Director, Wealth Strategy – Estate Planning

This is a fully remote position, open to applicants in United States.

📋 Description

• Spearheads business development by leading meetings with prospective clients, delivering presentations, and contributing to thought leadership publications.

• Identifies planning deficiencies, articulates value propositions, and assists regional vice presidents in establishing new client relationships.

• Engages in internal meetings with wealth advisors, financial planners, and members of the Wealth Solutions team to review and uphold estate planning initiatives.

• Analyzes existing estate planning documents, providing strategic recommendations to optimize the client's overall planning framework.

• Addresses general inquiries related to tax and estate planning from clients and advisory teams.

• Acts as an internal resource for tax and estate planning support to wealth management teams across the nation.

• Stays updated on pertinent estate, trust, and tax legislation at the national level.

• Mentors and coaches junior estate planning professionals.

• Cultivates and maintains strong referral relationships with attorneys, CPAs, and influential centers.

• Performs additional duties as assigned.

⛳️ Requirements

• Juris Doctor (JD) degree.

• Licensed to practice law in at least one jurisdiction.

• Proficient in interpreting and communicating complex estate planning issues to wealth management teams and clients.

• 5-10 years of legal experience in estate planning is preferred.

• Willingness to travel up to 25% of the time.

🏝️ 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 plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available for employees in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plan options.

• Vision Insurance Plan.

• Dependent Care Savings Account available for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off for Thanksgiving.

• Generous paid time off program for vacation and sick leave.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave of 8 weeks.

• Maternity benefits that utilize company paid STD, any supplemental STD, plus Parental Leave (8 weeks) for recovery, bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with various caring needs, including support for aging parents and young children.

• 401(k) Retirement Plan featuring both Traditional and Roth options with a per pay period match, as well as an after-tax option.

• Pet Insurance.

• Customized financial planning and guidance from Mercer Advisors professionals, available at preferred employee rates.