Wealth Strategist

CI Financial • Boston, MA

6d • $119,200 - $193,200 • Hybrid

About The Position

The Wealth Strategist serves as the subject matter expert for complex estate planning and wealth transfer matters affecting high- and ultra-high-net-worth clients, including families with $10 million or more in investable assets. The role develops and communicates sophisticated planning analyses and recommendations, partnering with Wealth Advisors on the firm’s most complex client relationships and helping clients preserve wealth and plan for future generations.

The position supports client relationship development and business development by identifying planning opportunities, explaining technical concepts clearly, supporting prospective-client and referral-partner discussions, and coaching Wealth Advisors. The Wealth Strategist also stays current on planning issues, shares updates and thought leadership, contributes to the firm’s wealth-planning strategy, and mentors other planners.

The role requires at least five years of estate-planning law firm practice, a bachelor’s degree and Juris Doctor, and significant experience advising families with $10 million or more in investable assets. It is required to work onsite four days per week in an office environment. The stated annual pay range is $119,200–$193,200 USD.

Requirements

• At least 5 years of law firm practice in estate planning.
• Significant experience advising families with $10 million or more in investable assets.
• Deep expertise in tax planning, estate planning, and multigenerational wealth transfer strategies.
• Experience collaborating with estate attorneys, CPAs, and other external professional advisors.
• Proficiency with estate planning, financial planning, and tax projection software; examples include Vanilla, NumberCruncher, eMoney, and Holistiplan.
• Professional, personable, tactful, efficient, and self-motivated approach.
• Strong interpersonal skills and ability to thrive in a fast-paced, team-based, collaborative environment.
• Ability to present to clients competently, confidently, persuasively, and empathetically, and to respond knowledgeably and convincingly to challenging questions.
• Strong organizational skills, ability to manage multiple priorities, commitment to accuracy, service-minded approach, and meticulous attention to detail.
• Bachelor’s degree and Juris Doctor (JD) required.
• Must be at least 18 years of age.
• Must have unrestricted U.S. work authorization; the posting states Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, with exceptions determined based on shortages of qualified candidates.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

• Additional advanced credentials such as CPA, CFP, CPWA, or CTFA are highly valued.

Responsibilities

• Serve as the team’s subject matter expert on complex estate planning and wealth transfer matters for high- and ultra-high-net-worth clients.
• Identify, design, and communicate sophisticated planning analyses and recommendations for families with $10 million or more in investable assets.
• Lead planning discussions involving estate planning and wealth transfer techniques, trust structures and optimization, trust administration, generational wealth and family legacy planning, asset protection and risk management, charitable and philanthropic planning, family governance, and business succession and liquidity events.
• Explain sophisticated planning concepts clearly and practically to clients.
• Partner with Wealth Advisors as the planning expert for the firm’s most complex client relationships.
• Support business development by demonstrating advanced planning capabilities to prospective clients and referral partners.
• Help Wealth Advisors deepen client relationships through comprehensive, proactive planning.
• Serve as a technical resource for Wealth Advisors and internal team members.
• Identify estate, tax, trust, and wealth transfer opportunities for review with clients, Wealth Advisors, and clients’ external legal and tax advisors.
• Coach and counsel Wealth Advisors on estate planning and wealth transfer strategies through formal training and client relationship reviews.
• Stay current on planning issues, communicate updates to staff, and contribute to the firm’s thought leadership.
• Contribute to the strategic direction of the firm’s wealth planning service offering.
• Mentor planners and support their development.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options, generously subsidized by Corient.
• Employer-paid dental, vision, life, and AD&D insurance.
• Employer-paid short-term and long-term disability insurance.
• Paid maternity and parental leave.
• Flexible spending accounts and health savings accounts.
• Dependent care FSA.
• Commuter and transit FSA.
• Corporate discount program through Perkspot.
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior