Wealth Strategist

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

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

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

• Asset protection and risk management

• Charitable and philanthropic planning

• Family governance

• Business succession and liquidity event planning

• Communicate sophisticated planning concepts in a clear, practical, and client-friendly manner.

• 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.

• 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

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; Vanilla, NumberCruncher; eMoney, Holistiplan, etc.
• Professional, personable, tactful, efficient, and self-motivated.
• Strong interpersonal skills and demonstrated ability to thrive in a fast-paced, team-based, collaborative environment.
• Not just a proficient technician. Experience presenting to clients in a competent, confident, persuasive, and empathetic manner. Able to formulate knowledgeable and convincing answers to tough questions on the spot.
• Strong organizational skills, ability to manage multiple priorities, commitment to accuracy, service-minded approach, and meticulous attention to detail required.
• Bachelor’s degree and Juris Doctor (JD) required.
• Additional advanced credentials such as CPA, CFP, CPWA, or CTFA are highly valued

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position.Additionalduties and responsibilities may be assignedwith or without notice.

Pay Information

This position isexempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is$119,200 - $193,200 USD per year.Weare required toprovide a reasonable estimate of the compensation range for this role. This rangetakes into accountthe wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typicalfor an individual to be offered a salary at or near the top of the range for a position. Salary offers aredeterminedbased on final candidate qualifications and experience.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts& Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model foster collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.