Trust & Estates Specialist

Trust & Estates Specialist

Trust & Estates Specialist
350B AUM Financial Services Firm
Published
April 28, 2022
Location
New York City, San Francisco, Los Angeles, West Palm Beach, & Austin, US

Description

Overview

350B+ AUM National Financial Services firm seeks a Trust & Estate Specialist to work with Head of Fiduciary Solutions to build-out and lead HNW & UHNW focused trust & estates program.

Entrepreneurial, “start-up” culture with a track record of innovation and success.

Highlights

  • Opportunity to build a preeminent trust and estates platform by partnering with Financial Advisors and their clients to advise on comprehensive trust & estate planning and trust administration solutions for high net worth and ultra high net worth clientele.
  • Build and expand partnership relationships with external independent corporate trustee partners to streamline trust administration processes.
  • Develop and maintain relationships with centers of influence such as attorneys and CPAs to help facilitate estate planning for clients and transfer of related trust assets.
  • Build knowledge sharing programs leveraging online and offline channels to educate the financial advisors on leading edge trust and estate content
  • Competitive compensation package inclusive of base salary and performance based bonuses
  • Ability to work from the Firm's offices in New York City, San Francisco CA, Los Angeles CA, West Palm Beach FL, Austin TX

Requirements

  • Experience with high-net-worth client consultations, including review and analysis of current estate planning documents to determine trust opportunity and viability of moving relationship with 5M+ level clientele
  • JD strongly preferred
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