Private Wealth Services Associate – NY

Posted 6 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
310K-420K Annually
Mid level
Legal Tech
The Role
Advise high-net-worth individuals, families, fiduciaries, and owners on estate, gift, and generation-skipping transfer tax planning. Draft and implement complex estate plans and trusts, assist with estate and trust administration, counsel on wealth preservation, succession, and philanthropic planning, and collaborate with cross-practice teams on cross-border and multi-jurisdictional matters.
Summary Generated by Built In
The Private Wealth Services group is seeking a mid-level associate (4–7 years of experience) to join its New York office. The group advises high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.

Key Responsibilities

  • Advise high-net-worth individuals and families on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax matters
  • Structure and implement sophisticated estate plans (wills, revocable and irrevocable trusts, family limited partnerships, LLCs, etc.)
  • Counsel clients on wealth preservation, business succession planning, and philanthropic planning
  • Assist with estate and trust administration, including post-mortem tax planning
  • Work on cross-border and multi-jurisdictional planning matters where applicable
  • Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions
  • Participate in client development and maintain strong client relationships
     

Qualifications

  • 4–7 years of experience in trusts and estates / private wealth services at an Am Law firm or leading boutique
  • Strong background in estate planning and wealth transfer strategies for high-net-worth individuals
  • Experience drafting complex estate planning documents independently
  • Exposure to estate and trust administration is preferred
  • Excellent academic credentials and strong writing/analytical skills
  • Admission to the New York Bar (or ability to waive in)

​To apply, submit your resume, cover letter and law school transcript (unofficial transcript is acceptable).       

Submissions from search firms will only be accepted through our web portal for third party submissions; for access, contact Dan Stone at [email protected]

The expected pay range for this position is:

Salary Range: $310,000 - $420,000

Salary will be determined based upon education, experience, job related factors permitted by law, internal equity, and market data, including geographic pay differentials in locations where market pay differs from the national average. Full time employees may be eligible for a discretionary bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program.  Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance and pet insurance.  Commuter and Transit programs may also be available in certain markets.

GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis. 

Skills Required

  • 4-7 years of experience in trusts and estates / private wealth services at an Am Law firm or leading boutique
  • Strong background in estate planning and wealth transfer strategies for high-net-worth individuals
  • Experience drafting complex estate planning documents independently
  • Exposure to estate and trust administration
  • Excellent academic credentials and strong writing/analytical skills
  • Admission to the New York Bar or ability to waive in

Greenberg Traurig Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Greenberg Traurig and has not been reviewed or approved by Greenberg Traurig.

  • Fair & Transparent Compensation Pay is characterized as competitive at “market” levels for junior associates in major offices, with predictable early-career compensation in larger markets.
  • Parental & Family Support Parental leave is described as up to 18 weeks for primary caregivers and up to 6 weeks for secondary caregivers, alongside adoption/surrogacy reimbursement up to a $35,000 lifetime maximum and fertility coverage caps.
  • Healthcare Strength Health coverage is described as comprehensive, with comments pointing to strong medical/dental/vision offerings and high employer coverage of healthcare costs in some plans.

Greenberg Traurig Insights

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The Company
HQ: Miami, FL
4,877 Employees
Year Founded: 1967

What We Do

Greenberg Traurig, LLP has more than 2650 attorneys in 45 locations in the United States, Europe and the Middle East, Latin America, and Asia. The firm is a 2022 BTI “Highly Recommended Law Firm” for superior client service and is consistently among the top firms on the Am Law Global 100 and NLJ 250. Greenberg Traurig is Mansfield Rule 6.0 Certified Plus by The Diversity Lab. The firm is recognized for powering its U.S. offices with 100% renewable energy as certified by the Center for Resource Solutions Green-e® Energy program and is a member of the U.S. EPA’s Green Power Partnership Program. The firm is known for its philanthropic giving, innovation, diversity, and pro bono. Web: www.gtlaw.com.

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