Managing Director & Senior Wealth Strategist

Automatic Data Processing, Inc.; Cincinnati (OH); On-site; USD 180,000 - 280,000; Full time

Job summary

Automatic Data Processing, Inc. seeks a Managing Director & Senior Wealth Strategist to lead estate and wealth planning deliverables, interpret complex financial information, and provide technical guidance to client teams.

You will develop proactive observations, review documents, and maintain education materials for internal associates. The role emphasizes collaboration with Managing Directors and client teams, publishing expert content, and training staff in tax and estate planning topics.

Qualifications

• College degree with JD, LLM or MST and/or a professional designation of CPA, CFP and/or CPWA and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
• Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
• Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
• Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
• Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
• Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.

Responsibilities

• Produces and performs review of complex client estate and wealth planning deliverables.
• Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
• Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
• Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
• Reviews, analyzes and summarizes sophisticated estate planning documents.
• Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
• Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.

Skills

Analytical skills

Written communication

Verbal communication

Client meetings

Team collaboration

Financial analysis

Education

JD

L.L.M

MST

CPA

CFP

CPWA

Tools

Excel

Job description

Automatic Data Processing, Inc. seeks a Managing Director & Senior Wealth Strategist to lead estate and wealth planning deliverables, interpret complex financial information, and provide technical guidance to client teams.

You will develop proactive observations, review documents, and maintain education materials for internal associates. The role emphasizes collaboration with Managing Directors and client teams, publishing expert content, and training staff in tax and estate planning topics.