Trust & Estate Planning Specialist

Responsibilities

Advising wealthy clients in all aspects of tax, trust and estate planning; pre-liquidity planning; and charitable planning

Supporting advisor teams and portfolio managers by providing subject matter expertise

Collaborating with both internal and external experts — including outside attorneys and law firms, as well as third-party solution providers such as accounting, valuation, and life insurance firms, and certain family office service providers — to deliver tailored, comprehensive advice

Leveraging technology to scale and organize advisory delivery

Acting as a thought leader through the publication of articles, /social media presence, and speaking arrangements

Promoting our internal trust company capabilities — full fiduciary and directed trustee services — to "centers-of-influence" in the industry

Qualifications
The ideal candidate will have 10+ years of experience in tax, trust and estate planning

J.D. required / LL.M. in Taxation a plus — with prior work in law and/or wealth management

Proven ability to manage complex, high-net-worth relationships with a focus on trust and estate planning

Strong collaborator who works effectively within a multi-disciplinary team

Note: the team does not practice law, draft legal documents, or sell life insurance; candidates should be comfortable operating in an advisory/fiduciary capacity alongside outside counsel and other licensed professionals