• Serve as an in-house resource in estate planning to wealth management teams and clients nationwide • Maintain book of ultra-high-net-worth clients • Review and summarize existing estate planning documents • Remain current with related estate, trust, and tax legislation nationwide • Supporting business development through networking, leading presentations, drafting publications, and supporting prospective client meetings, as necessary • Conduct research on nuanced and specialized estate planning topics • Manage a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring • Mentor and coach estate planning strategists • Other duties, as assigned • Meet with clients to design, implement, and fund complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation. • Draft estate plan documents, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding related documents. • Advise on estate, gift, and generation-skipping transfer (GST) tax strategies. • Coordinate with wealth advisors, tax experts and other professionals to ensure seamless execution of wealth strategies. • Prepare and review deeds and real property transfer documents.

• Lead the design and execution of service management frameworks. • Maintain comprehensive accountability for all open tickets. • Champion ITSM best practices and govern the CMDB. • Oversee daily operations, including HALO PSA workflow design. • Manage complex cross-functional stakeholder relationships. • Determine escalation paths for incidents requiring higher involvement. • Occasionally provide on-site IT support during staffing shortages.

• Lead the design and execution of service management frameworks • Maintain accountability for all open tickets • Champion ITSM best practices • Oversee daily operations and manage service desk team • Determine escalation paths for incidents • Occasionally provide on-site IT support

• Ensures the highest standards of compliance, accreditation, and continuous improvement across programs. • Leads quality initiatives and manages performance measures. • Oversees audits and provides statewide consultation and training. • Collaborates with leadership to develop policies and monitor regulatory compliance. • Enhances stakeholder satisfaction while driving agency-wide quality improvement efforts. • Travel within the state is required.