VP/Wealth Strategies Director, Trust and Estate Planning
Core
Lead Trust and Estate Planning strategies for high-net-worth clients by developing customized wealth planning solutions, analyzing investment strategies, and conducting original research on tax and estate planning.
Role type
Senior IC Wealth Strategies Director (Trust and Estate Planning)
Builds
Customized wealth planning solutions, client presentations, and research articles for high-net-worth clients
Domain
Private Wealth Management / Trusts and Estates / Tax Law
Required skills
Trusts and estates law, Tax law, Estate administration, Business entity taxation, Investment structure taxation, Tax and estate planning strategies, Client presentation, Strategic partnership, Training and education, Original research
Preferred skills
Estate planning analytical software (NumberCruncher), Excel, Quantitative analysis
Responsibilities
Analyze potential investment strategies reflecting client tax and estate planning circumstances; Communicate research conclusions to clients and professionals; Establish brand trust among clients and intermediaries; Help win business in competitive situations; Train Financial Advisors on investment processes for trust and estate vehicles; Identify and research current issues in asset allocation and tax management; Conduct original research and publish client-servicing presentations
Seniority
Director, leadership role
