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Senior Partner, UHNW Estate Planning; Hybrid

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Merceradvisors
Full Time position
Listed on 2026-10-06
Job specializations:
  • Management
    Wealth Management, Portfolio & Asset Management, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 300000 - 450000 USD Yearly USD 300000.00 450000.00 YEAR
Job Description & How to Apply Below
Position: Senior Partner, UHNW Estate Planning (Hybrid)

Mercer Advisors seeks a Managing Partner, Estate Planning for Regis to lead and expand our UHNW-focused practice. You will serve as the firm's principal technical authority on estate planning, shaping strategy and directing an elite team of strategists delivering integrated wealth transfer and multi-generational planning.

This senior role requires two decades of legal experience with a JD and preferred LL.M., plus a proven track record building high-performing teams within fiduciary wealth

This opening is for the Senior Partner, UHNW Estate Planning (Hybrid) role at Merceradvisors.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Senior Partner, UHNW Estate Planning (Hybrid) role in the description above.

We appreciate your interest in this position.

Join Merceradvisors and contribute to our ongoing work.

Position Requirements
10+ Years work experience
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