Wealth and Succession Planning Director
$235k - $300kJobleads-US
Burke, Warren, MacKay & Serritella, P.C. seeks a director level attorney with a minimum of 10 years of experience to join its active and highly collaborative Wealth and Succession Planning Group.
The candidate must have a minimum of 10 years of trusts and estates experience working with high net-worth individuals in the drafting of wills, revocable trusts, powers of attorney, irrevocable trusts and other sophisticated estate planning documents. Ideally, the candidate will also have experience with the administration of decedent's estates and the preparation of gift and estate tax returns.
Desired Skills and Requirements
- Ability to work independently
- Knowledge of federal and state tax laws
- Strong communication and organizational skills
- Strong legal research and writing skills
- Strong academic credentials
The candidate must have a J.D. degree from an ABA‑approved law school, and must be admitted to, and in good standing with, the Illinois Bar.
Compensation
For the Director position: $235,000 - $300,000 + (depending on productivity of attorney), plus origination bonus, and profit sharing.
Burke, Warren, MacKay & Serritella, P.C. is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, creed, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and any other factor protected by applicable law. Further, Burke Warren takes affirmative action to ensure that applicants are employed, and employees are treated during employment, without regard to any of these characteristics. Burke Warren does not tolerate discrimination of any type.
#J-18808-Ljbffr Jobleads-US$235k - $300k
...Burke, Warren, MacKay & Serritella, P.C. is seeking a director level attorney to join its Wealth and Succession Planning Group. The ideal candidate must have at least 10 years of experience in trusts and estates law, particularly working with high net-worth individuals...Suggested- ...Managing Director of Wealth Transfer Strategy Regular Full time Senior Management Chicago,... ...Transfer Strategy serves as a senior-level planning professional responsible for... ...estate, wealth transfer, and business succession strategies to ultra-high-net-worth (UHNW...SuggestedFull timeWork at office
- ...firm is seeking a Manager for BCG Vantage in its Financial Institutions Practice Area in Chicago. This role requires expertise in wealth management and strategic consulting, focusing on providing insights to clients and managing projects. The ideal candidate has 3+ years...Suggested
$59.5k - $74.3k
...Job Title : Associate Director, Program Success Team : Innovation Team Location : Hybrid in Atlanta (GA) or Chicago (IL) Employment Type... ...the ability to create, operationalize, and manage project plans, meeting milestones and deadlines, and a focus on using data...SuggestedFull timePart timeWork experience placementWork at officeRemote workVisa sponsorshipWork visaMonday to FridayFlexible hoursWeekend workAfternoon shift2 days per week3 days per week- A leading financial services firm seeks a Financial Planning Director to enhance client engagement by partnering with Financial Advisors. The... ...in tax and estate strategies and collaborate closely with Financial Advisors to drive success. #J-18808-Ljbffr PowerToFlySuggested
$126k - $207.9k
Overview Strategic Planning and Execution Director - responsible for driving Carelon’s most critical priorities through strategy development, capability... ...with executive leadership to define strategy and success criteria. Translates strategy into defined tactics, program...Work at officeLocal areaRemote work3 days per week- JPMorgan Chase & Co. is seeking a Client Success Officer for their Commercial & Investment Bank. In this role, you will liaise with key clients to enhance their experience while managing escalations and project implementations. The ideal candidate will have a bachelor’s...
$102k - $190k
...-net-worth clients. The role requires 7+ years of experience in wealth management, focusing on delivering personalized financial advice... ...102,000 to $190,000, along with additional benefits including health insurance and retirement plans. #J-18808-Ljbffr Bank of Montreal$145k - $165k
...A technology-driven transportation firm seeks a Senior Partner Success Manager for their Central US operations. Located in Chicago, you will build relationships with partners to drive revenue growth and provide strategic guidance. The ideal candidate should have over 6...$140k - $160k
...insurance, retirement, and private wealth management products and services. With... ...in part due to our industry leading success in mergers and acquisitions About... ...program demand Partner with the Director, TechOps PMO on team planning, hiring, and capability development...Local area$140k - $160k
...personal insurance, retirement, and private wealth management products and services. With... ...substantially, in part due to our industry leading success in mergers and acquisitions Program... ...of translating that into structured plans, coordinated delivery, and disciplined...Local area$137.92k - $227.57k
...End Date: 2026-07-16 Position Title: Business Strategy Planning and Execution Director Location: This role requires associates to be in office... ...partners with executive leadership to define strategy and successful criteria for the future. Translates strategy into defined...Work at office3 days per week$159k
...transplant surgeon to serve as Surgical Director of the Kidney Transplant Program in the... ..., the Director supports strategic planning, faculty mentorship, clinical excellence... ...OPTN primary surgeon qualifications. The successful candidate will be appointed at the rank...Work at officeRelocation- ...ahead, we anticipate continued evolution and success within the practice, fostering both... ...people are our number one priority. With a wealth of learning and career development opportunities... ...narratives and actionable execution plans Advise senior leaders and sponsors...Work experience placementH1bWork at officeLocal area
$90k - $130k
...global leader in supply chain and logistics to hire a Key Customer Success Manager (Direct Hire) focused on managing and growing high-... ...relationships, leading regular business reviews and strategic planning sessions Develop and execute account strategies that improve...Local areaFlexible hours$141.6k - $212.4k
...Program Manager, GTM Planning Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world'... ...decisions. Identify, assess, and mitigate risks that impact the successful delivery of programs Create roadmaps, project plans, change...- ...ahead, we anticipate continued evolution and success within the practice, fostering both... ...people are our number one priority. With a wealth of learning and career development opportunities... ...investors. Lead IPO compensation planning initiatives, including executive...H1bLocal area
$132.4k - $165.5k
...professionals selected for their vast experience in driving and successfully delivering complex solutions and transformational initiatives... ...stakeholder engagement across complex landscapes. Program Planning & Execution Leads delivery efforts in a manner that ensures highest...Full timeShift work- ...work. These initiatives build wealth, prevent displacement, and... ...of starting and expanding a successful business, including but not limited... ...the development of business plans and financial packages;... ...Other duties as assigned by the Director of the department Program Marketing...Work at officeLocal areaMonday to FridayAfternoon shift1 day per week
$105k
...supplier scorecards; address underperformance with clear improvement plans Manage sourcing for vehicle acquisitions, working directly with... ...outcomes to leadership in a clear and data-backed way What Success Looks Like by 90 Days You’ve taken ownership of at least 1–2 major...Immediate start$50k - $90k
...re passionate about leadership in coaching, committed to client success, and ready to make a lasting impact, we want to hear from you. Responsibilities... .... Oversee site‑level implementation of operational and staffing plans, ensuring alignment with contractual obligations and program...Full timePart timeWork experience placementLocal area$120k - $170k
...wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health... ...prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click...Work at officeFlexible hours$100k - $112k
...business continuity, and reputational risk. Ensure timely planning and procurement of services and indirect materials in alignment... ...gain. We take accountability & ownership of our work, actions, successes, and setbacks. We strive to deliver our best as we shape the...Contract workWork at officeLocal areaImmediate startRemote work- ...initiatives aligned with business objectives and growth plans. ~ Identify, evaluate, and qualify suppliers to ensure quality... ...within a manufacturing environment. ~ Demonstrated success in supplier negotiations, contract management, and cost reduction...Contract workWork at office
$164.28k - $187.75k
...Planning Director – Transportation Planning (Chicago, IL) Lead Growth. Shape the Future of Transportation. STV is seeking a Planning Director to lead and grow our Transportation Planning Practice in Chicago. This is a high-impact leadership role focused on expanding...Local areaFlexible hours$114k - $130k
...Job Description: We are seeking a Director, Integrated Planning, who will balance managerial responsibilities, with agency leadership. This... ..., and competitive set with real or estimated metrics for success to help clients understand how communications strategy comes...Permanent employmentFull timeContract workTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week$107.27k - $167.2k
...will play a pivotal role in supporting the Director, Corporate Strategy & Chief of Staff, in... ...cross-functional initiatives. The successful candidate will leverage analytical skills... ...presentations. Lead or support strategic planning processes, including market analysis,...Local areaRemote work$209.5k - $239.1k
...Director, Metrics Strategy and Reporting Capital One is one of the fastest growing organizations... ...management professionals. They have a wealth of experience and a demonstrated ability... ...or non discretionary depending on the plan. Capital One offers a comprehensive,...Full timePart timeLocal area- International Executive Service Corps is looking for a Program Manager to manage program planning and execution in a hybrid model. The successful candidate will coordinate cross-functional teams and will be experienced in program management and consulting. The role offers...Remote job
- ...managing strategic programs that bridge marketing, sales, and product teams while delivering impactful customer initiatives. The successful candidate should have a bachelor’s degree and over 5 years of program management experience, demonstrating skills in stakeholder...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth and Succession Planning Director. Be the first to apply!
- wealth management advisor Chicago, IL
- wealth manager Chicago, IL
- wealth management consultant Chicago, IL
- corporate planning manager Chicago, IL
- strategic account manager Chicago, IL
- senior manager financial planning & analysis Chicago, IL
- sales strategy manager Chicago, IL
- brand strategy manager Chicago, IL
- planning manager Chicago, IL
- strategic planning manager Chicago, IL


