Jobs at Modera Wealth Management

The Senior Planning Associate supports advisors by gathering client financial data, developing comprehensive financial plans, assisting in plan implementation, and collaborating with the client service team, along with conducting research and supporting new staff onboarding.

Supports Modera Wealth Management’s inorganic growth strategy by evaluating acquisitions, partnerships, and strategic opportunities. Responsibilities include building financial and valuation models, conducting due diligence, preparing executive and investment committee materials, coordinating transaction workstreams, supporting deal structuring and integration planning, tracking the acquisition pipeline, and improving corporate development processes and reporting.

Provides comprehensive administrative and scheduling support to multiple executives, including calendar management, meeting and event coordination, travel arrangements, expense reporting, communications, and special projects. Maintains confidentiality, anticipates executive needs, resolves scheduling challenges, supports Board and Executive Committee interactions, and covers administrative responsibilities for colleagues. Requires strong organization, professionalism, discretion, communication, and Microsoft Office expertise.

Develop comprehensive financial plans covering cash flow, tax, investments, retirement, estate planning, executive compensation, and risk management. Build and maintain strong client relationships, lead review meetings, explain planning scenarios, and update strategies after major life events. Collaborate with investment specialists, manage portfolio rebalancing and tax-loss harvesting, and support organic growth through referrals and business development.

Lead preparation and final review of complex individual, fiduciary, partnership, and corporate tax returns. Provide tax advisory to high-net-worth clients, integrate tax planning with wealth strategies, mentor tax staff, coordinate with investment and compliance teams, and ensure accuracy and regulatory compliance. Support tax projections, tax-loss harvesting analysis, and firm communications.

Lead and review complex individual, fiduciary, partnership, and corporate tax returns; advise high-net-worth clients and financial advisors on tax planning, projections, and tax-efficient investment strategies; mentor tax staff and ensure compliance and accuracy of tax filings.

Support and modernize a cloud-first IT environment, administering Microsoft 365/Entra ID and Intune, managing LAN/WAN/WLAN and firewalls, leading infrastructure migrations and security/governance efforts, and providing office technology support across multiple locations.

Manage client relationships, develop customized financial plans, facilitate communication among team members, mentor junior advisors, and foster new business opportunities.