Vice President, Associate Wealth Strategist jobs in United States
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BNY · 1 month ago

Vice President, Associate Wealth Strategist

positionPittsburgh, PA
timeFull-time
remoteOnsite
seniorityMid Level
date2+ years exp

BNY is a leading global financial services company that empowers employees to grow and succeed. They are seeking a Vice President, Associate Wealth Strategist to support Senior Wealth Strategists with estate and gift tax planning, family governance, and philanthropy for complex clients.

Financial Services

Responsibilities

Support Senior Wealth Strategists on all aspects of estate & gift tax planning, family governance, philanthropy and family wealth and business succession strategies
Support clients, their attorneys and accountants to implement plans to mitigate tax risk
Influence others by demonstrating strong wealth advisory ability via communication, education and engagement with colleagues
Understand and articulate the impact of estate planning decisions
Assist the development of thought leadership
Stay up-to-date with tax regulations and publications to evaluate potential impact on client tax rates and documentation requirements

Qualification

Tax analysisEstate planningFinancial Services experienceAnalytical skillsCommunication skills

Required

Bachelor‘s degree with J.D. or Masters is required
2+ years of trust, fiduciary or estate planning experience

Preferred

Experience in tax analysis and advisory strongly preferred
Financial Services experience, with Ultra High Net Worth client exposure, preferred
Strong analytical and problem-solving skills, experience working in a highly detail-oriented environment, proficiency with Microsoft Office, proven verbal and written communication skills are also preferred

Benefits

Highly competitive compensation
Benefits
Wellbeing programs
Generous paid leaves
Paid volunteer time

Company

BNY

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For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.
dateFounded in 1784
location
New York, NY, US
people-size10001+ employees
web-link
https://www.bny.com

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Recent News

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2024-11-01
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Company data provided by crunchbase