Legacy jobs in United States - Page 15

Job Description About the Role: This is a rare opportunity to sit at the strategic center of ultra-high-net-worth families—advising across investment, estate, and generational planning with the trust and autonomy typically reserved for insiders. You’ll lead with rigor and insight, build enduring relationships, and help shape legacies that will outlast market cycles and leadership teams. This is a role for the seasoned advisor who thrives at the intersection of strategy, complexity, and human capital. We’re looking for someone with the depth to manage dynamic portfolios and the emotional intelligence to navigate family dynamics. It’s demanding and deeply rewarding. What You’ll Lead Investment Strategy & Oversight • Build and execute tailored investment strategies across public, private, real estate, and alternative markets., • Lead diligence efforts for new opportunities with institutional-quality rigor., • Partner with attorneys and tax advisors to design integrated estate and philanthropic structures., • Guide clients through liquidity events, transitions, and succession planning., • Serve as the primary advisor to a small group of SFO families., • Drive regular family meetings, performance reviews, and strategic planning sessions., • Establish family governance frameworks to support unity, decision-making, and continuity., • Lead next-gen education initiatives—financial literacy, investment principles, family values that solve for legacy, not just returns. Experience & Expertise • 10+ years in SFO/UHNW wealth management, family office advisory, and/or institutional investment roles., • Proven ability to manage complex portfolios and navigate private markets., • CFP, CFA, CPA, JD/LLM, or MBA preferred., • Series 65 or 66 & 7 required., • Exceptional communication and relational skills—you build trust quickly and naturally., • High emotional intelligence—you read the room, navigate family dynamics, and lead with poise., • High Impact, Low Bureaucracy – You’ll work directly with decision-makers and help shape multi-generational legacies., • Elite Client Base – Visionary founders, seasoned investors, and global family enterprises., • Room to Run – Our platform is designed for entrepreneurial advisors who want autonomy, influence, and growth., • Performance-based bonuses as part of your overall compensation, • Health, dental, vision, pet, life, and disability insurance, • 401(k) retirement plan, • Leadership and skills training opportunities, • Support for a positive work/life balance, • Paid holidays and Paid Time Off (PTO), • PTO accrual increases with years of service

Job DescriptionCompany Description AHRC New York City is a family governed organization that envisions a socially just world where the power of difference is embraced. We advocate for people who are neurodiverse to lead full and equitable lives. Generosity guides us as we honor our legacy and continuously grow through a culture where curiosity, creativity, and optimism are valued and celebrated. Job Description AHRC New York City is seeking an Entitlement Coordinator. Under the direction of the Assistant Director of Benefits & Entitlements, the Entitlements Coordinator will be responsible for accessing & coordinating the appropriate benefits & entitlements for individuals enrolled in selected services through AHRC, NYC. The focus of the position is to ensure continued benefit eligibility for individuals receiving Medicaid funded services through AHRC, NYC. Salary: $40,000 - $45,000 per year plus a comprehensive Benefit package. See Benefit information below. ESSENTIAL DUTIES AND RESPONSIBILITIES • Works with Program Department staff to coordinate actions to resolve benefit related issues., • Works with Finance Department to ensure resolution of Medicaid related issues and ensure timely billing.., • Schedules and coordinates meetings between the individual/family to ensure proper benefit coverage as needed for the identified services., • Reviews benefit and entitlements of the individual to ensure proper benefits are in place to access and maintain selected services., • Assists individuals/family in completing any documentation needed to access and maintain the appropriate benefits and entitlements., • When necessary, accompanies individual/family to local Medicaid office to submit any required documentation needed to access the appropriate benefits required for receiving the identified service., • Works with the local Medicaid office to resolve any benefit coverage problems impeding receipt of the identified services. There are no direct supervisory responsibilities connected with this position however, the Entitlements Coordinator may be asked to assist in training employees; planning, assigning, and directing work as is applicable to his or her position. Qualifications • A Bachelors degree in either education, social work or psychology or 4 to 10 years of related experience is required., • Strong computer skills, including Microsoft Office Suite, with particularly strong skills in Excel., • An understanding of Medicaid eligibility., • A general knowledge of Social Security benefits. Additional Information Benefits • Free Medical Insurance at No Cost to You!(Single & Family plans), • Paid Training, • Paid time off (sick, personal & vacation), • Dental insurance, • Vision insurance, • Tuition Reimbursement, • Health Savings account, • 403(b) retirement plan, • 403(b) match, • Life insurance, • Employee discount All your information will be kept confidential according to EEO guidelines.