Senior Estate & Business Planning Consultant

Location Designation: Hybrid - 3 days per week



Role Overview

The Nautilus Group supports more than 200 of New York Life’s top producers. This role serves as a senior technical leader and strategic partner to member agents, delivering advanced estate and business planning guidance for high-net-worth and ultra-high-net-worth clients.

The ideal candidate brings 8–10 years of advanced market experience and operates as a self-directed leader requiring minimal oversight. Success in this role is defined by the ability to build trusted relationships with agents, deliver exceptional client-facing support, leverage AI and technology to enhance planning outcomes, and consistently provide high-impact case design.

What You’ll Do

Member Agent Support

• Serve as a strategic partner and primary advanced planning resource for member agents.
• Develop and deepen relationships with member agents, with responsiveness and service excellence as a core performance measure.
• Collaborate with member agents to design estate, business, charitable, retirement, and tax planning strategies for business owner and high-net-worth clients.
• Integrate New York Life products into comprehensive planning solutions where appropriate.
• Support member agents in targeting and penetrating key markets, including high-net-worth, business owner, and cultural markets.
• Participate in client meetings (virtually) as needed.

• Create customized case designs that directly address client objectives and drive implementation.
• Utilize AI tools, data analysis, and emerging technologies to enhance case modeling, improve efficiency, and deliver differentiated, best-in-class technical support.
• Develop financial models using advanced Excel capabilities and AI-enhanced workflows.
• Serve as a technical leader within the Case Development Team, setting quality standards and mentoring peers to ensure consistent excellence.

• Present advanced planning concepts at company meetings, industry events, and member agent seminars.
• Develop and deliver webinars and training sessions on technical topics, product updates, tax law changes, and strategic initiatives.
• Communicate complex strategies clearly and persuasively to both advisors and clients to drive action.

• Take ownership of new initiatives arising from legislative changes, product enhancements, and evolving planning opportunities.
• Lead development of high-quality educational content (white papers, newsletters, website content, industry articles, etc.).
• Conduct monthly technical training for Nautilus staff.
• Proactively identify opportunities to improve processes, elevate service standards, and expand the team’s AI-enabled capabilities.

• 8–10 years of advanced market experience with deep expertise in:
• Estate and gift tax planning
• Business succession and entity planning
• Charitable planning
• Nonqualified compensation planning
• Income tax planning
• Asset protection planning
• Juris Doctor required; CPA or LL.M. preferred.
• Extensive knowledge of:
• Life insurance products, taxation, and advanced funding techniques (e.g., split dollar, premium financing)
• Annuity products and taxation
• Integration of insurance solutions into sophisticated estate and business plans
• Demonstrated ability to present complex planning strategies to advisors and clients and drive implementation.
• Advanced proficiency in financial modeling (Excel required) and a demonstrated ability to leverage AI and emerging technologies to enhance productivity and service delivery.
• Proven ability to operate independently with little to no technical guidance, prioritize competing demands, and deliver at a high level of productivity.
• Strong leadership presence within a technical team environment, with a track record of mentoring peers and elevating overall performance.