Tax & Wealth Planning Strategist

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

What you will do:

• 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.

What you will bring:

• 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.

Who we are:

We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.

#NatixisIMCulture

In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $133,900 - $185,400. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.

Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.

Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.

*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.