Founding Estate Planning Partner

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 networkranging from approximately $500M to $10B in assets under managementthat 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 firms 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 firms 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.

Required Skills:

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

Key Skills
Internship,Data Warehousing,Adobe Flash,Database Administration,Logistics
Employment Type : Full Time
Experience: years
Vacancy: 1