Senior Wealth Planner - Trusts, Estates & Private Banking

Brown Brothers Harriman & Co.; Boston (MA); On-site; USD 170,000 - 230,000; Full time

Benefits offered by this job

Competitive salary package

Total rewards package

Flexible time off

Volunteer opportunities

Job summary

Brown Brothers Harriman (BBH) is recruiting a Sr. Wealth Planner to join our Private Banking team in Boston. You will collaborate with an existing Senior Wealth Planner to deliver proactive guidance on trust, estate, philanthropic and tax matters for current and prospective clients.

You will engage with local trusts, estates and tax communities to stay current and foster valuable connections, while supporting relationship management and banking teams in delivering integrated advice.

Qualifications

• JD required; LLM or CPA a plus.
• Minimum 7 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million).
• Strong understanding of sophisticated estate planning techniques for high-net-worth clients.
• Experience preparing materials to illustrate client estate plans using Numbercruncher, Excel, PowerPoint, and eMoney.

Responsibilities

• Review estate planning documents, prepare materials for client presentations, and analyze complex estate planning, tax, trust, and philanthropic issues.
• Serve as trusted advisor to Private Banking clients by combining estate planning education, analysis, and guidance with investment and asset allocation support.
• Serve as a resource for Relationship Management teams on trust administration and estate planning issues to ensure top client service.
• Contribute to growth of Private Banking through referrals and gathering additional assets from existing clients.
• Win business from prospects by developing strong relationships through value-add guidance and advisory insights.
• Author articles and speak at external engagements to share insights and elevate BBH’s visibility.
• Build a network of high-net-worth contacts by engaging with legal associations, community organizations, and charity boards.

Skills

Estate planning

Trusts & Estates

Networking

Client relationship management

Education

Juris Doctor (JD)

LLM or CPA a plus

Tools

Numbercruncher

Excel

PowerPoint

eMoney

Job description

Brown Brothers Harriman (BBH) is recruiting a Sr. Wealth Planner to join our Private Banking team in Boston. You will collaborate with an existing Senior Wealth Planner to deliver proactive guidance on trust, estate, philanthropic and tax matters for current and prospective clients.

You will engage with local trusts, estates and tax communities to stay current and foster valuable connections, while supporting relationship management and banking teams in delivering integrated advice.