Managing Director, Estate & Wealth Planning
Sanctuary WealthUnited States
Posted March 20, 2026
Full Time
About the Company
Sanctuary Wealth is a private wealth management firm that provides personalized, fiduciary financial guidance and client services, including wealth management, bilingual support, and reporting solutions using platforms such as Addepar. The firm focuses on delivering tailored strategies and a relationship-driven process to help clients make confident, informed decisions about their financial future.
Job Description
The Managing Director of Advanced Estate & Wealth Planning serves as a senior strategic resource within Sanctuary Wealth, partnering closely with advisors to design, evaluate, and coordinate sophisticated estate, trust, and legacy planning strategies for high-net-worth and ultra-high-net-worth clients.
Requirements
- Serve as a subject matter expert supporting advisors on complex estate planning scenarios
- Provide second-opinion reviews and stress-testing of estate structures
- Design customized frameworks for wealth transfer, asset protection, philanthropy, and multi-generational governance
Benefits
- Full compensation package
