Wealth Planning Associate | (Hybrid, in office at least 2 days a week- primarily Tuesdays & Wednesdays)

Dalio Family Office Overview:

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The DFO is rooted in a culture of meaningful work and meaningful relationships and the family’s legacy of giving back. The office is headquartered in Westport, CT with a satellite office in New York City.

Estate and Tax Planning Pillar Overview:

The Estate and Tax Planning (ETP) Pillar is responsible for delivering innovative solutions to help the Dalio family achieve their financial, philanthropic, and personal goals. ETP is a cross-disciplinary pillar whose initiatives frequently involve partnership with internal Trust, Investment, Finance, Legal, and other pillars as well as with external counsel and advisors.

Position Summary:

We are looking for a Wealth Planning Associate to support the ETP pillar across a broad array of pillar projects from thought partnership through implementation, and execution. The core responsibilities in this function will be to understand and summarize the advice provided from internal and external experts, ensure all issues are tracked and sufficiently addressed, prepare quantitative support and to communicate the results with core stakeholders of the project, which may include a combination of DFO senior leaders, trustees, or the Dalio family.

Day-to-day responsibilities would include a combination of the following:

Build customized and sophisticated numerical analyses to support ETP decision making (typically via Excel)
Operate various ETP processes and financial models for recurring decisions, including synthesizing complex financial data sets
Managing follow-ups across several concurrent ETP projects, often with quick turnaround times
Drafting presentations for senior stakeholders on ETP projects and research
Meeting with external advisors and DFO team members to gather relevant information needed for ETP analysis

Apply for this role if you:

Possess good quantitative intuition and ability to use quantitative analysis to frame decision making
Are motivated by finding the best solution over “making the sale”
Are passionate about ultra-high net worth wealth advisory
Are driven by seeing measurable and demonstrable results from your work
Enjoy working on complex problems with multiple dimensions and often with conflicting tradeoffs
Are an eager learner who enjoys immersing themselves into new subject matter
Eager to partner with best-in-class advisors

Qualifications:

At least 2 years of experience working in the private wealth management practice (For example: financial advisory, accounting and/or tax services for private clients, asset management)
Advanced knowledge of Microsoft Excel and PowerPoint (e.g. data tables and data analysis formulas. Experience with VBA a plus)
Ability to synthesize well across projects and understand how different strategies connect
Experience presenting to leadership and/or clients
Strong organizational skills and attention to detail
Ability to work in a fast-paced, challenging, and collaborative environment
Bachelor’s degree in related field with strong academic achievement record

Illustrative Benefits

100% company paid medical premiums
17 company paid holidays
Friday summer hours
Monthly community happy hours
Hybrid work environment
Free catered food services for in-office days
Generous PTO offering
Casual dress code
150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
Gym reimbursement

Please note that we do not provide immigration sponsorship for this position. The DFO is an Equal Opportunity Employer.

Compensation:

Compensation for the role includes a competitive salary in the range from $90,000 to $160,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.

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