Managing Director, Wealth & Estate Strategy

MOHR Talent; Austin (TX); On-site; USD 290,000; Full time

Job summary

A national wealth management firm is seeking a Managing Director for Wealth & Estate Strategy in Austin, TX. This high-visibility role involves leading advanced planning for high-net-worth clients and managing a team. The ideal candidate has over 10 years of experience and expertise in estate planning, investment strategies, and leadership. This position offers a competitive salary package including a base salary of $290K, bonus, and executive benefits.

Qualifications

• 10+ years advising high-net-worth and ultra-high-net-worth households.
• Expertise in estate, tax, insurance, philanthropy, and investments.
• Executive presence, ability to simplify complex strategies.

Responsibilities

• Build and refine the firm’s advanced planning offering.
• Partner with advisors on complex high-net-worth/UHNW cases.
• Manage and mentor a small team of planners.

Skills

CFP

CFA

Expertise in estate planning

Strong knowledge of alternative investments

Proven leadership skills

Education

JD

Job description

Overview

Austin, TX (relocation available) | $290K base + bonus + equity + executive benefits

We’ve partnered with a respected national wealth management firm to find their next Managing Director, Wealth & Estate Strategy. This is a high-visibility executive role leading advanced planning and wealth strategy for high-net-worth and ultra-high-net-worth clients across a nationwide advisor network. The Managing Director will design and lead the firm’s advanced planning platform, bringing together estate, tax, trust, insurance, philanthropy, and investment planning (including alternatives) into a cohesive solution that advisors can deliver directly to clients. This leader will be both the firm’s go-to expert on complex planning matters and the manager of a growing team, working closely with investment, product, due diligence, and compliance groups.

Responsibilities

• Program Leadership – Build and refine the firm’s advanced planning offering, including service models, pricing, and adoption metrics.
• Advisor Consulting – Partner with advisors nationwide on complex HNW/UHNW cases; provide resources, playbooks, and training.
• Technical Authority – Lead advanced strategies such as GRATs, SLATs, IDGTs, business succession, and philanthropic planning.
• Integrate Alternatives – Work with investment teams to incorporate private equity, hedge funds, real assets, and SMAs/UMAs into plans.
• Team Development – Manage and mentor a small team of planners, scaling as demand grows.
• Compliance Alignment – Ensure planning guidance aligns with SEC fiduciary obligations, Reg BI, and evolving tax and legal standards.

Qualifications

• CFP required; CFA, CPWA, or CEP highly valued
• JD strongly preferred
• 10+ years advising HNW/UHNW households
• Expertise in estate, tax, insurance, philanthropy, and investments
• Strong knowledge of alternative investments and their tax/liquidity considerations
• Proven leadership in building programs and managing planning teams
• Executive presence and ability to simplify complex strategies for advisors and clients

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

Job Details

• Seniority level – Executive
• Employment type – Full-time
• Job function – Business Development and Sales
• Industries – Staffing and Recruiting