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Wealth Planning Associate

Atlanta

MIO Partners, Inc. (MIO) provides proprietary investment products to McKinsey’s retirement plan and partners and offers independent, high-quality financial advice to McKinsey’s partners. We manage a wide array of investment vehicles with significant expertise and a long and successful track record in alternative strategies, including hedge funds and private equity. We have a multibillion-dollar portfolio of assets under management, and we manage assets for and advise only McKinsey-related clients; we do not accept outside or third-party investments.  

MIO is a values-based organization that is strongly aligned with our investors’ interests. MIO measures success as performance relative to a market-based benchmark.  

MIO, a 250+ person registered investment adviser, provides ample opportunities for somebody with an entrepreneurial drive to shine. We strive to meet the highest professional standards and build an organization that attracts, develops, and retains exceptional people. MIO is a wholly owned subsidiary of McKinsey, but our activities are kept entirely separate from those of the consulting Firm. 

 

Position & Primary Responsibilities
MIO’s Advisory and Wealth Planning Team is seeking a detail-oriented Wealth Planning Associate to join us in Atlanta, GA. This is a client-facing, estate planning-focused role. You will collaborate closely with Senior Wealth Planners and Investment Advisors to deliver customized, sophisticated estate and wealth planning guidance to our client base of alumni McKinsey Partners. Your responsibilities will span conducting estate planning-related research, preparing client deliverables, developing educational content, and supporting the management of client relationships.

Team and Client Support
Support the Senior Wealth Planner in all activities:

  • Develop and maintain cash flow projection models to support long-term planning scenarios
  • Assist with populating planning software to create wealth diagrams and balance sheet visualizations
  • Support preparation of estate tax calculations and illustrative planning scenarios to aid client decision-making
  • Review and summarize key features of existing estate planning documents (e.g., wills, trusts, powers of attorney), along with synthesizing recommendations for optimizing those existing documents
  • Track and organize action items from client meetings in coordination with Investment Advisors, ensuring timely follow-up 

Knowledge Building and Research
Research relevant technical topics, including:

  • Assist with the development and maintenance of state-specific estate and tax planning overviews
  • Conduct preliminary research on estate and income tax questions, summarizing findings for Senior Wealth Planner
  • Help compile and update client education materials, including primers, decks, and visual diagrams
  • Support the evaluation and integration of estate planning software tools and help document internal processes
  • Monitor estate planning industry updates and share key takeaways with the Advisory and Wealth Planning Team members

Third-Party Service Providers (e.g., lawyers, accountants, etc.)
Collaborate with external providers and Advisory Team members to:

  • Maintain and regularly update the internal directory of trusted estate planning attorneys and accountants by region
  • Support outreach efforts to external professionals to build referral network and conduct introductory meetings

Desired Background

  • Bachelor’s degree required; advanced degree (JD, CFP®, CPA, or LLM in Tax) is a plus 
  • At least 2-3 years of client-facing experience in wealth planning, estate planning, tax, or financial services
  • Solid understanding of estate and gift tax concepts, trust structures, and personal financial planning principles
  • Experience with community property considerations issues is preferred
  • Exceptional attention to detail, with the ability to analyze and interpret complex legal and financial documents
  • Strong written and verbal communication skills, with the ability to articulate complicated technical concepts clearly and succinctly
  • Demonstrated professionalism, discretion, and a client-first mentality
  • Proficiency in Microsoft Office; familiarity with estate planning software (e.g., Vanilla) or a willingness to master is expected

MIO Partners, Inc. (MIO) is an equal opportunity employer. MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.  

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