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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
Min 15 yrs required
Head of Wealth Strategy & Trust Services The candidate will responsible for delivering business succession, transaction advisory, estate, and financial planning services to high net worth clients of Calamos Wealth Management. The Head of Wealth Strategy and Trust Services also plays a significant role in deepening and broadening relationships with existing clients. This position will partner with advisors during the consultation process with clients and prospects and assist with overall client planning. This position will also be able to apply in-depth knowledge of estate planning, trust administration, financial planning and income tax planning issues in the development and review of multigenerational financial plans for clients. The scope of activities includes sophisticated estate and wealth transfer planning, wealth transfer strategies, philanthropic planning, business transition planning, cash flow analysis and other related areas - advises on cash flow analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession and asset protection. This role works to support Calamos Wealth Management’s specific business initiatives and provides support to office as a subject-matter expert for planning issues. He/she is required to review documents such as wills, trusts, corporate governance documents, and adheres to all planning protocols and procedures. Primary Responsibilities: Delivering Calamos Wealth Management’s intellectual capital to high net worth clients and internal advisors. Partnering on new business acquisition and retention/deepening of existing relationships. Developing and implementing business succession, transactional advisory, estate, and financial plans to high net worth clients. Ensuring solutions and advice are applied/delivered effectively and consistently. Ensuring advisors expertise across geographies with continuous training.
Qualification and Experience
A Bachelor’s degree required in Finance, Business, Economics or Marketing. MBA preferred. Advanced degree (JD, LLM, CPA, CFP) is required. Should have 15+ years of experience in estate and financial planning, business succession, transaction advisory, preferably working with high-net worth individual owners and/or private business owners. Should have expert understanding of estate and financial planning, transaction advisory, including applicable legal, tax, and regulatory requirements. Must have excellent communication, influencing, and negotiation skills Strong leadership presence are needed.
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