Director, Estate Planning
Executive Summary
We are seeking a full-time Director, Estate Planning, to join our team. The Director of Estate Planning provides expert estate planning guidance to client service teams, plays a thought leadership role in the wealth transfer space, represents the firm in business development and external relationship efforts, and plays a key role in advancing and strengthening the firm’s overall Wealth Planning capabilities.
Responsibilities
Your Role and Responsibilities
Leads the Estate Planning efforts within the Wealth Planning committee
Builds and maintains deep relationships with outside estate planning practitioners
Provides mentoring, support and training to various team members
Works with clients’ outside estate planning counsel and outside accountants
Communicates with Client Services colleagues and clients to address client questions
Prepares error-free client materials
Strives to make clients highly satisfied with your interactions and service
Executes individual development plan; continues to learn and grow
Education
Educates the firm's client-facing professionals on trust and estate planning concepts
Stays current on any changes in legislation, trends in the wealth transfer space, and disseminates updates to Client Services team
Assists in the preparation of white papers on Estate/Financial Planning topics
Participates in other firm-wide projects related to various wealth planning topics
Proactively looks for improvement opportunities and enhancements in such items as client materials (with regard to estate planning and wealth planning)
Experience And Education
J.D. required and L.L.M. in Taxation an added plus
7-12 years of relevant experience
A demonstrated knowledge of financial planning topics to include estate planning, income taxation, executive compensation, insurance and retirement planning
A working knowledge of income and transfer tax landscape
A strong understanding of the RIA business
Skills And Attributes
A high EQ
A strong work ethic and a team player
The ability to complete/manage projects that include multiple tasks
A self-starter with a desire to own projects and outcomes
The ability to integrate detailed voluminous information into a direct, concise communication while accommodating the subtleties of income and estate tax planning
A willingness and ability to balance additional support from technology, where appropriate
Compensation And Benefits
We provide a competitive salary commensurate with your experience and skills and offer a meaningful annual bonus based on company and individual performance.
The full salary range for this San Francisco-based position is $240,000 to $270,000 (i.e., reporting to San Francisco as your home LNW office at least 2 days per week).
We offer excellent benefits including medical, dental, and vision coverage; generous time off (including a sabbatical program after 10 years); flexible spending plans for health care, transportation, and dependent care; 401(k) plan, educational reimbursements, and more.
About Us
For more than five decades, Laird Norton Wetherby (LNW) has served the interests of exceptional families and individuals. As both an RIA and trust company, LNW offers a full spectrum of specialized wealth and legacy planning, investment management, and trust and estate services that advance the aspirations and long-term multigenerational financial ambitions of its clients. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliate trust company in South Dakota, empowering clients across the U.S. LNW is majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States, with co-ownership by LNW employees.