Sr Director Wealth Planning
2 weeks ago
Summary:
Leads a team of wealth planning attorneys and other professionals responsible for designing and delivering solutions to NM’s high net-worth clients; oversees daily operations related to delivery of wealth plans; contributes to development of and drives execution of SPS’ wealth planning strategy. Serves as a right-hand person to the Vice President over wealth planning and plays a significant role in developing and implementing SPS growth strategies.
Primary Duties & Responsibilities
- Lead and develop team of attorneys on Sophisticated Planning Strategies (SPS) wealth planning team; guides team through ongoing changes; implements strategies to maximize team’s effectiveness; consult on high-profile and complex planning engagements.
- Provide ongoing training, mentoring, coaching and growth of the attorney team in application of complex planning concepts to wealth planning output.
- Oversee daily operations of the team, including review of wealth plans and other deliverables, reporting of outcomes, adherence to service levels, and enhancements of processes.
- Manage ongoing relationships with key advisors, obtain buy-in for services provided, and help develop and evolve SPS’ high net-worth offerings.
- Help drive resolution of high-profile issues and conflicts.
- Lead team initiatives that advance SPS and NM in the HNW market
- Oversee marketing communications and outreach to key advisors via targeted emails, announcements, marketing in other firm outlets, and the SPS digital magazine.
- Partner with teams across the enterprise to ensure quality planning coordination.
Qualifications:
- JD required. Additional advanced degree preferred, such as CFP, CPA or LLM
- Series 6 or 7 required
- Minimum of 12 years of wealth planning or similar experience in financial services industry, insurance company or law firm
- Extensive experience working directly with high net-worth clients in advanced estate and business planning, as well as tax-related planning.
- Excellent oral and written client-centric communication skills with the ability to present complex planning strategies and create training programs for financial advisors.
- Ability to build rapport, working with a variety of people across departments and disciplines.
- Demonstrated management skills and organizational skills required to develop new attorneys.
- Ability to travel periodically to conduct training, to attend industry conferences or conduct high-profile meetings.
Compensation Range:
Pay Range - Start:
$133,140.00
Pay Range - End:
$247,260.00
Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an in dividual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additiona l information relating to location-based pay structures.
Job Posting End Date:
09/01/2024
The timeline for this job posting may be shortened or extended based on organizational needs
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We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.
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We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
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