Senior MD, Family Office & Wealth Planning

Automatic Data Processing, Inc.; Carmel (IN); On-site; USD 180,000 - 260,000; Full time

Job summary

Automatic Data Processing, Inc. seeks a Managing Director & Family Office Fellow to lead and review complex estate and wealth planning deliverables for a Florida-based client team. You will develop proactive strategies with Managing Directors and prepare comprehensive plans incorporating client needs.

You will also act as a technical resource, supporting tax and estate planning issues, authoring expert articles, and training internal staff across the firm.

Qualifications

• Requires strong analytical skills and ability to interpret complex estate documents.
• Excellent written and verbal communication for client meetings and publications.
• Proven ability to multi-task in a fast-paced wealth planning environment.
• Experience with high-net-worth wealth planning and multi-generational families.

Responsibilities

• Produce and review complex estate and wealth planning deliverables.
• Develop observations and proactive recommendations.
• Collaborate with Managing Directors and client teams for meetings.
• Write and publish expert articles on wealth transfer topics.
• Provide training and educational materials to internal associates.

Skills

Analytical skills

Written communication

Verbal communication

Independent worker

Education

JD / LLM / MST

CPA, CFP, CPWA designation

Tools

Excel

Job description

Automatic Data Processing, Inc. seeks a Managing Director & Family Office Fellow to lead and review complex estate and wealth planning deliverables for a Florida-based client team. You will develop proactive strategies with Managing Directors and prepare comprehensive plans incorporating client needs.

You will also act as a technical resource, supporting tax and estate planning issues, authoring expert articles, and training internal staff across the firm.