Senior Director - Concierge Planning Attorney (Remote - US)

Position Overview

• Location Type: US-Remote
• Job Type: Full time
• Salary: $149,380.00 - $277,420.00 (Geographic specific pay structures may apply, e.g., Structure 110: $149,380.00 - $277,420.00 USD; Structure 115: $156,170.00 - $290,030.00 USD)

In this role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Deep estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required.

Primary Duties and Responsibilities

• Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.
• Analyze clients’ financial situations to design strategies and drive client decision making.
• Examine and position solutions with focus on Northwestern Mutual’s approach of integrating investments and life insurance.
• Lead presentations to advisors and clients to enable client decision making.
• Collaborate with clients’ outside legal and tax advisors.
• Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately).
• Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth and ultra-high-net-worth marketplace and ensure seamless delivery of planning presentation.

Qualifications

• JD from an accredited program. Additional advanced degree preferred, such as CFP, CPA, or LL.M.
• Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
• Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.
• Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
• Series 6 or Series 7 required or obtain within the first 6 months of hire.
• Home State Insurance License required or obtain within the first 6 months of hire.
• Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals.
• Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice.
• Proven ability to develop trusting relationships with financial advisors and be a team player.
• A desire to mentor others is a plus.
• Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus.

Company Information

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do.