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Senior Director, UHNW Wealth Transfer & Estate Strategy
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-29
Listing for:
Moneta Group
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Moneta Group is seeking a Managing Director of Wealth Transfer Strategy in Chicago, IL, to deliver advanced estate and wealth transfer strategies to ultra-high-net-worth clients. The role involves collaborating with internal teams to design customized solutions and mentoring a team of wealth transfer experts.
Ideal candidates will have over 10 years of experience in estate planning, excellent communication skills, and a strong analytical background. This is a senior leadership role focusing on client interaction and thought leadership.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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