Global Wealth Planning Leader

dforeferrals; Westport (CT); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Company paid medical premiums

Hybrid work environment

Generous PTO

Job summary

Dalio Family Office seeks a Manager, Wealth Planning Advisor to design and execute estate, trust, and wealth-transfer planning for its global family of UHNW clients. The role provides technical analysis, drafting support, and cross-border coordination under the Head of Global Strategy & Planning.

The ideal candidate brings extensive experience in estate and trust planning, strong drafting skills, and a track record coordinating with external advisors across jurisdictions.

Qualifications

• Strong drafting, analytical, and organizational skills with high attention to detail and discretion.
• Ability to manage multiple workstreams and coordinate effectively across internal teams and external advisors.
• Global/cross-border planning experience is a key requirement, including exposure to residency, situs, and multi-jurisdictional trust matters.

Responsibilities

• Support design and execution of multi-generational estate, gift, and wealth-transfer strategies.
• Draft technical analyses, planning memos, and structural options.
• Coordinate with internal Pillars and external advisors to advance planning initiatives.
• Assist with cross-border residency, citizenship, mobility, and situs analyses.

Skills

Drafting

Analytical thinking

Organizational skills

Discretion

Multitasking

Cross-team coordination

Education

J.D. or LL.M. in Taxation/Estate Planning

Job description

Dalio Family Office seeks a Manager, Wealth Planning Advisor to design and execute estate, trust, and wealth-transfer planning for its global family of UHNW clients. The role provides technical analysis, drafting support, and cross-border coordination under the Head of Global Strategy & Planning.

The ideal candidate brings extensive experience in estate and trust planning, strong drafting skills, and a track record coordinating with external advisors across jurisdictions.