Director, Wealth Strategy - Estate Planning

Role Description

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.

• 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.

Qualifications

• 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%.

Requirements

• Daytime and evening hours as needed.
• Professional office environment. Requires travel, prolonged sitting and standing, and an assigned workstation. No heavy lifting over 20 lbs.

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing