Wealth Strategist
TWM Executive Search
Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning and wealth transfer. Advise clients on estate and wealth transfer strategies in collaboration with relationship teams and external advisors Serve as expert on estate, gift, and income tax law changes and their impact on client plans Represent the firm through thought leadership and community involvement in professional groups Provide guidance on trust administration matters and discretionary distributions Review trust documents and engage with outside counsel on trust accountings, terminations, and estate matters JD required with 10+ years' trust administration and wealth planning experience in law firm or professional environment #J-18808-Ljbffr
Vacancy posted 4 days ago
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...ownership team that values candor, curiosity, and results. We love what we do and the people we do it with. We’re hiring a Client Strategist who is equal parts marketing operator and client leader. You’ll own a portfolio of 6–8 accounts and be accountable for building...Remote workHome officeQRY
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