Senior Lead Fiduciary Advisory Specialist

• Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs
• lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners
• deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking
• provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies
• collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• interact with internal or external customers, Accountants and Attorneys

7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer
• knowledge of complex estate planning strategies including tax strategies
• ability to read, interpret and explain will and trust documents, probate laws and tax provisions
• JD, LLM, CFP or CTFA designations
• experience working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM +

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement