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Managing Partner, Estate Planning – UHNW

2 months, 1 week ago
United States
Full-time
Lead
Legal Counsel
Finance and Accounting
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 23

Description

  • Lead and grow the Regis estate planning practice by setting the technical standard, practice philosophy, and quality bar.
  • Build, lead, and mentor an elite team of UHNW-focused estate planning strategists.
  • Serve as the firm’s senior-most technical authority on estate planning and handle the most complex client situations.
  • Design and implement advanced estate plans and sophisticated wealth transfer strategies for multi-generational families.
  • Partner with senior wealth advisors, tax strategists, and Regis leadership to integrate estate planning into broader financial plans.
  • Own and deepen relationships with a select portfolio of Regis families, including clients with $100M+ balance sheets.
  • Collaborate with outside advisors such as attorneys, CPAs, trustees, and family office consultants.
  • Represent Regis in prospective client development, industry conferences, and thought leadership initiatives.
  • Partner with Regis leadership on practice development, talent strategy, and operational improvements.

Requirements

  • Juris Doctor (J.D.) from an accredited law school.
  • LL.M. in Taxation or Estate Planning strongly preferred.
  • Licensed to practice law in at least one state.
  • 20+ years of legal experience in estate planning.
  • Majority of experience advising clients with balance sheets of $50M or greater; experience with $100M+ families required.
  • Demonstrated track record of building and leading high-performing estate planning teams.
  • Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning.
  • Experience advising on business succession, liquidity events (IPOs, M&A exits, ESOP transactions), and closely held business interests.
  • Prior leadership experience at an AmLaw 100/200 firm, nationally recognized estate planning boutique, multi-family office, or equivalent private wealth platform.
  • ACTEC Fellowship strongly preferred.
  • AV Preeminent® Martindale-Hubbell rating preferred.
  • Comfort operating within a regulated RIA structure and a team-based financial advisory environment.
  • Ability to travel up to 20%.

Benefits

  • Total expected cash compensation of $300,000 to $450,000, including base salary and annual bonus.
  • Additional cash bonus and other incentive compensation may be available.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA contributions for eligible HDHP plans.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous PTO.
  • Paid parental leave of 8 weeks and family medical leave.
  • 401(k) retirement plan with Traditional, Roth, match, and after-tax options.
  • Employee assistance program, adoption assistance, pet insurance, and concierge services.
  • Personalized financial planning and guidance at preferred employee pricing.

Interested in this position?

Apply directly on the company website

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