: Full timeposted on: Posted Todayjob requisition id: R151874**About Northern... ...using leading technology and exceptional service.**Wealth Strategist/Client Development Sales Executive****Overview:**At Northern Trust...Local areaFlexible hours$115k - $180k
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Goldman Sachs Bank AG in New York is hiring an Associate, Internal Product Specialists for their Asset & Wealth Management division. The role involves preparing investor presentations, analyzing investment performance, and participating in client meetings. Candidates should...- About Asset & Wealth Management Bringing together traditional and alternative investments, we provide clients around the world with a... ...complex challenges and meet their financial goals Your Impact as a Strategist Within Goldman Sachs Asset Management, quantitative strategists...
- ...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...
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