Manager, Wealth Planning Advisor

Company

DFO Referrals

Where

Westport, CT

Level

Manager

Pay stated

$360k–$600k a year

First seen

November 11, 2026

Listed via

Greenhouse

What the posting says

Position Summary: The Manager, Wealth Planning Advisor sits within Global & Strategic Planning (GSP) and supports the design and execution of estate, trust, and wealth-transfer planning for the Dalio Family Office globally. The role provides technical analysis, drafting support, and coordination that turns planning strategy into well-documented, executable structures. The purpose of the role is to serve as a strong wealth planning advisor who advances planning workstreams day to day - preparing analyses, supporting trust and entity structuring, and coordinating with internal Pillars and…

Read more and apply on DFO Referrals' site

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