**Job Posting: Senior Manager, HNW Estate Strategy**

Join our elite team of industry-leading professionals and play a key role in delivering top-notch insurance solutions for business owners and their families. As a Senior Manager, HNW Estate Strategy, you will lead efforts in client succession, estate planning, and tax optimization, ensuring exceptional service to our ultra-high net worth clients.

**Key Responsibilities:**
- Collaborate with ultra-high net worth clients and their advisors to identify objectives, define impactful and tailored solutions, and ensure timely progress of files.
- Provide strategic advice relating to insurance structures to complement estate, business succession, and tax planning to achieve business and estate objectives.
- Review and evaluate business, tax, insurance, and risk management strategies to identify issues and proactively advise on potential risks and opportunities.
- Lead successful solution implementation and strategic client review to ensure the solutions reflect the clients’ current and future needs.
- Actively develop solutions skills through transactional work and new idea development using competitive intelligence and proprietary IP to enhance solutions offerings.
- Build sales and networking skills by working closely with Principals and Associate Principals.
- Maintain contact with the client throughout the implementation process and after placement to ensure policy renewals are effective.
- Represent the company, promote our mission and values, and foster teamwork and effective communication within the organization.
- Use client management expertise to ensure the file progresses in a timely manner.
- Collaborate with the internal team to anticipate and overcome any roadblocks.
- Mentor and develop the operations team to become more client-facing.

**Qualifications:**
- CPA, MBA, CFA, CLU, TEP, FEA, or JD/LLB designation.
- Expertise in corporate law, estate, and tax planning for private enterprises.
- Proven leadership and integrity.
- In-depth knowledge of Canadian insurance, banking, and tax and estate planning.
- Experience as a relationship manager/account manager.

**Skills & Competencies:**
- Comprehensive understanding of the corporate and personal tax/accounting cycle.
- Excellent communication skills and the ability to deliver complex technical presentations.
- Strong business development acumen.
- Extensive professional network and ability to build rapport with clients and colleagues.
- Forward-thinking, results-driven, and strong problem-solving skills.
- Flexibility, adaptability, and a client-service focus.
- Initiative, multitasking, and regulatory compliance experience.

**About Us:**
At The Targeted Strategies Group, our vision is to help business owners take control of their wealth and legacy. Our mission is to collaborate and innovate, offering strategic advice and targeted insurance solutions that align with the highest industry standards. We are committed to integrity, giving, collaboration, and innovation, ensuring transparency and accountability to our clients, business partners, and each other. Our core values drive us to prioritize possibilities and constant improvement, providing tailored solutions to realize our clients' wealth and legacy objectives.

The Targeted Strategies Group is an equal opportunity employer. We value diversity and inclusion in the workplace and encourage all qualified candidates to apply, including but not limited to women, visible minorities, Indigenous Peoples, and persons with disabilities.