At TRPG, an affiliate of Cetera Financial Group, Inc., through which employment and related benefits for this position are offered, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are seeking a highly motivated and experienced Estate Planning Manager to lead the development and oversight of our estate planning offering. This role is responsible for creating, implementing and managing an estate planning program as part of our comprehensive wealth management services. This role will focus on providing clients with tailored estate planning solutions while working closely with our wealth and tax advisors to ensure seamless integration with our clients’ broader financial goals. Our ideal candidate would be located in or around Leawood, KS, hold a JD (Juris Doctorate) degree, and have prior experience in Estate planning.
What you will do:
- Develop and launch the estate planning department, including service offerings, client onboarding processes and internal workflows.
- Facilitate estate planning advice to individuals and families, including strategies for wealth transfer, charitable giving and asset protection.
- Work closely with wealth managers, legal professionals and tax advisors to create integrated estate plans that align with clients’ overall financial strategies.
- Ensure that all estate planning services comply with legal, tax and financial regulations, and keep up to date with evolving legislation.
- Cultivate strong client relationships through regular communication, reviews of estate plans and proactive updates.
- Provide ongoing training and support to wealth managers and staff on estate planning concepts and strategies, enabling them to identify opportunities for client engagement.
- Drive revenue generation by promoting estate planning services to existing and prospective clients, and identifying cross-selling opportunities within the wealth management practice.
- Report to senior leadership on key performance indicators, adoption rates and client satisfaction.
What you need to have:
- JD (Juris Doctorate) degree required
- Minimum of 5 years of estate planning experience
- Deep knowledge of estate planning, tax strategies, trusts, charitable planning and asset protection
- Strong understanding of the wealth management industry and regulatory environment
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