HM Payson & Co

We're hiring! Wealth Strategist (Trusts & Estates) Opportunity - Portland, Maine Join an elite team in Portland, Maine, where we're redefining wealth strategies through innovative estate and tax planning. We're not looking for just any Wealth Strategist—we need a visionary who loves diving deep into the nuances of trusts and estates, someone who can turn complex financial puzzles into clear, compelling strategies that resonate with our diverse clientele. If you thrive in collaborative environments and are passionate about shaping the legacy of your clients with ingenuity and insight, this is your opportunity to lead and grow in a forward-thinking firm. Role Highlights: Lead and drive the wealth transfer planning process, creating customized estate and wealth transfer plans. Identify high-value planning opportunities in estate and tax areas, providing insightful strategies for clients and their advisory teams. Prepare and deliver clear, actionable estate schematics to clients, overseeing the process from preparation through client presentations and ongoing service. Act as a trusted subject matter expert, maintaining current knowledge on trust and estate issues, contributing insights to our internal team, and providing thought leadership through blog posts and social media. Foster business growth by deepening existing client relationships, pursuing new opportunities, and leveraging client referrals. Mentor and coach advisors and junior wealth planners in advanced trust and estate strategies. Collaborate strategically to enhance our Wealth Planning and Trust Services offerings. Key Qualifications: 7+ years of relevant experience in legal, tax, or wealth management sectors. Bachelor's degree required; JD designation mandatory. Proven expertise in fiduciary law, taxation, and estate planning. Demonstrated experience in mentoring and leadership roles. Location: Onsite in Portland, Maine office, fostering strong internal and client relationships. Join our team and help shape the future of comprehensive wealth management and fiduciary excellence. Please send your resume to Beverly Gava, Director of Human Resources at?[email protected] ? We look forward to reviewing your application!

We're hiring! We're seeking a Trust Officer to join our Portland, Maine team. In this role, you'll work with clients to administer trusts, interpret trust documents, and provide thoughtful fiduciary guidance. The ideal candidate brings proven trust experience (CTFA certification preferred) and excels at building meaningful client relationships. If you combine technical expertise with genuine care for helping families achieve their financial goals, we invite you to apply. Role Highlights: Administer trusts by interpreting governing documents and ensuring compliance with applicable laws. Work closely with beneficiaries, co-fiduciaries, and advisors to ensure clear communication and efficient administration. Participate in regular client meetings, supporting strong, multi-generational client relationships. Collaborate closely with tax advisors and other financial professionals; tax experience is highly desirable. Proactively engage with referral sources and expand our network within the local community. Key Qualifications: 3+ years experience in personal trust administration. Bachelor's degree in business or a related field. CTFA certification is highly preferred. Strong understanding of trust instruments, fiduciary law, and taxation implications. Location: Onsite in Portland, Maine office at least four days a week. ? Join us in Portland and become a key member of a team dedicated to exceptional fiduciary service and client care. ? Please send your resume to Beverly Gava, Director of Human Resources at?[email protected] ? We look forward to reviewing your application!

We're hiring! We're seeking a Trust Officer to join our Portland, Maine team. In this role, you'll work with clients to administer trusts, interpret trust documents, and provide thoughtful fiduciary guidance. The ideal candidate brings proven trust experience (CTFA certification preferred) and excels at building meaningful client relationships. If you combine technical expertise with genuine care for helping families achieve their financial goals, we invite you to apply. Role Highlights: Administer trusts by interpreting governing documents and ensuring compliance with applicable laws. Work closely with beneficiaries, co-fiduciaries, and advisors to ensure clear communication and efficient administration. Participate in regular client meetings, supporting strong, multi-generational client relationships. Collaborate closely with tax advisors and other financial professionals; tax experience is highly desirable. Proactively engage with referral sources and expand our network within the local community. Key Qualifications: 3+ years experience in personal trust administration. Bachelor's degree in business or a related field. CTFA certification is highly preferred. Strong understanding of trust instruments, fiduciary law, and taxation implications. Location: Onsite in Portland, Maine office at least four days a week. ? Join us in Portland and become a key member of a team dedicated to exceptional fiduciary service and client care. ? Please send your resume to Beverly Gava, Director of Human Resources at?[email protected] ? We look forward to reviewing your application!

We're hiring! Wealth Strategist (Trusts & Estates) Opportunity - Portland, Maine Join an elite team in Portland, Maine, where we're redefining wealth strategies through innovative estate and tax planning. We're not looking for just any Wealth Strategist—we need a visionary who loves diving deep into the nuances of trusts and estates, someone who can turn complex financial puzzles into clear, compelling strategies that resonate with our diverse clientele. If you thrive in collaborative environments and are passionate about shaping the legacy of your clients with ingenuity and insight, this is your opportunity to lead and grow in a forward-thinking firm. Role Highlights: Lead and drive the wealth transfer planning process, creating customized estate and wealth transfer plans. Identify high-value planning opportunities in estate and tax areas, providing insightful strategies for clients and their advisory teams. Prepare and deliver clear, actionable estate schematics to clients, overseeing the process from preparation through client presentations and ongoing service. Act as a trusted subject matter expert, maintaining current knowledge on trust and estate issues, contributing insights to our internal team, and providing thought leadership through blog posts and social media. Foster business growth by deepening existing client relationships, pursuing new opportunities, and leveraging client referrals. Mentor and coach advisors and junior wealth planners in advanced trust and estate strategies. Collaborate strategically to enhance our Wealth Planning and Trust Services offerings. Key Qualifications: 7+ years of relevant experience in legal, tax, or wealth management sectors. Bachelor's degree required; JD designation mandatory. Proven expertise in fiduciary law, taxation, and estate planning. Demonstrated experience in mentoring and leadership roles. Location: Onsite in Portland, Maine office, fostering strong internal and client relationships. Join our team and help shape the future of comprehensive wealth management and fiduciary excellence. Please send your resume to Beverly Gava, Director of Human Resources at?[email protected] ? We look forward to reviewing your application!

Exciting News at HM Payson! We are thrilled to welcome two incredibly talented professionals to our team. ???Colin P. Greening??? Colin, a Cornell University and Harvard Business School graduate, is bringing his unique blend of athletic discipline and business acumen to HM Payson. After a stellar career in the NHL with the Toronto Maple Leafs and Ottawa Senators, Colin transitioned to the financial world at Chenmark Holdings, where he excelled in business development, mergers and acquisitions, and financial planning and analysis. During his tenure, he also served as CFO for one of Chenmark's operating companies. As a Trustee for the NHLPA's various pension plans and a dedicated volunteer for Casco Bay Hockey and Falmouth Youth Soccer, Colin is a true team player. Now, he's joining us as a Portfolio Manager in our Financial Planning and Investment Management Groups. Welcome to the team, Colin! ???Camille K. White??? Camille, a Harvard University graduate, comes to us with over a decade of expertise in commercial real estate. She has successfully managed and leased properties across New England, with a focus on life sciences, medical facilities, and mixed-use office spaces. As the former COO of Reveler Development, Camille has a proven track record in operations and asset management. An active member of the BioME Association, Camille also dedicates her time to coaching and mentoring young women in tennis and training. We are delighted to have her on board as a Relationship Manager in our Financial Planning Group. Welcome, Camille! We are confident that Colin and Camille's exceptional skills and experiences will be invaluable to our clients and our team. Exciting times ahead at HM Payson! ?? #NewTeamMembers #HMPayson #FinancialPlanning #InvestmentManagement #WelcomeAboard

?? Today is the Center for Grieving Children’s first annual Day of Giving! ?? Your donation today will help provide essential peer support programs to grieving families throughout Maine. HM Payson is offering a 1:1 MATCH for all gifts up to the first $3,000 raised! The butterfly symbolizes hope, and the blue butterfly represents children's grief. Inspired by this, the Center aims to spread the wings of hope to grieving Mainers on this Center Day of Giving. Join us in providing these families with the love, care, and support they need to heal. ?? Grief is complex, and the Center offers peer support to families, children, and individuals dealing with grief and loss in all its forms across Maine. Thanks to your donations, the Center provides these programs at no cost to participants. Make a gift today and help us sustain their no-cost programs for grieving Mainers. ???? https://lnkd.in/esNhZWjy