Wealth Transfer Strategist - Boston, MA

ci; Boston (MA); Sur place; USD 175 000 - 250 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Estate planning

Wealth transfer

Tax planning

Multigenerational wealth

Client education

Presentation to clients

Collaboration with CPAs

Formation

Bachelor's degree

Juris Doctor (JD)

Outils

Vanilla

NumberCruncher

eMoney

Holistiplan

Description du poste

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:

Technical Expertise

• 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.

Advisor Partnership & Client Engagement

• 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.

Enterprise Impact

• 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 & Requirements

• 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.

Education & Credentials

Bachelor's degree and Juris Doctor (JD) required. Additional advanced credentials such as CPA, CFP, CPWA, or CTFA are highly valued

This position is exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $175,000 - $250,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the 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 typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based 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