Senior Director, UHNW Wealth Transfer Strategy
Moneta
A leading financial services firm is seeking a Managing Director of Wealth Transfer Strategy to serve ultra-high-net-worth clients. The successful candidate will provide advanced estate, wealth transfer, and business succession strategies, ensuring alignment with client goals. Responsibilities include engaging with clients, collaborating with advisors, and mentoring a team of specialists. Ideal candidates will hold a JD, have over 10 years in estate planning, and possess exceptional communication and analytical skills. #J-18808-Ljbffr Moneta
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Director, UHNW Wealth Transfer Strategy in Chicago, IL vacancy
- RBC is seeking a Senior Associate Wealth Strategist to advance wealth transfer planning within the client experience for HNW and UHNW clients in the United States. You will work with external Wealth Strategists and Financial Advisors to ensure a coordinated, compliant,...Senior
- Corient in Chicago is seeking a Senior Wealth Analyst to collect and analyze client financial data, prepare plans, and support the Wealth Planning Team. You will monitor asset allocations, prepare investment recommendations, and collaborate to develop comprehensive financial...Senior
$200k - $250k
Senior Director - Private Wealth Solutions Join to apply for the Senior Director - Private Wealth Solutions role at Hines Senior Director - Private... ...wealth and institutional counterparts, as well as product strategy teams to drive business, expanding Hines’ distribution...SeniorFull timeWork at officeLocal areaRemote work- Hines is seeking an ambitious sales leader to grow the Private Wealth Solutions platform across RIAs and RIA aggregators in the Central Region (Midwest). You will partner with private wealth and institutional teams to drive business, expand distribution, and deepen client...Senior
- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary... ...a strong understanding of fiduciary standards and UHNW client management. Leadership skills and the...Senior
- Xeris Pharmaceuticals, Inc. is searching for a Senior Director of Evidence Generation to lead real-world evidence strategies across its commercial and investigational pipeline. You will develop and execute integrated evidence generation plans while collaborating closely...SeniorWork at office
- FTI Consulting is seeking a Senior Director on the Transactions Tax team to lead complex tax due diligence, structuring, and modeling across... ...services. You will mentor junior staff, review tax planning strategies, and navigate multistate tax issues, ensuring compliance and...SeniorLocal area
- BMO Financial Group in Chicago is seeking a senior wealth planning advisor to deliver specialized planning for HNW/UHNW clients, partnering with Private Bankers, Investment Counsellors, and Advisors to offer comprehensive wealth guidance. You will develop detailed financial...Senior
- Goldman Sachs in Chicago seeks a Private Wealth Advisor to build and manage a client-centered business within PWM, delivering holistic wealth-management strategies and leveraging the firm's global platform. You will cultivate client relationships, partner with internal...Senior
- ...experienced Business Human Resources leader to serve as a strategic partner to the function. You will shape and implement people strategies, drive leadership development, and lead talent management and succession planning to support AbbVie's global priorities. The role...Senior
$130k - $185k
Huron is seeking a Senior Manager, Human Resources Business Partner (HRBP) in Chicago, Illinois to align global HR strategies with business goals in the healthcare sector. As a critical advisor, you will enhance talent management experiences and foster team performance...Senior$137.4k - $233.6k
...looking for a Sr. HR Business Partner in Chicago, IL. This hybrid role involves serving as the primary HR advisor to senior leaders, managing talent strategy, and ensuring effective coordination between business clients and HR functions. The ideal candidate should have...Senior$60k - $90k
Your role Are you skilled at developing wealth management strategies? Does financial data excite you? assist financial advisors in client conversations... ...and services specifically designed for them. As a Senior Wealth Strategy Associate, you’ll play an important role as...SeniorFull timeFlexible hours- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...SeniorFlexible hours
UBS
Chicago, IL3 days ago $114.5k - $194.7k
...Trust Corp is seeking a Portfolio Advisor in Chicago to manage investments for high net worth clients. The role involves analyzing strategies, working with a collaborative team, and executing on investment objectives. A minimum of 6 to 8 years of investment experience...Senior- ...collaboration with branch leadership, and improving advisor experience across JPMA. Ideal candidates bring a Bachelor's degree and 3+ years in wealth management, with strong communication and teamwork skills to support a high-touch client-first #J-18808-Ljbffr JPMorganChaseSenior
$175k - $300k
The RoleAs a Senior Cyber Broker within Willis’ FINEX practice, you will serve as a trusted... ...strategic advice on cyber risk transfer solutions.The successful candidate will... ...analysis, market conditions, and renewal strategies. Develop and maintain strong relationships...SeniorTemporary workLocal areaVisa sponsorshipWork visaFlexible hours- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...Senior
- Associated Bank seeks a Senior Wealth Planner to work with high-net-worth individuals, business... ...to craft sophisticated planning strategies and deepen client relationships. You will... ...advanced planning concepts, estate and wealth transfer planning, and tax considerations, with...Senior
$75k - $100k
Corient seeks a Wealth Planning professional to join our Chicago team. You will collect and analyze client financial information, prepare plans, and develop preliminary recommendations for review with Wealth Strategist. The role requires 3-5 years of wealth management...Senior- ...for the right patients, at the right time.Senior Technical Product Manager, Data... ...software solutions.Define and own product strategy for key areas of the Tempus Data Platform... ...API products, integration workflows, data transfer systems, or on-premises software solutions...SeniorFull timeTemporary work
- A prominent risk and financial advisory firm is seeking a Director for a high-visibility transfer pricing consulting role. This position requires leading complex client engagements and advising stakeholders on strategic business decisions. Candidates should possess 6-9+...Senior
- JPMorganChase is looking for a Private Banker to advise clients in managing their wealth. This role involves maintaining client relationships, generating new business, and offering holistic financial advice. Candidates should have at least six years of experience in financial...Senior
$114.5k - $194.7k
...based in Chicago, IL, to manage investment activities for high net worth clients. The role involves developing tailored investment strategies and working closely with clients and client-facing teams to ensure their objectives are met. Ideal candidates will have 6 to 8...Senior- ...Job Description Job Description Senior Director of Fiduciary Administration If you'... ...always done it this way" isn't a long-term strategy. You'll ensure compliance with... ...candidates will bring 12+ years of trust, wealth management, or asset management leadership...Senior
MRINetwork Jobs
Chicago, IL10 days ago - ECG Resources, Inc. in Chicago seeks a hands-on Senior Wealth Planner to help family members across generations make thoughtful financial decisions and understand their wealth. You will develop and present comprehensive plans, integrating trusts, gifting, estate planning...SeniorWork at office
$164.9k - $235k
...team is seeking a technically versatile Senior Director, Intelligent Solutions to lead early-... ...talent development plans and staffing strategies that reflect business needs, technical... ...pay may be influenced by training, transferable skills, work experience, education, business...SeniorWork experience placementWork at officeRemote workRelocation package$110k - $120k
...team. As a vital role on this team, a Senior Associate Director contributes to a best-in-class,... ...identify common goals & develop & execute strategies to increase integration. Please... ...Experience in the fields of finance, wealth management, entrepreneurship, higher...SeniorWork at officeImmediate startFlexible hoursNorthwestern University
Evanston, IL5 days ago$164.6k - $288k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...and exceptional service. Position SummaryThe Senior Principal, Identity & Access Management (IAM) Strategy & Product Management, is responsible for defining,...SeniorFull timeH1bWorldwideFlexible hours- Senior Wealth Planner | Chicago Single-Family Office This is a hands-on financial planning role... ...and tax considerations into planning strategies. Serve as a trusted point of contact for... ...experience Experience working with HNW or UHNW clients Strong proficiency with eMoney,...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Director, UHNW Wealth Transfer Strategy. Be the first to apply!
Related searches
- data strategy manager Chicago, IL
- operations planning manager Chicago, IL
- senior manager strategic initiatives Chicago, IL
- sales excellence & strategy manager Chicago, IL
- strategic account manager Chicago, IL
- strategic business development manager Chicago, IL
- brand strategy manager Chicago, IL
- commercial planning manager Chicago, IL
- director strategic marketing Chicago, IL
- workforce planning manager Chicago, IL