Senior Director, High Net Worth Trust Strategy
Edward Jones
Edward Jones seeks a Sr. Director, Trust Management Segments to lead growth, fiduciary quality, and client outcomes across Core, High Net Worth, and emerging trust segments. You will translate enterprise priorities into segment-specific objectives and collaborate with legal, risk, investment, and operations teams to advance the Trust Company’s strategic direction. The role emphasizes governance routines, fiduciary risk oversight, and scalable client service models while driving performance and #J-18808-Ljbffr Edward Jones
- ..., not obtaining, the rating. The Sr. Director, Trust Management Segments leads a major Trust... .... This role translates Trust Company strategy into segment-specific priorities, service... ...segments, including the Core and High Net Worth businesses, while identifying opportunities...SeniorHigh net worthTemporary workFlexible hours
- BDO USA seeks a tax professional to join Private Client Services, focusing on estate, gift, and trust tax planning for high-net-worth individuals and families. You will liaise with clients and advisors to gather information and prepare returns while expanding expertise...SeniorHigh net worth
- Renaissance Financial is seeking an Advanced Tax Planning Strategist to develop proactive multi-year tax strategies for high-net-worth clients and coordinate with advisors across the firm. This CPA‑level role emphasizes strategic thinking, client interaction, and complex...SeniorHigh net worth
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- Husch Blackwell LLP is seeking a strategic People Business Partner to align talent strategy with business goals across our U.S. offices in a hybrid capacity. You will lead talent management, workforce planning, and organizational development while collaborating on people...Senior
- Edward Jones is seeking a Senior Estate Strategist to join our Generations team in a high‑net‑worth focused role. You will partner with... ...planning, tax, and legacy strategies, aligning client goals with internal... ...with financial advisors, trust companies, and legal partners...SeniorHigh net worth
- ...role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio... ...investment solutions to High Net Worth and Ultra High Net Worth clients... ...risk management approvals and strategy implementation.Ensure adherence... ..., financial advisors, trust officers, and other specialists...SeniorHigh net worthFull timeWork experience placementWork at office
- ...Family Office Team is seeking a highly experienced Senior Financial Planner with a... ...comprehensive financial solutions to high-net-worth families, integrating advanced tax strategies with holistic financial... ...members to coordinate estate, trust, and philanthropic planning...SeniorHigh net worthWork at officeLocal area
- ...Jones seeks an experienced Senior Estate Strategist to partner... ...management and estate planning for high net worth clients. The role requires... ...expertise in complex estate strategies, regulatory awareness, and... ...work with home office and trusted external partners to implement...High net worthWork from homeHome office
$127.9k - $291.9k
...financial institutions are trusted and flourish, and the global... ...to the unique needs of the high-net worth tax industry. The team has a... ...and assign tasks to staff and seniors. Review and evaluate the work... ...assurance, consulting, tax, strategy and transactions. Fueled by...SeniorHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours$181.8k - $350k
...better working world. Senior Commercialization Architect, Associate Director The Senior... ...consistently measurable, high client demand, high expectation... ...increasing win rate Build trust-based relationships and... ...value-driven pricing strategies and how these come together...SeniorSummer holidayFlexible hours$65.9k - $88k
...complex analytics into clear strategy, and coaching teams to success? We are seeking a Senior Associate Director of Prospect Management to... ...frontline fundraisers through high-stakes donor pipelines, partner... ...Influence: Serve as a trusted advisor to gift officers and...SeniorTemporary workRemote work- ...The position serves as a trusted HR advisor to leaders aligning business objectives with HR strategies and solutions. This position is both hands-on and strategic and provides... ...working in a collaborative environment; high level of follow-through and accountability. Verbal...SeniorWork at office
- ...Senior HR Business Partner Consider joining MX... ...provide a successful and highly engaged workforce that... ...as a strategic and trusted business partner in the... ...Provides feedback to the Director of HR and Business... ...Creates organizational strategies to support growth and...SeniorHourly payTemporary workWork at officeLocal areaRemote workRelocation packageFlexible hours
- Washington University in St. Louis seeks an experienced HR business partner to guide unit leadership on HR policies, benefits, compensation, and employment regulations. You will coordinate Workday transactions and act as the primary liaison with OISS on visa matters. Responsibilities...Senior
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions...SeniorHigh net worth
- A leading financial advisory firm in St. Louis seeks a Senior Financial Planner with strong tax planning expertise. This position focuses on developing customized financial strategies for high-net-worth families. The ideal candidate will have a Bachelor’s degree and a CFP...SeniorHigh net worth
- ...Hours 40 Position Summary The Senior Director of Benefits is a strategic... ...Senior Director serves as a trusted advisor to senior leadership... ...ongoing evolution of the benefits strategy, philosophy, and governance... ...team is equipped to deliver high‑quality service and operational...SeniorTraineeshipWork experience placementWork at office
- ...planning services via trusted 3rd parties, plan implementation... ...clients to deliver the high-quality and actionable... ...plan to portfolio strategy. What You Will Do: The... ...Jones Generations - Senior Portfolio Strategist is... ...the needs of our high-net-worth clients based on client...SeniorHigh net worthTemporary workWork at officeHome officeFlexible hours
- ...and estate planning services via trusted 3rd parties, plan... ...ongoing reporting and support. Senior Estate Strategists leverage the... ...regulatory environment may impact High Net Worth estate/legacy planning and proposed client strategies. Support the implementation of...SeniorHigh net worthTemporary workWork at officeHome officeFlexible hours
$25k
...Philanthropy Officer Summary: The Director of Major Gifts is a... ...management, and moves management strategies. Duties And Responsibilities... ...programs. Collaborate with senior leadership and volunteers on... ...to build relationships with high-net-worth individuals, foundations,...High net worthFull timeWeekend workAfternoon shift- Equifax, Inc. in St. Louis seeks a Senior Director, Demand Generation to lead full-funnel, multi-channel campaigns that strengthen brand... ...will design, execute and scale omnichannel demand generation strategies with an AI-first foundation, own ABM programs, events, and...Senior
- Enterprise Bank & Trust in St. Louis seeks SVP, Compensation to design and govern our executive... ...programs, ensuring alignment with strategy, regulatory requirements and pay-for-performance... ..., and risk management in a fast-paced, highly regulated environment. #J-18808-Ljbffr...Senior
$96k - $125k
...boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C‑... ...experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable...SeniorHigh net worthPrivate practiceWork at office$77.9k - $153k
...communities we serve. As a trusted partner, we thrive on... .... We continually seek highly motivated and talented... ...and retain high net worth client relationships through... ...underlying investment strategies with an understanding... ...signed by the Director of Talent Acquisition,...SeniorHigh net worthWork experience placementWork at officeLocal area- ...loan portfolios of custom mortgage ultra high net worth clients. Works closely with private... ...mitigants, recommend risk ratings, exposure strategies, credit structures, and sponsor... ...subsidiary of Bank of America Corporation. Trust, fiduciary and investment management...SeniorHigh net worthWork at officeFlexible hoursShift workDay shift
- The Senior Director, Demand Generation will play a lead role in driving full-funnel multi-channel... ...scale omnichannel demand generation strategies, built on AI-first foundation that captures... ...buyer's journey, and converts into a high-quality sales pipeline. You will lead...Senior
- Director of Major Gifts - Relationship Manager CHMO welcomes... ...for developing strategies for the cultivation, solicitation... ...duties as assigned by Senior Leadership or... ...for excellence Have highly developed interpersonal... ...gifts from high-net-worth individuals Are experienced...High net worthContract workWork at officeFlexible hoursNight shiftAfternoon shift
- ...Trusts & Estates Attorney A growing firm seeks a Trusts & Estates Attorney with 2–6 years... ...clients on estate, tax, and wealth transfer strategies Handle probate and trust administration matters Collaborate with senior attorneys on complex estate planning issues...Work at office
- Serve as a senior planning partner for high-net-worth clients, financial advisors and home-office experts. Lead client discovery and holistic financial plan development, coordinate tax, estate, investment and other specialist input, and guide implementation. Deliver customized...SeniorHigh net worthHome office
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