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Job description
Overview
Austin, TX (relocation available) | $290K base + bonus + equity + executive benefits
We’ve partnered with a respected national wealth management firm to find their next Managing Director, Wealth & Estate Strategy . This is a high-visibility executive role leading advanced planning and wealth strategy for high-net-worth and ultra-high-net-worth clients across a nationwide advisor network. The Managing Director will design and lead the firm’s advanced planning platform , bringing together estate, tax, trust, insurance, philanthropy, and investment planning (including alternatives) into a cohesive solution that advisors can deliver directly to clients. This leader will be both the firm’s go-to expert on complex planning matters and the manager of a growing team , working closely with investment, product, due diligence, and compliance groups.
Responsibilities
Program Leadership – Build and refine the firm’s advanced planning offering, including service models, pricing, and adoption metrics.
Advisor Consulting – Partner with advisors nationwide on complex HNW/UHNW cases; provide resources, playbooks, and training.
Technical Authority – Lead advanced strategies such as GRATs, SLATs, IDGTs, business succession, and philanthropic planning.
Integrate Alternatives – Work with investment teams to incorporate private equity, hedge funds, real assets, and SMAs/UMAs into plans.
Team Development – Manage and mentor a small team of planners, scaling as demand grows.
Compliance Alignment – Ensure planning guidance aligns with SEC fiduciary obligations, Reg BI, and evolving tax and legal standards.
Qualifications
CFP required ; CFA, CPWA, or CEP highly valued
JD strongly preferred
10+ years advising HNW/UHNW households
Expertise in estate, tax, insurance, philanthropy, and investments
Strong knowledge of alternative investments and their tax/liquidity considerations
Proven leadership in building programs and managing planning teams
Executive presence and ability to simplify complex strategies for advisors and clients
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at
Job Details
Seniority level – Executive
Employment type – Full-time
Job function – Business Development and Sales
Industries – Staffing and Recruiting
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Worksite address
austin, TX, 78716, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.