Event Strategist

Full timeposted on: Posted Yesterdayjob requisition id: JR6067**Join a team that values your ambition and empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. Technical Expertise* Serve as the team’s subject matter expert for complex wealth planning matters impacting HNW and UHNW clients. Identify, design, and deliver sophisticated planning analyses and recommendations tailored to families with $10M+ in investable assets.* Lead planning discussions related to: + Retirement and cash flow planning + Income tax planning and tax-efficient wealth strategies + Estate planning and wealth transfer techniques + Trust structures and trust optimization + Generational wealth transfer and family legacy planning + Charitable and philanthropic planning + Asset protection and risk management + Business succession and liquidity event planning + Executive compensation and concentrated stock strategies* Communicate sophisticated planning concepts in a clear, practical, and client-friendly manner.Advisor Partnership & Client Engagement* Work closely alongside Wealth Advisors as the planning expert with the firm’s most complex client relationships.* Support business development efforts by demonstrating the firm’s advanced planning capabilities to prospective clients and referral partners.* Support advisors in deepening client relationships through comprehensive and proactive planning.* Serve as a trusted technical resource for advisors and internal team members.* Identify issues and planning opportunities for review and discussion with clients and clients’ advisors.Enterprise Impact* Coach and counsel advisors on financial planning strategies via formal training or as part of client relationship reviews.* Become a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s thought leadership* Contribute to the Firm’s strategic direction of its wealth planning service offering.* Mentor planners and help drive their development**Qualifications & Requirements*** 8+ years of experience in advanced financial planning, private wealth management, family office, or UHNW advisory.* Significant experience advising families with $10M+ in investable assets.* Deep expertise in tax planning, estate planning, and multigenerational wealth transfer strategies.* Proficiency with financial planning, estate, and tax projection software; Education & Credentials*** Bachelor’s degree and Certified Financial Planner (CFP) designation required.* This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. Physical Requirements*** This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.* Eligibility Requirements*** Must be 18 years of age or older.* S. citizens or permanent residents. 401(k) Plan with Employer Matching* Four Medical Plan options that is generously subsidized by Corient* Employer paid Dental, Vision & Life and AD&D Insurance* Employer paid Short-term & Long-term Disability* Paid Maternity & Parental Leave* Flexible Spending Accounts & Health Savings Accounts* Dependent Care FSA* Commuter & Transit FSA* Corporate Discount Program - Perkspot* Training Reimbursement* Paid Professional Designations* Giving back to the community - Volunteer days Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. Client assets include all assets of Corient Holdings Inc.,