Head Of Private Client Initiatives

Summary

Join Wealth.com, a leading estate planning platform, as the Head of Private Client Initiatives. Reporting to the Chief Legal Officer, you will be a crucial advisor and subject matter expert, developing and maintaining high-quality software solutions for ultra-high-net-worth families. This role requires a strong legal background, experience with complex estate planning, and the ability to work in a fast-paced startup environment. You will collaborate with various departments, providing legal guidance and contributing to the development of innovative software. The position offers a unique opportunity to shape the future of estate planning and be part of a rapidly growing company. A competitive salary is offered, ranging from $250,000 to $400,000 annually.

Requirements

• 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
• 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)

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

Preferred Qualifications

Experience with cross-border estate planning

Benefits

$250,000 - $400,000 a year