Managing Partner, Estate Planning - UHNW

Remote role for US-based candidates only; no visa sponsorship available.

About the role

This position will strengthen forecasting, budgeting, and financial planning processes that guide business decisions. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The role offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Responsibilities

• Lead and develop the Regis estate planning practice, establishing technical standards and quality benchmarks
• Build and mentor an elite team of estate planning strategists focused on UHNW families
• Engage directly with highly complex estate planning cases as the senior technical authority
• Design comprehensive, advanced estate plans for clients with intricate balance sheets
• Integrate estate planning strategies within broader financial plans in collaboration with senior advisors
• Manage relationships with select, ultra-high net worth clients, typically with assets exceeding $100M
• Represent Regis in client development and industry events to elevate the firm's profile

Qualifications

• J.D. from an accredited law school; LL.M. in Taxation or Estate Planning preferred
• Licensed to practice law in at least one state
• Over 20 years of experience in estate planning, primarily with clients worth $50M+, particularly $100M+ families
• Experience leading high-performing estate planning teams in wealth management or private wealth legal settings
• Deep expertise in federal transfer tax law and advanced wealth transfer planning techniques

Pay

$300,000 – $450,000 annually

Benefits

• Company-paid life and AD&D insurance and long-term disability insurance
• Multiple medical plan options, including HDHPs and traditional plans
• Health Savings Account contributions when enrolled in HDHP medical plan
• Generous paid time off and 14 paid holidays, including a full Thanksgiving week
• Paid parental leave of 8 weeks and maternity benefits for family bonding