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HNW Trust & Estates Project Lead; Remote​/Hybrid

Remote / Online - Candidates ideally in
Madison, Dane County, Wisconsin, 53774, USA
Listing for: SVA | A Professional Services Company
Full Time, Remote/Work from Home position
Listed on 2026-08-24
Job specializations:
  • Business
    Client Relationship Management
Salary/Wage Range or Industry Benchmark: 90000 - 140000 USD Yearly USD 90000.00 140000.00 YEAR
Job Description & How to Apply Below
Position: HNW Trust & Estates Project Lead (Remote/Hybrid)

SVA in the United States seeks an experienced HNW/Trust & Estates Manager to guide clients on estate, gift, and income tax planning and implementation. You will work with business owners, families, and advisors to optimize planning and execution across multiple touchpoints.

You will coordinate with internal leaders on client relationship management, deliver projects on schedule and within budget, and mentor staff while driving measurable client results.

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