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Managing Partner, UHNW Estate Planning
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-08-09
Listing for:
Doist
Full Time
position Listed on 2026-08-09
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Mercer Advisors is seeking a Managing Partner, Estate Planning - Regis to lead and grow an elite UHNW-focused estate planning practice. You will set the technical standard, build an expert team, and engage on highly sophisticated client matters with deep expertise and collaborative leadership.
This senior role requires governing complex multi-generational wealth strategies, coordinating with tax and advisory teams, and expanding Regis services to top-tier families while maintaining the firm’s
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