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Managing Partner, Estate Planning - UHNW

Mercer Advisors · Denver, CO

Compensation

$300k – $450k /yr

Employment type

Full-time

Work setting

On-site

Location

Denver, CO

Schedule

Day shift

Posted

Travel

Required

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Job overview

The Managing Partner, Estate Planning - UHNW is an onsite role based in Denver, CO, with a total expected cash compensation range of $300,000–$450,000 per year. This position supports Mercer Advisors by leading the estate planning practice for ultra-high net worth families. The role involves building and directing an elite team of estate planning strategists. The partner serves as the firm's senior technical authority, designing sophisticated wealth transfer strategies and managing complex client relationships to ensure integrated financial planning.

What we're looking for

Skills & competencies
full-time
day shift
denver co
estate planning
uhnw
wealth management
legal
leadership
financial planning
$300k-$450k
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, dental, and vision plans, 401(k) matching, paid parental leave, concierge services

About the employer

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

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
23-1011.00
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Listing ID: b654c6aa-94ea-4eab-9125-c9b9e31f63a3