Job details

Head of Private Client Initiatives

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

We are seeking a veteran estate planner with a specialty in wealth transfer and tax planning for ultra high net worth clients to join our team asHead of Private Client Initiatives, reporting to the Chief Legal Officer and working closely with our customers, product team and sales team. You will play a crucial role in serving as a trusted advisor and subject matter expert developing and maintaining the highest quality software solutions for ultra high net worth families and their team of advisors and fiduciaries. You should have an intimate knowledge of practicing in a law firm, working on some of the most complex estate planning techniques, and be the primary liaison between wealth.com and some of our most important customer relationships. You should also understand the intricacies of working in a fast-paced startup environment, especially working with product and engineering teams, and be willing to teach legal and non-legal personnel about complex estate planning topics. This position offers a unique opportunity to be part of a rapidly growing company and work cross-functionally with various departments to provide practical legal guidance and to develop an exciting software solution that will move the estate planning industry into the modern age.

Responsibilities:

Develop software tools for ultra high net worth wealth transfer and tax planning, including data capture, visualization and reporting, and tax projections
Service and protect our most important customer relationships
Lead and standardize the review process for estate planning and other documents submitted by customers
Serve as a trusted advisor and subject matter expert to the company
Support the company’s sales and marketing efforts, including attending conferences, trade shows, and other in-person events
Stay up-to-date on laws and regulations about private wealth management, estate planning and tax-driven planning to help Wealth adapt to, and capitalize on, the changing legal landscape
As the need arises, support the Chief Legal Officer to address legal risk in business-centric decisions, including strategic projects, contract negotiations, and product risk management

Qualifications:

Partner or equivalent title at Am Law 200 Law Firm in private client or equivalent group
J.D. degree from an American Bar Association accredited law school
Active law license in at least one U.S. state, in good standing
Minimum 10 years of experience as a practicing attorney
Experience with cross-border estate planning preferred, but not required
Strong record of business development
Proactive, entrepreneurial and problem-solving mindset with a passion for new areas of business and technology development in fintech and estate planning
Ability to lead projects as a resourceful and execution-oriented self-starter, to work with lean teams and limited resources, and to extend help to team members
Excellent judgment and aptitude for optimization given ambiguous and imperfect information
Strong communication skills (written and verbal), with an impressive ability to breakdown and articulate complex legal considerations in layman terms
Ability to collaborate with and build strong relationships across departments
Willingness to travel 3 to 4 times a year to attend in-person events (U.S. only)

$250,000 - $400,000 a year

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

Average salary estimate

$325000 / YEARLY (est.)

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$250000K

$400000K

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What You Should Know About Head of Private Client Initiatives, Wealth.com

Are you a seasoned estate planner with a knack for innovative strategies? Wealth.com is on the lookout for a Head of Private Client Initiatives! As the leading estate planning platform, we empower financial advisors with cutting-edge technology, AI, and expert knowledge to deliver a uniquely seamless experience. In this remote role, you'll be reporting directly to the Chief Legal Officer, collaborating with our stellar product and sales teams to craft the best solutions for ultra-high-net-worth clients. Your expertise in wealth transfer and tax planning will be crucial in developing software that can revolutionize the estate planning industry. Imagine working in a vibrant startup atmosphere where your ideas matter, and you're encouraged to share your intricate knowledge with not just legal teams but also non-legal staff! Here, we pride ourselves on our collaborative culture, which has earned us a spot as a Great Place to Work for 2024. Your responsibilities will include leading the review process for client documents and enhancing invaluable relationships. Plus, every day presents a new chance to stay ahead of legal trends and share insights that elevate our service quality. With a salary range of $250,000 - $400,000 a year, the opportunity to leave an impactful mark in the fintech world awaits you. Come join the Wealth.com family, where we innovate, collaborate and have fun while we're doing it!

Frequently Asked Questions (FAQs) for Head of Private Client Initiatives Role at Wealth.com

What are the primary responsibilities of the Head of Private Client Initiatives at Wealth.com?

The Head of Private Client Initiatives at Wealth.com is responsible for developing software tools for wealth transfer and tax planning for ultra-high-net-worth clients, leading client document reviews, and serving as a trusted advisor and subject matter expert within the organization. This role also involves helping the sales and marketing teams, maintaining key customer relationships, and ensuring that the company adapts to changing legal regulations.