Senior Wealth Strategist - Planning & Compliance Leader
Ultipro
Westwood Wealth, based in Dallas, seeks a SVP, Wealth Strategist, Director of Planning & Compliance to lead sophisticated planning for UHNW clients and oversee the firm’s planning and compliance functions. The role collaborates with internal teams and external advisors to deliver integrated, high-touch wealth solutions. Candidates bring initiative, discretion, and a proactive approach to engagement, guiding strategic planning standards and client-focused outcomes. #J-18808-Ljbffr Ultipro
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategist - Planning & Compliance Leader in Dallas, TX vacancy
- Westwood Wealth in Dallas seeks a Senior Vice President, Wealth Strategist, Director of Planning & Compliance to design and deliver sophisticated wealth solutions for high-net-worth clients. You will collaborate with internal teams and external advisors to provide proactive...Senior
- ...providing comprehensive fiduciary, wealth management, and family... ...execution of complex planning strategies, with a focus on... ...Position Overview The Senior Wealth Strategist will serve high net worth clients... ...implementation Monitor compliance with trust documents. Direct...SeniorTemporary workH1bWork at officeLocal areaFlexible hours
Carr, Riggs & Ingram, L.L.C.
Dallas, TX4 days ago - ...experienced professionals - including wealth planners, tax advisors, estate attorneys... ...deliver holistic, personalized wealth planning and family office solutions. This... ..., and family governance needs. The Senior Wealth Strategist is a member of the Rockefeller Private...SeniorWork at officeLocal area
Rockefeller Financial
Dallas, TX2 days ago - Huntington National Bank's Private Wealth group seeks a Wealth Strategist III to deliver the firm's intellectual capital to high net worth and complex... ...and delivering advanced estate, tax and financial planning strategies, and ensuring financial solutions are applied...Senior
- Preferred Legacy National Trust Bank seeks a Senior Wealth Strategist to serve high net worth clients as the family strategist for trusts and... ...relationships, coordinating with the trust department, and ensuring compliance with trust documents and regulations while #J-18808-...Senior
- ...including holistic financial planning, tax and estate planning... ...ongoing reporting and support. Senior Estate Strategists leverage the extensive... ...projects within and across Wealth Management Advice & Solutions... ...groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations...SeniorTemporary workWork at officeHome officeFlexible hours
- Edward Jones in the United States seeks a Senior Estate Strategist to serve high‑net‑worth clients with deep estate planning expertise. You will collaborate with internal teams... ...goals, and deliver tailored advice across Wealth Management Advice & Solutions. Strong licenses...Senior
- PowerSchool is hiring a Senior Talent Acquisition Consultant for our Plano, TX office in a hybrid role. You will lead full life-cycle recruiting across multiple functions, partnering with leaders to define success and build effective sourcing strategies while ensuring a...SeniorWork at office
$102k - $208k
Description The Senior Liquidity Specialist is a subject matter expert responsible for executing the Commercial Liquidity Strategy while... ..., leads liquidity reviews, and contributes to strategic client planning while adhering to all applicable policies, procedures, and risk...SeniorRemote jobWork at officeWork from homeFlexible hours- ...help businesses and their leaders. Our depth of knowledge... ..., retirement savings plans with a generous 401K... ...and deliver integrated wealth planning solutions tailored... ...with the firm's compliance and regulatory standards... ...negotiate, and influence at senior levels of the...SeniorImmediate startDay shift
Texas Capital Bank
Dallas, TX3 days ago - PNC invites a senior risk professional to lead the risk management program for a line of business within Corporate & Institutional Banking... ...risk strategies and oversee program execution, ensuring compliance with federal, state, and regulatory requirements. The role partners...Senior
- Interstate Batteries is seeking a Senior Fleet Manager to provide centralized leadership for the fleet program across North America. You will drive acquisitions, maintenance, regulatory compliance, and cost management for company-owned and leased assets, while partnering...
- ...investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm... ..., proactive, and deeply personalized. The SVP, Wealth Strategist, Director of Planning & Compliance serves as a trusted technical expert for high-net-worth...Work at officeVisa sponsorship
- ...Description What is the opportunity? As a Wealth Strategist, your role will be focused on... ...and driving the adoption of financial planning as part of the core client experience,... ...commissions, and stock where applicable Leaders who support your development through coaching...SeniorFull timeTemporary workWork at officeFlexible hours
- Bank of America is seeking an experienced Wealth Planner to support Merrill advisors by analyzing estate and financial data and crafting planning strategies tailored to high-net-worth clients. The role emphasizes fiduciary planning, collaboration with internal partners,...Senior
- Atmos Energy is seeking a seasoned Talent Acquisition professional in Dallas to drive staffing strategies and lead recruitment initiatives. The role collaborates with division leadership to attract high-potential candidates and improve the hiring process. The ideal candidate...SeniorWork at office
- Topgolf International is seeking a Senior Manager, Strategic Planning to partner with senior leaders to shape growth strategies, build business cases, and drive profitability across the enterprise. You will develop dashboards and KPIs, lead cross-functional initiatives,...Senior
$102k - $208k
DescriptionSummary:The Wealth Strategist III is responsible for delivering Huntington Private Bank's intellectual capital to high net worth... ...business succession, transactional advisory, estate, and financial plans to high net worth clients.Ensuring solutions and advice are...Full timePrivate practiceWork at officeRemote workWork from homeFlexible hoursCadence Bank
Dallas, TX3 days ago- ...focus to the business.The Institutional Wealth Trust Strategist ensures that the accounts will be... ...documents and activities are performed in compliance with applicable laws, regulations,... ...related to investments, financial planning, estate administration, or another trust...Full time
Simmons Bank
Dallas, TX4 days ago $101.2k - $129.03k
As the Private Wealth Services Tax Senior Associate, you’ll perform compliance services for complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...SeniorInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per weekGrant Thornton
Dallas, TX3 days ago$139k - $260k
...Wells Fargo is seeking a Senior Lead Business Execution Consultant within Wealth Investment Management (... ...partner with senior leaders to drive strategic initiatives... ...Title, and/or Strategy Planning & Governance (SPG)... ...This position requires compliance with all mortgages...SeniorFull timeWork experience placementRemote workRelocation package- Bed Bath & Beyond is seeking a senior creative for Creative Development & Campaign Execution to design and produce high-quality assets for marketing initiatives, campaigns, launches, and brand storytelling. You will translate strategies into engaging visuals across digital...Senior
- ...Wealth Strategist Houston, Texas;Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge... ...specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through...Private practiceWork at officeWork from homeShift workDay shift
Bank of America
Dallas, TX4 days ago $105.4k - $207.8k
...Summary Cyber Security & Risk Strategy Senior Consultant Our Deloitte Cyber team... ...supportExperience with governance, risk, and compliance tools, identity and access management... ...From entry-level employees to senior leaders, we believe there’s always room to learn...SeniorLocal areaVisa sponsorshipDeloitte
Dallas, TX2 days ago$124k - $280k
...Strategy / Technology / Operations Consultant, Senior Manager, you will play a pivotal role in... ...and executing change management plans to support business transformation efforts... ...quality standards implementation to maintain compliance and operational integrityWhat You Must...SeniorFull timeH1bPwC
Dallas, TX4 days ago- Change the world. Love your job. Texas Instruments is seeking a Public Affairs Specialist to be responsible for providing support to the public relations function through researching, writing and editing press releases, internal communications, on-line communications and...SeniorLocal area
Texas Instruments
Dallas, TX3 days ago - DescriptionThe Senior Public Involvement Strategist leads communication and public outreach services for moderately... ...complex to large‑scale permitting, planning, design, and construction projects.... ..., and cost estimating.Maintain compliance with client public involvement,...Senior
Burns & McDonnell
Dallas, TX6 hours ago - ...FBT Gibbons LLP is seeking a Senior Internal Communications Specialist to craft thoughtful, engaging messages that keep employees informed and aligned with strategic priorities. You will collaborate with firm leadership, the Communications Manager, and colleagues across...Senior
FBT Gibbons LLP
Dallas, TX5 days ago - Coca-Cola Southwest Beverages is seeking a Sr. Communications Specialist to develop and execute proactive internal communications. You will create content for intranets, internal TV, and town halls, ensuring messaging aligns with corporate strategy and brand guidelines...Senior
Coca-Cola Southwest Beverages
Dallas, TX2 days ago - ...in FY26 revenue. Visit us at .We work with C-suite executives, leaders and boards of the world’s leading organizations, helping them reinvent... ...).Infuse Responsible AI in vision and roadmap, develop plan for leveraging ecosystem partners, and define operating model to...SeniorFull timeLive inWork at officeLocal area
Accenture
Dallas, TX5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Strategist - Planning & Compliance Leader. Be the first to apply!
Related searches
- senior strategy consultant Dallas, TX
- communications strategist Dallas, TX
- digital strategist Dallas, TX
- strategy consultant Dallas, TX
- media strategist Dallas, TX
- design strategist Dallas, TX
- account strategist Dallas, TX
- investment strategist Dallas, TX
- brand strategist Dallas, TX
- workplace strategist Dallas, TX