Wealth Cash Management Overview • The Wealth Cash Management role focuses on providing sophisticated estate, tax, and wealth planning strategies for high-net-worth individuals and families. • Collaborate with Wealth Planning and Investment Advisory teams to deliver tailored financial solutions and planning workflows. • Analyze client information, prepare planning inputs, and develop financial models to support strategic decision-making. • Conduct technical research and draft client deliverables to ensure comprehensive and accurate planning outcomes. • Develop educational materials and maintain organized planning files to enhance team efficiency and knowledge sharing. • Collaborate with external service providers to maintain directories and track industry developments relevant to wealth planning. • Support estate tax calculations and scenario planning using approved assumptions and templates. • Contribute to a culture of continual improvement, fostering ethical standards and inclusivity within the organization. Wealth Cash Management Key Responsibilities & Duties • Obtain, organize, and validate client information, planning assumptions, and documentation for wealth planning processes. • Enter and maintain data in financial planning tools, including eMoney and Vanilla, ensuring accuracy and completeness. • Build initial planning outputs, such as cash-flow models, balance sheets, and projections for review by senior planners. • Conduct research on estate planning, transfer tax, and financial planning questions, summarizing findings for team use. • Prepare meeting materials, notes, and action trackers, coordinating timely follow-ups with advisors and clients. • Assist in the development and maintenance of educational materials, templates, and visuals for client and team use. • Track legislative, regulatory, and industry developments, providing concise summaries to enhance planning strategies. • Collaborate with external providers to maintain directories and foster relationships with estate planning professionals. Wealth Cash Management Job Requirements • Bachelor's degree required, preferably in finance, economics, or related fields. • 2-4 years of experience in wealth management, financial planning, or analytical finance roles. • Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and Vanilla preferred. • Exceptional attention to detail and ability to analyze and interpret financial documents. • Strong written and verbal communication skills with a client-service mindset. • Interest in estate planning and tax topics; pursuing CFP® or similar credentials viewed favorably. • Ability to maintain organized planning files and improve team efficiency through knowledge sharing. • Commitment to ethical standards, diversity, inclusivity, and collaboration within the organization.