- Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
- Learning advanced planning strategies
- Build book of ultra-high-net-worth clients
- Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances
- Answering general informational estate planning questions from clients and advisor teams
- Serving as an in-house resource in estate planning to wealth management teams nationwide
- Remaining current with related estate, trust, and tax legislation nationwide
- Support business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary
- Mentor and coach Estate Planning Strategists
- Management of a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring