Remote Estate Planning Growth Coach

WEALTHCOUNSEL; Jersey City (NJ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

PTO & Holidays

Volunteer Time

Matching donations

Home internet reimbursement

Gym membership reimbursement

Team connection opportunities

Job summary

WealthCounsel seeks an Estate Planning Practice Success Coach to support member engagement and retention by delivering coaching, education, and resources for building successful law practices. You will design programs, create content, and teach seminars to attorneys in trusts and estates, focusing on growth, marketing, and practice management.

You will collaborate with Learning faculty, coordinate with experts, and manage multiple projects while leveraging technology to enhance efficiency and

Qualifications

• Juris Doctor degree and active attorney licensure.
• Five to ten years practicing law with estate planning, trusts and estates, or elder law.
• Two to five years owning, managing, or growing a law practice.
• Experience coaching, mentoring, or advising attorneys on growth or professional development.
• Experience teaching substantive legal topics and developing courses or written content on marketing or practice management.
• Excellent writing, editing, presentation and verbal communication skills.
• Ability to supervise outside contributors (writers/speakers).
• Strong interpersonal and collaborative skills with ability to manage multiple projects.
• Excellent organizational skills and attention to detail.
• Interest in using technology/AI to improve operations and productivity.
• WealthCounsel membership preferred but not required.

Responsibilities

• Provide one-on-one and group coaching, training, and educational programming on topics like marketing, client acquisition, and practice management.
• Collaborate to design and implement programs, content, and resources to grow member practices.
• Develop programming addressing marketing, client acquisition, business development, staffing, leadership, and profitability.
• Coordinate with coaches and faculty to identify needs, recruit speakers, and teach webinars/workshops.
• Develop, curate, write, and edit content addressing law firm growth and client service.
• Create member-facing and consumer content (articles, newsletters, course materials, etc.).
• Coordinate with internal teams, members, affiliates, and experts on courses and writing projects.
• Oversee external relationships and deliverables for WealthCounsel programs.
• Teach substantive legal programs for trusts/estates and related topics.
• Monitor trends to recommend relevant programs/tools/resources.
• Perform other duties as assigned.
• Travel domestically occasionally.

Skills

Coaching

Program design

Content creation

Public speaking

Training delivery

Education

Juris Doctor (JD)

Tools

LMS

Job description

WealthCounsel seeks an Estate Planning Practice Success Coach to support member engagement and retention by delivering coaching, education, and resources for building successful law practices. You will design programs, create content, and teach seminars to attorneys in trusts and estates, focusing on growth, marketing, and practice management.

You will collaborate with Learning faculty, coordinate with experts, and manage multiple projects while leveraging technology to enhance efficiency and