Wealth Strategist

TWM Executive Search; New York (NY); On-site; USD 180,000 - 300,000; Full time

Job summary

TWM Executive Search in New York seeks a Wealth Strategist/Trust Counsel to advise HNW/UHNW clients on estate planning and wealth transfer, collaborating with client teams and external advisors.

The ideal candidate holds a JD and has 10+ years of trust administration and wealth planning experience gained in a law firm or professional environment, with proven leadership in complex trusts and client matters.

Qualifications

• 10+ years of trust administration and wealth planning experience.
• Experience in a law firm or professional services environment.
• Ability to advise on estate planning in collaboration with client teams.

Responsibilities

• Advise clients on estate and wealth transfer strategies in collaboration with relationship teams and external advisors
• Serve as expert on estate, gift, and income tax law changes and their impact on client plans
• Represent the firm through thought leadership and community involvement in professional groups
• Provide guidance on trust administration matters and discretionary distributions
• Review trust documents and engage with outside counsel on trust accountings, terminations, and estate matters

Skills

Estate planning

Wealth transfer strategies

Trust administration

Tax law changes

Education

J.D. (JD) degree

Job description

Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning and wealth transfer.

• Advise clients on estate and wealth transfer strategies in collaboration with relationship teams and external advisors
• Serve as expert on estate, gift, and income tax law changes and their impact on client plans
• Represent the firm through thought leadership and community involvement in professional groups
• Provide guidance on trust administration matters and discretionary distributions
• Review trust documents and engage with outside counsel on trust accountings, terminations, and estate matters
• JD required with 10+ years' trust administration and wealth planning experience in law firm or professional environment