Engineering Structures Jobs in Reston, VA

156 positions found — Page 8

Commercial Construction Senior Project Manager - Industrial
Salary not disclosed
Falls Church 1 week ago
Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT.

Commercial Construction Senior Project Manager
- Industrial Job Description: The Senior Project Manager’s role is to effectively manage both small and large scale projects from discovery and design to development and implementation.

The Senior Project Manager is responsible for all of the duties performed by the Project Manager as well as the following: Responsibilities: Maintains adherence to HITT’s standards of safety Ensures the all job processes are followed in accordance with HITT policies Negotiates terms and conditions of contracts with clients Monitors the progress of each project through updated schedules Ensures that the project Quality Control Plan is followed Assists that project staff in resolving scope problems with subcontractors Ensures proper assignment and evaluation of field personnel both within the project team and throughout the company Identifies and negotiates time extensions where justified and allowed Acquires new work as well as maintaining existing clients Maintains positive relationships with the subcontractor community Ensures timely completion of closeout process Leads the preconstruction and RFP package effort with the help of the Preconstruction Department and/or other company resources Delegates responsibility when necessary to ensure that the project/tasks run smoothly Qualifications: 10+ years of experience with a commercial general contractor A four-year degree from an accredited university with a concentration in construction, engineering, or business is strongly preferred.

In lieu of a degree, additional work experience is acceptable.

Has successfully acquired and/or contacted at least one new client Ability to execute multiple project management efforts Proficient in Microsoft suite HITT Contracting is an equal opportunity employer.

We are committed to hiring and developing the most qualified individuals based on job-related experience, skills, and merit.

All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.

We value a respectful, inclusive workplace where everyone has the opportunity to succeed.

HITT Contracting maintains a drug-free workplace, consistent with applicable local, state, and federal laws.
Not Specified
Commercial Construction Senior Project Manager - GovDirect
🏢 HITT Contracting
Salary not disclosed
Falls Church 1 week ago
Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT.

Commercial Construction Senior Project Manager
- GovDirect Job Description: The Senior Project Manager’s role is to effectively manage both small and large scale projects from discovery and design to development and implementation.

The Senior Project Manager is responsible for all of the duties performed by the Project Manager as well as the following: Responsibilities: Maintains adherence to HITT’s standards of safety Ensures the all job processes are followed in accordance with HITT policies Negotiates terms and conditions of contracts with clients Monitors the progress of each project through updated schedules Ensures that the project Quality Control Plan is followed Assists that project staff in resolving scope problems with subcontractors Ensures proper assignment and evaluation of field personnel both within the project team and throughout the company Identifies and negotiates time extensions where justified and allowed Acquires new work as well as maintaining existing clients Maintains positive relationships with the subcontractor community Ensures timely completion of closeout process Leads the preconstruction and RFP package effort with the help of the Preconstruction Department and/or other company resources Delegates responsibility when necessary to ensure that the project/tasks run smoothly Qualifications: 10+ years of experience with a commercial general contractor A four-year degree from an accredited university with a concentration in construction, engineering, or business is strongly preferred.

In lieu of a degree, additional work experience is acceptable.

Has successfully acquired and/or contacted at least one new client Ability to execute multiple project management efforts Proficient in Microsoft suite HITT Contracting is an equal opportunity employer.

We are committed to hiring and developing the most qualified individuals based on job-related experience, skills, and merit.

All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.

We value a respectful, inclusive workplace where everyone has the opportunity to succeed.

HITT Contracting maintains a drug-free workplace, consistent with applicable local, state, and federal laws.
Not Specified
Commercial Construction Assistant Project Manager - GovDirect
🏢 HITT Contracting
Salary not disclosed
Falls Church 1 week ago
Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT.

Commercial Construction Assistant Project Manager
- GovDirect Job Description: An Assistant Project Manager (APM) obtains, evaluates, coordinates and distributes the information and authorizations necessary to construct projects on time, within budget and to the quality specified.

The APM is responsible to protect and promote the interest of both the business and client in all matters as well as demonstrate the personal characteristics of a beginner-level leader.

While learning paths, growth and promotional opportunity vary, most team members are APMs for two to six years.

Responsibilities Maintain adherence to HITT’s standards of safety Ensure that required documentation is filed Assist in creating and managing project budget for all assigned projects Develop pre-construction RFP package Assist in conducting project meetings, setting milestones and formulating monthly owner report Establish job processes (RFIs, submittals, and pay applications) including approving pay applications and negotiating subcontract change orders Update project schedule; ensure project quality control and establish overall project logistics Assist in managing the closeout process Collaborate with the project superintendent and site operations team throughout the life of the project Qualifications High school diploma required, four-year degree from an accredited university with a concentration in construction, engineering, or business is strongly preferred In lieu of a degree, additional work experience is acceptable 2-5 years’ experience in commercial construction, including experience with a commercial general contractor Previous experience on commercial job sites strongly preferred Passion for construction and our industry; ability to recognize and seek quality Ability to master sector/project-specific software systems including but not limited to: Microsoft Office suite (ex.

Project, Excel, Word, Outlook, PowerPoint, etc.), ProCore, Adobe, BlueBeam, JD Edwards Must demonstrate a strong ability to: Communicate clearly, concisely, and professionally, with a strong focus on audience appropriate business writing and verbal skills Demonstrate a positive attitude and passion for construction and our industry Gather data, interpret it into meaningful information, and relay that information through clear, concise communication strategies; ability to see how pieces and processes fit into and affect the bigger picture/business model Organize and manage tasks and priorities Demonstrate integrity consistently with The HITT Way and HITT’s core values Seek continuous improvement of knowledge and abilities, internal focus on self-improvement Adapt and exercise flexibility with the ever-changing world of technology, design, means and methods Collaborate with people of various backgrounds and styles Create and maintain relationships with colleagues, clients, subcontractors, and vendors Exhibit respectfulness by being punctual, engaged/focused, and respectful of others HITT Contracting is an equal opportunity employer.

We are committed to hiring and developing the most qualified individuals based on job-related experience, skills, and merit.

All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.

We value a respectful, inclusive workplace where everyone has the opportunity to succeed.

HITT Contracting maintains a drug-free workplace, consistent with applicable local, state, and federal laws.
Not Specified
Commercial Construction Project Manager - GovDirect
🏢 HITT Contracting
Salary not disclosed
Falls Church 1 week ago
Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT.

Commercial Construction Project Manager
- GovDirect Job Description: A Project Manager (PM) develops, coordinates, implements, and manages all facets necessary to construct the project on time, within budget, and to the quality specified.

The PM provides leadership and serves as the liaison between project team members to promote the interest of both the business and clients in all matters, as well as demonstrate the characteristics of a mid-level leader.

The PM is the primary leader for the construction project.

Responsibilities Maintain adherence to HITT’s standards of safety; ensuring that required documentation is filed Create and manage project budget for all assigned projects Develop and collaborate on pre-construction RFP package Conduct project meetings, while setting milestones and formulating monthly owner reports Establish job processes (RFIs, submittals, and pay applications) including approving pay applications and negotiating subcontract change orders Perform project scheduling; ensure project quality control and establish overall project logistics Manage the closeout process efficiently Contact new and existing customers to discuss their needs while explaining how these needs could be met by specific company services Supervise assistant operations support roles such as assistant project manager, administrative assistant, MEP managers, safety team members, etc.

Collaborate with the project superintendent and site operations team throughout the life of the project Qualifications High school diploma required, four-year degree from an accredited university with a concentration in construction, engineering, or business is strongly preferred In lieu of a degree, additional work experience is acceptable 5+ years’ experience in commercial construction, including experience with a commercial general contractor Previous experience in a project management role with the ability to execute multiple projects and/or simultaneously Ability to master sector/project-specific software systems including but not limited to: Microsoft Office suite (ex.

Project, Excel, Word, Outlook, PowerPoint, etc.), ProCore, Adobe, BlueBeam, JD Edwards Mastery of reading construction drawings; tasks including reading, interpreting, and updating construction project-related drawings Ability to organize necessary resources, including people, tools and time to meet tight deadlines and achieve desired results Knowledge of current market conditions including pricing conventions and trends Must demonstrate a strong ability to: Carry oneself as a leader and knowledge holder of the project while facilitating the decision-making process Demonstrate a positive attitude and passion for construction and our industry Communicate clearly, concisely, and professionally, with a strong ability to present complex information in a clear and concise manner Take initiative and seek responsibility Demonstrate integrity consistent with The HITT Way and HITT’s core values Seek continuous improvement of knowledge and abilities, internal focus on self-improvement Recognize quality and implement contractual and HITT quality standards Adapt and exercise flexibility with the ever-changing world of technology, design, means and methods Collaborate with people of various backgrounds and styles Foster positive relationships with colleagues, clients, subcontractors and vendors Approach all situations with a customer service oriented attitude Coach, train and educate assistant level operations team members Sustain existing client relationships and develop new client relationships Understand and know what tasks are more important than others; discern what needs to be solved immediately and what can wait; ability to multi-task effectively Exhibit respectfulness by being punctual, engaged/focused, and respectful of others HITT Contracting is an equal opportunity employer.

We are committed to hiring and developing the most qualified individuals based on job-related experience, skills, and merit.

All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.

We value a respectful, inclusive workplace where everyone has the opportunity to succeed.

HITT Contracting maintains a drug-free workplace, consistent with applicable local, state, and federal laws.
Not Specified
Full Stack Engineer
Salary not disclosed
Reston, VA 1 week ago

Position: RQ00075 Senior Full Stack Developer--10+ Years exp. required

Location: Rockville, MD or Tysons, VA. Must be able to come on-site for an interview.

Candidates that are Local to DMV area (DC/MD/VA) ONLY.


This role requires a seasoned full-stack developer who can contribute to enterprise-grade financial technology solutions while maintaining the highest standards of code quality and system reliability.


Job details:

Enterprise Development Experience:

  • Proven track record of designing and deploying production-grade applications using object-oriented programming principles and database technologies.
  • Agile Development Background: Hands-on experience building enterprise-level solutions within iterative development methodologies and Agile frameworks
  • Software Engineering Best Practices: Proficiency with industry-standard development practices including automated testing frameworks, continuous integration/deployment pipelines, and configuration management tools


Core Technology Stack:

  • Advanced proficiency in Node.js, TypeScript, and JavaScript
  • Experience with Angular 16 or later versions for modern web application development, RxJS, Ngx Formly, monorepo architecture
  • Quality Assurance & Testing: Ability to develop comprehensive end-to-end tests using Playwright with TypeScript, along with integration and performance testing capabilities
  • DevOps & CI/CD: Strong experience implementing continuous integration and deployment workflows using Jenkins and/or GitHub Actions
  • Cloud Architecture & AWS Services: Expertise in designing and implementing event-driven architectures leveraging:
  • Messaging services (SQS/SNS)
  • Serverless computing (AWS Lambda)
  • API Gateway, Step Functions
  • Data storage solutions (S3, RDS, DocumentDB, DynamoDB)
  • Container orchestration (ECS)


Preferred Qualifications: AWS professional certifications

permanent
Project Executive
Salary not disclosed
Sterling, VA 1 week ago

Project Executive – Commercial Mechanical Construction (HVAC / Plumbing)

Sterling, VA

(Relocation Assistance Available)


A leading Mid-Atlantic mechanical construction contractor is seeking an experienced Project Executive to lead multiple large-scale commercial HVAC and plumbing projects across the Northern Virginia / Washington DC region.


This organization has been an industry leader for more than 50 years and continues to expand its presence in the region, particularly within mission-critical and data center infrastructure projects. The company operates with extensive self-perform capabilities across mechanical systems and advanced fabrication facilities that support large-scale construction efforts.

This role is designed for a hands-on leader with deep mechanical construction experience who can actively engage in field operations, make critical decisions in real time, and guide project teams through complex multi-million-dollar work.


Key Responsibilities:

• Provide leadership and oversight for multiple concurrent commercial HVAC and/or plumbing projects

• Maintain active involvement with field operations while supporting project managers and superintendents

• Establish project objectives, procedures, and performance standards aligned with company practices

• Lead staffing and coordination of key field positions in collaboration with construction leadership

• Manage relationships with owners, engineers, architects, subcontractors, and vendors

• Monitor project safety, quality, schedule, and cost performance while implementing corrective actions when needed

• Oversee financial performance including revenue forecasts, schedules of values, and cash flow analysis

• Identify scope changes and prepare pricing for change orders

• Coordinate with internal teams including preconstruction, fabrication, safety, purchasing, and BIM departments

• Represent the company in client meetings, strategy discussions, and negotiations

• Support business development efforts with existing clients and within the regional market


Qualifications:

10+ years of experience in mechanical construction (commercial HVAC and/or plumbing)

• Experience managing multiple multi-million-dollar projects simultaneously

• Strong background working for a mechanical subcontractor (not a general contractor)

• Demonstrated ability to lead field teams and make time-sensitive decisions that keep projects moving

• Bachelor’s degree in engineering, construction management, or equivalent field experience

• Strong financial and operational understanding of construction project delivery

• Excellent leadership, communication, and relationship management skills

• Proficiency with construction management software platforms and Microsoft Office


Preferred:

• Experience with BIM coordination processes

• Experience with Procore or similar project management platforms

• Prior military leadership experience


Benefits:

$0 cost medical insurance for employees

• Dental and vision insurance plans

401(k) with generous company match

• Health Savings Account with company contributions

• Short-term disability and life insurance coverage

• Paid leave programs and wellness initiatives

• Supplemental insurance programs including accident, hospital, and critical illness coverage

• Legal assistance plan

• Competitive PTO program


Additional Details:

• Projects are primarily located across Northern Virginia, Washington DC, and Fredericksburg markets

• Relocation assistance available

• Minimal overnight travel required

• Candidates must have experience managing large mechanical construction projects in the field


(If you are a mechanical construction leader with experience delivering complex projects and building strong teams, this is an opportunity to step into a senior role with a well-established contractor expanding in one of the most active construction markets in the country.)

Not Specified
Quality Control Manager- (OCONUS)
Salary not disclosed
McLean, VA 1 week ago

American International Contractors (Special Projects), Inc. (AICI-SP) is seeking Quality Control Manager candidates to work on upcoming overseas projects in Europe and the Middle East. A U.S. Secret Level Security Clearance is required for this position, which also requires U.S. citizenship. Please only apply if you are a US Citizen holding a secret level (or higher) security clearance.

American International Contractors (Special Projects), Inc. (AICI-SP) has established itself as one of the leading construction firms in the Department of State, Overseas Building Operations (OBO) program. We continue to win important contracts and projects throughout this program and others. We have a culture of innovation where our employees can make a difference and are looking for like-minded, dynamic individuals to come and join our rapidly expanding team. Our employees are our most valuable resources, and we strive to ensure that every one of them is treated as such. In keeping with this philosophy we offer a competitive benefits package including: Health insurance (medical, dental, vision), paid federal holidays, long- and short- term disability, life insurance, paid vacation, and a 401K matching program.

PRIMARY FUNCTION:

The Quality Control Manager is responsible for the effective implementation of U.S. Government contract documents in construction activities to achieve quality and safety. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Prepare and execute the Quality Control Program on site
  • Inspect and perform testing coordination and control
  • Supervise workers engaged in inspection and testing activities to ensure high productivity and high technical integrity
  • Formulate, document and maintain quality control standards and on-going quality control objectives
  • Manage and review the submittal register
  • Check material, design, shop and as-built drawings
  • May be required to manage a team of Quality Control Engineers
  • Other duties as assigned by the Project Manager or Operations Manager

KNOWLEDGE, EXPERIENCE AND SPECIAL SKILLS REQUIRED:

  • Must be authorized to work in the United States
  • Must have an active U.S. SECRET level security clearance 
  • Bachelor’s degree from an accredited institution in Engineering, Architecture, Construction Management or Quality Control
  • Minimum of 10 years of experience implementing construction quality control programs for similar projects
  • Must be proficient in project management tools and software, such as, RMS, ProjNet, SharePoint, etc.
  • Completed USACE course entitled “Construction Quality Management for Contractors
  • Must be willing to work overseas

PREFERRED EXPERIENCE:

  • International construction industry experience interacting with various diverse culture
  • Experience operating as the Quality Control Manager on large valued projects over $100M
  • Professional Engineer Certification 
  • Previous experience in US Government funded projects a plus (NAVFAC, DOS OBO, USAID or USACE preferred)

                                                     

PHYSICAL, MENTAL AND ENVIRONMENTAL DEMANDS:

The demands described here are not exhaustive, but are representative of those that must be met by an employee to successfully perform the essential functions of the job.  Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions in accordance with applicable law, provided that the individual does not pose a direct threat to the health or safety of others when performing such essential functions.  

Physical Demands:

While performing the duties of this job, the employee is regularly required to, among other things, use hands to grasp and reach up with arms overhead, including manual dexterity to operate office equipment, filing, and perform specialized skills. The employee must have the ability to   stoop, squat, stand, walk, twist, balance, climb (ladder and stairs of high-rise building), kneel, crouch, speak, carry, and hear. The employee must have the ability to lift, carry, push or pull and move up to 15 pounds of weight without assistance. The job imposes a demand for physical agility and mobility, including the ability to maneuver safely throughout the work site. This position will require the use of personal protective equipment while present in active construction zones. The employee must be able to hear warning sounds and alarms, communicate effectively with coworkers and follow spoken directions.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Mental Demands:

The position requires a high degree of concentration in a busy environment.   There is a substantial demand for analyzing, perceiving, comprehending, rapid decision making and exercising sound judgment to ensure individual and coworker safety in a potentially dangerous environment.  Ability to follow directions and meet deadlines is critical.  

Environmental Demands:

The position entails working on a busy construction site overseas, generally away from the employee’s family, and in countries whose laws and social norms may be much more restrictive than in the United States, with the potential for occasional periods of social unrest, military action, interruption of normal services such as electricity and water, natural disasters, and the like.

Work involves a 60-hour workweek, 6 days a week/ 10 hours per day. Flexibility with hours/days is required. Individuals must have comfort working in a high-stress environment and be able to perform the above activities in extreme hot, cold, humid, and wet conditions depending on location and season. Exposure to construction equipment and sharp tools, including power tools, and materials. Some exposure to toxic/caustic chemicals, potential electric shock, significant heights and high noise level, including high-pitched noises.  Some potential exposure to dust, fumes, smoke and airborne particles.  

NOTE:                   The above statements are intended to describe the general nature and level of the work being performed by individuals assigned this position.  They are not exhaustive lists of all duties, responsibilities, knowledge, skills, abilities, physical job demands and working conditions associated with the position.

            #CJ                                               

Not Specified
Senior Project Manager
Salary not disclosed
Vienna, VA 1 week ago

Clune Construction

Are you ready to grow your career with a company that values excellence and invests in its people?


At Clune Construction, we’re a collaborative, employee-owned team committed to delivering exceptional work. Our culture of excellence has earned recognition as a Best Place to Work, a U.S. Best Managed Company, and a Better Business Bureau Torch Award for Ethics recipient. Join us and make an impact.


What We Offer

  • Extremely competitive base salary
  • 100% company-paid Medical, Dental & Vision (day one)
  • Employee Stock Ownership Plan (ESOP)
  • 401(k) with Company Match
  • Life Insurance (company-paid & voluntary)
  • Short- & Long-Term Disability (company-paid)
  • Employee Assistance Program
  • FSA, Dependent Care & Commuter Benefits
  • Career Development (Mentoring, L&D, Continuing Education)
  • Fitness Program & Pet Insurance


Job Purpose

The Senior Project Manager leads all phases of construction—from budgeting and bidding through cost control, client relations, and closeout. This role oversees internal and external teams, owns client relationships and/or national accounts, ensures financial performance, and partners with Office Leadership on staffing decisions.

Key Responsibilities


Business Development & Client Leadership

  • Lead RFP responses and client presentations
  • Build and maintain relationships with clients and designers
  • Support preconstruction budgeting and schematic design
  • Generate new leads and bid opportunities

Financial & Operational Oversight

  • Manage cost control, forecasting, and change management
  • Ensure accurate billing, receivables, and backlog reporting
  • Communicate and document budget changes per contract requirements

Team Development & Leadership

  • Mentor and coach PMs and APMs
  • Support performance management and growth planning
  • Participate in hiring, mentoring, and training initiatives
  • Develop and deliver training on best practices and leadership
  • Responsible for overall project team success, mentoring staff, addressing performance matters, and recommending title or compensation changes as appropriate.


Core Values

Safety | Service | Teamwork | Respect | Excellence | Leadership | Innovation


Education & Experience

  • Bachelor’s in Construction Management, Architecture, or Engineering preferred (experience considered in lieu of degree)
  • 13+ years project management experience, including 5+ years in Mission Critical construction
  • Experience overseeing field operations, scheduling, quality control, and subcontractor coordination
  • Strong technical and trade knowledge



All candidates must provide a resume.

We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.

Not Specified
Senior Appian Consultant
Salary not disclosed
McLean, VA 1 week ago

Role Description

Senior Appian Developer with strong hands-on experience in designing complex workflows and building scalable enterprise applications. We're looking for a skilled and passionate professional to join our team and lead the development of Appian-based solutions that drive digital transformation and process automation.

 


  • Design, develop, and deploy robust Appian applications with a focus on workflow automation, SAIL interfaces, WebAPI, and data management
  • Collaborate with business analysts, architects, and stakeholders to translate requirements into scalable Appian solutions
  • Develop and integrate with RESTful APIs, Web APIs, and manage XML/JSON data structures
  • Build responsive and user-friendly SAIL interfaces and dashboards
  • Optimize application performance, perform code reviews, and ensure best practices
  • Troubleshoot issues, provide root cause analysis, and implement long-term fixes
  • Level 2 or Appian Level 3 Certification
  • Exposure to DevOps, CI/CD in Appian environments
  • Experience in cloud environments (AWS)


Not Specified
Estate Planning Specialist
Salary not disclosed
Mc Lean, Virginia 1 week ago

Company Description

Quantis Wealth Management is a planning-focused advisory firm based in McLean, Virginia, providing integrated wealth management, tax planning, and advanced financial guidance to high-net-worth individuals and families.

We believe exceptional advice goes beyond investments — it requires thoughtful coordination across tax, estate, and financial planning disciplines. Our team partners closely with clients through all stages of life, helping them make informed, confident decisions while preserving and transferring wealth across generations.

As our firm continues to grow and deepen our planning capabilities, we are expanding our estate planning resources to deliver a more coordinated and client-centered experience.

Role Description

Quantis Wealth Management is seeking a part-time or full-time Estate Planning Paralegal / Estate Planning Specialist to join our team in McLean, VA.

This is a client-facing role focused on helping families implement thoughtful estate planning strategies in coordination with their broader financial plans.

A key responsibility of this role will be supporting the rollout and ongoing management of our digital estate planning platform (e.g., or similar), ensuring a smooth and high-quality experience for clients and advisors alike.

The ideal candidate will serve as a bridge between our advisory team, clients, and external estate attorneys — helping translate planning concepts into clear action steps and ensuring follow-through on implementation.

Key Responsibilities

· Lead the rollout and ongoing management of Quantis' digital estate planning platform (e.g., or similar tools)

· Guide clients through estate planning workflows, including information gathering, document preparation, and implementation steps

· Serve as a primary point of contact for estate planning coordination, ensuring a high-touch client experience

· Prepare and review estate planning summaries, beneficiary reviews, and planning documentation

· Coordinate with external estate attorneys and client professionals to support efficient document drafting and execution

· Assist advisors in preparing for estate planning discussions and advanced planning cases

· Conduct targeted legal and planning research to support complex client scenarios

· Maintain organized records of estate planning documents and workflows

· Support ongoing improvements to internal estate planning processes and best practices

Qualifications

· 3+ years of experience in estate planning, private client law, or related financial services

· Strong knowledge of estate planning fundamentals, including wills, trusts, beneficiary designations, and estate administration concepts

· Experience preparing and reviewing legal or estate planning documents

· Excellent communication skills with the ability to explain complex topics clearly and professionally

· Proven ability to manage multiple client cases with strong organization and attention to detail

· Comfortable working directly with clients in a professional, advisory environment

· Experience coordinating with attorneys or multi-disciplinary teams preferred

· Familiarity with digital estate planning platforms (e.g., , Vanilla, or similar) is a plus

· Paralegal certification or relevant legal/financial degree preferred

Why This Role Is Unique

Unlike traditional law firm roles, this position sits within a collaborative wealth management environment where estate planning is integrated into a broader financial strategy. You'll work closely with advisors and clients to bring clarity and structure to meaningful, long-term planning decisions.

This is an excellent opportunity for someone who enjoys estate planning but wants a more relationship-driven, planning-focused environment with strong growth potential.

Not Specified
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