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The Wealth Strategist works with Wealth Management Client Strategists and Wealth Managers as well as tax, legal and financial advisors to provide expert advice to high net worth (HNW) clients and prospects. Subject matter expert in key wealth planning areas such as Wealth Transfer strategies, Income and Transfer Taxation, Estate Planning, Fiduciary Planning and technical expertise on IRA Accounts and related retirement planning. Also a resource for advice on charitable giving, next generation education and basic family law, business succession and family governance. Additionally, the Wealth Strategist will collaborate on potential new business opportunities; and enhance and expand the firm s relationships with Centers of Influence within the community. Often called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars. As thought leader, originates and writes internal pieces and articles on the above topics. Some travel involved.
Qualifications: Attainment of an undergraduate degree, preferably advanced degree, either MBA, JD, LL.M or MST. CFP and/or CFA designation preferred. 10+ years experience in a law firm, financial institution or similar organization advising HNW clients ranging from corporate executives and business owners to beneficiaries of inherited wealth, international families and divorcees., Ability to communicate effectively with HNW clients, strong presentation and relationship management skills. Availability to travel, sometimes with minimal notice.
Primary Location: United States-USA-Texas-Houston Work Locations: Job: Wealth Management Organization: BNY MELLON