You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/
Senior Director - Concierge Planning Attorney
Location
Wisconsin
Posted
9 days ago
Salary
$140K - $299K / year
Seniority
Lead
Job Description
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:
$140,000.00
Pay Range - End:
$260,000.00
Geographic Specific Pay Structure:
Structure 110:
$154,000.00 USD - $286,000.00 USD
Structure 115:
$161,000.00 USD - $299,000.00 USD
We 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.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
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
Benefits
- 401(K), 401(K) matching, Adoption Assistance, Commuter benefits, Company-sponsored outings, Continuing education stipend, Customized development tracks, Dedicated diversity and inclusion staff, Dental insurance, Disability insurance, Diversity manifesto, Volunteer in local community, Family medical leave, Fitness stipend, Flexible Spending Account (FSA), Flexible work schedule, Free daily meals, Generous parental leave, Generous PTO, Company-sponsored happy hours, Health insurance, Job training & conferences, Open door policy, Life insurance, Charitable contribution matching, Mentorship program, Paid volunteer time, Online course subscriptions available, Onsite gym, Paid holidays, Paid sick days, Partners with nonprofits, Performance bonus, Promote from within, Recreational clubs, Lunch and learns, Restricted work hours, Return-to-work program post parental leave, Free snacks and drinks, Team based strategic planning, OKR operational model, Tuition reimbursement, Mandated unconscious bias training, Vision insurance, Wellness programs, Some meals provided, Mental health benefits, Diversity employee resource groups, Hiring practices that promote diversity, Fertility benefits, Employee resource groups, Employee-led culture committees, Quarterly engagement surveys, Hybrid work model, Diversity recruitment program, Pay transparency, Wellness days, Meditation space, Mother's room, Personal development training, Apprenticeship programs, Flexible time off, Floating holidays, Bereavement leave benefits
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