Day to Day:
Insight Global is seeking a Director of Trust and Estates, Wealth Strategist within the Financial Planning Group for one of our top clients, a wealth management firm. This position uses expertise in various areas of financial, estate, and tax planning to provide holistic estate, trust and financial planning strategies and solutions for ultra-high net worth individuals and multi-generational families. This client-facing role is a key member of a collaborative team providing their expertise in strategic wealth planning to support the Managing Director in empowering the client to achieve their goals.

Position Responsibilities:
Estate and Legacy Planning
Perform estate planning document reviews by reading clients will, trusts, power of attorney, marital agreement, partnerships, or other legal documents and may create summaries, flowcharts, observations and recommendations.
Develop and/or review technical, complex, and comprehensive estate plans focused on wealth transfer and estate planning that align with client values and minimize tax implications.
Research and model financial, charitable, estate, and tax planning topics related to proposed or completed client transactions and offers analysis and recommendations.
Participates in client meetings to present strategies and educate clients on complex estate and trust concepts.
Review prospective clients estate, trust, tax, and financials and prepare recommendations on potential estate and wealth planning strategies.
Serve as SME in estate and trust planning, advanced estate planning and gift tax planning.
Collaborate with the clients estate attorney to coordinate client solutions.
Comprehensive Financial Planning
Review and understand financial statements and business entity agreements to provide recommendations on titling and business structure.
Experience with business entity selection, reorganization, and succession planning desired.
Develop knowledge of all assigned clients through proactively cultivating relationships with Managing Directors and understanding the clients financial position and goals through review of client files and CRM.
Mentorship and Team Leadership
Participate in training and educating team members on estate and trust planning topics and deliverables.
Review planning deliverables prepared by planning team and identify planning opportunities.
Mentor and develop team members in estate, trust, and tax planning.
May prepare white papers, articles, or guides for internal or external audience.
Cross-functional Collaboration
Collaboration with cross functional team: Managing Directors, tax, portfolio management, client service, and trust services.
Interface with client attorneys, accountants, and other advisors to implement planning strategies.








Salary: $150,000-$195,000

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.

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