Estate Tax Planning

Cyperus Group LLC; Dallas (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Cyperus Group LLC is seeking a senior technical leader to serve as a strategic partner to our member agents, delivering advanced estate and business planning guidance for ultra-high-net-worth clients in Dallas. The role focuses on building trusted relationships, offering proactive client-facing support, and leveraging AI and technology to elevate planning outcomes.

The ideal candidate brings 8–10 years of market experience, operates with minimal oversight, and guides the Case Development Team in

Qualifications

• 8–10 years of advanced market experience.
• Self-directed leader requiring minimal oversight.
• Ability to build trusted relationships with agents.
• Ability to deliver high-impact client-facing support.
• Experience leveraging AI and technology to enhance planning outcomes.
• Experience designing estate, business, charitable, retirement, and tax planning for ultra-high-net-worth clients.

Responsibilities

• Serve as a strategic partner and primary advanced planning resource for member agents.
• Develop and deepen relationships with member agents, with responsiveness and service excellence as a core performance measure.
• Collaborate with member agents to design estate, business, charitable, retirement, and tax planning strategies for business owner and high-net-worth clients.
• Integrate New York Life products into comprehensive planning solutions where appropriate.
• Support member agents in targeting and penetrating key markets, including high-net-worth, business owner, and cultural markets.
• Participate in client meetings (virtually) as needed.
• Estate and Business Planning Case Design: Create customized case designs that address client objectives and drive implementation.
• Utilize AI tools, data analysis, and emerging technologies to enhance case modeling, improve efficiency, and deliver differentiated, best-in-class technical support.
• Develop financial models using advanced Excel capabilities and AI-enhanced workflows.
• Serve as a technical leader within the Case Development Team, setting quality standards and mentoring peers to ensure consistent excellence.

Job description

Support more than 200 top producers. This role serves as a senior technical leader and strategic partner to member agents, delivering advanced estate and business planning guidance for ultra-high-net-worth clients.

The ideal candidate brings 8–10 years of advanced market experience and operates as a self-directed leader requiring minimal oversight. Success in this role is defined by the ability to build trusted relationships with agents, deliver exceptional client-facing support, leverage AI and technology to enhance planning outcomes, and consistently provide high-impact case design.

• Serve as a strategic partner and primary advanced planning resource for member agents.
• Develop and deepen relationships with member agents, with responsiveness and service excellence as a core performance measure.
• Collaborate with member agents to design estate, business, charitable, retirement, and tax planning strategies for business owner and high-net-worth clients.
• Integrate New York Life products into comprehensive planning solutions where appropriate.
• Support member agents in targeting and penetrating key markets, including high-net-worth, business owner, and cultural markets.
• Participate in client meetings (virtually) as needed.

Estate and Business Planning Case Design

• Create customized case designs that directly address client objectives and drive implementation.
• Utilize AI tools, data analysis, and emerging technologies to enhance case modeling, improve efficiency, and deliver differentiated, best-in-class technical support.
• Develop financial models using advanced Excel capabilities and AI-enhanced workflows.
• Serve as a technical leader within the Case Development Team, setting quality standards and mentoring peers to ensure consistent excellence.