Managing Partner, Estate Planning – UHNW

Job overview

The Managing Partner, Estate Planning – UHNW role is hybrid, with a strong preference for applicants in Los Angeles, CA, San Francisco, or Orange County; compensation is $255,000–$300,000 per year in total expected cash compensation. The role leads Mercer Advisors' Regis estate planning practice for ultra-high-net-worth families. The position sets the technical standard for estate planning, builds and leads a team of strategists, and personally advises on complex client matters. It integrates estate strategies with clients' broader financial plans and supports practice growth, client relationships, and the firm's multi-family office offering.

What you'll do

• Lead and grow the Regis estate planning practice
• set its technical standards and planning philosophy
• build, lead, and mentor estate planning strategists
• serve as senior technical authority and engage in complex client situations
• design advanced estate plans and wealth-transfer strategies
• coordinate with wealth advisors, tax strategists, clients' attorneys, CPAs, trustees, and consultants
• deepen relationships with a portfolio of Regis families
• represent Regis in prospective client development, conferences, and thought leadership
• partner on practice development, talent strategy, and operational improvements.

What we're looking for

Skills & competencies

managing partner

estate planning

uhnw

hybrid

los angeles ca

mercer advisors

regis

wealth management

estate strategy

practice leadership

$255k–$300k

travel up to 20%

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision plans
• life and disability insurance
• HSA with company contributions for eligible plans
• paid holidays and paid time off
• paid parental leave
• adoption assistance
• 401(k) with match
• employee assistance plan
• pet insurance
• and other listed benefits.

Why this role

Requires a Juris Doctor and a law license in at least one state; 20+ years of estate-planning legal experience and experience with $100M+ families are required. Travel up to 20%.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.