Trust & Estate Planning Specialist
$220,000–$260,000 year
HybridNew York City, New York, United States
Job Summary
Advise wealthy clients on tax, trust, and estate planning, including pre-liquidity and charitable strategies. Support advisor teams and portfolio managers by delivering subject matter expertise while collaborating with external attorneys, law firms, and third-party solution providers to deliver tailored, comprehensive advice. Leverage technology to scale advisory delivery and act as a thought leader through articles and speaking engagements. Promote internal trust company capabilities to industry centers of influence. This role requires 10+ years of experience in high-net-worth relationships with a J.D. and operates within a multi-disciplinary team of tax, trust, and estate specialists.
Required Qualifications
- 10+ years of experience in tax, trust and estate planning
- J.D.
- Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship
Desired Qualifications
- LL.M. in Taxation
- Prior work in law and/or wealth management
- Proven ability to manage complex, high-net-worth relationships with a focus on trust and estate planning
- Strong collaborator who works effectively within a multi-disciplinary team
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