Director, Wealth Strategy - Estate Planning

Summary

The Wealth Strategy team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high-net-worth clients. We are a collaborative and high-performing division focused on delivering sophisticated planning strategies to high‑net‑worth and ultra‑high‑net‑worth families. As a Senior Wealth Strategist, you will leverage your estate planning and tax expertise to deepen relationships, support advisors, and drive new business growth.

Essential Job Functions

• Drives business development through leading prospective client meetings, presentations, and thought leadership publications.
• Identify planning gaps, articulating value, and supporting regional vice presidents in closing new client relationships.
• Meeting internally with wealth advisors, financial planners, other wealth management, and members of the Wealth Solutions group to review and maintain estate
• Reviewing and summarizing existing estate planning documents, and providing strategic recommendations to enhance the client’s overall planning structure
• Answering general informational tax and estate planning questions from clients and advisor teams
• Serving as an in-house resource in tax and estate planning to wealth management teams nationwide
• Remaining current with related estate, trust, and tax legislation nationwide
• Mentor and coach junior estate planning
• Build and maintain strong referral networks with attorneys, CPAs, and centers of influence.
• Other duties, as assigned.

Required Knowledge, Skills, and Abilities

• Juris Doctor (JD)
• Licensed to practice law in at least one state.
• Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients.
• 5-10 years legal experience in estate planning preferred.
• Ability to travel up to 25%.

Work Schedule

Daytime and evening hours as needed.

Working Conditions

Professional office environment. Requires travel, prolonged sitting and standing, and an assigned workstation. No heavy lifting over 20 lbs.