Full-Time

Wealth Planning Associate

MIO Partners

MIO Partners

201-500 employees

At-cost asset management for retirement plans

No salary listed

Atlanta, GA, USA

In Person

Bachelor's

Category
Finance & Banking (1)
Required Skills
Microsoft Office
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides

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Requirements
  • A bachelor's degree is required.
  • Two to four years of experience in wealth management, financial planning support, trusts and estates, tax, or analytical finance roles is required.
  • Ability to analyze and interpret legal and financial documents and maintain accurate planning inputs is required.
  • Strong written and verbal communication skills, professionalism, discretion, and a client-service mindset are required.
  • Proficiency in Microsoft Office, especially Excel and PowerPoint, is required.
  • Interest in estate planning and tax topics is required.
Responsibilities
  • Partner closely with the Wealth Planning Team and Investment Advisors to support the delivery of estate, tax, and wealth planning strategies for high-net-worth individuals and families.
  • Obtain, organize, and validate client information, planning assumptions, and documentation.
  • Enter and maintain client 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 review.
  • Prepare meeting materials, meeting notes, and post-meeting action trackers, and coordinate timely follow-up with Investment Advisors.
  • Conduct preliminary research on estate planning, transfer tax, income tax, and financial planning questions, and summarize findings for Senior Wealth Planner review.
  • Assist with the development and maintenance of state-specific estate and tax planning overviews.
  • 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.
  • 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.
Desired Qualifications
  • Familiarity with eMoney and/or Vanilla is preferred.
  • Willingness to learn eMoney and/or Vanilla is expected.
  • Interest in pursuing the Certified Financial Planner credential or a similar credential over time is viewed favorably.

MIO Partners manages retirement and after-tax investments for McKinsey employees and alumni, offering funds already available in the McKinsey retirement plan and access to additional alternative investments. It administers and oversees these investment funds on an at-cost basis, so neither MIO nor McKinsey earns a profit from the investments. Investors choose from funds within the plan or related alternatives, and MIO’s governance is aligned with investors through significant participation in the funds. The goal is to provide convenient, time-saving investment options and professional management at low cost, with incentives that match those of the investors.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1992

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See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Neuberger announced the MIO acquisition on February 10, 2026, validating MIO’s franchise.
  • The deal should widen distribution for MIO’s strategies across Neuberger’s public and private markets platform.
  • MIO’s $26B AUM and $20B alternatives business remain attractive to institutional buyers and hires.

What critics are saying

  • Neuberger’s 2026 acquisition can close only after client consent and regulatory approvals.
  • MIO’s 2021 SEC case exposed compliance failures handling McKinsey deal-sensitive information.
  • After Neuberger closes, MIO risks losing McKinsey exclusivity, triggering talent departures and mandate attrition.

What makes MIO Partners unique

  • MIO’s $20B alternatives platform and Special Situations strategy differentiate it from passive wealth managers.
  • McKinsey’s captive client base gives MIO durable, low-churn assets from partners, employees, and alumni.
  • Its at-cost model and partner co-investment align incentives better than typical fee-driven managers.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Family Planning Benefits

401(k) Retirement Plan

Paid Vacation

Company News

NB
Feb 16th, 2026
McKinsey & Company Advisory Business, MIO Partners (“MIO”) to Join Neuberger

MIO is an investment and wealth manager that serves McKinsey’s partners, employees, and alumni

Alternatives Watch
Feb 10th, 2026
Neuberger Berman to acquire McKinsey's MIO unit

Neuberger Berman to acquire McKinsey's MIO unit. Neuberger Berman will acquire MIO, the investment and wealth manager serving McKinsey & Company employees and alumni, the firms announced Tuesday. MIO oversees $26 billion in assets under management, with roughly $20 billion in alternative investment strategies. The deal follows a strategic review McKinsey launched in early 2025 after MIO's growth over 25 years. Neuberger [...] Get the whole story. AW Monthly $39 / Month - Instantly unlock all new and archived articles - Access to AW Research articles & data - Daily, weekly and monthly e-mail newsletters $390 / Year - Everything in Monthly at a 20% discount - Access to AW Research data downloads and annual Manager/Investor Compendiums - Discounts on advertisement rates Discover more New Mexico Global Positioning System Next Frontier Capital Covenant Capital Group Strix Leviathan February 12, 2026 Start your morning in the know Join industry leaders who rely on Alternatives Watch's comprehensive coverage of alternative investments across asset classes.