Are you skilled at developing wealth management strategies? Does financial data excite you?

We're looking for a Senior Wealth Strategy Associate to:

• Review estate planning and corporate documents (e.g., Irrevocable Trusts, Operating Agreements) to ensure proper account opening
• Analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential chances
• Perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues
• Assist with the team's administrative tasks and intellectual capital platform on an as-needed basis