Estate Planning Solutions Director

1 day ago


Leawood, Kansas, United States The Retirement Planning Group Full time
Lead Estate Planning Program Development

At The Retirement Planning Group, we're committed to excellence and continuous improvement. To achieve this, we need talented individuals who can drive our success. We offer diverse business opportunities that foster growth and provide meaningful prospects for advancement. If you're proactive, adaptable, and thrive in a fast-paced environment, we're seeking a highly motivated and experienced Estate Planning Solutions Manager to lead the development and oversight of our estate planning offering.

Key Responsibilities:

  • Develop and launch the estate planning department, including service offerings, client onboarding processes, and internal workflows.
  • Provide estate planning advice to individuals and families, including strategies for wealth transfer, charitable giving, and asset protection.
  • Collaborate with wealth managers, legal professionals, and tax advisors to create integrated estate plans that align with clients' overall financial strategies.
  • Ensure compliance with legal, tax, and financial regulations and stay up-to-date with evolving legislation.
  • Cultivate strong client relationships through regular communication, reviews of estate plans, and proactive updates.
  • Provide ongoing training and support to wealth managers and staff on estate planning concepts and strategies, enabling them to identify opportunities for client engagement.
  • Drive revenue generation by promoting estate planning services to existing and prospective clients and identifying cross-selling opportunities within the wealth management practice.
  • Report to senior leadership on key performance indicators, adoption rates, and client satisfaction.

Requirements:

  • JD, CFP, or other relevant professional certification in estate planning, tax, or financial services.
  • Minimum of 5 years of estate planning experience and 2 years in a leadership role.
  • Deep knowledge of estate planning, tax strategies, trusts, charitable planning, and asset protection.
  • Excellent communication and interpersonal skills with a client-focused mindset.
  • Successful track record of building solutions from the ground up.
  • Proficiency in estate planning software and financial management tools.
  • Strong understanding of the wealth management industry and regulatory environment.

Compensation:

The base annual salary range for this role is $120,000 - $125,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.



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