SVP, Wealth Strategy

Aon
New York
Workplace: HybridFull timeUSD 210,000 - 280,000 annuallyFunction: Strategy & Corporate DevelopmentExperience: 6+ yearsEducation: professionalSkills: ["Integrity","Initiative","Accuracy","Communication","Collaboration"]

Lead wealth strategy for UHNW multi-generational families by advising on estate, tax, and wealth preservation planning. Partner with internal advisors and external attorneys, accountants, appraisers, and other professionals to design and implement comprehensive financial, estate, and income tax plans. Stay current on estate and tax law changes, draft client alerts, and produce thought leadership through articles, podcasts, videos, and presentations.

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Aon
Aon
10 hours ago

SVP, Wealth Strategy

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Job Summary

Lead wealth strategy for UHNW multi-generational families by advising on estate, tax, and wealth preservation planning. Partner with internal advisors and external attorneys, accountants, appraisers, and other professionals to design and implement comprehensive financial, estate, and income tax plans. Stay current on estate and tax law changes, draft client alerts, and produce thought leadership through articles, podcasts, videos, and presentations.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Strategy & Corporate Development
Seniority: CXO level

Key Responsibilities

  • •Assist advisors and clients with strategic wealth preservation guidance.
  • •Generate tax-saving, estate, and business planning ideas to reduce income/estate tax and streamline succession or liquidation planning.
  • •Meet with UHNW clients and advisors to address transfer tax implications and family circumstances and apply planning expertise.
  • •Review estate plans to identify opportunities for maximizing wealth transfer for future generations.
  • •Collaborate with trusted advisors to implement comprehensive financial, estate, and income tax plans, including preparing gift tax returns and planning for special needs and estate administration.

Pay and Benefits

Salary: USD 210,000 - 280,000 annually
Perks:Paid Leave401k

Key Requirements

  • •Law degree.
  • •At least six years of UHNW estate and wealth transfer planning experience in a law firm or wealth management firm.
  • •Ability to review and explain estate planning documents and design complex estate plans.
  • •LLM in Tax is a plus.
  • •Experience advising high-net-worth clients and/or expertise in philanthropy or business succession planning is a plus.
Experience:6+ years
Education:Professional (JD, MD, etc.)
Skills:IntegrityInitiativeAccuracyCommunicationCollaboration

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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