- Bachelor's degree
- CTFA, CFP, JD, CPA, or LLM required
- 3+ years of experience working in trust and estate planning.
- High level of technical expertise in the areas of estate, tax, and trust with demonstrated experience with sophisticated estate, trust, and asset structures.
- Expertise, skills and experience with the following areas, techniques, and strategies: personal income, estate, gift, trust, and partnership tax disciplines; family limited partnerships and LLCs; corporate income tax; advanced wealth transfer planning techniques; philanthropic planning; planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock.
- Knowledge of current developments in estate planning and trust administration, including changes in relevant tax law.
- Experience handling sensitive materials and information. Outstanding communication skills, with the ability to foster long-term relationships and build credibility and trust quickly with prospective and existing clients. Some business development experience.
- Meaningful experience working with external estate planning attorneys to provide comprehensive tax and estate planning advice to clients.
- Intellectual curiosity and passion to succeed, analytical and problem-solving skills, detail orientation.
- Proven ability to work independently and self-manage, capable of multitasking and managing competing priorities while retaining high quality standards.
- Strong ethics with a customer-oriented attitude. Resourcefulness in finding creative solutions. Exceptional professionalism.
- Valid professional license (e.g. Series 65) or willing to attain within 120 days of hiring.
- Strong computer skills (Microsoft Office suite).
- Experience with estate planning for ultra-high net worth individuals and multi-generational $50MM+ families with complicated assets and sophisticated trust structures.
- Exposure to administration of trust-owned real estate, partnerships, and other unique assets.
- Advanced knowledge of estate settlement, income, estate and multi-generational taxation and trusts.
- Familiarity with Utah and Wyoming trust laws and statutes.
- Experience with: Wealthbox, Addepar, RingCentral.
- Work directly with our ultra-high net worth clients to gather estate and trust documentation and other relevant estate planning information. Conduct comprehensive estate plan reviews and perform gap analyses to identify opportunities for improved planning and asset structuring. Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning, and philanthropic structures.
- Maintain current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning)
- Serve as an expert resource for Sepio team members on client estate and tax planning strategies directed toward ultra-high net worth individuals. Respond to internal inquiries related to trust and estate asset structures. Provide ongoing education to the Sepio Team to enhance service to clients. Simplify complex legal topics, analyses, and/or structures into comprehensible terms.
- Consult with clients and their attorneys to help clients understand the benefits of estate planning and to ensure a smooth planning process with their chosen attorney. Review, summarize and critique existing and/or proposed new estate planning documents. Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies.
- Assist Sepio leadership with the planning and execution of special events (such as seminars) to educate clients regarding estate and tax planning strategies.
- Provide training and education to the employees of Sepio's affiliate Trust Company. Advise on complex trust administration matters and document interpretation. Assist with risk analyses of prospective trust company clients.
- Work closely with Sepio's team of advisors to build relationships with ultra-high net worth clients and prospects across the country through meetings, calls, and other correspondence. Communicate with advisors regarding investment structures and their appropriateness for various estate planning entities.
- Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax, and financial plans. Conduct research related to the use of various complex tax and estate planning strategies under consideration by clients and develop financial modeling and flowcharts to demonstrate the economic impact of the strategies.
- Health, Dental & Vision Insurance
- Medical and Dependent Care FSA
- Life insurance
- 20 days of PTO
- 401(k) and Roth 401(k) options
- Assistance with continuing education
Wealth Strategist - Salt Lake City, United States - Sepio Capital
Description
JOB DESCRIPTION
ABOUT THE FIRM:
Sepio Capital, LP ("Sepio") is a multifamily office and institutional investment advisor registered with the SEC. At Sepio, our mission is to protect our clients' assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients' trust and loyalty is our greatest ambition and the reward for our labor.
ABOUT THE POSITION:
Sepio is seeking an experienced and driven Wealth Strategist to enhance Sepio's client acquisition and retention efforts by contributing sophisticated advice related to estate and wealth transfer planning, income tax planning, and philanthropic planning.
As Sepio's Wealth Strategist, your role will be crucial in helping our clients better understand their existing estate plans and identifying opportunities and next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. You will identify any gaps or risks that would prevent clients from achieving their goals and provide valuable insights about the available estate planning options and relevant considerations that clients face.
This is a full-time position that will play a critical role in new business development as well as ongoing client relationship management. The Wealth Strategist will be a valuable member of the firm, providing education, insight, and guidance on estate planning matters both to prospective and current clients and team members.
Successful candidates will have significant experience with complex estate and tax planning structures relevant to ultra-high net worth individuals and a depth of expertise which enables them to clearly communicate to others how such structures operate and will impact the client's lived experience. They will be comfortable educating advisors and operational staff at Sepio to improve the overall level of estate planning literacy within the firm and will be able to readily provide guidance to Sepio's affiliate Trust Company employees on advanced trust administration matters.
Sepio values individuals who are passionate about their work and their professional development, committed to providing service at the highest level, and eager for a dynamic, challenging work opportunity. If you are looking for a position that will provide a unique path for growth and development, we encourage you to apply for this role.
Please note that this position is a primarily in-office role with some flexibility for limited remote work.
QUALIFICATIONS
PREFERRED QUALIFICATIONS
RESPONSIBILITIES
BENEFITS
SALARY RANGE
Compensation offered will be determined individually, based on a number of job-related factors including skills, experience, and education. Opportunities for bonus in addition to base salary available.