Strategic Planning Analyst

The Opportunity: We are seeking a Strategic Planning Analyst to help clients make better long-term financial decisions. This role sits at the intersection of trust administration, estate planning, tax planning, family office services, and investment management. The successful candidate will help clients understand future liquidity needs, investment commitments, taxes, distributions, and major planning decisions through thoughtful analysis and financial modeling. This is a highly collaborative and client-facing role that works closely with families, advisors, and the broader Two Ocean team.

What You'll Do: Build and maintain financial planning models for client families. Analyze cash flows, liquidity needs, investment commitments, and planning objectives. Help clients evaluate important financial decisions. Coordinate information across trusts, entities, investments, tax returns, and estate planning structures. Work closely with attorneys, accountants, investment professionals, and fiduciary teams. Support strategic planning initiatives for clients and the firm.

What We're Looking For: Strong analytical and financial modeling skills. Ability to simplify complex financial matters. Strong communication and relationship management skills. Attention to detail and intellectual curiosity. Ability to work across multiple disciplines and professional teams. Professional experience in family office services, tax, accounting, estate planning, wealth management, trust administration, or financial planning is preferred. CPA, JD, CFP, CFA, or related credentials are a plus. Location Las Vegas preferred. Jackson Hole considered.