Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Executive Director, Wealth Planning & Trusts

JPMorganChase

JPMorganChase is seeking an Executive Director, Wealth Planner based in Houston, Texas. This role involves providing comprehensive wealth planning advice and developing content across wealth management topics. Candidates should have a strong background in trusts and estates, and tax strategies along with excellent communication skills. The position offers a competitive compensation package, including base salary and various benefits to support employee wellness. A focus on diversity and inclusion is emphasized within the company culture. #J-18808-Ljbffr JPMorganChase

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Executive Director, Wealth Planning & Trusts in Houston, TX vacancy
  •  ...institution is seeking an experienced Executive Director, Wealth Planner in Houston, Texas. You will...  ...advice to clients on tax and estate planning strategies. Applicants should have a...  ...along with substantial experience in trusts and estates. The position involves collaboration... 
    Suggested

    JPMorgan Chase

    Houston, TX
    2 days ago
  • Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their...  ...and exchange funds) will also be a plus. As an Executive Director, Wealth Planner within J.P. Morgan Wealth... 
    Suggested
    Work at office
    Local area

    JPMorgan Chase

    Houston, TX
    2 days ago
  •  ...ABOUT THE ROLE The Director serves as the bridge between Wealth Advisors, the Financial Planning Department, and Client Service, ensuring financial plans, progress reviews...  ...review action items and recommendations are executed efficiently and effectively. Monitor... 
    Suggested

    NAIFA HOUSTON

    Houston, TX
    1 day ago
  •  ...has partnered with a leading wealth management firm seeking two experienced...  ...opportunity for a planning-focused professional who enjoys...  ..., charitable giving, executive compensation, and legacy planning...  ...client relationships. Build trusted relationships through exceptional... 
    Suggested

    Madison Professional Group

    Houston, TX
    4 days ago
  •  ...Chief Executive Officer (CEO), Wealth Management About the Company Confidential wealth management operating company division. Industry Financial Services Type Privately Held About the Role The Company is seeking a Chief Executive Officer (CEO) for... 
    Suggested

    Confidential

    Houston, TX
    4 days ago
  •  ...Chief Trust Officer About the Company Renowned B2B financial technology (FinTech...  ...will be the senior-most fiduciary executive, responsible for trust administration, fiduciary...  ...in reporting to a bank Board of Directors. The ideal candidate will have a background... 

    Confidential

    Houston, TX
    2 days ago
  •  ...TX 77024, USA ABOUT THE ROLE At Westwood Wealth, we are more than advisors—we are...  ...UHNW individuals and families. Our clients trust us with what matters most, and we honor that...  ...ensure the implementation of all wealth planning, reporting, and client deliverables, in alignment... 
    Work at office
    Immediate start
    Visa sponsorship

    Westwood-Management-Corporatio

    Houston, TX
    4 days ago
  •  ...Vice President, Corporate Trust About the Company Large financial client with a Corporate Trust team handling complex portfolios...  ...clients. Key responsibilities for the Vice President include executive communication, problem-solving, and relationship management, particularly... 

    Confidential

    Houston, TX
    4 days ago
  •  ...Vice President, Conventional Trust About the Company Large financial client managing trust operations and client relationships across securities and cash workflows. Industry Banking Type Privately Held About the Role The Company is seeking a Vice... 

    Confidential

    Houston, TX
    2 days ago
  •  ...quality using established systems. Ideal candidates will demonstrate strong leadership, entrepreneurial spirit, and a commitment to business growth. This role offers a path to financial independence and personal wealth creation. #J-18808-Ljbffr Next Step Franchise Group

    Next Step Franchise Group

    Houston, TX
    9 hours ago
  •  ...President in Houston to build relationships with clients and drive wealth management solutions in a client-focused environment. The ideal...  ...in financial services. Various benefits including health plans and a 401(k) retirement plan will be offered. #J-18808-Ljbffr Mercer... 

    Mercer-Advisors

    Houston, TX
    2 days ago
  •  ...Executive Director of Early Commercial Strategy and Business Development About the Company Pioneering biotechnology company Industry...  ...role is at the intersection of commercial strategy, market planning, and partnership development, with a focus on supporting the... 

    Confidential

    Houston, TX
    3 days ago
  • Verde Wealth Group, LLC is seeking a Director to bridge between Wealth Advisors and Client Services, overseeing comprehensive financial planning and implementation processes. The ideal candidate is a CFP® professional with 8-15+ years of experience, strong tax planning... 

    Verde Wealth Group, LLC

    Houston, TX
    2 days ago
  • Vice President, Corporate Trust Transaction Manager We’re seeking a future team member for the role of Vice President, Corporate Trust...  ...discretionary incentive award. Eligible employees may enroll in a 401(k) plan and participate in company-sponsored medical, dental, vision,... 
    Flexible hours

    BNY

    Houston, TX
    2 days ago
  • $70k - $100k

    Our client is a large, privately owned trust company with long roots in Texas and a history of sound fiduciary asset management for high-net-worth individuals and multi-generational families. About the Role The company seeks an Assistant Vice President to join its 11-person... 
    Work at office

    True Axis Recruiting

    Houston, TX
    2 days ago
  • Madison Professional Group is seeking an experienced Vice President, Wealth Planner to join its teams in River Oaks and Sugar Land. In this role, you will provide comprehensive financial planning to high-net-worth clients, leveraging existing relationships and avoiding... 

    Madison Professional Group

    Houston, TX
    4 days ago
  • Vice President, Corporate Trust Transaction Manager Full‑time Required Experience 5-10 years in financial services Corporate Trust...  ...Contractual risks Operational risks Regulatory risks Deal Execution & Onboarding Coordinate onboarding across internal systems Ensure... 
    Full time
    Contract work

    VTekis Consulting LLP

    Houston, TX
    2 days ago
  • BNY is seeking a Vice President, Corporate Trust Transaction Manager to join our team in Houston, TX. This role involves managing complex debt capital market transactions and serving as a key liaison for negotiations and documentation. The ideal candidate will have a strong... 

    BNY

    Houston, TX
    2 days ago
  • J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies...  ...to provide goals-based financial planning advice and to deliver sophisticated products...  ...from end-to-end and outreach to executive level stakeholders. Job Responsibilities... 

    JPMorgan Chase & Co.

    Houston, TX
    3 days ago
  • VTekis Consulting LLP is seeking a Vice President, Corporate Trust Transaction Manager based in Houston, Texas. This full-time position requires 5-10 years of experience in financial services, particularly in corporate trust, and excellent communication skills. The role... 
    Full time

    VTekis Consulting LLP

    Houston, TX
    2 days ago
  •  ...Executive Director of CRM Strategy & Resources About the Company Pioneering private liberal arts college Industry Higher Education Type Educational Institution Founded 1812 Employees 201-500 Categories Education... 

    Confidential

    Houston, TX
    2 days ago
  • $250k - $375k

     ...Managing Director, Executive Compensation And Board Advisory As a Managing...  ...in our other Health, Wealth, and Career businesses on broader...  ...maintain selected key accounts and trusted client relationships at a...  ...developing project plans for execution of large, global... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Willis Towers Watson

    Houston, TX
    1 day ago
  • $120k - $150k

    Willis Johnson Wealth in Houston is seeking a Wealth Manager to oversee client relationships and implement financial plans. The ideal candidate has a strong background in finance and at least five years in the financial services industry, along with required certifications... 

    Willis Johnson Wealth

    Houston, TX
    2 days ago
  •  ...Executive Director About the Company Nationally recognized provider of leadership development...  ...development, implementation of action plans, and driving impact in the organization...  ...relations, financial management, and trust-based philanthropy, with at least five... 

    Confidential

    Houston, TX
    2 days ago
  •  ...Executive Director About the Company Pioneering foundation advancing biology, automation & machine learning in life sciences Industry...  ...will be a strategic and dynamic leader, serving as a trusted advisor to the Board and collaborating with key team members... 
    Remote work

    Confidential

    Houston, TX
    2 days ago
  •  ...Executive Director About the Company Statewide educational association for local school districts...  ...vision and ensure its position as a trusted, nonpartisan voice for public education...  ...and execution of the strategic plan, guide the implementation of initiatives... 
    Local area

    Confidential

    Houston, TX
    3 days ago
  • $110k - $150k

    Hyatt in Houston is seeking a highly visible Director of Human Resources to join their executive leadership team. In this role, you will be responsible for aligning associate strategies with operational goals to meet business objectives. The ideal candidate will have over... 

    Hyatt

    Houston, TX
    2 days ago
  •  ...strategic tone for the organization, the Executive Director guides a passionate team of expert staff...  ...to advance BLC’s Strategic Conservation Plan and Diversity, Equity, Inclusion &...  ...policies and guidelines set forth in Land Trust Alliance Standards and Practices. Who We... 
    Full time
    Contract work
    Local area

    bayoulandconservancy

    Houston, TX
    2 days ago
  •  ...Executive Director, Program Management About the Company Top-tier biotechnology (BioTech) company developing innovative treatments...  ...play a pivotal role in the execution of programs from pre-IND planning through NDA approvals. The successful candidate will be a... 

    Confidential

    Houston, TX
    1 day ago
  •  ...Executive Director, Legal & Advocacy Services About the Company Well-established organization providing legal services to individuals...  ...relations to maintain the organization's position as a trusted advocate at the intersection of mental health, equity, and justice... 

    Confidential

    Houston, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Executive Director, Wealth Planning & Trusts. Be the first to apply!