Senior Wealth Transfer & Estate Planning Strategist

ci; Boston (MA); On-site; USD 175,000 - 250,000; Full time

Job summary

Corient in Massachusetts seeks an experienced estate planning attorney to serve HNW/UHNW families, guiding complex wealth transfer, trust optimization, and tax strategies.

You will partner with Wealth Advisors, lead planning discussions, and translate sophisticated concepts into clear client guidance. The role requires strong collaboration, presentation skills, and meticulous attention to detail in a fast-paced team environment.

Qualifications

• Minimum of 5 years of law firm practice in estate planning.
• Significant 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.
• Professional, personable, tactful, efficient, and self-motivated.
• Strong interpersonal skills and ability to thrive in a fast-paced, team-based, collaborative environment.
• Not just a proficient technician. Ability to present to clients clearly and persuasively.

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 administration, and generational wealth planning.
• Communicate sophisticated planning concepts in a clear, practical, and client-friendly manner.
• Partner closely with Wealth Advisors as the planning expert for the firm's most complex client relationships.
• Support business development by demonstrating advanced planning capabilities to prospective clients and referral partners.
• Support Wealth Advisors in deepening client relationships through comprehensive and proactive planning.

Skills

Estate planning

Wealth transfer

Tax planning

Multigenerational wealth

Client education

Presentation to clients

Collaboration with CPAs

Education

Bachelor's degree

Juris Doctor (JD)

Tools

Vanilla

NumberCruncher

eMoney

Holistiplan

Job description

Corient in Massachusetts seeks an experienced estate planning attorney to serve HNW/UHNW families, guiding complex wealth transfer, trust optimization, and tax strategies.

You will partner with Wealth Advisors, lead planning discussions, and translate sophisticated concepts into clear client guidance. The role requires strong collaboration, presentation skills, and meticulous attention to detail in a fast-paced team environment.