Executive Director, Advanced Estate Planning

Hightower Advisors

New York (NY)

Hybrid

USD 225,000 - 313,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, vision insurance
Parental leave
Mother’s lounge onsite
Flexible PTO
In-office Mon-Thu, WFH Fridays
401k matching
HSA employer contributions
Student loan assistance
Pet insurance
Base salary $225,000-$250,000 with up‑
annual bonus up to 25%

Job summary

Hightower Advisors seeks an Executive Director of Advanced Estate Planning to lead sophisticated estate planning for ultra-high-net-worth individuals and families. You will drive complex engagements, shape transfer strategies, and help advisors differentiate their practices in competitive markets.

Ideal candidates come from law firms, private client practices, or family offices and have a proven track record in high-tax jurisdictions.

Qualifications

  • 12+ years of experience in estate planning, financial planning, and wealth management for HNW clients
  • Deep expertise in federal/state estate, gift, and income tax planning
  • Experience leading complex estate planning engagements and client meetings

Responsibilities

  • Lead design and delivery of sophisticated estate plans for ultra-high-net-worth clients
  • Advise on wealth transfer strategies and family governance frameworks
  • Partner with advisors to position estate planning as a growth driver
  • Translate complex legal concepts into actionable strategies for clients and advisors

Skills

Estate planning leadership
Client relationship management
Strategic advisory
Cross-functional collaboration

Education

Juris Doctor or related Master
Bachelor's in Finance/Economics

Job description

Hightower Advisors seeks an Executive Director of Advanced Estate Planning to lead sophisticated estate planning for ultra-high-net-worth individuals and families. You will drive complex engagements, shape transfer strategies, and help advisors differentiate their practices in competitive markets.

Ideal candidates come from law firms, private client practices, or family offices and have a proven track record in high-tax jurisdictions.

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