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Job description
Moneta is seeking a Managing Director of Wealth Transfer Strategy to lead advanced estate and wealth transfer planning for UHNW clients nationwide. You will interpret complex documents, advise on gift and GST strategies, and guide business succession from a wealth perspective.
As a senior thought leader, you will mentor the wealth strategy team, collaborate with advisors and attorneys, and contribute to thought leadership and education across the firm.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.