VP, UHNW Wealth Planning & Family Office
The Goldman Sachs Group
Goldman Sachs seeks a Vice President to lead the rollout, execution, and ongoing optimization of advanced wealth planning capabilities for our most strategic UHNW clients and family offices. You will serve as a senior planning expert partnering with Private Wealth Advisors to deliver integrated analyses of net worth, liquidity, cash-flow, and wealth-transfer trade-offs. You will guide planning teams, develop complex models, and drive enhancements to tools and processes, all while maintaining a #J-18808-Ljbffr The Goldman Sachs Group
- Northwestern Mutual is seeking a Family Wealth Strategist within our Family Office Services to lead integrated planning for high‑net‑worth families. The role requires JD and CFP, and acts as the integrator across complex legal, tax, and financial strategies. You will coordinate...Work at office
- We are seeking a UHNW Wealth Advisor to join a growing wealth management team in the Dallas... ...focuses on relationship management, financial planning, investment discussions, and ongoing client service within a sophisticated family office environment. The ideal candidate is...Work at office
- Windward Recruiting is seeking an experienced UHNW Wealth Advisor to join a growing wealth... ...relationships and providing sophisticated financial planning and investment strategies. Ideal... ...skills and proficiency in Microsoft Office are essential. Compensation is competitive...Work at office
- ...of a Vice President to lead the rollout, execution, and ongoing optimization of advanced wealth planning capabilities for the firm's most strategic UHNW clients and family office relationships. This individual will serve as a senior planning specialist and trusted partner...Work at officeFull time
$160k
Summary As part of the Family Office Services team, the Family Wealth Strategist is a highly dynamic and experienced professional with a Juris Doctor (JD... ...possess a unique blend of legal expertise and financial planning knowledge to act as the integrator and leader in the...Work at office- YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of an Analyst to work closely with... ...-friendly individual with background in wealth management and / or family office... ...management businesses provide financial planning, investment management, banking and comprehensive...Work at office
- ...proficient in the use of a PC and Microsoft Office Suite along with a history of successful... ...Leadership:As a member of the Strategic Planning Leadership group, engage in the creation... ...in the lives of team members and their families. You’re invited to review the full list...Work at officeFull timeMonday to FridayFlexible hours
$243.2k - $329k
...hybrid work option up to 50% remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.The contributions... ...oversees execution of the vision for Audit Services including annual planning and risk assessment, scoping and management action plans and...Work at officeTemporary workWork experience placementSummer workCasual workInternshipSeasonal workRemote workWork visaFlexible hours- ...a commitment to excellence in financial planning. Requirements Proven experience as... ...industry, preferably in a regional or multi-office leadership role. Prior success as a... ...understanding of compliance, financial planning, and wealth management practices. Benefits ~ Top...Work at office
- Goldman Sachs Family Office is seeking an Analyst to work with Private Wealth Advisors, delivering investment reporting solutions and supporting business development for clients. Based in Dallas, TX, you will become the in-house expert on sophisticated investment reporting...Work at office
- ...Managing Director, Business Development Officer (BDO) . This individual will play a pivotal... ...successfully connected with the firm’s wealth advisors. In this influential role, you’ll... ...license preferred. CFP® or other professional planning designation a plus. Highly competitive...Work at officeRemote work
$120k - $210k
...and advising management on the appropriate plan of action Ensuring senior management is... ...regulatory background. Proficiency with Microsoft Office tools (Word, Excel, PowerPoint, Visio)... ...proud to support our employees and their families at every point along their work-life...Work at officeTemporary workFlexible hours- ...performance management, training, and succession planning Operational excellence through oversight... ...business needs require A professional office environment with occasional travel, site... ...Life Magic. About Nemacolin A private, family‑owned, and woman‑owned luxury resort...Work at officeAfternoon shift
- ...and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL... ...Summary The Vice President of Financial Planning & Analysis (FP&A) is a senior finance leader... ...support growth and margin expansion. The VP of FP&A will translate complex operating...Work at officeFlexible hoursShift work
- Location & Work Arrangement Remote Office Austin, TX 78701 Work Arrangement: Remote: Open to applicants in the United States, excluding... ...and implement a comprehensive managed care strategic and tactical plan with clear performance targets. Identify and advance innovative...Work at officeContract workTemporary workRemote workFlexible hours
- ...current technology and the future strategic planning/development of technology infrastructure... ..., Etc) ~ Proficiency with Microsoft Office Suite and related business,... ...race, religion, color, creed, disability, familial status, sex (including pregnancy, childbirth...Work at officeFull timeContract workTemporary workLocal area
$145.5k - $177.5k
...under the supervision of the Chief Talent Officer and manages the functional department... ...and benefits program tied to performance: Plan, direct, and set the strategic direction... ...respect, and belonging for all Team and Family members. Learn more about our Commitment...Work at officeFull timeLive inRemote workRelocationFlexible hours$302.2k - $324.9k
...seeking a Vice President for our Dallas office. In this role, you will establish and deepen... ...activities. Demonstrated ability to plan and manage complex client engagements involving... ..., and vision insurance for you and your family Employer Health Savings Account (HSA)...Work at officeTemporary workLocal areaImmediate startFlexible hours- ...Senior Vice President, Lead Wealth Advisor About the Company A nationally recognized... ...to high-net-worth individuals and families, delivering customized wealth management strategies and comprehensive financial planning. This role involves taking ownership of an...Immediate start
- BCL Legal is seeking a Private Wealth Associate based in Dallas for a Global Am Law 100 firm. The candidate will bring 2-4 years of high net-worth estate planning experience, work with wealthy families and family office structures, and handle trusts and estates administration...Work at office
- VP- CHIEF ADMINISTRATIVE OFFICERCategory: ManagementLocation: Merrill... ...a VP- CHIEF ADMINISTRATIVE OFFICER to join ourADMINISTRATION team... ..., goals, objectives, and plans and interacts with a high level... ...program for employees and their families.Aspirus Merrill Hospital is a...Full timeTemporary workPart time
$80k - $150k
...for exceptional client service and sophisticated tax planning? As a Manager on our Family Office Tax team, you’ll deliver personalized, high-touch service... ...entity filings as they relate to individual and wealth planning needs.Identify and implement tax planning opportunities...Work at officeFull timeContract work$245k - $320k
Private Wealth Associate, Dallas We have a role for a Private Wealth Associate based... ...experience in high net-worth estate planning at a nationally or regionally... ...Experience working with high-net-wealth families and family office structures, trust and estate planning...Work at office- ...Beacon Pointe Advisors as an Associate Wealth Advisor in our Hudson, WI office. The ideal candidate will be... ...sophisticated, high net worth individuals and families. Responsibilities Providing a best-... ...service, advising, and financial planning Assist with business development...Work at officeWork experience placement
$100.35k - $205k
...individual clients and their trusts, estates, family offices, investment vehicles, charitable... ...career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends... ...and consulting projects related to tax planning opportunities and the tax implications...Work at officePrivate practiceLocal area- ...objectives. Reporting to the CFO, the VP, Corporate Controller plays a... ...cash management, liquidity planning, banking relationships, debt... ...rules. Operate standard office equipment and maintain professional... ..., color, creed, disability, familial status, sex (including...Work at officeLocal areaAfternoon shift
$115k
...ROLES ARE FOR These are law firm trusts & estates attorney roles focused on estate planning, probate, fiduciary litigation, elder abuse litigation, family office advisory work, wealth transfer planning, and sophisticated high-net-worth client representation. Candidates...Work at officeFor contractorsRemote workFlexible hours$200k - $250k
VP, Head of Practice Management at Corebridge Financial Who We... ...EVP, Head of Retirement and Wealth Distribution. This role is mission... ..., developing annual business plans, implementing teaming... ...contributions they and their household family members have made over the...Local areaImmediate startRemote workRelocation$86.75 - $138.8 per hour
...implements corrective actions.Develops and implements annual business plans, growth strategies, and operational objectives aligned with... ...skills.Physical Requirements and Working ConditionsStandard office environment.Ability to operate equipment necessary to perform job...Work at officeDaily paidFull timeTemporary workPart timeShift work- ...practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice... ...service for eligible positions ~ Paid parental leave and family building benefits ~ Tuition reimbursement ~ Health,...Part timeImmediate start
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