Seeking Trust & Estate Attorney to serve as lead executive for a South Florida based Trust Company.
Ultra-High Net Worth Clients (25mm+). Includes Trust Planning, Trust Administration, Client Growth, and Strategic Business Planning.
Candidate Requirements:
- Requires 10+ years' experience working in trust and estate planning.
- Proven success in cultivating relationships and acting as a trusted advisor to UHNW individuals, families, and entities.
- Proficient in crafting and refining complex trust structures.
Executive Responsibilities:
- Develop departmental objectives, policies, and protocols.
- Recruit and train a highly capable team, cultivating a culture of professionalism, trust, and client-centered service.
- Review trust and estate plans for UHNW clients.
- Work with founders to help foster and close new business relationships.
- Build strong relationships, while serving as a trusted advisor to UHNW individuals, families, and organizations.
Additional Information:
- Competitive salary, performance-based bonuses, and equity.
The position is based in South Florida - candidates willing to relocate are encouraged to apply.