Estate Planning Lead: Shape Client Experience & Grow Team
Orion Placement
Orion Placement is seeking a leader for the Trusts & Estates Practice Group in Rockville, MD to manage workflows, supervise staff, and coordinate complex wills and trusts work for high‑value clients. Ideal candidates have 5+ years in trusts and estates law, 2+ years of supervision, and a strong client-service mindset. The role offers on-site leadership, collaboration with attorneys, and opportunities to shape client experiences. #J-18808-Ljbffr Orion Placement
$100k - $120k
...leadership role where your trusts and estates expertise directly shapes the client experience Lead and develop a team while partnering closely with experienced estate planning attorneys Take ownership of... ...impact and continue to grow.Confidential Employer. Job Description...SuggestedWork at office$163.4k - $322.1k
...Position Summary The Experience Design Strategy Manager is a client-facing... ...equally comfortable shaping experience vision... ...responsible for: Leading engagements that... ..., and delivery plans that product and engineering teams can execute Partner... ...and connect and grow through...SuggestedLocal areaFlexible hours$198.7k - $391.6k
...Position Summary The Experience Design Strategy... ...Manager is a client-facing... ...executive level and leading cross-functional teams through launch and... ...management, and release planning to drive... ...proposals, solution shaping, and thought... ...and connect and grow through mentorship...SuggestedLocal area- ...a senior leader to manage the Trusts & Estates Practice Group. Lead day-to-day workflows, supervise staff, and coordinate complex client matters with attorneys and clients. You... ...advance directives, and related estate planning documents, ensuring quality and confidentiality...Suggested
- HDR is seeking a Business Class Lead to oversee water resource planning projects, mentoring teams, and driving growth with market... ..., and aligning staff to meet client needs. Qualifications include a... ...or equivalent and 10+ years of experience, plus strong communication, leadership...Suggested
$207k - $232k
...the Growth & Strategy team at X-energy, you will shape and execute the... ...role is expected to lead substantial scopes of... ...solutions and execution plans to improve cost,... ...stakeholders, including clients, executives,... ...years of general work experience.An MBA with three or...Full timeTemporary workWork experience placementWork at office- A leading accounting firm is seeking a Tax Manager in Potomac, MD, to provide tax compliance... ...consulting services for high net-worth clients. Responsibilities include managing tax... ..., CPA certification, and five years of experience in accounting or finance. The position offers...
- ...strategies across print and digital channels. You will manage teams of Art Directors, Designers and Copywriters, inspiring... .... You will collaborate with strategists and internal clients to shape customer experiences, translate insights into creative executions, and build...
$186.23k - $279.35k
...Director role, you will shape the regulatory path... ...senior leaders and global teams, you will lead strategy across key... ...risks and mitigation plans to senior management.Milestone... .... Essential Skills/Experience Bachelor's degree in a... ...approvals, and grow your influence today.Date...Hourly payFull timeTemporary workWork at officeLocal areaFlexible hours3 days per week$155.6k - $306.8k
...Transactions team helps guide clients through their... ...infrastructure and real estate, mergers and... ...our clients shape their business... ...for:Leading day-to-day delivery... ...and strategic planning, using data-driven... ...consulting experience in corporate strategy... ...connect and grow through...Local areaVisa sponsorship- ...consumer banking services to clients primarily in Maryland,... ...and monitors and helps plan for future financial... ...heads, finance teams and senior leadership to... ...accounting, or equivalent experience requiredA minimum of 5... ...positionWhy Join Us?Join a growing company with a culture...Hourly pay
$218.06k - $327.09k
...patients? This role leads high-impact... ...labeling. You will shape strategy for complex... ...with Global Product Teams to align science,... ...Excellence: Direct the planning and construction... ...Essential Skills/Experience: An advanced... ...Experience in leading and growing people through...Hourly payFull timeTemporary workStart working todayWork at officeFlexible hours3 days per week$40 per hour
...build a brand-new team dedicated to... ...portfolio - a fast-growing, high-priority... .... You'll shape how we show up... ...Integrated Media Planning, All-Inclusive... ...Brand & Content leads to translate business... ...professional experience in media... ...both agency and client-side rolesHybrid...Work at officeWorldwideNight shift3 days per week- ...MD, with over 45 years of client-focused service. Our dedicated team practices with compassion... ...and experienced Estate & Trust Administration Manager... ...and managing the estate planning workflow, coordinating complex... ...bring substantial prior experience in trusts and estates, preferably...Work at officeLocal areaFlexible hours
$189.2k - $372.9k
...Transactions team helps guide clients through their... ...infrastructure and real estate, mergers and... ...Equity (PE), leading fast-paced... ..., synergy planning, and integration... ...divestitures—helping shape deal strategy,... ...Delivery experience in the... ...and connect and grow through mentorship...Odd jobWork experience placementLocal area$276k - $414k
...access? This role leads the strategy for our... ...You will directly shape how we engage with... ...on Global Product Teams, provide strategic... ...shape development plans, risk management,... ...Essential Skills/Experience: Bachelor degree in... ...in leading and growing people through line...Hourly payFull timeTemporary workWork at officeWorldwideFlexible hours3 days per week$267.91k - $401.87k
...at AstraZeneca by leading strategy for our industry... ...Business Unit to shape and deliver... ...business. Working with a team of experts across... ...decisions, supply planning, and TA scenario... ....Essential Skills/Experience:Advanced degree... ...priorities in a fast-growing organization;...Full timeTemporary workWork at officeRemote workFlexible hours3 days per week$155.6k - $306.8k
...Transactions team helps guide clients through their... ...infrastructure and real estate, mergers and... ..., you will lead teams through... ...and building plans that actually... ...divestitures—helping shape deal strategy,... ...Delivery experience in the... ...and connect and grow through mentorship...Odd jobWork experience placementLocal area$267.91k - $401.87k
...role accountable for shaping and driving the... ...Therapy. You will lead global commercial... ...pricing and brand teams. Working cross-functionally... ...and 10 years of experience in life sciences... ...in a fast-growing organization Experience... ...in strategic planning processes and tools...Full timeTemporary workWork at officeFlexible hours3 days per week- My client is growing and in need of an experienced Director of Product Management... ...be responsible for P&L, leading commercialization, and... ...highly technical engineering teams, and demonstrate both quantitative... ...or software5+ years of experience in managing teamsDemonstrated...
- ...Manager of Financial Planning & Analysis About... ...services to clients primarily in Maryland... ...department heads, finance teams and senior... ...where applicable Lead monthly touchpoint... ...accounting, or equivalent experience required A minimum... ...Join Us? Join a growing company with a...Hourly payContract workFor contractorsFor subcontractorWork at office
$190.2k - $372k
...Transactions team helps guide clients through their... ...infrastructure and real estate, mergers and... ...solving, and leading teams through... ...by shaping deliverables,... ...initiativesLeading engagement planning, budgeting,... ...or industry experience, including 6+... ...connect and grow through mentorship...Local areaVisa sponsorship$163.4k - $322.1k
...to healthcare, and leading a well-being... ...Strategy Manager is a client-facing consulting... ...implications of AI, to help shape and support... ...teams, modeling Deloitte... ...Required: 7+ years of experience with a demonstrated... ...community focused on growing our market footprintExperience...Local areaFlexible hours$198.7k - $391.6k
...Deloitte Customer team empowers... ...enhance customer experiences and drive sustained... ...serves clients who are seeking... ...Manager, you will lead large engagements... ...Lead engagement planning and budgeting;... ...disruption and shape client agendas.... ...and connect and grow through mentorship...Local area$207k - $232k
...the Growth & Strategy team at X-energy shapes and executes the... ...visibility. Responsibilities Lead substantial work... ...solutions and execution plans that improve cost,... ...stakeholders including clients, executives,... ...years of general work experience. MBA with three or more...Temporary workWork experience placementWork at officeMonday to Friday- ...with executive teams to translate ambition... ...who can own client engagements end... ...delivery lead for strategy and strategic-planning engagements and... ...person for our growing AI strategy and... ...the Founder — shaping client work, running... ...or equivalent experience. Preferred Direct...Full timeFor contractors
- ...Manufacturing User Experience Design Ux... ...role is pivotal in shaping and driving the end... ...be responsible for leading global commercial... ...senior executive teams, lead and influence... ...experience in strategic planning. The role requires... ...in a fast-growing organization and a...
- ...legal, and regulatory reviews for promotional materials and disease awareness assets. You will drive Day 0 launch readiness, coach a team, and optimize the MLR process across portfolios to hit critical dates while ensuring scientific accuracy and regulatory compliance....
$144.6k - $265.1k
...cost-effective. Our teams use Deloitte's... ...lasting results for our clients. By working... ...real impact while growing in your career. Come... ...Workday Adaptive Planning Manager, you will... ...plan. Demonstrated experience as a senior resource... ...business requirements, leading fit-gap analysis,...Local area- ...integral part of a dynamic team at one of the worlds... ...helping high-profile clients understand, analyze, and... ...industry knowledge and experience; manage teams of tax professionals... ...opportunities and grow the KPMG tax... ...of medical and dental plans, vision coverage, disability...Local area
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