VP, Trust & Estate Solutions

Position Summary

Primary Responsibilities

• Review and analyze existing estate plans and collaborate with financial advisors to develop tailored trust and estate planning strategies for high-net-worth and ultra-high-net-worth clients.
   
• Build and strengthen relationships with independent corporate trustees to enhance and streamline trust administration processes.
   
• Create and manage knowledge-sharing programs to educate and mentor financial advisors on trust and estate content, including updates on new legal developments and best practices.
   
• Assist in the creation and implementation of a technology platform incorporating cutting-edge estate planning software.
   
• Cultivate and maintain strong relationships with key professionals, such as attorneys and CPAs, to facilitate seamless estate planning and trust asset transfers for clients.

Qualifications

• Juris Doctor (JD) with expertise in high-net-worth estate planning (Illinois bar admission preferred).
   
• At least 8+ years’ experience as a practicing attorney working with high-net-worth clients, including drafting, reviewing and analyzing estate planning documents and sophisticated estate planning strategies.
   
• Ability to work independently and within the team structure, with strong interpersonal skills to represent Focus Financial Partners positively when working with advisors, their clients and their professional team. 
   
• Strong knowledge of trust administration, including the directed trust model and the laws of various trust situses, such as South Dakota, Delaware, Nevada, and New Hampshire.

The annualized base pay range for this role is expected to be between $175,000-$225,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.