Managing Director, Estate & Wealth Planning
Remote · New York City, New York, United States or US
Job Summary
The Managing Director of Advanced Estate & Wealth Planning is a senior strategic resource within Sanctuary Wealth, focused on designing, evaluating, and coordinating estate, trust, and legacy planning strategies for high-net-worth and ultra-high-net-worth clients. This role enhances advisor capabilities, drives growth, and integrates estate planning solutions with additional services. The individual will translate complex planning concepts into actionable strategies, serving as a critical support for advisors managing intricate client relationships.
Required Qualifications
- Experience in estate and wealth planning
- Strong strategic planning skills
- Ability to work with high-net-worth and ultra-high-net-worth clients
- Excellent communication and interpersonal skills
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