MIO Partners
Wealth Planning Associate
New York · Mid
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About the role
- Our team of approximately 250 people provides asset management and advisory services to current and former McKinsey employees.
- A defining characteristic of our business is our perfect alignment with our clients.
- Much of our success can be attributed to our insatiable intellectual curiosity.
Responsibilities
- Obtain, organize, and validate client information, planning assumptions, and documentation.
- Enter and maintain data in eMoney and/or Vanilla, including assets, liabilities, estate structures, cash-flow assumptions, beneficiaries, insurance, and planning goals.
- Build first-draft planning outputs, including cash-flow models, balance sheet visuals, wealth diagrams, baseline projections, and scenario runs for Senior Wealth Planner review.
- Support estate tax calculations and illustrative planning scenarios using approved assumptions and templates.
- Review and summarize existing estate planning documents, identifying decision points, missing information, follow-up questions, and potential planning considerations for Senior Wealth Planner.
- Maintain and regularly update the internal directory of trusted estate planning attorneys, accountants, trust companies, and other providers by region, specialty, and notes.
- Exceptional attention to detail, with the ability to analyze and interpret legal and financial documents and maintain clean planning inputs.
Requirements
- Bachelor's degree required.
- 2-4 years of experience in wealth management, financial planning support, trusts and estates, tax, or analytical finance roles.
- Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and/or Vanilla is a plus, and willingness to learn is expected.
Compensation
- Certain US states require MIO Partners, Inc. to include a reasonable estimate of the salary range for this role.
Benefits
- Helping compile and update client education materials, primers, slides, visuals, diagrams, and internal templates.
Company info
- We are headquartered in New York City, with offices in Atlanta, Georgia; West Palm Beach, Florida; Germany; Hong Kong; Singapore; Spain; and the UK.
- We seek to hire individuals who are passionate about our mission and values, and who always strive toward excellence.
- We are proud to have a culture that promotes the highest ethical standards and investor-focused values, alongside a commitment to diversity and inclusivity and a highly collaborative work environment.
This listing is sourced directly from MIO Partners's careers page and normalized into a canonical job model.