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Founding Estate Planning Partner

White Tiger Connections
Location 📍 New York, United States
Posted 📅 June 03, 2026
Work Type ⏰ Full-time

Position Overview

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 networkranging from approximately $500M to $10B in assets under managementthat 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 firms broader wealth manageme...

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Job Details

Employment Type
Full-time
📊
Category
business-and-financial-operations
🏠
Work Arrangement
On-site
📍
Location
New York, United States