Vice President, Associate Wealth Strategist

BNY • Pittsburgh, PA

1d

About The Position

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
The Wealth Planning Group is a national team of estate planning professionals supporting BNY Wealth’s most complex clients and their relationship teams. We’re seeking a future team member for the role of Vice President, Associate Wealth Strategist to join our team. This role will be based in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
Support Senior Wealth Strategists on all aspects of estate & gift tax planning, family governance, philanthropy and family wealth and business succession strategies.
Support clients, their attorneys and accountants to implement plans to mitigate tax risk.
Influence others by demonstrating strong wealth advisory ability via communication, education and engagement with colleagues
Understand and articulate the impact of estate planning decisions
Assist the development of thought leadership
Stay up-to-date with tax regulations and publications to evaluate potential impact on client tax rates and documentation requirements.

Requirements

• Bachelor‘s degree with J.D. or Masters is required.
• Experience in tax analysis and advisory strongly preferred.
• 2+ years of trust, fiduciary or estate planning experience
• Financial Services experience, with Ultra High Net Worth client exposure, preferred.
• Strong analytical and problem-solving skills, experience working in a highly detail-oriented environment, proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.

Nice To Haves

• Experience in tax analysis and advisory strongly preferred.
• Financial Services experience, with Ultra High Net Worth client exposure, preferred.
• Strong analytical and problem-solving skills, experience working in a highly detail-oriented environment, proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.

Responsibilities

• Support Senior Wealth Strategists on all aspects of estate & gift tax planning, family governance, philanthropy and family wealth and business succession strategies.
• Support clients, their attorneys and accountants to implement plans to mitigate tax risk.
• Influence others by demonstrating strong wealth advisory ability via communication, education and engagement with colleagues
• Understand and articulate the impact of estate planning decisions
• Assist the development of thought leadership
• Stay up-to-date with tax regulations and publications to evaluate potential impact on client tax rates and documentation requirements.

Benefits

• BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
• We provide access to flexible global resources and tools for your life’s journey.
• Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees