About Pennington Partners:

Founded in 2016, Pennington Partners is building the leading financial services holding company and solutions-oriented platform serving the world’s most successful entrepreneurs and their families.

Pennington’s culture is smart, tireless, and iconoclastic. We are intellectually curious, challenge assumptions, and welcome new ideas. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility.

About the role:

Our staff model is designed around an ensemble model that supports a lead advisor and a dedicated Chief Investment Officer and the belief that no one person can carry the dialogue with complex entrepreneurial families. The Wealth Strategist role will complement this team as part of the staff configuration.

This role will have direct oversight of estate planning and advanced wealth planning. The individual will bring with them deep experience serving the ultra-high net worth client segment. They will be part of the Bethesda leadership team, working alongside the Managing Director/Market Leader, Investment team and Client Service team.

What you’ll do:

The Wealth Strategist will counsel Pennington clients in a fiduciary capacity with regards to sophisticated wealth planning strategies including wealth transfer, estate and tax planning, philanthropic matters, and business succession planning including:

• Design and implement wealth strategies that will drive high levels of client engagement.

• Manage, develop, and lead the wealth strategy/estate planning team.

• Work alongside the Managing Director/DC Market leader in building a pipeline of credible client family leads through client leads, networking, and referrals.

• Work with the Head of Client Service and Reporting to determine client family success measurements (i.e. (NPS) Net Promoter Score).

• Work alongside our Director of Operations identifying key performance indicators for delivering exceptional client service.

• Work with our leadership team to promote company culture and vision.

What we’re looking for:

• A minimum of 5 years of experience as an Associate or Partner at a law firm or a minimum of 7 years of experience in wealth and estate planning within a private wealth management firm or family office.

• Juris Doctorate required.

• LLM Accreditation preferred.

• Demonstrable competency in strategic planning and relationship management.

• An individual possessed with a deeply rooted service mentality.

• Outstanding organizational and leadership abilities and personal integrity.

• Aptitude in decision-making and problem-solving.

• Able to diagnose problems quickly and anticipate potential issues.

• Belief in, and willing to champion Pennington’s Core Values.

How to apply:

Please send your resume to careers@penningtonptrs.com.