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 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Strategist in New York, NY vacancy
- ...Corient, we help high‑ and ultra‑high‑net‑worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations and provide for the people, causes and communities they care about. We focus on exceeding expectations,...SuggestedWork at office
Corient Services LLC
New York, NY4 days ago $150k - $190k
...The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed planning professional who can independently manage sophisticated client engagements...SuggestedTemporary workWork at officeNewEdge Capital Group LLC
New York, NY2 days ago$125k - $150k
...Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele. Highlights Serve as the Wealth Planning Strategist for ultra...SuggestedWork at officeLeah Yosef International
New York, NY15 hours ago$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...SuggestedLocal areaFlexible hoursNorthern Trust
New York, NY3 days ago- ...Citi in New York is seeking a Wealth Relationship Manager to manage relationships with affluent clients. This role demands strong analytical skills and the ability to anticipate clients' complex financial needs. The ideal candidate has 5-8 years experience, a relevant...Suggested
Citi
New York, NY1 day ago $200k - $260k
...they are and what they contribute. To learn more about CIBC, please visit CIBC.com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop...Remote workCIBC
New York, NY3 days ago$88.4k - $132.6k
...Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal...Citigroup Inc
New York, NY15 hours ago$158.01k - $276.46k
...serve the world’s most sophisticated clients using leading technology and exceptional service. Overview At Northern Trust, the Wealth Strategist position is a key business development sales role that supports our growth. Wealth Strategists cultivate new relationships...Local area$110k - $190k
...Job Description What is the opportunity? As a Wealth Strategist, your role will be focused on integrating and driving the adoption of financial planning as part of the core client experience, as well as wealth transfer and business planning for clients by working...Full timeTemporary workFlexible hours$130k - $170k
...Job Description Job Description BBR Partners' Wealth Strategies team serves as a centralized, specialized resource to help ensure... ...seeking a Vice President, Wealth Strategies to serve as a wealth strategist with a primary focus on individual income tax planning...Temporary workCasual workWork at officeRemote workFlexible hours$45k - $48k
...collaboratively and thinking critically, we’d love to hear from you! Our Ad Strategist will work directly with Area Directors, their clients, and our... ...#LI- Remote We are a nationwide business that honors God, strengthens the family, and creates financial wealth for everyone involved.Full timeWork at officeLocal areaRemote workWork from homeHome office$115k - $125k
...Summary As a Portfolio Strategist, you will be an investment professional responsible for representing Manning & Napier’s investment strategies... ...Institutional Sales, Taft-Hartley, Intermediary Distribution, Wealth Management) Final presentations and client service meetings...LE010 Manning & Napier Advisors, LLC
New York, NY4 days ago$140k - $170k
...corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global... ...reach long-term investment goals. Role Description: As a Portfolio Strategist within Nomura’s Portfolio Consulting Team and as part of Nomura...Relocation packageNomura Holdings
New York, NY4 days ago$85k - $130k
...looking to hire in all departments as we scale. Client Success Strategist We are looking for a Client Success Strategist to nurture and expand... ...environment. Bonus points if you: Have previously worked in wealth management, a family office, fund management, accounting, or a...Full timeContract workWork at officeRelocationWeekend workAfternoon shiftMenlo Ventures
New York, NY1 day ago- ...Bank of America is seeking an experienced Family Office Strategist to expand and deepen the Private Bank's Family Office business among... ...model, the FO Strategist will leverage governance, operations, and wealth‑planning expertise to address complex client needs....Full timeWork at office
Bank of America
New York, NY16 hours ago $135k - $145k
...focused on the rapidly evolving Direct Indexing and Model Portfolio sectors. They are seeking an individual with deep expertise in wealth or asset management, specifically across portfolio construction, asset allocation, or the digital assets landscape. You will collaborate...WorldwideRCQ Associates - Financial Markets Specialists
New York, NY3 days ago$165k - $185k
...traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice, and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients. Business & Position Overview:...Local areaWorldwideShift workNeuberger
New York, NY3 days ago$160k - $200k
...Position Overview This Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Team’s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation...Local areaShift workLGBT Great
New York, NY4 days ago$145k - $160k
...live delivery. Manage the content development workflow through a full review process of stakeholders inside and outside the Private Wealth Marketing team. Serve as a detail‑oriented owner and manager of the data resources underlying the educational content suite (...Local areaThe Blackstone Group
New York, NY1 day ago$160k - $200k
...by top-tier Venture Capital funds including New Enterprise Associates (NEA), Andrew Ng’s AI Fund, and Primavera. The Deployment Strategist sits at the intersection of product, engineering, and customer success - embedding directly with customers to figure out how Kira...Full timeLive inWork at officeLocal area$120k - $190k
...looking for execution-oriented leaders to own product deployment and customer impact delivery across our client base. Our Deployment Strategists are critical to Peregrine’s business strategy. They are both the vector through which we deploy our product platform to deliver...Full timeLocal area$209k - $327.9k
...a difference. Join us! About the Role: The Family Office Strategist (FO Strategist) is a senior specialist responsible for expanding... ...investments, strategic capital solutions, and multigenerational wealth planning to help clients address increasingly complex needs....Full timeWork at officeWork from homeShift workDay shiftBank of America
New York, NY16 hours ago$95k - $115k
...elevate workspace environments, and activate their brand identities.OverviewEmpire and Co. is seeking a skilled and strategic Product Strategist to join our team in our NYC office. This role is critical in supporting Empire and Co.’s directive to remain highly competitive...Full timeWork at officeEmpire & Co.
New York, NY1 day ago$50 - $60 per hour
...Join to apply for the Investment Strategist role at DataAnnotation . We are looking for an Investment Strategist to join our team... ...are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full...Hourly payFull timeContract workPart timeRemote workDataAnnotation
New York, NY3 days ago$125k - $150k
...If our mission, values, and purpose align with your own, we would love to hear from you! Your Opportunity Multi‑asset investment strategist focused on integrating quantitative techniques with fundamental macro views Contribute to portfolio construction and optimization...Janus Henderson Global Investors
New York, NY4 days ago$125k - $175k
...Investment Advisors (RIAs) in the country. Primary Responsibilities Quantinno is seeking a highly motivated and detail-oriented Portfolio Strategist to join our fast-growing firm. The Portfolio Strategist role is responsible for ensuring that client portfolios are aligned with...Quantinno Capital Management
New York, NY4 days ago$191k - $273.4k
...our strategy sustainably is fundamental to achieving our ambition to be a net zero company by 2050 or sooner.**We are hiring Core Strategist in BP America Inc!****Location:** 140 East 45th St, Suite 28A, New York, NY 10017 (May work from home on a hybrid schedule within...Work at officeLocal areaRelocationRelocation packageFlexible hoursBP PLC
New York, NY15 hours ago$70k - $106k
...Your job The Global Client Strategist (GCS) role under the Global Enterprise Solutions (GES) organization is a quota-holding sales role responsible for accelerating the growth of Indeed’s highest-opportunity enterprise clients by providing integrated, strategic support...Work experience placementLocal areaIndeed, Inc., c/o CT Corporation (Indeed.com)
New York, NY1 day ago$70k - $80k
...ownership team that values candor, curiosity, and results. We love what we do and the people we do it with. We’re hiring a Client Strategist who is equal parts marketing operator and client leader. You’ll own a portfolio of 6–8 accounts and be accountable for building...Remote workHome officeQRY
New York, NY15 hours ago- ...GTM Strategist (Go to Market) Location: New York, New York (Onsite, 5 days/week) Employment Type: Full-time Experience: 1–3 years (high-slope performers from IB / PE / top-tier consulting encouraged to apply) About the Company We’re working with a fast-growing, AI-native...Full time
Dartmouth Partners
New York, NY4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategist. Be the first to apply!
Related searches
- communications strategist New York, NY
- strategy consultant New York, NY
- workplace strategist New York, NY
- account strategist New York, NY
- brand strategist New York, NY
- senior brand strategist New York, NY
- business strategist New York, NY
- strategist New York, NY
- digital strategist New York, NY
- media strategist New York, NY