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About the Role
Join Brown Brothers Harriman as a Wealth Planner in New York, supporting the Senior Wealth Planner and collaborating with Relationship Management and Banking teams to deliver integrated trust, estate, philanthropic, and tax guidance to Private Banking clients. This role involves active engagement with the local trusts, estates, and tax community.
Responsibilities
- Reviewing estate planning documents, preparing client presentation materials, and analyzing complex estate planning, tax, trust, and philanthropic issues.
- Serving as a trusted advisor to Private Banking clients, combining estate planning education, analysis, and guidance with assistance on investment and asset allocation issues.
- Acting as a resource for Relationship Management teams and Bankers on trust administration and estate planning matters.
- Contributing to Private Banking business growth through referrals and asset acquisition from existing clients.
- Developing relationships with prospects through value-add advice and guidance to win new business.
- Authoring articles for internal and external publications and speaking at external engagements.
- Building a network within high-net worth communities by participating in legal associations, community organizations, charity boards, and nonprofit events.
- Collaborating with internal teams to plan and execute BBH-sponsored marketing materials and events.
Requirements
- JD required.
- 6-10 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million).
- Strong understanding of sophisticated estate planning techniques for high-net worth clients.
- Experience preparing client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.
- Ability to multitask and independently problem-solve.
- Strong networking skills.
Skills
- Trusts and estates law
- Estate planning
- Tax guidance
- Philanthropic guidance
- Investment analysis
- Asset allocation
- Client advisory
- Networking
- Business development
- Communication
Location
- New York
Work Type
- Part-time schedule
- Flexible work arrangement
- Telecommuting
Experience Level
- 6-10 years
Education Level
- JD required
- LLM or CPA a plus
Salary/Compensations
- Base salary: $200,000 - $225,000 plus annual incentive
Benefits
- High-quality benefits program emphasizing good health, financial security, and peace of mind.
- Rewarding work with the flexibility to enjoy personal and family experiences.
- Volunteer opportunities.
- Long-term savings
- Healthcare
- Income protection
- Professional development opportunities
- Time off
About the Company
- Brown Brothers Harriman (BBH) is a premier global financial services firm.
- Known for premium service, specialist expertise, technology solutions, and a partnership approach to client management.
- Works with sophisticated clients on their hardest challenges.
- Believes that how work is done is as important as what is done.
- Relentless problem solvers who believe best ideas come from collective debate.
- A diverse community of smart and caring people delivering exceptional service and expert advice.
- Empowers all employees to contribute ideas.
- Believes stability is a competitive advantage, requiring the knowledge, skill, and discipline to evolve and push innovation boundaries.
- As a private partnership, investments are made in relationships, technologies, products, and development for the long-term interests of clients and people.
- Long-tenured leaders provide guidance and mentoring.
- Success begins with employee success.
Equal Opportunity
- We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.