Mercer Advisors seeks a senior Managing Partner, Estate Planning - Regis, to lead our UHNW-focused practice. You will set technical standards, mentor an elite team, and directly handle the most sophisticated client matters. This is a true leadership role in a results-driven wealth-management environment.
You will collaborate with senior advisors and regulators to ensure integrated planning across investments, tax, and estate strategies, with travel up to 20% as needed.
#J-18808-LjbffrSenior Estate Planning Partner – UHNW Family Office Leader in san francisco at Unknown Company
This position is listed as full time and onsite.