Wealth Transfer Strategist - Portland, ME

About Corient:

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Responsibilities:

Technical Expertise

• Serve as the team’s subject matter expert for complex estate planning and wealth transfer matters impacting HNW and UHNW clients. Identify, design, and communicate sophisticated planning analyses and recommendations tailored to families with $10M in investable assets.

Lead planning discussions related to:

• Estate planning and wealth transfer techniques
• Trust structures and trust optimization
• Trust administration
• Generational wealth transfer and family legacy planning
• Asset protection and risk management
• Charitable and philanthropic planning
• Family governance
• Business succession and liquidity event planning

• Communicate sophisticated planning concepts in a clear, practical, and client-friendly manner.

Advisor Partnership & Client Engagement

• Partner closely with Wealth Advisors as the planning expert with the firm’s most complex client relationships.
• Support business development efforts by demonstrating the firm’s advanced planning capabilities to prospective clients and referral partners.
• Support Wealth Advisors in deepening client relationships through comprehensive and proactive planning.
• Serve as a trusted technical resource for Wealth Advisors and internal team members.
• Identify estate, tax, trust, and wealth transfer opportunities for review with clients, Wealth Advisors, and clients’ external legal and tax advisors.

Enterprise Impact

• Coach and counsel Wealth Advisors on estate planning and wealth transfer strategies via formal training or as part of client relationship reviews.
• Become a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s thought leadership
• Contribute to the Firm’s strategic direction of its wealth planning service offering.
• Mentor planners and help drive their development

Qualifications & Requirements

• Minimum of 5 years of law firm practice in estate planning.
• Significant experience advising families with $10M in investable assets.
• Deep expertise in tax planning, estate planning, and multigenerational wealth transfer strategies.
• Experience collaborating with estate attorneys, CPAs, and other external professional advisors.
• Proficiency with estate planning, financial planning, and tax projection software; Vanilla, NumberCruncher; eMoney, Holistiplan, etc.
• Professional, personable, tactful, efficient, and self-motivated.
• Strong interpersonal skills and demonstrated ability to thrive in a fast-paced, team-based, collaborative environment.
• Not just a proficient technician. Experience presenting to clients in a competent, confident, persuasive, and empathetic manner. Able to formulate knowledgeable and convincing answers to tough questions on the spot.
• Strong organizational skills, ability to manage multiple priorities, commitment to accuracy, service-minded approach, and meticulous attention to detail required.

Education & Credentials

• Bachelor’s degree and Juris Doctor (JD) required.
• Additional advanced credentials such as CPA, CFP, CPWA, or CTFA are highly valued