Senior Wealth Strategist

3 weeks ago


Chicago, United States Gresham Partners, LLC Full time

Founded in 1997, Gresham Partners, LLC is a $10 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country as a multi-family office. The firm is known for its independent thinking, investment approach, and performance results. We are seeking an experienced trusts and estates attorney with background in sophisticated planning for ultra-high net worth clients for a senior wealth strategist position. This role will work closely with and report directly to the Chief Wealth Strategist.


Responsibilities:

  • Preparation of client wealth transfer planning meeting materials, including detailed and comprehensive concrete recommendations regarding titling, plan updates, and wealth planning strategies that ensure the alignment of the client’s financial goals with consideration of all the client’s assets.
  • Lead client meetings on relevant topics, take the lead on completing client wealth transfer planning projects, and participate in prospect meetings and creation of materials.
  • Assist with meticulous review, analysis, and preparing detailed summaries of client estate planning instruments (including powers of attorney, wills, all kinds of trusts, family co-investment vehicles, philanthropic entities and other related documents).
  • Review estate and gift tax returns to determine available transfer tax exemptions; and prepare detailed excel spreadsheets that analyze the flow of assets within the plan.
  • Work on the creation and desired updates for client Wealth Planning Policy Statements, Letters of Wishes and other supporting side documents relating to a client's estate planning goals.
  • Work directly with clients' estate planning counsel to communicate client goals and review draft documents for comments.
  • Assist with the onboarding process and coordination of trusts being administered by a corporate trustee; facilitate communications and support trustees on trust administration matters; and assist the advisory team with the estate administration process as needed.
  • Public speaking engagements, including thought leadership, research and writing for outlines, PowerPoints, and other educational materials relating to T&E and wealth management issues.
  • Represent the firm at a wide range of professional activities, including attending industry events, continuing education programs, etc.
  • Field estate planning questions from other members of the Client Service team. As necessary, independently research answers and engage in analysis.


Education, Experience and Skills:

  • JD required. LLM in Tax, CFP and/or CPWA preferred.
  • Approximately 10-12 years of relevant practical experience with sophisticated estate planning.
  • Strong computer skills, especially in Word, Excel, PowerPoint, NumberCruncher, Outlook and Teams.
  • Superior legal research and writing skills.
  • Knowledge of personal financial planning, trusts and investments as necessary to perform primary duties.
  • Knowledge of fiduciary issues and services, including documentation, policies and procedures.
  • Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position.


Benefits:

  • Medical, Dental & Vision (HSA, FSA options)
  • Employer Paid Life Insurance
  • Employer Paid Short Term Disability
  • Employer Paid Parental Leave
  • Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
  • 401(k)
  • 15 Vacation Days, 5 Sick Days, 1 Floating Holiday
  • Education Reimbursement Programs


Physical Demands: The physical demands described here are representative of those that

must be met by an employee to successfully perform the duties and responsibilities of this

role. Must be able to:

  • Remain stationary for reasonable periods of time typing and/or reading at a computer
  • Move around an office environment during a workday
  • Work in-person in downtown Chicago on in-office days
  • Domestic travel to client and event locations
  • Communicate with employees, customers, and/or vendors by telephone and in person
  • Process transactions on a computer
  • Sustain mental/visual attention for reasonable periods of time
  • Reasonable accommodations may be made to enable employees with disabilities to perform the duties and responsibilities.


  • Chicago, Illinois, United States Gresham Partners LLC Full time

    6 days ago Be among the first 25 applicantsGresham Partners, LLC provided pay range This range is provided by Gresham Partners, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range $250,000.00/yr - $400,000.00/yrFounded in 1997, Gresham Partners, LLC is a $10 billion Chicago-based...


  • Chicago, Illinois, United States Gresham Partners, LLC Full time

    Founded in 1997, Gresham Partners, LLC is a $10 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country as a multi-family office. The firm is known for its independent thinking, investment approach, and performance results. We are seeking an experienced trusts and estates...


  • Chicago, IL, United States Gresham Partners, LLC Full time

    Founded in 1997, Gresham Partners, LLC is a $10 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country as a multi-family office. The firm is known for its independent thinking, investment approach, and performance results. We are seeking an experienced trusts and estates...


  • Chicago, Illinois, United States Larson Maddox Full time

    This is a great opportunity to join Larson Maddox's collaborative and client-focused team as a Wealth Transfer Strategist. We value strategic thinking and long-term client relationships.Responsibilities include:Developing and implementing tax-efficient estate planning strategies.Drafting and reviewing wills, trusts, operating agreements, and shareholder...


  • Chicago, Illinois, United States Marsh & McLennan Companies Full time

    Job DescriptionWe are seeking a highly skilled Senior Private Credit Strategist to join our CIO team at Mercer. This role will be based in the US, with opportunities to work from various locations including NYC, Boston, Chicago, Minneapolis, and St. Louis.Role OverviewThis is a hybrid role that requires working at least three days a week in the office. As a...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Chicago, Illinois, United States Black Spectacles Full time

    Job Description: Senior Marketing StrategistAs a Senior Marketing Strategist at Black Spectacles, you'll generate high-quality leads for our B2B sales team, accelerate e-commerce growth for our B2C audiences, and elevate our brand through impactful strategies.You'll have the opportunity to develop and own the digital marketing roadmap, ensuring alignment...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a Fortune 500 company and a globally recognized, award-winning financial institution.We have been in continuous operation since 1889, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our mission is to deliver exceptional financial services to our...


  • Chicago, Illinois, United States Capital One Full time

    About the RoleWe are seeking a Senior Business Strategist to join our team. As a Senior Business Strategist, you will lead cross-functional teams to develop and implement business strategies that drive growth and profitability.Key Responsibilities:Develop business strategies that align with company goalsLead cross-functional teams to implement new product...


  • Chicago, Illinois, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth Third's discovery experience to prospects and clients with a general focus...


  • Chicago, Illinois, United States Invigorate Finance Full time

    Senior Marketing StrategistWe are seeking a highly skilled Senior Marketing Strategist to join our team at Invigorate Finance. As a seasoned marketing professional, you will play a critical role in developing and executing marketing strategies that drive business growth and customer lifetime value.Key responsibilities include collaborating with business...


  • Chicago, IL, United States Trajectory Data Science + Strategy Group Full time

    Join to apply for the Senior Brand Strategist role at Trajectory . Trajectory is a collection of data scientists, researchers, analysts, and strategists designed to bring the most advanced analytical methods to the most human problems in marketing. The results are data-backed, tangible strategic recommendations that set our clients on a trajectory of...

  • VP/Wealth Advisor

    3 weeks ago


    Chicago, Illinois, United States AllianceBernstein Full time

    What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they...


  • Chicago, Illinois, United States University of Chicago (UC) Full time

    About the Role:We are seeking a Senior Marketing Strategist to join our team at the University of Chicago. The ideal candidate will have a strong background in marketing, with experience in developing and executing integrated marketing strategies that drive engagement and results.The successful candidate will be responsible for collaborating with...


  • Chicago, Illinois, United States Rise Full time

    Senior Social Media Strategist at Rise summary:The Senior Social Media Strategist at Rise is responsible for developing and implementing organic social media strategies across multiple platforms, with a focus on influencer and creator marketing. This role requires strong analytical skills to track KPIs and campaign performance while fostering brand loyalty...


  • Chicago, United States Rise Full time

    Senior Social Media Strategist at Rise summary:The Senior Social Media Strategist at Rise Media Agency leads strategic initiatives across clients, focusing on organic social media growth and influencer partnerships. This role emphasizes the development of content strategies and performance analysis to enhance client engagement while ensuring high-quality...


  • Chicago, Illinois, United States Rise Full time

    Senior Social Media Strategist at Rise summary:The Senior Social Media Strategist at Rise Media Agency leads strategic initiatives across clients, focusing on organic social media growth and influencer partnerships. This role emphasizes the development of content strategies and performance analysis to enhance client engagement while ensuring high-quality...


  • Chicago, Illinois, United States GF Hotels and Resorts Full time

    About the RoleThe Senior Sales and Marketing Strategist will play a critical role in driving revenue growth through the development and execution of effective marketing plans. This includes creating and implementing strategies to increase brand awareness, drive website traffic, and generate leads.


  • Chicago, Illinois, United States Rise Full time

    Senior Social Media Strategist at Rise summary: The Senior Social Media Strategist at Rise Media Agency leads strategic initiatives across clients, focusing on organic social media growth and influencer partnerships. This role emphasizes the development of content strategies and performance analysis to enhance client engagement while ensuring high-quality...