St. Louis, MI, USA
16 hours ago
Director, Tax/Estate Strategy
The Director of Tax & Estate Strategy is responsible for providing thought leadership and strategic development within Edward Jones' private client service. This includes building and leading a team of 8 experienced and specialized professionals that support the delivery of tax and estate planning that is part of the comprehensive and personalized financial planning and wealth management services for the firm's High Net Worth (HNW) segment.

This team sits within the Wealth Management Advice and Solutions (WMAS) division. WMAS Purpose: We innovate, develop, evolve, and manage integrated advice, planning, products, and services (APPS), leveraging deep understanding of client and branch team needs.​ We enable branch teams to deliver unparalleled value for our clients and communities through wealth management offerings and experiences, from discovery to planning and implementation, supported by thought leadership and expert services.

The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high-net-worth (HNW) client experience (clients with $10 million or more) serving as a resource that our branch teams can utilize to implement wealth management Advice, Planning, Products, and Services (APPS). We provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.

What you'll do:
This Director role will lead tax, estate planning, and other financial planning experts that will analyze HNW clients' complex financial situations and provide recommended strategies to help them address tailored needs and achieve financial goals. The Director will have both client-facing and internal responsibilities, including engaging with clients and financial advisors to design and execute tailored planning strategies, as well as business development efforts that support the enhancement and growth of the firm's private client offering. The role will frequently encounter complex, high net worth situations with urgency that will require identification of multiple stakeholders to achieve resolution.

In addition, the Director is responsible for achieving business results of the area, including hiring decisions, and ensuring associates are delivering on targeted results, providing coaching, feedback and clear objectives to the tax and estate strategists on the team.  Business measures and accountability will include client satisfaction, client retention, asset growth, and outcomes aligned to client goals.  The Director is expected to have a deep understanding of the industry, competitive, and regulatory landscape and impacts changes in these areas would have on the business as well as how to respond to these changes in both current and future state of the business.
Along with direct responsibility of the strategist team, the Director will also be responsible for engaging with third-party providers (e.g. tax planning firms, national law firms) to execute services that Edward Jones does not directly offer. This role will inform and align systems and tools to the HNW business segment strategy.

Responsibilities include: Drive the ongoing design and development of the tax and estate planning strategies that are a core component of our High Net Worth offering in collaboration with both internal and external stakeholders based on client and branch team feedback.Partner with senior leaders and key stakeholders across the firm to prioritize expanding High Net Worth capabilities and supporting infrastructure to deliver on the high net worth experience. Advocate for the needs of the team and responsible for the delivery of the end-to-end experience for both branch teams and clients.Work closely with the General Partner, other Directors, team leaders and the teams of associates responsible for the delivery of expert wealth management advice and financial planning to branch teams while helping develop, run, and lead the High Net Worth experience. Set the vision and strategy of our tax and estate planning services to ensure branch teams and the team have the support needed to deliver the full High Net Worth experience.Drive the ongoing design and development of a scalable, tailored engagement model in collaboration with internal and external stakeholders based on client and branch insights. Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning, tax optimization, divorce, executive compensation, philanthropy, pricing, etc. Serve as an expert voice of our tax and estate planning expertise, communicating in a clear and compelling manner to a variety of audiences, including industry professionals, clients, financial advisors and key firm stakeholders. This will include both verbal and written communication. Lead broad division, firm or industry initiatives and events as needed to represent Wealth Management Consultation in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.).Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of Wealth Management Consultation while minimizing risk to clients and the firm.Attract, develop, and lead a team of high performing associates. Assist in their ongoing growth and personal and professional development.Influences, and negotiates with, other senior leaders/General Partners; establishes collaborative relationships across the business and with external organizations.The systematic process of identifying, understanding, effectively monitoring, and managing the various regulatory obligations that apply to an organization, with the aim to ensure compliance with applicable laws, regulations, standards, and industry requirements.
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