Job details

VP, Trust & Estates Solutions Team

Focus Financial Partners is seeking a Trust & Estates attorney to join our distinguished T&E advisory team. In this role you will apply the skills and expertise acquired from previous law-firm experience to provide education and guidance in a non-legal capacity to financial advisors and their clients. You will have the opportunity to partner with over 3,000 financial advisors across Focus Partner Firms, helping deliver comprehensive trust and estate planning and trust administration solutions to high-net-worth and ultra-high-net-worth individuals and families. This role does not include drafting estate planning documents or tracking billable hours and provides flexibility to work from Focus Partner Firm offices in St. Louis, MO, or the greater Chicago, IL area.

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.

About Focus Financial Partners

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.

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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4.6

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CEO of Focus Financial Partners

Ruediger (Rudy) Adolf

Approve of CEO

Average salary estimate

$200000 / YEARLY (est.)

min

max

$175000K

$225000K

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What You Should Know About VP, Trust & Estates Solutions Team, Focus Financial Partners

Focus Financial Partners is on the lookout for an inspiring VP of Trust & Estates Solutions to elevate our stellar T&E advisory team. Imagine stepping into a role where your legal expertise is put to the test not in the courtroom, but in shaping the financial futures of high-net-worth and ultra-high-net-worth individuals and families. As part of this dynamic team, you'll guide financial advisors and their clients by reviewing and analyzing existing estate plans and creating bespoke trust and estate strategies. The role allows for rewarding collaborations with over 3,000 financial advisors within Focus Partner Firms, so your impact will be far-reaching. You won't get bogged down with drafting legalese or tracking billable hours; instead, you'll play a crucial role in knowledge-sharing programs and innovative technology platforms that enhance estate planning. If building relationships with independent corporate trustees and key professionals like attorneys and CPAs sounds exciting, then this is the job for you! Living in the vibrant cities of St. Louis or greater Chicago, you'll enjoy the flexibility of working from various offices while making a real difference in the lives of clients. If your bag includes a JD, substantial experience with high-net-worth clients, and a burning passion for transforming trust and estate solutions, we'd love to hear from you! The compensation ranges from $175,000 to $225,000, complemented by additional bonuses and an exceptional benefits package.

Frequently Asked Questions (FAQs) for VP, Trust & Estates Solutions Team Role at Focus Financial Partners

What are the responsibilities of the VP, Trust & Estates Solutions at Focus Financial Partners?

As the VP of Trust & Estates Solutions at Focus Financial Partners, you'll review and analyze estate plans, collaborate with financial advisors to create tailored strategies, foster relationships with trustees, and lead knowledge-sharing initiatives. This position allows you to directly impact high-net-worth clients by providing them with comprehensive estate planning guidance.