Hybrid T&E Associate: HNW Estate Planning & Equity Path

LHH Recruitment Solutions; Boston (MA); Hybrid; USD 180,000 - 210,000; Full time

Job summary

LHH Recruitment Solutions is partnering with a renowned T&E boutique in Boston, MA, to recruit a Trusts & Estates Associate with 5+ years of experience. You will engage ultra-high-net-worth clients on sophisticated estate planning matters while enjoying a collaborative culture and strong mentorship.

The role offers a potential equity partnership path after onboarding, with a hybrid work model (3 days in office).

Qualifications

• Strong client-facing skills and the ability to independently manage client relationships.
• Experience drafting sophisticated estate planning documents and advising clients on wealth transfer strategies.

Responsibilities

• Work with ultra-high-net-worth individuals and families on sophisticated estate planning matters.
• Maintain close client contact and represent the practice in client engagements.

Skills

Client-facing skills

Manage client relationships

Estate planning

Education

Massachusetts bar admission

Job description

LHH Recruitment Solutions is partnering with a renowned T&E boutique in Boston, MA, to recruit a Trusts & Estates Associate with 5+ years of experience. You will engage ultra-high-net-worth clients on sophisticated estate planning matters while enjoying a collaborative culture and strong mentorship.

The role offers a potential equity partnership path after onboarding, with a hybrid work model (3 days in office).