Director of Strategy and Planning | United States | Remote
Grafana LabsSalary not specified
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Wealth Management, Financial ServicesIndustries
Requirements
- Experienced and strategic leader in estate planning
- Thought leader in estate planning
- Exceptional client service skills
- Thrives in a team-oriented culture
- Ability to provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning
- Skill in producing estate plan summaries and flow charts for clients
- Ability to engage with and educate clients on wealth preservation techniques that minimize taxes and align with personal and family goals
- Capability to collaborate closely with Director of Financial Planning, Director of Tax, and in-house law firm for Multi-Family Office and Single Family Office clients
- Experience working with internal and external partners to maintain corporate trustee services and identify trustee solutions
- Serve as a trusted advisor and educator, communicating complex estate planning concepts clearly and ensuring implementation
- Stay current on estate tax laws, regulations, and industry trends
Responsibilities
- Lead the estate planning function, developing and implementing innovative strategies for high-net-worth and ultra-high-net-worth clients
- Provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning, including producing estate plan summaries and flow charts for clients
- Engage with and educate clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes their personal and family goals
- Collaborate closely with Director of Financial Planning, Director of Tax, and in-house law firm for Multi-Family Office and Single Family Office clients to address client-specific needs and goals
- Work with internal and external partners to maintain corporate trustee services and help clients identify appropriate trustee solutions
- Serve as a trusted advisor and educator, effectively communicating complex estate planning concepts in a clear and actionable manner and overseeing the implementation of strategies
- Stay current on estate tax laws, regulations, and industry trends to proactively advise clients and internal teams on potential opportunities and risks
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary for the Director of Estate Planning role?
This information is not specified in the job description.
Is this a remote position or is there a location requirement?
This information is not specified in the job description.
What skills are required for the Director of Estate Planning position?
The role requires being a thought leader in estate planning, possessing exceptional client service skills, and thriving in a team-oriented culture, along with expertise in estate, tax, and wealth transfer strategies including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession.
What is the company culture like at Brighton Jones?
Brighton Jones fosters a culture that thinks big, cares deeply, and celebrates each other proudly, driven by values of Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community, with a #OneTeam of 300+ passionate individuals who bring a 'How can I help?' attitude.
What makes a strong candidate for this role?
A strong candidate is an experienced and strategic leader who is a thought leader in estate planning with exceptional client service skills, thrives in a team-oriented culture, and can develop innovative strategies for high-net-worth clients while collaborating with Personal CFOs.
Brighton Jones
Wealth management and financial planning services
About Brighton Jones
Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.
Seattle, WashingtonHeadquarters
1999Year Founded
VENTURE_UNKNOWNCompany Stage
Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Paid Vacation
Paid Holidays
Parental Leave
Commuter Benefits
Wellness Program
Risks
Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.
DIY financial planning tools could reduce demand for traditional advisory services.
Investments in volatile sectors expose Brighton Jones to significant market risks.
Differentiation
Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.
They emphasize a holistic approach, integrating personal values with financial goals.
Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.
Upsides
Growing demand for ESG investing aligns with Brighton Jones' holistic approach.
Aging population increases demand for retirement planning, benefiting Brighton Jones' services.
AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.
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