Senior Wealth Strategist

3 weeks ago

Chicago, United States Gresham Partners, LLC Full time

Founded in 1997, Gresham Partners, LLC is a $10 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country as a multi-family office. The firm is known for its independent thinking, investment approach, and performance results. We are seeking an experienced trusts and estates attorney with background in sophisticated planning for ultra-high net worth clients for a senior wealth strategist position. This role will work closely with and report directly to the Chief Wealth Strategist.


Responsibilities:

  • Preparation of client wealth transfer planning meeting materials, including detailed and comprehensive concrete recommendations regarding titling, plan updates, and wealth planning strategies that ensure the alignment of the client’s financial goals with consideration of all the client’s assets.
  • Lead client meetings on relevant topics, take the lead on completing client wealth transfer planning projects, and participate in prospect meetings and creation of materials.
  • Assist with meticulous review, analysis, and preparing detailed summaries of client estate planning instruments (including powers of attorney, wills, all kinds of trusts, family co-investment vehicles, philanthropic entities and other related documents).
  • Review estate and gift tax returns to determine available transfer tax exemptions; and prepare detailed excel spreadsheets that analyze the flow of assets within the plan.
  • Work on the creation and desired updates for client Wealth Planning Policy Statements, Letters of Wishes and other supporting side documents relating to a client's estate planning goals.
  • Work directly with clients' estate planning counsel to communicate client goals and review draft documents for comments.
  • Assist with the onboarding process and coordination of trusts being administered by a corporate trustee; facilitate communications and support trustees on trust administration matters; and assist the advisory team with the estate administration process as needed.
  • Public speaking engagements, including thought leadership, research and writing for outlines, PowerPoints, and other educational materials relating to T&E and wealth management issues.
  • Represent the firm at a wide range of professional activities, including attending industry events, continuing education programs, etc.
  • Field estate planning questions from other members of the Client Service team. As necessary, independently research answers and engage in analysis.


Education, Experience and Skills:

  • JD required. LLM in Tax, CFP and/or CPWA preferred.
  • Approximately 10-12 years of relevant practical experience with sophisticated estate planning.
  • Strong computer skills, especially in Word, Excel, PowerPoint, NumberCruncher, Outlook and Teams.
  • Superior legal research and writing skills.
  • Knowledge of personal financial planning, trusts and investments as necessary to perform primary duties.
  • Knowledge of fiduciary issues and services, including documentation, policies and procedures.
  • Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position.


Benefits:

  • Medical, Dental & Vision (HSA, FSA options)
  • Employer Paid Life Insurance
  • Employer Paid Short Term Disability
  • Employer Paid Parental Leave
  • Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
  • 401(k)
  • 15 Vacation Days, 5 Sick Days, 1 Floating Holiday
  • Education Reimbursement Programs


Physical Demands: The physical demands described here are representative of those that

must be met by an employee to successfully perform the duties and responsibilities of this

role. Must be able to:

  • Remain stationary for reasonable periods of time typing and/or reading at a computer
  • Move around an office environment during a workday
  • Work in-person in downtown Chicago on in-office days
  • Domestic travel to client and event locations
  • Communicate with employees, customers, and/or vendors by telephone and in person
  • Process transactions on a computer
  • Sustain mental/visual attention for reasonable periods of time
  • Reasonable accommodations may be made to enable employees with disabilities to perform the duties and responsibilities.

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