Strategic Planning Analyst

Two Ocean; Las Vegas (NV); On-site; USD 95,000 - 135,000; Full time

Job summary

Two Ocean Trust is seeking a Strategic Planning Analyst in Las Vegas to help families and foundations make informed long-term financial decisions. You will build models, assess liquidity, and translate complex data into actionable recommendations.

This client-facing role collaborates with attorneys, accountants, investment professionals, and fiduciary teams to coordinate planning across trusts, tax, estate planning, and investments.

Qualifications

• Strong analytical and financial modeling skills.
• Ability to simplify complex financial matters.
• Strong communication and relationship management skills.
• Attention to detail and intellectual curiosity.
• Ability to work across multiple disciplines and professional teams.

Responsibilities

• Build and maintain financial planning models for client families.
• Analyze cash flows, liquidity needs, investment commitments, and planning objectives.
• Coordinate information across trusts, entities, investments, tax returns, and estate planning structures.
• Work closely with attorneys, accountants, investment professionals, and fiduciary teams.
• Support strategic planning initiatives for clients and the firm.

Skills

Analytical skills

Financial modeling

Communication skills

Relationship management

Attention to detail

Cross-disciplinary collaboration

Education

CPA

JD

CFP

CFA

Job description

Two Ocean Trust partners with ultra-high-net-worth families, foundations, and private trust companies through an integrated platform of trust administration, fiduciary governance, and investment management.

The Opportunity

We are seeking a Strategic Planning Analyst to help clients make better long-term financial decisions. This role sits at the intersection of trust administration, estate planning, tax planning, family office services, and investment management. The successful candidate will help clients understand future liquidity needs, investment commitments, taxes, distributions, and major planning decisions through thoughtful analysis and financial modeling. This is a highly collaborative and client-facing role that works closely with families, advisors, and the broader Two Ocean team.

What You'll Do

• Build and maintain financial planning models for client families.
• Analyze cash flows, liquidity needs, investment commitments, and planning objectives.
• Coordinate information across trusts, entities, investments, tax returns, and estate planning structures.
• Work closely with attorneys, accountants, investment professionals, and fiduciary teams.
• Support strategic planning initiatives for clients and the firm.

What We're Looking For

• Strong analytical and financial modeling skills.
• Ability to simplify complex financial matters.
• Strong communication and relationship management skills.
• Attention to detail and intellectual curiosity.
• Ability to work across multiple disciplines and professional teams.

Professional experience in family office services, tax, accounting, estate planning, wealth management, trust administration, or financial planning is preferred. CPA, JD, CFP, CFA, or related credentials are a plus.