Wealth Strategist I, II, III or Sr.

Job Description

Job Summary

Serves as a subject matter expert in the area of wealth transfer strategies for ultra-high net worth individuals and multi-generational families within The Family Office at Synovus.

Provides consultative and analytical support to more senior Wealth Strategists and to Relationship Managers while working towards obtaining the experience and expertise necessary to manage projects independently.

Job Duties and Responsibilities

• Assists more senior Wealth Strategists in executing and implementing sophisticated wealth transfer strategies via complex wills, trusts, partnerships and LLC operating agreements, shareholder agreements, buy-sell agreements, pre-nuptial and post-nuptial agreements.
• In conjunction with more senior Wealth Strategists, works closely with and provides advisory and consulting services to relationship managers, clients and advisors to clients such as accountants, attorneys, insurance advisors, and investment managers, across the entire spectrum of both legal and tax aspects of sophisticated wealth transfers techniques.

Calls on the assistance of more senior Wealth Strategists as necessary.

• Provides financial planning to ultra-high net worth individuals and multi-generational families. Develops detailed financial projections associated with recommended wealth transfer strategies including detailed analyses and illustrations of consequences to of recommended wealth transfer strategies with extensive consideration and impact of access to trust funds, impact of inheritance and other elements.
• Represents Synovus and The Family Office in professional association settings such as the State Bar Association and Estate Planning Councils.

Maintains visibility of Synovus Trust Company and The Family Office in the professional advisors community. Assists more senior Wealth Strategists in preparing and delivering presentations to professional groups as part of continuing education programs.

Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role.

Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.

Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.

It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Synovus is an Equal Opportunity Employer supporting diversity in the workplace

Shift First Alternate Location Overton (FL05) - GA341 Minimum Requirements

Minimum Education :

Juris Doctor (JD) or Certified Public Accountant (CPA) designation.

Minimum Experience :

Two years of law or accounting practice experience representing ultra-high net worth individuals and multi-generational families.

Certifications :

Active Member in good standing of state bar (applicable to attorneys only).

Required Knowledge, Skills, & Abilities :

• Functional knowledge of both state and federal income tax and wealth transfer tax regimes
• Functional knowledge of state law regarding both wills and trusts and the administration of estates and trusts
• Strong process and project management capabilities
• Strong communication and presentation skills
• Proficiency using Microsoft Office software products

Additional Information

Preferred Knowledge, Skills, & Abilities :

• Advanced degree such as JD, MAcc, MTX or MBA and CPA
30+ days ago