Founding Estate Planning Partner

This is a remote position.

About the Opportunity

White Tiger Connections works with leading Registered Investment Advisors (RIAs) and broker-dealers that are expanding their service offerings into comprehensive estate planning and tax compliance. We are supporting multiple firms across our client network—ranging from approximately $500M to $10B in assets under management—that are seeking to establish or scale an in-house estate planning function.

This is a founding-level opportunity designed for a highly experienced estate planning professional who is ready to build, lead, and own a core advisory vertical within a growing financial services platform. The role includes a conservative base salary, an aggressive performance-based bonus structure, and meaningful equity participation.

About the Role

As the Founding Estate Planning Partner, you will work closely with firm leadership to design and lead estate planning and tax-compliance services integrated into the firm’s broader wealth management offering. You will serve as the subject-matter expert, relationship lead, and long-term owner of this practice area.

This role is ideal for a senior estate planning professional seeking true partnership, autonomy, and long-term upside within an established financial organization.

Key Responsibilities

• Lead the development and execution of estate planning and tax-compliance services within an RIA or broker-dealer platform

• Advise high-net-worth and ultra-high-net-worth clients on complex estate planning strategies

• Collaborate with wealth advisors, tax professionals, and firm leadership to deliver integrated client solution

• Establish best practices, workflows, and compliance standards for estate planning services

• Serve as the senior client-facing authority for estate planning engagements

• Recruit, mentor, and manage additional estate planning or tax professionals as the practice scales

• Drive growth and adoption of estate planning services across the firm’s existing client base

Requirements

• Juris Doctor (JD) required

• Minimum of 12 years of experience in estate planning, trust and estate law, and related tax matters

• Extensive experience advising high-net-worth clients

• Strong leadership presence with the ability to build and lead a practice area

• Entrepreneurial mindset and readiness to operate as a founding partner

• High degree of professionalism, discretion, and client trust

• Preferred Credentials: CFP, Series licenses, MBA, CPA, and other relevant professional certifications

Benefits

Compensation & Partnership Structure

The role includes a conservative base salary, a highly performance-driven bonus structure, and meaningful equity participation tied to the growth, adoption, and long-term success of the estate planning practice within the broader platform.

Next Steps

If you are interested in building and leading an estate planning practice within a high-growth financial services platform, please apply and submit your resume.

Originally posted on Himalayas