Wealth Strategist III or Sr.

3 weeks ago

Atlanta, United States Synovus Full time
Job Description

Job Summary

Serves as a subject matter expert in the area of wealth transfer strategies for ultra-high net worth individuals and multi-generational families within The Family Office at Synovus. Provides consultative and analytical support to Relationship Managers and clients of The Family Office.

Job Duties and Responsibilities

  • Works closely with and provides advisory and consulting services to relationship managers, clients and advisors to clients such as accountants, attorneys, insurance advisors, and investment managers, across the entire spectrum of both legal and tax aspects of sophisticated wealth transfers techniques.
  • Provides financial planning to ultra-high net worth individuals and multi-generational families. Develops detailed financial projections associated with recommended wealth transfer strategies including detailed analyses and illustrations of consequences to of recommended wealth transfer strategies with extensive consideration and impact of access to trust funds, impact of inheritance and other elements.
  • Executes and implements sophisticated wealth transfer strategies via complex wills, trusts, partnership and LLC operating agreements, shareholder agreements, buy-sell agreements, pre-nuptial and post-nuptial agreements.
  • Represents Synovus and The Family Office in professional association settings such as the State Bar Association and Estate Planning Councils. Maintains visibility of Synovus Trust Company and The Family Office in the professional advisors community. Prepares and delivers presentations to professional groups as part of continuing education programs.
  • Interacts frequently with compliance, general counsel and outside counsel in representing The Family Office in connection with matters that impact The Family Office and its execution of its business model and its duties as a wealth advisory service and corporate fiduciary.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
  • Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Synovus is an Equal Opportunity Employer supporting diversity in the workplace

Minimum Requirements

Minimum Education:
  • Juris Doctor (JD) or Certified Public Accountant (CPA) designation.
Minimum Experience:
  • Six years of law or accounting practice experience representing ultra-high net worth individuals and multi-generational families.
Certifications:
  • Active Member in good standing of state bar (applicable to attorneys only).
Required Knowledge, Skills, Abilities:
  • Detailed knowledge of both state and federal income tax and wealth transfer tax regimes
  • Detailed knowledge of state law regarding both wills and trusts and the administration of estates and trusts
  • In-depth knowledge of tax, fiduciary, estate planning, financial planning, and understanding of financial markets and investment theory
  • Strong process and project management capabilities
  • Strong communication and presentation skills
  • Proficiency using Microsoft Office software products
Additional Information

Preferred Knowledge, Skills, Abilities:
  • Advanced degree such as JD, MAcc, MTX or MBA and CPA


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