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 Planning
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, Analytical skills, Public speaking
Preferred skills
Mathematical skills, Estate planning analytical software (NumberCruncher), Excel
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 trust and estate planning vehicles; Conduct original research and publish articles on asset allocation and tax management.
Seniority
Director, leadership & strategy
