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About the role
Key responsibilities & impact- Advise ultra-high-net-worth families, business owners, and multigenerational households, often with $10MM to $50MM+ in net worth
- Develop and implement sophisticated estate, trust, tax, wealth transfer, business succession, and asset protection strategies
- Review existing estate planning structures and identify opportunities to enhance wealth preservation and transfer outcomes
- Partner with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to deliver integrated planning solutions
- Serve as a subject matter expert on fiduciary, trust, estate, and wealth transition matters
- Conduct research and provide technical guidance on complex planning issues
- Author thought leadership content and participate in client seminars, educational events, and professional advisor programs
- Manage ongoing planning relationships for a select group of approximately 50 affluent families
- Support clients and partners throughout the Metro New York City market
Requirements
What you’ll need- Bachelor’s degree and a minimum of 7 years’ relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice; or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice
- Experience advising high-net-worth and ultra-high-net-worth clients and families
- Strong knowledge of estate planning, trust and fiduciary services, wealth transfer strategies, taxation, and asset protection planning
- Ability to translate complex technical concepts into practical advice and actionable solutions
- Strong project management skills with a proven ability to follow through and execute on client recommendations
- Excellent written, verbal, and relationship-management skills
- Collaborative mindset and desire to work as part of a nationally recognized team of planning professionals
- JD (Juris Doctor), Master of Laws (LLM), or Master’s degree in Business Administration (MBA) preferred
- Admission to any state Bar preferred
- Certified Public Accountant (CPA) with focus in Federal Taxation or Estate Planning preferred
- Minimum of 10 years’ experience in wealth management and high net worth and ultra-high net worth planning, working with closely-held business owners and families and estate, trust, and tax planning experience preferred
- Minimum of 5 years successful external focused business development experience preferred
- Significant experience working with individuals and business owners with $20mm or more in net worth preferred
- Demonstrated technical and consultative selling skills in financial planning disciplines and trust administration