Family Office Director of Estate Planning

Brighton JonesSeattle, WA, United States

30+ days ago

Job type

Full-time

Job description

Family Office Director of Estate Planning

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Family Office Director of Estate Planning

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At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.

Our mission goes beyond managing investments. We're changing the world through Wealth Alignment : helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.

This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and advise over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.

At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.

We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.

Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.

We are seeking an experienced and strategic Director of Estate Planning to lead and expand our estate planning services. This role is dedicated to helping clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. The Director of Estate Planning will provide expert guidance on estate, tax, and wealth transfer strategies while collaborating with our Personal CFOs and other specialists to ensure seamless integration into clients’ overall financial plans. The ideal candidate is a thought leader in estate planning, possesses exceptional client service skills, and thrives in a team-oriented culture.

Take our Values in Action Self-Assessment to see how our values align!

Your Role :

Lead the estate planning function, developing and implementing innovative strategies for high-net-worth and ultra-high-net-worth clients.
Provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning. Including producing estate plan summaries and flow charts for clients.
Engage with and educate clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes their personal and family goals.
Collaborate closely with Director of Financial Planning, Director of Tax, and in house law firm for Multi-Family Office and Single Family Office Clients to address client specific needs and goals.
Work with internal and external partners to maintain corporate trustee services and help clients identify appropriate trustee solutions.
Serve as a trusted advisor and educator, effectively communicating complex estate planning concepts in a clear and actionable manner and see through the implementation of strategy.
Stay current on estate tax laws, regulations, and industry trends to proactively advise clients and internal teams on potential opportunities and risks.
Develop and enhance estate planning processes, tools, and resources to improve efficiency and service delivery.
Train and mentor Brighton Jones team members on estate planning best practices, fostering a culture of continuous learning.
Offer timely, strategic, and creative guidance to help clients create estate plans that address their specific needs.
Support business development in prospect meetings and by partnering with marketing to tailor educational content.
Represent Brighton Jones at industry events, conferences, and networking opportunities to build relationships and enhance the firm’s estate planning expertise.

Your Experience :

J.D., LL.M. in Taxation, CFP, or other relevant credentials preferred.

Minimum of 10 years of experience in estate planning, wealth management, or a related field.

Deep understanding of estate, gift, and generation-skipping transfer tax laws.

Strong relationship-building skills with a client-centric mindset.

Proven ability to collaborate effectively with internal teams and external partners, including attorneys, accountants, and trust officers.

Excellent communication and presentation skills, with the ability to convey complex information in an accessible manner.

A proactive, strategic thinker with strong problem-solving capabilities.

Passion for helping clients align their wealth with their values and long-term goals.

Compensation :

Pay : $200,000- $250,000 per year

Benefits : Our benefits package includes, but is not limited to, health care benefits (medical / dental / vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership.

Our Company

At Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues.

Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities.

At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate.

In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values.

What To Expect In The Hiring Process

Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.

Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.

Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.

Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.

Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.

What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Seniority level

Director

Employment type

Full-time

Job function

Business Development and Sales

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Director Of Planning • Seattle, WA, United States