A leading financial services firm is looking for an Executive Director for their U.S. Private Bank - Estate Planning Innovation role. This position will lead the digital transformation of their estate disposition offerings, enhancing client experiences. The ideal candidate should have a JD or CPA, over 8 years of experience in estate planning, and expertise in project management and digital technology implementation. This role offers a competitive salary based on a range of $170,000 to $350,000 annually.
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Director, Digital Estate Planning Innovation in new york at Unknown Company
This position is listed as full time and onsite.