Job Details

Managing Director Wealth Strategy

Company name

US Bank.

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Oct 17,2019

Valid Through

Jan 30,2020

Posted on

Jul 03,2019

Years of Experience

Min 10 yrs required

Location

La Jolla, CA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Managing Director, Wealth Strategy
The candidate will focus on helping families and individuals flourish and secure a thriving legacy that is supported by their shared capital, visions, values, and talents. Participate with and be supported by a national advisory team containing tax, legal, and financial professionals as well as professionals in the field of wealth and family dynamics. Must have 10+ years wealth planning/strategy with HNW/UHNW family clients. 10+ years estate/multi-generational planning is essential. JD, LLM, CPA (at least JD or CPA) is needed. Wealth transfer and trust/fiduciary knowledge/experience within context of HNW/UHNW is critical. Family business experience in planning or consulting is preferred.

Additional info

REF-190018411

Company info

Hiring Coordinator
US Bank.
4180 La Jolla Village Dr
La Jolla, CA

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