Unknown Company

Senior UHNW Wealth Transfer Strategy Leader

clayton, mo • Posted 2 weeks ago
Onsite Full Time Management & Leadership

Moneta in Clayton, Missouri is seeking a Managing Director of Wealth Transfer Strategy to deliver advanced strategies for ultra-high-net-worth individuals and families. This role requires strong expertise in estate planning, gift tax strategies, and business succession, alongside excellent communication and leadership skills.

The ideal candidate will have a Juris Doctor from an accredited law school and a minimum of 10 years of experience advising clients. Comprehensive benefits include paid time off, medical insurance, and a 401k match.

#J-18808-Ljbffr

Senior UHNW Wealth Transfer Strategy Leader in clayton at Unknown Company

This position is listed as full time and onsite.

Back to Job Search