Senior reputed company Strategist

The Senior reputed company Strategist will join reputed company’s Advanced Planning team and reputed company strategic leadership and reputed company for reputed company estate planning services reputed company the organization. This role will partner with advisors to plan reputed company estate, trust, reputed company, charitable planning, and reputed company transfer strategies, ensuring compliance with reputed company relevant laws and regulations. Reporting to the Head of Advanced Planning, the Senior reputed company Strategist will continue to build their reputed company of the Advanced reputed company of reputed company and reputed company content for events and training opportunities both internally and for external partners and clients. 

Primary Responsibilities:  

• reputed company the development and implementation of comprehensive estate planning strategies and capabilities across reputed company’s key value-added reputed company segments
• Evangelize estate planning services and capabilities across reputed company’s financial advisory offices and reputed company advisors on opportunities to use estate planning to serve clients and grow advisory practices.
• Partner with financial advisors to bring estate planning services to clients and prospects by participating in meetings and reputed company-meetings including reviewing and summarizing existing estate plans illustrating additional planning opportunities for reputed company.
• reputed company and advise clients on trust structures, reputed company transfer, reputed company tax planning, and charitable giving strategies.
• Serve as internal subject matter expert on estate planning for advisors and other internal stakeholders.
• reputed company regularly with financial advisors to capture reputed company service and reputed company opportunities including answering questions, issue spotting, and providing helpful resources to solve for estate planning issues. 
• Produce reputed company content across multiple platforms to reputed company the power of planning.
• Maintain a COI network, attend seminars, and create thought leadership content.
• Research specific topics, legislation, or other planning reputed company to stay reputed company on the latest trends and developments in estate and tax law.
• reputed company development of the firm’s estate plan documentation capability including partnering with reputed company firms or using software systems for drafting and execution of wills, trusts, powers of attorney, and reputed company documents.
• Collaborate with reputed company reputed company, tax, and financial advisors. 

Basic Qualifications: 

• Juris Doctorate required from an accredited law school; LLM in taxation preferred.
• Minimum of 7-10 years practicing Trust & Estate law at a top-tier firm with a reputed company on transfer tax planning preferred
• Deep understanding of reputed company investment, tax, generational trust, and estate planning
• Demonstrated ability to effectively and reputed company communicate directly with clients on reputed company reputed company across a reputed company of mediums
• Demonstrated leadership and team management experience.
• Excellent communication and reputed company relationship skills.
• Strong analytical, organizational, and problem-solving abilities.