Elite UHNW Wealth Strategist & Tax Planning Lead

Rockefeller Capital Management; Austin (TX); Sur place; USD 180 000 - 350 000; Plein temps

Résumé du poste

Rockefeller Capital Management seeks a Senior Wealth Strategist for its Rockefeller Private Office. You will develop, consult on and implement tax, estate and financial plans for sophisticated UHNW clients, collaborating with internal partners and external advisors to deliver integrated wealth planning solutions.

You will lead research, prepare detailed analyses, and contribute to business development and thought leadership while mentoring junior team members in a collaborative, high-caliber

Qualifications

• Bachelor’s degree required; professional designation (JD, CPA, CFP) or equivalent.
• 10+ years with UHNW clients in wealth planning, tax, trust and estate context.
• Experience with tax planning, wealth transfer strategies, and financial planning.
• Up-to-date understanding of tax laws and estate planning techniques affecting UHNW individuals and entities.

Responsabilités

• Lead and participate in client and prospective client meetings, serving as a trusted advisor on sophisticated wealth transfer, estate planning, income tax, charitable planning, business succession, and other complex wealth planning matters.
• Analyze client circumstances and develop customized planning recommendations. Prepare, review, and present financial models and analyses.
• Drive implementation and execution of planning strategies by coordinating with Private Advisors, portfolio managers, trust officers, attorneys, accountants, and other third-party advisors.
• Serve as a subject matter expert on complex tax, estate, trust, charitable, executive compensation, and business owner planning matters.
• Partner with Private Advisors to identify planning opportunities, deepen client relationships, and contribute to business development.
• Contribute to thought leadership through planning resources, white papers, presentations, and client-facing content.
• Develop and mentor junior team members and contribute to the ongoing growth and innovation of the Rockefeller Private Office.

Connaissances

Presentation & interpersonal skills

Project management

Communication skills

Wealth planning software experience

Collaboration & teamwork

Formation

Bachelor’s degree

JD / CPA / CFP or equivalent designation

Outils

eMoney or similar platforms

Description du poste

Rockefeller Capital Management seeks a Senior Wealth Strategist for its Rockefeller Private Office. You will develop, consult on and implement tax, estate and financial plans for sophisticated UHNW clients, collaborating with internal partners and external advisors to deliver integrated wealth planning solutions.

You will lead research, prepare detailed analyses, and contribute to business development and thought leadership while mentoring junior team members in a collaborative, high-caliber