Project Management

• Wealth strategist would work in conjunction with existing BKD advisor and external advisors to develop, recommend and implement complex tax and estate plans for clients
• Wealth strategist would also serve as a point of contact to advise on other gift and estate issues and could connect others throughout the firm as needed
• Wealth strategist would also be an external recognized BKD thought leader in the PCS area and ideally would present at high-level, impact conferences, produce written materials, etc…
• Evaluates client’s net worth and existing planning vehicles and develops ideas and alternatives (ie, creation of trusts, asset protection strategies, etc.)
• Develops, consults on and implements tax, estate, and legacy plans for clients, including those of the greatest complexity in coordination with existing PCS personnel
• Consults with clients and their attorneys on the benefits of estate planning and to determine appropriate plans for estate taxes utilizing knowledge of inheritance, gift, income, and estate taxes
• Collaborates with other planning resources on specific subject matters and partners in the acquisition of new clients.
• Conducts and reviews research, as appropriate, and develops tax, estate, and other analyses and plans. Makes generally accepted recommendations to the team and may make recommendations to clients.
• Will provide direction to and supervise PCS personnel in the development of work product
• Maintains current in-depth knowledge of a full range of trust-oriented services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning)
• Maintains periodic contact with clients in coordination with the relationship partner
• Deepens existing relationships by working with integrated PCS teams
• Retains, expands, and deepens existing relationships in collaboration with relationship partners
• Identifies solutions and BKD services as sales opportunities to enhance existing client relationships.
• Develops new client relationships through networking, prospecting, and referrals.

Risk Management

• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support BKD's Enterprise Risk
• Business Acumen – Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

Client Service

• Client Relationship Management – Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing, and developing others
• Client Focused - Knowledgeable of the values and practices that align client needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized client solutions.
• Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational, or process problems; ability to apply this knowledge appropriately to diverse situations.
• Effective Communications – Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
• Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately

Marketing/Business Development

• Cultivates trusting relationships with existing partners to collaborate on bringing PCS opportunities to existing clients
• Actively involved in networking at key organizations
• Generates productive relationships with internal and external partners that improve access to resources and expertise.
• Knowledge of the principles and practices for selling products, technology, and services; ability to provide overall product/service 'value' and differentiating support offerings that address clearly understood client needs.
• Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.

Qualifications:

• College degree - CPA, CFP, CFTA, LLM, or JD preferred
• Minimum of 15 to 20 years of professional client-facing experience required
• Candidates should have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
• Analytical and business development skills are required to relate individual client asset situations to specific capabilities and services.
• Interactive skills are required to comprehend prospects’ needs and respond with the appropriate solutions.
• Previous experience working in, law, tax services and consulting, financial services, wealth management, financial planning or  a plus
• Excellent Microsoft Office skills (Excel, Word, Outlook, PowerPoint)
• Must be highly organized, proactive, energetic, and enthusiastic with a heart for service
• Outstanding verbal and written communication skills; must have excellent phone presence
• Attentive to detail and also able to multi-task; able to effectively resolve issues and conflicts
• Willingness to travel