Job description
If you are looking for a truly meaningful career...this is it! SVA HNW/Trust & Estates Managers partner with business owners, their families, and their advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and implementation. Wealth transfer and succession planning are important to clients – they value the highly intense connections we make with them.
In this role, you will engage directly with the clients to inform and guide their decision-making, while collaborating with our internal leaders on client relationship management – providing multiple touchpoints for the clients.