Senior Wealth & Tax Strategy Architect

Natixis Investment Managers; Boston (MA); On-site; USD 134,000 - 185,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Tuition reimbursement

Student loan repayment program

Wellness benefits

Volunteer programs

Job summary

Natixis Investment Managers in Boston, MA seeks a senior planning expert focused on asset transitions, wealth transfer, and liquidity events for Natixis sales teams, advisors, and HNW/UHNW clients. You will deliver executive-level presentations and translate complex tax and planning concepts into actionable messaging.

You will advise on tax-aware products and services, monitor regulatory changes, and collaborate across cross-functional teams. Travel ~25% to meet with clients and advisors.

Qualifications

• Bachelor’s degree required; Advanced designation such as tax planning credentials, CFP, JD, CPA, MBA, MST, CEPA, CAP, or similar relevant credential strongly preferred.
• 10+ years in investment or wealth management, including 5+ years in senior financial or tax planning role with HNW/UHNW clients and financial advisors.
• Executive-level written, verbal, and presentation skills, with the ability to translate complex investment, tax, estate, retirement income, business succession, and wealth transfer concepts into engaging client-ready messaging.
• Proven ability to influence senior stakeholders and collaborate across cross-functional teams.
• Ability to travel approximately 25% for advisor meetings, conferences, team collaboration, and client presentations.

Responsibilities

• Serve as a senior planning expert focused on asset transitions, wealth transfer, and liquidity events for Natixis sales teams, advisors, and HNW/UHNW clients through meetings, conferences, consultations, and customized planning.
• Act as the subject matter expert on tax outcomes, mitigation techniques and investment approaches.
• Provide thought leadership on tax and planning strategies, policy developments, and product applications.
• Assess industry, regulatory, and policy changes and translate their implications for clients, advisors, and Natixis solutions.
• Deliver executive-level presentations that make complex financial and tax planning concepts clear, practical, and actionable.
• Advise on tax-aware products and services, including, Custom Solutions, Direct Indexing, Long/Short Strategies, Exchange Funds and Options Hedging.
• Identify emerging planning opportunities, product ideas, and client-facing insights.

Skills

Executive communication

Stakeholder influence

Travel readiness

Education

Bachelor’s degree

Advanced designation (CFP, JD, CPA, MBA, MST, CEPA, CAP)

Job description

Natixis Investment Managers in Boston, MA seeks a senior planning expert focused on asset transitions, wealth transfer, and liquidity events for Natixis sales teams, advisors, and HNW/UHNW clients. You will deliver executive-level presentations and translate complex tax and planning concepts into actionable messaging.

You will advise on tax-aware products and services, monitor regulatory changes, and collaborate across cross-functional teams. Travel ~25% to meet with clients and advisors.