Senior Director, UHNW Wealth Transfer Strategy (Chicago)
Full-time
Moneta
A leading financial services firm is seeking a Managing Director of Wealth Transfer Strategy to serve ultra-high-net-worth clients. The successful candidate will provide advanced estate, wealth transfer, and business succession strategies, ensuring alignment with client goals. Responsibilities include engaging with clients, collaborating with advisors, and mentoring a team of specialists. Ideal candidates will hold a JD, have over 10 years in estate planning, and possess exceptional communication and analytical skills.
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Vacancy posted 3 hours ago
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