Senior Wealth Planner

Brown Brothers Harriman & Co • Philadelphia, PA

1d

About The Position

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. Join us as a Sr. Wealth Planner Brown Brothers Harriman is currently recruiting a Sr. Wealth Planner to join our Private Banking team in Philadelphia. In this role you will collaborate with an existing Senior Wealth Planner in Philadelphia and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients. You will represent the firm by actively engaging with the local trusts, estates and tax community to keep your knowledge base up to date and foster valuable connections.

Requirements

• JD required; LLM or CPA a plus
• Minimum 7 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million)
• Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients
• Experience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.
• Ability to multitask and independently problem solve
• Strong networking skills

Responsibilities

• Relationship Management: Providing support to the Philadelphia RM team by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.
• Serving as a trusted advisor directly to Private Banking clients by combining estate planning education, analysis, and guidance with a proactive ability to assist with related investment and asset allocation issues.
• Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.
• Business Development: Contribute to the growth of the Private Banking business through obtaining referrals and gathering additional assets from existing clients.
• Make an important contribution to winning the business of prospects identified by others by developing strong relationships with these potential clients through value-add advice and guidance.
• Author articles on internal and external publication platforms and speak at external engagements if needed.
• Build a network of contacts in high-net worth communities by actively participating in legal associations, community-based organizations, charity boards, nonprofit events, and other channels
• Work with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners across Private Banking to plan and execute specific BBH sponsored marketing materials and events.

Benefits

• A collaborative environment that enables you to step outside your role to add value wherever you can
• Direct access to clients, information, and experts across all business areas around the world
• Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
• A culture of inclusion that values each employee’s unique perspective
• High-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of other

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Ph.D. or professional degree
• Number of Employees: 11-50 employees