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Job Description

Day to Day:

Insight Global is seeking a Director of Trust and Estates, Wealth Strategist within the Financial Planning Group for one of our top clients, a wealth management firm. This position uses expertise in various areas of financial, estate, and tax planning to provide holistic estate, trust and financial planning strategies and solutions for ultra-high net worth individuals and multi-generational families. This client-facing role is a key member of a collaborative team providing their expertise in strategic wealth planning to support the Managing Director in empowering the client to achieve their goals.

Position Responsibilities:

Estate and Legacy Planning

Perform estate planning document reviews by reading clients will, trusts, power of attorney, marital agreement, partnerships, or other legal documents and may create summaries, flowcharts, observations and recommendations.

Develop and/or review technical, complex, and comprehensive estate plans focused on wealth transfer and estate planning that align with client values and minimize tax implications.

Research and model financial, charitable, estate, and tax planning topics related to proposed or completed client transactions and offers analysis and recommendations.

Participates in client meetings to present strategies and educate clients on complex estate and trust concepts.

Review prospective clients estate, trust, tax, and financials and prepare recommendations on potential estate and wealth planning strategies.

Serve as SME in estate and trust planning, advanced estate planning and gift tax planning.

Collaborate with the clients estate attorney to coordinate client solutions.

Comprehensive Financial Planning

Review and understand financial statements and business entity agreements to provide recommendations on titling and business structure.

Experience with business entity selection, reorganization, and succession planning desired.

Develop knowledge of all assigned clients through proactively cultivating relationships with Managing Directors and understanding the clients financial position and goals through review of client files and CRM.

Mentorship and Team Leadership

Participate in training and educating team members on estate and trust planning topics and deliverables.

Review planning deliverables prepared by planning team and identify planning opportunities.

Mentor and develop team members in estate, trust, and tax planning.

May prepare white papers, articles, or guides for internal or external audience.

Cross-functional Collaboration

Collaboration with cross functional team: Managing Directors, tax, portfolio management, client service, and trust services.

Interface with client attorneys, accountants, and other advisors to implement planning strategies.

Salary: $150,000-$195,000

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

Bachelors degree in business administration, accounting, taxation, finance, or related field

10+ years of relevant experience working for a law, accounting, or advisory firm within this practice area

Possess extensive experience in strategic wealth planning for high-net worth individuals and multi-generational families

Ability to organize and manage multiple priorities JD, CFP®, CPA CPWA, MST, or LLM in taxation designation null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].