Wealth Strategist, Trust & Estates

Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our core values of empathy, integrity and rigor, the firm has organically grown to now manage over $35 billion in assets. Through our recruitment, learning & talent development, and employee-centric programming, the work environment is inclusive, collaborative, and endlessly curious. Our greatest asset is our people and the notable culture that we've built.

We are seeking an experienced Estate Planning Attorney to engage directly with our UHNW clients and prospects, providing expert advice, supporting client teams, and delivering internal training to client advisors. This individual will serve in a consultative nature to advisors and clients alike, with no document drafting or hourly billing requirements. This role has an intended requirement of 2 days per week on site.

Key Responsibilities:

Direct Client and Prospect Engagement

• Engage directly with a sophisticated national and international client base.
• Foster in-depth discussions on complex estate planning issues in collaboration with internal client coverage teams and external counsel to deliver optimal solutions.
• Participate in client and prospect meetings, taking on lead role in discussing wealth planning ideas.
• Engage in internal strategy sessions aimed at converting prospective clients.

Client Team Support

• Serve as a subject matter expert to client coverage teams on complex trust and estate planning matters.
• Ensure client teams deliver high level and effective advice on trust and estate topics.
• Review and analyze client estate planning documents alongside client coverage teams. Utilize planning software to provide detailed summaries of estate plans.
• Partner with internal teams to develop impactful educational materials for clients and prospects.

External Advisor Relationship Management

• Develop and maintain relationships with external trust and estate attorneys and industry COIs.
• Work in partnership with our Wealth Strategies Team to maintain and curate a list of preferred providers for firm clients.
• Represent BBR Partners at estate planning conferences and industry networking events, staying current on and facilitating the adoption of the latest planning techniques.
• Create and author tailored planning content for an UHNW audience.

Internal Education

• Collaborate with our internal learning and development team to develop a firm wide knowledge sharing strategy.
• Educate and mentor internal client advisors on complex estate planning concepts, keeping them informed about new laws, client updates and best practices.
• Develop internal training sessions and presentations regarding estate planning strategies and ongoing projects.

Adoption of New Technologies

• Stay current on developments in technology tools designed to provide more efficient and comprehensive analysis of client estate planning strategies and to provide more effective communication with client families on estate topics.
• Facilitate adoption and implementation of new tools including application of AI technologies.

Requirements:

• Juris Doctorate with 7+ years of estate planning experience working with UHNW families.
• LLM in taxation or CPA is beneficial.
• Deep knowledge of complex estate planning strategies.
• Strong communication skills and ability to explain intricate strategies to our client base and internal teams.
• Proven relationship builder.
• Problem solving and creative idea generation is highly valued for this role.

What We Offer:

• Competitive base salary and incentive compensation.
• Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
• 401K plan, Life insurance, and short & long-term disability coverage.
• One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
• Personalized development and career growth opportunities.
• Volunteer opportunities and matching charitable gift program.
• Flexible time off, paid parental leave, and Sabbatical with company tenure.
• Hybrid remote work environment, “Work from Anywhere” weeks, and business casual dress. 
• New office space with a variety of perks and amenities including catered lunches and stocked pantry.

Additional Information: 

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $250,000 and $300,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.