Director, Wealth Strategy - Estate Planning

The Wealth Strategy team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high-net-worth clients. We are a collaborative and high-performing division focused on delivering sophisticated planning strategies to high‑net‑worth and ultra‑high‑net‑worth families.

As a Director, Wealth Strategy, you will leverage your estate planning and tax expertise to deepen relationships, support advisors, and drive new business growth.

• Drives business development through leading prospective client meetings, presentations, and thought leadership publications.

• Identify planning gaps, articulating value, and supporting regional vice presidents in closing new client relationships.

• Meeting internally with wealth advisors, financial planners, other wealth management, and members of the Wealth Solutions group to review and maintain estate

• Reviewing and summarizing existing estate planning documents, and providing strategic recommendations to enhance the client’s overall planning structure

• Answering general informational tax and estate planning questions from clients and advisor teams

• Serving as an in-house resource in tax and estate planning to wealth management teams nationwide

• Remaining current with related estate, trust, and tax legislation nationwide

• Build and maintain strong referral networks with attorneys, CPAs, and centers of influence.

• Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients.

Working Conditions: Professional office environment. Requires travel, prolonged sitting and standing, and an assigned workstation. No heavy lifting over 20 lbs.

Application Deadline : The initial deadline for applications is 6/9/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible.

If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.