Head of Estate Planning
Core
Lead technical conversations and shape product strategy for advanced estate planning tools serving high-net-worth individuals and their advisors.
Role type
Head of Estate Planning (Subject Matter Expert & Strategy)
Builds
Proprietary platform for tax mitigation strategies, trust-based solutions, and investment partnerships
Domain
Wealth management / Estate planning / Tax law
Required skills
U.S. estate/gift/generation-skipping tax law expertise, complex trust structure design, client engagement, product strategy, partnership building
Preferred skills
LL.M. in Taxation, experience in private client services
Technologies
Proprietary tax planning platform
Responsibilities
Lead technical conversations with prospects and clients on estate planning structures; Contribute to development of new estate planning products; Build out educational content and client-facing resources; Serve as internal resource on tax law updates and best practices
Seniority
Senior, hands-on IC
