UHNW Wealth & Estate Strategy Lead

CI Financial; Boston (MA); On-site; USD 119,000 - 193,000; Full time

Benefits offered by this job

401(k) Plan

Medical plans

Dental & Vision Insurance

Disability Insurance

Parental Leave

FSA/HSA

Job summary

Corient, the world’s largest multi-family office, seeks a senior estate planning professional to lead complex wealth transfer and tax planning for UHNW clients. You will serve as a planning expert, shaping strategies and communicating them clearly to clients and Wealth Advisors.

With at least 5 years in law firm estate planning and a JD, you’ll mentor planners, collaborate with CPAs and attorneys, and contribute to thought leadership.

Qualifications

• Minimum 5 years of law firm practice in estate planning.
• Experience advising families with $10M+ investable assets.
• Deep expertise in tax and estate planning for multigenerational wealth transfer.
• Experience collaborating with estate attorneys, CPAs, and other advisors.
• Proficiency with estate planning, financial planning, and tax projection software.

Responsibilities

• Serve as SME for complex estate planning and wealth transfer for UHNW clients.
• Lead planning discussions on estate planning, trust structures, and liquidity events.
• Collaborate with Wealth Advisors and external professionals.
• Mentor planners and contribute to staff development.
• Support business development and client relationship reviews.
• Stay current on planning issues and contribute thought leadership.

Skills

Estate planning expertise

Client communication

Team collaboration

Mentoring

Presentation to clients

Education

Bachelor’s degree

Juris Doctor (JD)

CPA/CFP/CPWA/CTFA valued

Tools

Vanilla

NumberCruncher

eMoney

Holistiplan

Job description

Corient, the world’s largest multi-family office, seeks a senior estate planning professional to lead complex wealth transfer and tax planning for UHNW clients. You will serve as a planning expert, shaping strategies and communicating them clearly to clients and Wealth Advisors.

With at least 5 years in law firm estate planning and a JD, you’ll mentor planners, collaborate with CPAs and attorneys, and contribute to thought leadership.