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
- ...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
- 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...SuggestedWork at officeLocal area
- ...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
- ...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
- ...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
- ...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...
- ...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 officeImmediate startVisa sponsorship
- ...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...
- ...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...
- ...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
- ...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...
- ...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...
- 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...
- 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
$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- 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...
- 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 timeContract work
- 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...
- 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...
- 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
- ...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...
$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 timeTemporary workWork at officeLocal areaFlexible hours$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...- ...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...
- ...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
- ...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
$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...- ...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 timeContract workLocal area
- ...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...
- ...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...
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