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Trusts and Estates Attorney in Philadelphia, PA

Wells Fargo Jun 11,2015 May 28,2015 Location Philadelphia PA
This job is expired...

In-House

Attorney

Litigation - Whistleblower - CFTC

Trusts and Estates

Min 10 yrs required

Profile

Wealth Management Senior Fiduciary Advice Specialist (Lo), Philanthropic Services The candidate will focus on philanthropic business development and philanthropic account management. Will serve as subject matter expert in regards to philanthropic planning for individuals, charitable institutions and philanthropic vehicles, such as endowments, planned gifts, private foundations, split-interest charitable trusts, and donor advised funds. Apply knowledge and skills in the area of trust and estate matters, investment management, wealth transition, charitable and financial planning to serve high net worth and institutional clients. Deliver advisory based services to philanthropic clients of The Private Bank in collaboration with various internal partners and Centers of Influence. Promote solutions grounded in the application of fiduciary/prudent investment and philanthropic consulting and planning knowledge, as the foundation for client relationship management and expansion. May partner with a Relationship Manager or play the role of a Relationship Manager in serving clients. Responsible for growing and retaining philanthropic individual and institutional relationships by integrating fiduciary/prudent investment principles and knowledge, philanthropic consulting and planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. Responsible for sourcing new business and expanding current relationships by meeting with clients and prospects, and partnering with other WMG professionals in proactive, demand-creating activities. Responsible for corporate regulatory and compliance standards.

Qualification and Experience

The candidate should preferably have an advanced degree such as CTFA, CFA, CAP, CFP or J.D. degree. Must have 10+ years of financial and/or estate planning experience in Wealth Management arena. Should have 10+ years of financial services industry experience with a focus on both individual Charitable Trust and Institutional Nonprofit management. Must meet the Consumer Financial Protection Bureau loan originator qualification requirements and must comply with company policies related to these requirements. Should have extensive knowledge of financial and estate planning, fiduciary/trust, wealth transfer, leverage strategies, multiple asset class usage, asset allocation strategies, taxation, and broad knowledge of fiduciary law and federal regulations. Demonstrated experience in wealth management with clients with net worth at least $5mm required. Significant experience with philanthropic vehicles, such as endowments, planned gifts, private foundations, split-interest charitable trusts, and donor advised funds is needed. Proven success in business development and/or sales is essential. Significant experience with family foundations, including facilitating family retreats, workshops and meetings is preferred. Significant experience with philanthropic business development, sales, and client relationship management and experience writing / responding to prospect RFPs desired. Proficiency with nonprofit data resources, such as Guidestar preferred. Experience preparing and delivering presentations, especially to nonprofit boards and philanthropic audiences desired.

Application Deadline: June 12, 2015.

Additional info

Job ID: 5102315

Company info