The Wealth Planning team at The Haverford Trust Company is responsible for delivering high-quality, scalable planning and expertise that protect and grow clients’ investment portfolios and support complex, multi-generational needs. As VP, Director of Wealth Planning, you report to and partner closely with the VP, Director of Portfolio Management, with primary responsibility for leading and developing the wealth planning team, serving as senior escalation on complex cases, and integrating planning, governance, and risk management into Portfolio Manager-owned client strategies while promoting Haverford’s expertise externally.
In addition, this role is expected to provide strategic partnership in advancing the firm’s trust and estate planning capabilities. This includes partnering closely with Trust Services to leverage the team’s expertise and position the team as a proactive, advice-driven group focused on delivering high-value estate planning strategies.
The VP, Director of Wealth Planning Strategy position requires a senior practitioner with deep expertise in trust and estate planning—ideally with experience as a practicing attorney or in a fiduciary/trust environment—who can elevate the firm’s technical capabilities, influence internal teams, and position Haverford as a leading advisor to high net worth and ultra-high net worth clients and their families.
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