Overview In this role you drive complex wealth planning for high- and ultra-high-net-worth clients, partnering with Advisor teams to design and implement integrated strategies. You connect with clients, centers of influence, and advisors to expand relationships and identify opportunities. You stay current on tax and estate planning developments to shape actionable plans. You work across wealth planning topics to help clients achieve their financial goals in collaboration with bank partners.
Compensation / Benefits- competitive benefits
- flexible work arrangements
- opportunities to learn and grow
- travel opportunities (up to 10%)
Responsibilities- Lead the wealth planning engagement process from initial contact to final delivery
- Collaborate with Wealth Strategy Specialists/Analysts to gather data, run analyses, and craft planning solutions
- Develop holistic planning strategies aligned with bank capabilities and client needs
- Expand client relationships and assist Advisors in new business with high- and ultra-high-net-worth clients
- Demonstrate advanced knowledge across wealth planning topics (trusts, taxes, investments, retirement, cash flow, business sales, philanthropy)
- Stay current with trust, estate, and tax developments and their impact on clients
- Build a network with local centers of influence to create a referral ecosystem
- Travel up to 10% as needed
Key requirements- Ability to earn client trust by understanding goals and crafting effective strategies
- Advanced understanding of taxation, investments, income, business entities, and cash flow modeling
- Advanced knowledge of transfer tax systems and core tax-saving strategies (irrevocable trusts, SIDGTs, GST trusts)
- Advanced knowledge of charitable and split-interest trusts (CRTs, CLTS, GRATs, QPRTs)
- Proven ability to grow client relationships and support advisor-led sales
- Proficiency with Word, Excel, PowerPoint
- Experience with Wealth Strategy models and planning software such as WealthMaster
- Critical Thinking
- Oral Communications
- Presentation Skills
- WealthMaster planning software
- Wealth Strategy stochastic models
- Microsoft Word
