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About the Role

MIO Partners Inc. is seeking a detail-oriented Wealth Planning Associate to join their team in New York City. This role supports the delivery of sophisticated estate, tax, and wealth planning strategies for high net worth individuals and families by partnering with the Wealth Planning Team and Investment Advisors.

Responsibilities

• Partner closely with the Wealth Planning Team and Investment Advisors to support the delivery of sophisticated estate, tax, and wealth planning strategies for high net worth individuals and families.
• Play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models.
• Conduct technical research and draft client deliverables.
• Develop educational materials and support the team's planning workflows.
• Support Wealth Planners and Senior Wealth Planners in all activities.
• 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.
• Prepare meeting materials, meeting notes, and post-meeting action trackers; coordinate timely follow-up with Investment Advisors.
• Conduct preliminary research on estate planning, transfer tax, income tax, and financial planning questions; summarize findings for Senior Wealth Planner review.
• Assist with development and maintenance of state-specific estate and tax planning overviews.
• Help compile and update client education materials, primers, slides, visuals, diagrams, and internal templates.
• Track planning-related legislative, regulatory, and industry developments and circulate concise internal takeaways.
• Maintain organized planning files, research notes, templates, and standard assumptions to improve consistency and efficiency.
• Collaborate with external providers and Advisory Team members.
• Maintain and regularly update the internal directory of trusted estate planning attorneys, accountants, trust companies, and other providers by region, specialty, and notes.
• Track conference and webinar opportunities and circulate concise summaries relevant to planning topics or provider relationships following attendance.

Requirements

• Bachelor's degree required.
• 2-4 years of experience in wealth management, financial planning support, trusts and estates, tax, or analytical finance roles.
• Exceptional attention to detail, with the ability to analyze and interpret legal and financial documents and maintain clean planning inputs.
• Strong written and verbal communication skills; professionalism, discretion, and a client-service mindset.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Familiarity with eMoney and/or Vanilla is a plus, and willingness to learn is expected.
• Interest in estate planning and tax topics.
• Interest in pursuing CFP® or a similar credential over time is viewed favorably.

Skills

• Wealth management
• Financial planning support
• Trusts and estates
• Tax
• Analytical finance
• Microsoft Office (Excel, PowerPoint)
• eMoney
• Vanilla
• Estate planning
• Tax planning

Location

• New York City, New York

Work Type

• Full-time

Experience Level

• 2-4 years

Education Level

• Bachelor's degree

Salary/Compensations

• $110,000—$110,000 USD

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Telemedicine services
• Life insurance
• Accident insurance
• Disability insurance
• Parental leave
• Family planning benefits
• Caregiving resources
• Generous retirement program
• Financial guidance
• Paid time off

About the Company

• MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for its clients through multiple market cycles.
• The team of approximately 250 people provides asset management and advisory services to current and former McKinsey employees.
• Manages more than $20 billion in assets across public and private markets.
• Headquartered in New York City, with offices in Atlanta, Georgia; West Palm Beach, Florida; Germany; Hong Kong; Singapore; Spain; and the UK.
• Provides objective advice on long-term wealth building and creates distinctive investment products that deliver value relative to market-based benchmarks.
• Operates two core lines of business: (i) advisory team provides advice, wealth planning, and retirement services to approximately 2500 individual clients, and (ii) investments business consists of alpha-seeking alternative investment strategies across public and private markets.
• A defining characteristic of the business is its perfect alignment with clients.
• The extraordinary mandate as a boutique investment and advisory firm, grounded in a core set of principles, enables the creation of unique products and services while keeping clients’ interests front and center.
• Success is attributed to insatiable intellectual curiosity.
• Seeks to hire individuals who are passionate about the mission and values, and who always strive toward excellence.
• Fosters a culture of continual improvement, as individuals and as an organization, and is excited to work with individuals who have a similar growth mindset.
• 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.
• MIO (and related entities) is an independent, indirect, and wholly owned subsidiary of McKinsey & Company.

Equal Opportunity

• MIO Partners, Inc. (MIO) is an equal opportunity employer.
• MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.