Senior Counsel - Private Wealth Advisory
Senior Counsel, Private Wealth Advisory
Location: St. Louis, Mo
Office Requirments: Hybrid/flex
Compensation: $250,000 Base + $100,000 Bonus
Position Summary
A leading Wealth Management Company is seeking a highly experienced Trust & Estates attorney to join our Private Wealth Advisory team as Senior Counsel. In this strategic role, you will leverage your law firm/in-house background to provide education and guidance to financial advisors and their high-net-worth and ultra-high-net-worth clients. You'll collaborate across the organization to deliver sophisticated estate planning and trust administration solutions. This position does not involve drafting legal documents or tracking billable hours.
Primary Responsibilities
- Review and interpret existing estate plans, partnering with financial advisors to develop customized trust and estate strategies for high-net-worth clients.
- Build and maintain relationships with independent corporate trustees to enhance trust administration processes.
- Lead educational initiatives for financial advisors, including updates on legal developments and best practices in estate planning.
- Support the development and implementation of a technology platform integrating advanced estate planning tools.
- Foster relationships with external professionals, including attorneys and CPAs, to ensure seamless estate planning and trust asset transfers.
Qualifications
- Juris Doctor (JD) with deep expertise in estate planning for high-net-worth individuals.
- Minimum of 8 years' experience as a practicing attorney, including drafting and analyzing estate planning documents and strategies.
- Strong interpersonal and communication skills, with the ability to work independently and collaboratively across teams.
- In-depth knowledge of trust administration, including directed trust models and jurisdictional laws in states such as South Dakota, Delaware, Nevada, and New Hampshire.
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