Senior Director, Estate Planning & Client Strategy

Moneta Group Investment Advisors LLC; Clayton (MO); On-site; USD 160,000 - 230,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance (employer

Disability insurance (short-term)

Disability insurance (long-term)

AD&D insurance

Basic life insurance

401k match 50% up to 6%

Profit-sharing bonus

Paid parental leave

Employee referral bonus

Onsite wellness programs

Job summary

Moneta Group Investment Advisors LLC is seeking a Director of Estate Planning Services to lead the department’s legal staff and serve as the firm’s primary technical resource on estate and trust planning matters. You will advise Partner teams and clients on strategies, review plans, and educate staff on relevant legal developments.

The role requires a J.D. with active bar admission, at least eight years of estate and trust planning experience, and strong Microsoft Office skills.

Qualifications

• J.D. degree required with active bar admission.
• Proficient in Microsoft Office applications.
• Authorized to work in the United States.

Responsibilities

• Lead the estate planning department's legal staff and act as the firm’s primary technical resource on estate and trust planning.
• Advise Partner teams and clients on estate planning strategies and review client plans.
• Identify and recommend updates to estate plans in response to changes in client circumstances or law.
• Prepare clients for estate planning discussions and coordinate with Counsel's independent counsel as needed.
• Educate internal staff on estate and trust planning principles and changes in law.
• Maintain active knowledge of estate and trust law developments through continuing legal education.
• Adhere to fiduciary standards and act in clients' best interests.

Skills

Legal expertise

Microsoft Office

Work authorization

Education

J.D. degree (required)

Bar admission active

LL.M. in Taxation or Estate Planning (preferred)

Job description

Moneta Group Investment Advisors LLC is seeking a Director of Estate Planning Services to lead the department’s legal staff and serve as the firm’s primary technical resource on estate and trust planning matters. You will advise Partner teams and clients on strategies, review plans, and educate staff on relevant legal developments.

The role requires a J.D. with active bar admission, at least eight years of estate and trust planning experience, and strong Microsoft Office skills.