Associate Counsel – Advanced Planning

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🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $128.6k - $222.8k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚖️ Legal Counsel / General Counsel

👻 Ghost score 0%

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• Provide written and verbal consultation on complex life insurance opportunities involving wealth transfer, estate planning, business succession, charitable planning, executive benefits, and related tax matters • Analyze sophisticated client fact patterns and develop technically sound, commercially relevant planning approaches • Partner with sales professionals and distributors to clarify objectives and communicate recommendations • Manage inquiries, research, follow-up, and stakeholder communication independently • Serve as a technical resource on federal estate, gift, generation-skipping transfer, income, and related tax issues • Research emerging planning strategies, legislative and regulatory developments, and industry trends • Assist with complex legal, regulatory, and compliance matters within legal, compliance, and enterprise risk frameworks • Collaborate with Legal, Compliance, Underwriting, Product, Operations, Marketing, and Sales leadership • Draft and review educational, promotional, and technical materials, including case studies, presentations, articles, guides, and field-facing resources • Conduct legal and technical review of materials for accuracy, clarity, and alignment with applicable standards • Develop and deliver education on advanced planning and legislative, regulatory, tax, and industry developments • Present at conferences, study groups, webinars, producer meetings, and internal forums • Contribute ideas for market-facing resources that simplify complex planning concepts • Participate as an Advanced Markets subject matter expert on product, underwriting, marketing, distribution, new market, and business initiatives • Build relationships with internal and external stakeholders • Lead or contribute to research projects, working groups, industry committees, and strategic initiatives • Share field intelligence and technical insights supporting business growth, product positioning, and responsible innovation

🎯 Requirements

• Juris Doctor • Admission in good standing to at least one U.S. state bar • Minimum of 4 years of relevant professional experience in high-end estate planning, private wealth, life insurance, advanced markets, tax, business planning, or a closely related discipline • Demonstrated technical knowledge of sophisticated estate and wealth transfer planning and business planning • Strong knowledge of the life insurance industry, products, sales strategies, and advanced planning concepts • Ability to analyze complex legal and tax issues and translate them into practical guidance • Marketing or content development experience, with an interest in editorial drafting and educational or promotional materials • Strong writing, editorial, project management, organization, and customer service skills • Exceptional communication and presentation skills • Highly developed negotiation, influencing, and networking skills • Ability to travel to industry and distributor conferences and meetings

🏖️ Benefits

• Incentive programs and incentive compensation tied to business and individual performance • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans, including pension and 401(k) savings plans • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays • 3 personal days • 150 hours of vacation • 40 hours of sick time, or more where required by law • Statutory leaves of absence • Flexible work environment • Learning and career growth support • Well-being and inclusion support