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Institute Resident Sr - (Philadelphia, PA)

Develops, consults and implements tax, estate and financial thought leadership for clients and AMG staff, including matters of the greatest complexity. Collaborates across the organization on developing, consulting and implementing tax, estate and financial plans and thought leadership. Partners in the acquisition of new clients and retention, expansion and deepening of existing relationships.Conducts and reviews research and develops tax, estate and financial thought leadership on matters of the greatest complexity. Provides consultative guidance to wealth strategists, associates and other AMG staff as appropriate.Identifies and develops specific tools for the Wealth Strategy team and other advisors to utilize in the implementation of thought leadership for clients.Provides collaboration, training and education to clients and colleagues relating to the thought leadership developed by the organization.


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Posted in Philadelphia, PA, Accounting & Finance
From SnagAJob.com - 1 month ago