Director of Wealth Planning
About The Position
Lead and mentor a high performing Wealth Planning team Develop, maintain, and evolve the firm’s wealth planning offering across all client segments, including traditional high net worth and ultra-high net worth (“family office”) Serve as a voting member of the firm’s Wealth Management Committee (“WMC”) Prepare presentation and support materials for WMC Participate in and prepare wealth planning material for monthly Advisor Team Meetings (“ATM”) Serve as a Subject Matter Expert (“SME”) for wealth planning topics Work alongside Wealth Advisory team to deliver planning services and advice for clients and prospective, particularly advanced strategies Work closely with the LW Fellowship Program on all training and development programs and materials for all wealth planning matters Collaborate with Philanthropy Chair to develop charitable planning best practices and resources Coordinate with Chief Administrative Officer (“CAO”) and Wealth Advisor Leadership team to develop content and programming for Wealth Advisor offsite meetings (generally held 2x per year)
Responsibilities
- Lead and mentor a high performing Wealth Planning team
- Develop, maintain, and evolve the firm’s wealth planning offering across all client segments, including traditional high net worth and ultra-high net worth (“family office”)
- Serve as a voting member of the firm’s Wealth Management Committee (“WMC”)
- Prepare presentation and support materials for WMC
- Participate in and prepare wealth planning material for monthly Advisor Team Meetings (“ATM”)
- Serve as a Subject Matter Expert (“SME”) for wealth planning topics
- Work alongside Wealth Advisory team to deliver planning services and advice for clients and prospective, particularly advanced strategies
- Work closely with the LW Fellowship Program on all training and development programs and materials for all wealth planning matters
- Collaborate with Philanthropy Chair to develop charitable planning best practices and resources
- Coordinate with Chief Administrative Officer (“CAO”) and Wealth Advisor Leadership team to develop content and programming for Wealth Advisor offsite meetings (generally held 2x per year)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
