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 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Strategist in New York, NY vacancy
$200k - $260k
...valued for who they are and what they contribute.To learn more about CIBC, please visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop...SuggestedFull timeRemote work$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...SuggestedWork at office- Citi seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in Brooklyn, NY, to steward affluent client relationships and drive growth through tailored financial planning and advisory services. You will engage clients with a high-touch approach, coordinate with...Suggested
$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- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients...SuggestedWork at officeLocal area
$70k - $140k
...About the Role We are seeking a client-focused, intellectually curious, and driven individual to join our team as an Associate Wealth Strategist. This role sits at the heart of the client relationship, working closely alongside senior wealth strategists to deliver...For contractorsWork at officeFlexible hoursSatovsky Asset Management LLC
New York, NY3 days ago- 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...
$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- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...
- 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...
- The Goldman Sachs Group is seeking an Associate on the US events team to support its Private Wealth Management marketing and client engagement initiatives in New York. This role emphasizes collaboration with senior leaders, advisors, and external partners to elevate the...
$145k - $185k
A leading financial firm is seeking a Private Wealth Capital Specialist in New York, NY. The position is hybrid and offers a competitive annual compensation between $145,000 and $185,000, which varies based on employer needs. Candidates will engage in private wealth capital...- 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...Full timeWork at office
- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments. You will collaborate...
- Overview Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to partner with senior department members to create processes and help drive Wealth Planning Services for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets...Work at office
$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 candidate...$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- BBR Partners seeks a Vice President, Wealth Strategies to act as a wealth strategist with a primary focus on individual income tax planning across client teams. This role is tax‑planning oriented with involvement in insurance, lending, and other wealth management functions...
$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...- Goldman Sachs Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion...
- Anchin, a New York City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting...Work at office
- 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...
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...Full time- ...will leverage advanced analytics and collaborate with a network of experts to deliver investment opportunities, retirement planning, and comprehensive wealth management solutions, helping clients achieve financial success. #J-18808-Ljbffr WealthBridge Financial Group
- BNY in New York, NY seeks a Senior Associate, IWM Portfolio Analyst for our Wealth Management team. You will assist portfolio managers, analyze strategy changes, prepare trades, provide reporting, and interpret performance data. The role involves supporting investment...
$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- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York location_on New York, United States Opportunity Overview sitemap_outline CORPORATE TITLE Senior Vice President language OFFICE LOCATION(S) New York account_balance DIVISION...Full timeTemporary workWork at office
- JPMorganChase’s U.S. Private Bank is seeking an Investment Specialist to communicate market strategy and investment knowledge to clients and investment committees. You will consult with clients to determine portfolio objectives and long-term asset allocations, spanning ...
$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, NY5 days ago$125k - $250k
...managing high-visibility programs and collaborating across stakeholders to strengthen how we develop and enable advisors across Private Wealth Management. The role is best suited for a highly organized, detail-oriented leader who thrives in a collaborative environment and...Full timeTemporary workPart time
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