Estate Planning Strategist - Executive Director

Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. Bachelor's degree required. J.D. required Significant prior trusts and estates experience with a law or accounting firm Broad and deep knowledge of estate planning and tax planning strategies Strong income tax background as related to estate planning strategies Series 7 (including SIE), 66 and 24 required (can be obtained post-hire). Must have the ability to travel to meet with the Financial Advisors and clients. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between 150,000 and 250,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues. Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies. Work with team analysts to model estate planning strategies. Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax and financial plans. Develop new marketing and educational content.