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Estate Planning Solutions Director
1 month ago
As a highly motivated and experienced Estate Planning Manager, you will lead the development and oversight of our estate planning offering. This role is responsible for creating, implementing, and managing an estate planning program as part of our comprehensive wealth management services.
About The RoleYou will focus on providing clients with tailored estate planning solutions while working closely with our wealth and tax advisors to ensure seamless integration with our clients' broader financial goals.
Key Responsibilities- Develop and launch the estate planning department, including service offerings, client onboarding processes, and internal workflows.
- Facilitate estate planning advice to individuals and families, including strategies for wealth transfer, charitable giving, and asset protection.
- Work closely with wealth managers, legal professionals, and tax advisors to create integrated estate plans that align with clients' overall financial strategies.
- Ensure that all estate planning services comply with legal, tax, and financial regulations and keep 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.
This role requires a JD and a minimum of 5 years of estate planning experience, including 2 years in a leadership position. You should have deep knowledge of estate planning, tax strategies, trusts, charitable planning, and asset protection.
The ideal candidate should possess excellent communication and interpersonal skills, with a client-focused mindset. A successful track record of building solutions from the ground up and proficiency in estate planning software and financial management tools are also essential.
The base annual salary range for this role is $115,000 - $130,000 plus a competitive performance-based bonus. Salary may vary based on factors such as skill set, years and depth of experience, certifications, and location. We offer a hybrid work environment and prioritize employee well-being and growth.
