VP, Trust & Estate Solutions

Overview

Join to apply for the VP, Trust & Estate Solutions role at Focus Financial Partners

Focus Financial Partners is seeking a Trust & Estates attorney to join our distinguished T&E advisory team. In this role you will apply the skills and expertise acquired from previous law-firm experience to provide education and guidance in a non-legal capacity to financial advisors and their clients. You will have the opportunity to partner with financial advisors across Focus, helping deliver comprehensive trust and estate planning and trust administration solutions to high-net-worth and ultra-high-net-worth individuals and families. This role does not include drafting estate planning documents or tracking billable hours.

This position can be based in St. Louis, MO / Chicago, IL.

Primary Responsibilities

• Review and analyze existing estate plans and collaborate with financial advisors to develop tailored trust and estate planning strategies for high-net-worth and ultra-high-net-worth clients.
• Build and strengthen relationships with independent corporate trustees to enhance and streamline trust administration processes.
• Create and manage knowledge-sharing programs to educate and mentor financial advisors on trust and estate content, including updates on new legal developments and best practices.
• Assist in the creation and implementation of a technology platform incorporating cutting-edge estate planning software.
• Cultivate and maintain strong relationships with key professionals, such as attorneys and CPAs, to facilitate seamless estate planning and trust asset transfers for clients.

Qualifications

The annualized base pay range for this role is expected to be between $175,000-$225,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

For California Applicants : Information on your California privacy rights can be found here

For Indiana Applicants : It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants : I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAPH OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants : If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants : Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Compensation and Benefits

The base pay range is provided above. This base pay is one component of total compensation, which may include annual bonus and a comprehensive benefits package.

Seniority level : Executive

Employment type : Full-time

St Louis, MO $122,200.00-$219,900.00; Greater St. Louis $95,000.00-$115,000.00; St Louis, MO $110,000.00-$160,000.00; etc. (location-based listings and related roles are provided for context and are not part of the core job).

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