创始遗产规划合伙人
Founding Estate Planning Partner
这是一个远程职位。
职位简介
White Tiger Connections与领先的注册投资顾问（RIA）和经纪交易商合作，这些机构正在将其服务扩展到全面的遗产规划和税务合规领域。我们支持客户网络中的多家公司——管理资产规模从约5亿美元到100亿美元不等——这些公司正寻求建立或扩大内部遗产规划职能。
这是一个创始级别的职位，适合一位经验丰富的遗产规划专业人士，该人士准备在一个不断壮大的金融服务平台上建立、领导并拥有核心咨询业务。该职位包括保守的基本薪资、积极的绩效奖金结构以及有意义的股权参与。
职位描述
作为创始遗产规划合伙人，您将与公司领导密切合作，设计并领导整合到公司更广泛的财富管理产品中的遗产规划和税务合规服务。您将成为该领域的专家，关系负责人，并长期负责该业务领域。
该职位非常适合一位寻求在成熟金融机构中获得真正合伙关系、自主权和长期收益的高级遗产规划专业人士。
主要职责
· 在RIA或经纪交易商平台上主导遗产规划和税务合规服务的开发与执行
- 为高净值和超高净值客户提供复杂的遗产规划策略建议
- 与财富顾问、税务专业人士和公司领导合作，提供综合的客户解决方案
- 建立遗产规划服务的最佳实践、工作流程和合规标准
- 成为遗产规划相关工作的主要对外权威
- 在业务扩展过程中招聘、指导和管理更多的遗产规划或税务专业人员
- 推动公司在现有客户群中对遗产规划服务的增长和采用
任职要求
- 需要法学博士学位（JD）
- 至少12年的遗产规划、信托与遗产法及相关税务事务经验
- 有为高净值客户提供咨询服务的丰富经验
- 具备强大的领导力，能够建立并领导一个业务领域
- 具备企业家精神，准备好以创始合伙人的身份开展工作
- 高度的专业性、保密性和客户信任度
- 优先考虑的资质：CFP、系列许可证、MBA、CPA等
查看英文原文
This is a remote position.
About the Opportunity
White Tiger Connections works with leading Registered Investment Advisors (RIAs) and broker-dealers that are expanding their service offerings into comprehensive estate planning and tax compliance. We are supporting multiple firms across our client network—ranging from approximately $500M to $10B in assets under management—that are seeking to establish or scale an in-house estate planning function.
This is a founding-level opportunity designed for a highly experienced estate planning professional who is ready to build, lead, and own a core advisory vertical within a growing financial services platform. The role includes a conservative base salary, an aggressive performance-based bonus structure, and meaningful equity participation.
About the Role
As the Founding Estate Planning Partner, you will work closely with firm leadership to design and lead estate planning and tax-compliance services integrated into the firm’s broader wealth management offering. You will serve as the subject-matter expert, relationship lead, and long-term owner of this practice area.
This role is ideal for a senior estate planning professional seeking true partnership, autonomy, and long-term upside within an established financial organization.
Key Responsibilities
· Lead the development and execution of estate planning and tax-compliance services within an RIA or broker-dealer platform
- Advise high-net-worth and ultra-high-net-worth clients on complex estate planning strategies
- Collaborate with wealth advisors, tax professionals, and firm leadership to deliver integrated client solution
- Establish best practices, workflows, and compliance standards for estate planning services
- Serve as the senior client-facing authority for estate planning engagements
- Recruit, mentor, and manage additional estate planning or tax professionals as the practice scales
- Drive growth and adoption of estate planning services across the firm’s existing client base
Requirements
- Juris Doctor (JD) required
- Minimum of 12 years of experience in estate planning, trust and estate law, and related tax matters
- Extensive experience advising high-net-worth clients
- Strong leadership presence with the ability to build and lead a practice area
- Entrepreneurial mindset and readiness to operate as a founding partner
- High degree of professionalism, discretion, and client trust
- Preferred Credentials: CFP, Series licenses, MBA, CPA, and other relevant professional certifications
Benefits
Compensation & Partnership Structure
The role includes a conservative base salary, a highly performance-driven bonus structure, and meaningful equity participation tied to the growth, adoption, and long-term success of the estate planning practice within the broader platform.
Next Steps
If you are interested in building and leading an estate planning practice within a high-growth financial services platform, please apply and submit your resume.
Originally posted on Himalayas