Associate Counsel – Advanced Planning

🔥 13 hours ago

🏈 Alabama, Arizona, +43 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🏛️ District of Columbia – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote ⚜️ Louisiana – Remote 🦞 Maine – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🌾 North Dakota – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🎸 Mississippi – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ☕ Washington – Remote ⛰️ West Virginia – Remote 🧀 Wisconsin – Remote 🦬 Wyoming – Remote

💵 $128.6k - $222.8k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚖️ Legal Counsel / General Counsel

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Provide timely 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 practical, technically sound planning approaches consistent with company guidelines and risk principles • Partner with sales professionals and distributors to clarify objectives, identify planning considerations, 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 the company’s risk framework • Collaborate with Legal, Compliance, Underwriting, Product, Operations, Marketing, and Sales leadership • Draft and review educational, promotional, and technical advanced-markets materials • Conduct legal and technical review of materials for accuracy, clarity, and applicable standards • Develop and deliver education for internal and external audiences • Present at conferences, study groups, webinars, producer meetings, and internal forums • Contribute ideas for new content and market-facing resources • 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/401(k) savings plans • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays annually • 3 personal days annually • 150 hours of vacation annually • 40 hours of sick time annually, or more where required by law • Statutory leaves of absence • Flexible working environment • Learning and career growth support • Well-being and inclusion support