Sanctuary Wealth

Managing Director, Estate & Wealth Planning

Sanctuary Wealth

full-time

Posted on:

Location Type: Hybrid

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Lead

About the role

  • Serve as a subject matter expert supporting advisors on complex estate planning scenarios
  • Participate in select client meetings to elevate advisor credibility and client experience
  • Translate sophisticated planning strategies into clear, client-friendly narratives
  • Enable advisors to differentiate their value proposition through advanced planning insights
  • Provide second-opinion reviews and stress-testing of estate structures (e.g., trusts, GRATs, SLATs, IDGTs, family LLCs)
  • Design customized frameworks for wealth transfer, asset protection, philanthropy, and multi-generational governance
  • Align estate strategies with liquidity events, concentrated positions, business transitions, and private investments
  • Collaborate with external attorneys, CPAs, trust companies, and fiduciary partners
  • Review planning documents (non-legal) for strategic consistency and alignment
  • Act as the central integrator across legal, tax, trust, and wealth management disciplines
  • Partner cross-functionally with internal Solutions verticals (Trustee Services, Wealth Design, Tax & Accounting, Business Owner Solutions)
  • Serve as escalation point for advanced planning inquiries and advisor requests
  • Contribute to internal playbooks, advisor training, and thought leadership content
  • Partner with Marketing to enhance advisor-facing education and positioning

Requirements

  • 15+ years of experience in advanced estate planning, wealth transfer strategy, or trust & estates
  • JD or LLM in Taxation or similar advanced credential required
  • Deep expertise in estate structures, wealth transfer vehicles, and UHNW client planning needs
  • Demonstrated ability to partner with financial advisors in a non-competitive, advisory capacity
  • Strong executive presence with the ability to build trust and credibility with advisors and clients
  • Exceptional communication skills with the ability to simplify complex technical concepts
  • Proven ability to operate cross-functionally and influence without direct authority
  • High level of discretion, judgment, and client-first mindset
  • JD with estate planning specialization (preferred)
  • CPA with estate and tax expertise (preferred)
  • CPWA designation (preferred)
  • Experience within a multifamily office, UHNW private bank, RIA, or trust company (preferred)
  • Background in transitioning from technical (legal/tax) to strategic advisory role (preferred)
Benefits
  • Full compensation package provided during interview process
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
advanced estate planningwealth transfer strategytrustsGRATsSLATsIDGTsfamily LLCsestate structureswealth transfer vehiclesclient planning needs
Soft Skills
executive presencetrust buildingcredibilityexceptional communicationsimplifying complex conceptscross-functional collaborationinfluence without authoritydiscretionjudgmentclient-first mindset
Certifications
JDLLM in TaxationCPACPWA designation