Accounting, Artificial Intelligence (AI), Business Strategy, Communication Skills, Conferences, Customer Support/Service, Family Planning, Finance, Financial Services, Financial Systems, Global Financial Markets, High Net Worth, Income Tax, International Tax, Legal, LinkedIn, Newsroom, People Management, Risk Management, Sales Prospecting, Tax Accounting, Tax Planning, Thought Leadership, Wealth Management
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Senior Vice President, Wealth Strategist to join our Wealth Management team. This role is located in Philadelphia, PA.
In this role, you'll make an impact in the following ways:
- Advise a broad range of High Net Worth and Ultra High Net Worth clients on all aspects of estate & gift tax planning, income tax planning, family governance, philanthropy and family wealth and business succession strategies
- Work with more complex clients and their attorneys and accountants to implement estate plans and to mitigate tax risk.
- Work with broader wealth management team to prospect new clients and support existing clients with wealth planning needs.
- Work closely with fiduciaries on complex trust structuring and planning.
- Represent BNY Wealth through active involvement in wealth planning industry and contribute to thought leadership on wealth planning, including industry conferences and COI outreach efforts.
- Provide guidance to less experienced team members as needed.
To be successful in this role, we're seeking the following:
- Bachelor's degree, J.D. law, accounting, tax degree, or the equivalent combination of education and experience is required.
- 7-10 years of total professional experience in estate and tax planning with at least 6 years in private legal practice and/or wealth management experience.
- Excellent communication skills.
- No direct reports.
At BNY, our culture speaks for itself, check out the latest BNY news at:
- BNY Newsroom
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Here's a few of our recent awards:
- America's Most Innovative Companies, Fortune, 2025
- World's Most Admired Companies, Fortune 2025
- "Most Just Companies