Senior Estate Planning & Wealth Transfer Strategist

Corient Services LLC; Boston (MA); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plans (4 options)

Dental & Vision & Life and AD&D

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health HS

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking an experienced estate planning professional to serve as the firm’s subject matter expert for complex wealth transfer matters for HNW/UHNW clients. You will lead planning discussions, tailor analyses for high-net-worth families, and communicate sophisticated concepts clearly to clients.

You will partner with Wealth Advisors on complex relationships, support business development by showcasing advanced planning capabilities, and mentor junior planners.

Qualifications

• Minimum of 5 years of law firm practice in estate planning.
• Experience advising families with $10M+ in investable assets.
• Deep expertise in tax planning, estate planning, and multigenerational wealth transfer strategies.
• Experience collaborating with estate attorneys, CPAs, and other external professional advisors.
• Proficiency with estate planning, financial planning, and tax projection software; Vanilla, NumberCruncher; eMoney, Holistiplan, etc.

Responsibilities

• Serve as the team’s subject matter expert for complex estate planning and wealth transfer matters impacting HNW and UHNW clients.
• Identify, design, and communicate sophisticated planning analyses and recommendations tailored to families with $10M+ in investable assets.
• Lead planning discussions related to: Estate planning and wealth transfer techniques Trust structures and trust optimization Trust administration Generational wealth transfer and family legacy planning.
• Communicate sophisticated planning concepts in a clear, practical, and client-friendly manner.
• Advisor Partnership & Client Engagement Partner closely with Wealth Advisors as the planning expert with the firm’s most complex client relationships.
• Support business development efforts by demonstrating the firm’s advanced planning capabilities to prospective clients and referral partners.
• Support Wealth Advisors in deepening client relationships through comprehensive and proactive planning.
• Serve as a trusted technical resource for Wealth Advisors and internal team members.
• Identify estate, tax, trust, and wealth transfer opportunities for review with clients, Wealth Advisors, and clients’ external legal and tax advisors.
• Enterprise Impact Coach and counsel Wealth Advisors on estate planning and wealth transfer strategies via formal training or as part of client relationship reviews.
• Become a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s thought leadership.
• Contribute to the Firm’s strategic direction of its wealth planning service offering.
• Mentor planners and help drive their development.

Skills

Estate planning expertise

Wealth transfer strategies

Client engagement

Communication skills

Team mentorship

Business development support

Education

Juris Doctor (JD)

Bachelor’s degree

Advanced credentials (CPA/CFP/CPWA/CTFA)

Tools

Vanilla

NumberCruncher

eMoney

Holistiplan

Job description

Corient is seeking an experienced estate planning professional to serve as the firm’s subject matter expert for complex wealth transfer matters for HNW/UHNW clients. You will lead planning discussions, tailor analyses for high-net-worth families, and communicate sophisticated concepts clearly to clients.

You will partner with Wealth Advisors on complex relationships, support business development by showcasing advanced planning capabilities, and mentor junior planners.