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 4 days ago
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...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$174k - $261k
...new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s Private Client Services... ...registered investment advisor and trust company, offering comprehensive wealth management, and overseeing some $35 billion in assets for a...Full timeTemporary workWork at officeLocal areaFlexible hours$248k - $322k
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Who You’ll Work WithSlalom is seeking a Corporate Strategist to join our Strategy team. Our Strategy team helps organizations of all kinds redefine what’s possible, give shape to the future—and get there. We focus on high-impact projects, meeting our clients where they...Temporary workLocal area$150k - $200k
WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market...Casual workFlexible hours- ...that build trust in modern systems, strengthen data confidence, and accelerate transformation outcomes.We are seeking a Migration Strategist to serve as one of our foremost migration experts—helping clients solve their most complex migration challenges while shaping how...Temporary workLocal area
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Vacancy detailQuantitative Strategist - Trade Surveilance $150-400k USDOnsite WORKINGLocation: New York, New York - United States Type: PermanentTrade Surveillance Strategist (Vice President) - New YorkRole Overview This is an opportunity to join a global trade surveillance...Full timeWorldwide$59.85k - $82.74k
...Paid Social Strategist The full time Paid Social Strategist is responsible for the day-to-day operational success of the paid social campaign activations, specifically dedicated to planning and activating paid social advertising strategies for our automotive client...Full timeTemporary workFreelanceWork at officeFlexible hoursPublicis Groupe Holdings B.V
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...more at Position Summary We are looking for you - dynamic, best-in-class talent - to join the KINESSO team as a Social Strategist. In this role, you will work closely with team members to monitor, respond to, and engage directly with clients' communities across...Local areaRemote workShift workOmnicom Media
New York, NY3 days ago- ...achieve financial goals, providing individualized investment consulting. In collaboration with the Financial Advisor Team, you will assess client circumstances and objectives, offering wealth-building and preservation services. #J-18808-Ljbffr 711 MS Smith Barney, LLC
$185k - $250k
...has about 40 to 45 people and is growing as new ventures and transformation programs begin. The role We are hiring a Product Strategist to lead the discovery and workflow analysis behind new venture builds. You will interview stakeholders, map how work and value...Full timeH1b3 days per weekSocket
New York, NY5 hours ago
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