Director - Tax and Estate Strategy

The Director of Tax & Estate Strategy is responsible for providing thought leadership and strategic development within Edward Jones' private client service. This includes building and leading a team of 8 experienced and specialized professionals that support the delivery of tax and estate planning that is part of the comprehensive and personalized financial planning and wealth management services for the firm's High Net Worth (HNW) segment.

Responsibilities

• Drive the ongoing design and development of the tax and estate planning strategies that are a core component of our High Net Worth offering in collaboration with both internal and external stakeholders based on client and branch team feedback.
• Partner with senior leaders and key stakeholders across the firm to prioritize expanding High Net Worth capabilities and supporting infrastructure to deliver on the high net worth experience. Advocate for the needs of the team and responsible for the delivery of the end-to-end experience for both branch teams and clients.
• Work closely with the General Partner, other Directors, team leaders and the teams of associates responsible for the delivery of expert wealth management advice and financial planning to branch teams while helping develop, run, and lead the High Net Worth experience.
• Set the vision and strategy of our tax and estate planning services to ensure branch teams and the team have the support needed to deliver the full High Net Worth experience.
• Drive the ongoing design and development of a scalable, tailored engagement model in collaboration with internal and external stakeholders based on client and branch insights.
• Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning, tax optimization, divorce, executive compensation, philanthropy, pricing, etc.
• Serve as an expert voice of our tax and estate planning expertise, communicating in a clear and compelling manner to a variety of audiences, including industry professionals, clients, financial advisors and key firm stakeholders. This will include both verbal and written communication.
• Lead broad division, firm or industry initiatives and events as needed to represent Wealth Management Consultation in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.).
• Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of Wealth Management Consultation while minimizing risk to clients and the firm.
• Attract, develop, and lead a team of high performing associates. Assist in their ongoing growth and personal and professional development.
• Influences, and negotiates with, other senior leaders/General Partners; establishes collaborative relationships across the business and with external organizations.
• The systematic process of identifying, understanding, effectively monitoring, and managing the various regulatory obligations that apply to an organization, with the aim to ensure compliance with applicable laws, regulations, standards, and industry requirements.

What You'll Need:

• Bachelor's degree required.
• CFP (Certified Financial Planner) required.
• Juris Doctorate (JD) or Certified Public Accountant (CPA) designation preferred or experience/track record of leading experienced tax and estate professionals.
• Series 7, 66 and Life and Health preferred or need to obtain within 6 months of hire.
• Series 24 must be obtained within 1 year.
• 15+ years of relevant financial services experience; 10+ years of financial planning experience strongly preferred.
• 5+ years of people and team leadership experience required.
• Broad client-facing planning application experience required (providing planning directly to clients).
• Deep, expansive subject matter expertise on financial planning strategies and concepts - specific to High Net Worth clients.
• Deep understanding of firm advice and guidance.
• Deep understanding of competitive landscape - how competitors serve HNW customers in the market, what market factors contribute to a business's competitive advantage, pricing structures/models leveraged in the industry.
• Strategic planning and execution to drive the continued evolution of a functional capability.
• People leadership, strategic planning, and business plan execution.
• Advanced technical aptitude, analytical, and critical skills.
• Subject matter expertise on tax and estate planning.
• Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts.
• Advanced skills in some of the following areas: systems thinking, planning, and organizing, relationship building, collaboration, critical thinking, project management.
• Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment & financial planning terms/concepts directly to clients.
• Proficiency in Microsoft Excel, databases, and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet, MGEI and II, Wealth Studios, etc.).

What Could Set You Apart

• Additional wealth management, financial planning designations.
• Experience building HNW financial planning capabilities within the wealth management industry.
• Experience and proficiency working with financial advisors and wealth management teams to deliver service to clients with complex planning needs.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .