Pre-Sales Associate

Position Summary:

We are seeking an experienced and internationally minded Senior Wealth Planning Advisor to provide expert guidance on complex wealth structuring for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This individual will play a pivotal role in advising existing U.S.-based client structures—particularly those in Nevada—while supporting business development across both the U.S. and Latin America.

The ideal candidate is a U.S.-qualified attorney with deep expertise in international estate and tax planning, and a proven ability to build enduring relationships with clients and intermediaries. In addition to client advisory responsibilities, this role includes legal support to internal teams, coordination with global offices, and contributing to broader business initiatives in Reno.

Key Responsibilities:

• Provide high-level wealth planning expertise to existing client structures, primarily in Nevada.
• Serve as the legal technical expert supporting client teams with complex structuring questions.
• Originate new U.S.-based client relationships aligned with a marketing and sales strategy developed in collaboration with the Group Chief Commercial Officer.
• Support Latin American client development efforts led by the LATAM team, with occasional travel (2–3 times annually) to the region.
• Collaborate with a Miami-based affiliate specializing in insurance-based wealth structuring for U.S. clients.
• Assist the General Manager with day-to-day management and strategic initiatives in the Reno office.
• Represent the global brand and values in the U.S. market, serving as a brand ambassador in client and industry engagements.

Technical Requirements:

• U.S.-qualified attorney with a minimum of 10 years’ post-qualification experience in a related role.
• Expertise in U.S. and international private client structuring, including trusts, foundations, tax-efficient vehicles, and asset protection.
• Fluent in English and Spanish.
• Established network of HNW/UHNW intermediaries across the U.S.
• Strong skills in client relationship management, legal problem-solving, and high-stakes negotiation.

Key Traits & Soft Skills:

• International perspective with the sophistication to navigate cross-border client needs.
• Highly collaborative, team-oriented professional who thrives in global environments.
• Proactive, self-driven, and capable of working independently with minimal supervision.
• Passion for client service, with the ability to foster deep, lasting relationships.
• Willingness to travel frequently within the U.S. and occasionally to Latin America.
• Results-oriented mindset with a focus on strategic business outcomes.

Ideal Candidate Background:

Candidates may come from one or more of the following sectors:

• International private client law firms
• Private banks or UHNW divisions of major banks
• Global or boutique multi-family offices
• Big Four private client tax advisory divisions
• International trust and fiduciary companies