Managing Director, Wealth Strategy

Managing Director, Wealth Strategy

About the Company

Offers family office services and sophisticated estate and wealth planning for high-net-worth families

Industry
Financial Services

Type
Privately Held

About the Role

The Company is seeking a Managing Director & Senior Wealth Strategist to join their Family Office Services Team. The successful candidate will be a key member of the team, responsible for producing and reviewing complex estate and wealth planning deliverables, and identifying and developing proactive observations and recommendations. This role requires the interpretation of complex estate planning documents and financial information, as well as serving as a technical resource for the firm. The Managing Director & Senior Wealth Strategist will also be involved in client meetings, writing and publishing expert articles, and providing training and support to internal associates. Applicants must have a college degree with a postgraduate degree or professional designation, and at least 10 years of relevant experience in estate and tax planning, or fiduciary and trust planning and administration. A strong foundation of technical and business expertise, in-depth knowledge of current legislative and case law changes, and excellent analytical, communication, and computer skills are essential. The role demands a professional with the ability to explain complex strategies in a client-friendly manner, a high level of attention to detail, and the capacity to work both independently and as part of a team. The ideal candidate will have a strong work ethic, a positive attitude, and the ability to multitask in a fast-paced environment.

Functions

• Finance
• Legal