VP, Advanced UHNW Wealth Planning
Goldman Sachs Bank AG
Goldman Sachs Private Wealth Management seeks a Vice President to lead rollout and optimization of advanced wealth planning for UHNW clients and family offices. You will guide complex analyses, consolidate balance sheets, and optimize wealth-transfer strategies while partnering with Private Wealth Advisors. Elite experience in private wealth, a strong Excel toolkit, and ability to present sophisticated scenarios to senior clients are required. #J-18808-Ljbffr Goldman Sachs Bank AG
- ...immigration sponsorship for this position.The RoleThe Vice President, Advanced Planning is a client-facing role that serves as a financial planning... ...work experience within a public accounting, law practice, or wealth management industry environmentFINRA Series 7 and 66 obtained...SuggestedFull timeWork experience placement
- ...seeks a Vice President with deep expertise in US federal and state taxes to lead and mentor staff within the Goldman Partner Office planning team. You will deliver complex tax planning, compliance solutions, and efficient client service for high-net-worth clients and...SuggestedWork at office
$75k - $125k
...needs, present our value proposition, and outline a comprehensive plan to achieve their financial objectives. There is no cold calling.... ...5, and Life insurance licensed Minimum 5 years of client-facing wealth management or financial planning experience is required. Three...SuggestedFull timeContract workPart timeInternshipLocal areaRemote workFlexible hours- ...Chief Advancement Officer Dallas Children's Advocacy Center - Dallas, TX 75228 Position... ...Fund Development Strategic Planning: Develop and implement comprehensive fundraising... ...of substantial influence and wealth, while building meaningful, lasting relationships...SuggestedFull timeTemporary workShift work
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes... ...creating comprehensive wealth management plans for ultra high net worth individuals and... ...you do. We're committed to fostering and advancing diversity and inclusion in our own workplace...Suggested
$110k - $207.5k
...and Sales will report into the Wealth Services Chief Revenue Officer... ...to ultra-high-net-worth (UHNW) clients and large enterprise... ...client-focused solutions and advance key revenue initiatives. Work... ...includes: our retirement savings plan (401K) with company match; insurance...Temporary workFlexible hours- ...pipeline targets by region, segment, and industry, building the plans and the budget allocation that make those targets credible... ...research, and team productivity.Bachelor’s degree required; MBA or advanced degree preferred.About YouYou are comfortable being accountable...Temporary workWork at officeLocal areaWorldwideDay shift3 days per week
- ...based in Dallas to report to the COO of Wealth Solutions and partner with business leaders... ...management businesses provide financial planning, investment management, banking and... ...you do. We're committed to fostering and advancing diversity and inclusion in our own workplace...Work experience placement
$138.84k - $201.48k
...brighter way forward. What this job involves:As VP, Cost Manager specializing in data... ...technologies. You will provide strategic cost planning, detailed estimating, and value... ...communication capabilitiesPreferred Qualifications:Advanced degree in construction management,...Full timeContract workFor contractorsLocal areaRemote work- ...Workplaces in Financial Services & Insurance VP Internal Audit About the Role... ...President, IT Internal Audit to help lead and advance the Company’s technology audit and... ...Audit program, including risk assessment, planning, execution, reporting, and follow-up. •...Local areaRemote work
- ...organization's global tax function, including tax planning, compliance, reporting, risk management,... ...Accountant (CPA) required; additional advanced tax certifications are a plus.... ...counseling and financial/lifestyle coaching). Wealth: 401(k) retirement savings plan with...Work at officeLocal areaFlexible hours
- ...VP of Tax (Compliance & Planning) w/ Prestigious Forbes Top #100 Family Office – Dallas, TX We are partnering... ...25 National CPA Firm, Family Office, Wealth Management, or Private Equity... ...ready to take on high-impact work at the UHNW level. If you're a VP, Director,...Work at office
- Wealth Management Investigations Attorney - Vice President (Dallas)DescriptionCompany Profile Morgan Stanley is a leading global financial... ...of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad...Temporary workWorldwide
$142.2k - $189.7k
...us.We have an excellent opportunity for a National VP, Estate Settlement Attorney in our Mission Advancement Department.This position will work in a hybrid setting... ...oversight across all estate, trust, and planned gift administration matters. Responsible for maximizing...Full timeWork at officeLocal areaRemote workNight shift2 days per week3 days per week$120k - $130k
...education leader with deep accreditation expertise and a passion for advancing healthcare professionals? The American Association for... ...Provide overall leadership, administrative oversight, strategic planning, and portfolio growth for the Education & CRCE Accreditation...Temporary workFor contractorsWork at officeRemote work- ...sourcing and procurement, demand and supply planning, inventory optimization, supplier... ...margins, and optimizes working capital. The VP will partner closely with leaders across... ...related field required; MBA or relevant advanced degree preferred. Typically 15+ years...Permanent employmentContract workFlexible hours
- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with...
- Goldman Sachs Bank AG is seeking a Vice President in Dallas to align business strategy and drive AI initiatives across Wealth Solutions. This role demands strong analytical skills, project management expertise, and the ability to work with senior leaders in various functions...
- Goldman Sachs seeks a real estate transaction attorney to support the Asset & Wealth Management Real Estate team in Dallas. You will handle structuring, negotiation, and execution of real estate deals, including financing and sale-leasebacks, while addressing regulatory...
$96.4k - $144.6k
...Technology, Applications SupportCompany: CitiThe Wealth Data & Analytics (DnA) Production... ...and develops application contingency planning to ensure availability to users.Partners... ...languages and willingness/ability to learn.Advanced execution capabilities and ability to...Full timeWork experience placementWork at office- ...for all aspects of the investment lifecycle including business plan development, leasing strategy implementation, property financials... ...management experience in commercial office or industrial real estate. Advanced knowledge of Excel required; Argus experience preferred....Work at office
- Goldman Sachs is looking for a Vice President based in Dallas to drive AI strategy and automate workflows within Wealth Solutions. This role requires partnering with senior leaders across the organization to align strategies and promote revenue growth. The ideal candidate...
- Morgan Stanley in Texas seeks a Vice President, AI Compliance Officer to provide second-line oversight of AI initiatives across Wealth Management. You will advise governance teams, review AI/ML compliance, and participate in firmwide governance and reporting to senior...Relocation
$138.84k - $201.48k
...brighter way forward. What this job involves:As VP, Program Manager, you will serve as the... ...requirements into actionable program plans and communicating progress across technical... ...diverse audiencesPreferred Qualifications:Advanced degree in engineering, construction management...Full timeFor contractorsLocal areaRemote work- ...Principal, Advanced Practice Provider Executive Leader With over 50 years of proven success, ECG, ranked as a Best Midsized Firm to... ...centers, ambulatory surgery centers, investors, and payers/health plans. Our work focuses on creating practical, tailored solutions...Work at officeRemote work2 days per week
- We are seeking accomplished and well-organized wealth management professionals to help expand our national footprint. Executive Wealth... ...Planner (CFP) is a plus. 10 years experience in financial planning, investment management, or a related field. Generous continuing...
- Pos Ition Summary Integrity Wealth is seeking a Vice President, Advisor Growth & Transitions... ...transition operating model - capacity planning, vendor strategy, and the handoff into... ...'s degree required; MBA or equivalent advanced degree preferred. About Integrity Integrity...Local area
- ...4th FLR PRIMARY PURPOSE As Parkland Community Health Plan (PCHP) advances its digital transformation, the complexity and scale of technology... ...leader who can balance innovation with governance. The VP of IT is responsible for leading strategic direction, development...
- ...amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate,... ...President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours
$144.48k - $216.72k
...leads teams of business analysts responsible for driving business planning, investment prioritization, requirements management, and... ...planning, prioritization frameworks, and portfolio governance.Advanced analytical, problem-solving, and decision-making skills.Excellent...Full time
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