Senior Director - Concierge Planning Attorney
Northwestern Mutual
Franklin, WI
Summary:
In this client-facing role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Deep estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required.
Primary Duties & Responsibilities:
Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.
Analyze clients’ financial situations to design strategies and drive client decision making.
Examine and position solutions with focus on Northwestern Mutual’s approach of integrating investments and life insurance.
Lead presentations to advisors and clients to enable client decision making.
Collaborate with clients’ outside legal and tax advisors.
Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately).
Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth and ultra-high-net-worth marketplace and ensure seamless delivery of planning presentation.
Qualifications:
JD from an accredited program. Additional advanced degree or designations preferred, such as CFP, CPA, or LL.M.
Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.
Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
FINRA Series 6 or 7 as well as state insurance license within the first 6 months of hire.
Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals.
Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice.
Proven ability to develop trusting relationships with financial advisors and be a team player.
A desire to mentor others is a plus.
Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus.
Compensation Range:
Pay Range - Start:
$140,000.00Pay Range - End:
$260,000.00Geographic Specific Pay Structure:
Structure 110:
$154,000.00 USD - $286,000.00 USDStructure 115:
$161,000.00 USD - $299,000.00 USDWe believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
FIND YOUR FUTURE
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
About the Company
Northwestern Mutual
Who We Are
What we believe.We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.
We care.We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.
Why Work Here
We’re strong and growing.In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
We invest in our people.We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
Be part of building our future.We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.
Enjoy Milwaukee.Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.
Our Culture
We are always evolving.At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
We do what’s right.Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.
We recognize and develop possibilities in our people.Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.
Diversity makes us better.We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.