UHNW Estate Planning & AI Specialist
Goldman Sachs
Goldman Sachs Family Office seeks an Associate or Vice President to support an innovative, technology-driven estate planning offering for UHNW clients. The role requires strong estate planning knowledge, tax and trust experience, and the ability to work with Attorneys, Accountants, and wealth strategists.
You will collaborate with Private Wealth Advisors and PWM teams to deliver customized reports and scenarios, leveraging AI and data insights to enhance client outcomes.
#J-18808-LjbffrVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the UHNW Estate Planning & AI Specialist in Dallas, TX vacancy
- Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients and families. The role focuses on estate planning, advanced tax strategies, and multigenerational wealth stewardship, collaborating with Private Wealth Strategies...Suggested
- ...strategies for ultra-high net worth individuals and families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with UHNW client retention. A law degree and extensive experience in transfer taxation are required. The...Suggested
- Who You’ll Work WithThe AI Strategist and Management Consultant partners with clients and internal leaders to identify, prioritize, and... ...roadmaps, operating-model recommendations, or transformation plans with measurable outcomes.* Working knowledge of AI and data concepts...SuggestedTemporary workLocal area
Slalom
Dallas, TX3 days ago $102.1k - $202.2k
...Overview The Cloud & AI organization accelerates Microsoft's mission to secure digital technology platforms, devices, clouds, and... ...customers' heterogeneous environments and Microsoft's internal estate. Our culture is centered on a growth mindset, inspiring excellence...SuggestedOngoing contractPermanent employmentInternshipLocal areaMicrosoft Corporation
Irving, TX1 day ago- ...Researchers, and Program Managers to translate customer insights into meaningful business value and market-ready strategies. You’ll combine AI literacy with market intelligence and foresight to identify growth, shape differentiated offerings, and guide go-to-market decisions...Suggested
- ...engagements. You will collaborate with Designers, Technologists, Researchers, Product Managers, and Program Managers to ensure customer and business value are built into offerings, applying AI-enabled insights and forward-looking analyses. #J-18808-Ljbffr Capgemini Invent
- ...organizations transform faster and become more resilient.Our Finance AI and Data Strategy practitioners work to create and execute an... ...opportunities).Infuse Responsible AI in vision and roadmap, develop plan for leveraging ecosystem partners, and define operating model to...Full timeWork experience placementLive inWork at officeLocal area
Accenture
Dallas, TX8 days ago - ...HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and...Temporary workWork at officeHome officeFlexible hours
Edward Jones
Dallas, TX2 days ago - ...approach, the Bank delivers integrated solutions across trust and estate administration, retirement and custodial services, and... ...clients and their advisors to ensure seamless execution of complex planning strategies, with a focus on preserving and transferring wealth...Temporary workH1bWork at officeLocal areaFlexible hours
Carr Riggs & Ingram
Dallas, TX2 days ago - .... We combine our strength in technology and leadership in cloud, AI and data with unmatched industry experience, functional expertise... ...dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more...Full timeWork experience placementLive inWork at officeLocal area
Accenture
Dallas, TX7 days ago $300k - $320k
...Job Description & Requirements Complex Family Planning Specialist StartDate: ASAP Pay Rate: $300000.00 - $320000.00 Take on a meaningful... ...waterfront homes, undeveloped acreage for custom-built estates, and established homes within the city limits. You'll...Live inLocal areaImmediate start- JPMorgan Chase & Co. is seeking a Lending Specialist for the U.S. Private Bank to manage the most complex borrowing relationships. You will present credit solutions to ultra-high net worth clients and advise on implementation. You will collaborate with Market Managers,...
- ...National Trust Bank is seeking a Senior Wealth Strategist to serve high-net-worth clients as a family strategist, focusing on trusts and estate administration. You will generate new business through partnerships across the family of companies and assist the Portfolio Manager...Work at office
- ...seeks a Vice President with deep expertise in US federal and state taxes to lead and mentor staff within the Goldman Partner Office planning team. You will deliver complex tax planning, compliance solutions, and efficient client service for high-net-worth clients and...Work at office
- OverviewThe AI Enablement and Adoption Specialist will lead the practical adoption of enterprise generative AI capabilities, with a focus on leveraging enterprise market-leading AI platforms across business and technology teams. This role will partner with department leaders...Full time
Mpower Health
Addison, TX5 days ago - ...shift in technology: the move to Agentic AI and Product-Led Operating Models. As a Google... ...Cloud.You Are:A passionate, hands-on GCP specialist/practitioner who understands that great... ...components, including reasoning engines, planning, tool use, and Retrieval-Augmented...Full timeWork experience placementLive inWork at officeLocal areaShift work
Accenture
Dallas, TX4 days ago - ...currently available and apply online.Job SummaryAs a BI, Analytics & AI Specialist, you will partner with cross-functional leaders to uncover,... ..., turning findings into automated alerts and strategic action plans.Stay up-to-date with emerging technologies and industry best...Full timeLocal areaShift work
TXU Energy
Irving, TX5 days ago $101.6k - $152.4k
Schneider Electric has a hybrid opportunity for a Retirement Plans Specialist in one of the following hub locations: Chicago, IL ; Dallas, TX ; Raleigh, NC ; Boston,MA or Nashville, TN.The Retirement Plans Specialist is responsible for aspects of the governance, administration...Full timeTemporary workImmediate startFlexible hoursSchneider Electric
Dallas, TX8 days ago- ...employment opportunities that are currently available and apply online.Job SummaryAs part of the Strategic Planning and Performance Management team, the Specialist I is responsible for managing customer acquisition & retention budget & transaction planning for the...Full timeWork experience placementLocal area
TXU Energy
Irving, TX4 days ago - ...world. Love your job. Texas Instruments is seeking a AI Visibility & Search Strategy Specialist . In this role, you will contribute to the strategy... ...quick, and you must stay ahead of the change and adjust plans accordingly. Defining the Unknown: Traditional metrics...Local areaRemote workVisa sponsorship
- ...A leading architecture firm is seeking a Health Planner 2 in Dallas, Texas. The role involves planning and design support on healthcare projects, requiring a Bachelor's degree in Architecture, with a minimum of 3 years of A/E experience. Preferred candidates will have...
HDR
Dallas, TX4 days ago - ...Senior AI Governance SpecialistSenior AI Governance Specialist to establish, scale, and oversee the governance framework for our enterprise wide Generative AI and autonomous agent initiatives. In this role, you will bridge the gap between technical execution and corporate...
Yantran LLC
Dallas, TX3 days ago $204.44k - $324.99k
...focus on Health Cloud features such as care plans, clinical data models, and provider/... ...test Prompt Builder templates and grounded AI experiences using Salesforce data, Data Cloud... ...I and Salesforce Certified Agentforce Specialist are required. Platform Developer II,...H1bLocal areaKPMG
Dallas, TX3 days ago- ...SUMMARY: Heritage Auctions is seeking an experienced AI Solutions Specialist to work forward deployed within the business, helping employees... ..., and Vision coverage ~ Paid time off ~401k savings plans ~ Daily Pay: Access your pay when you need it! ~ Onsite...Daily paidFull time
Heritage Capital Corporation
Dallas, TX12 days ago $100k - $200k
...infrastructure dependencies to enable efficient and compliant implementation. Roles and Responsibilities Design and implement the AI-native DLC operating model, stage gates, governance checkpoints, and delivery playbooks. Facilitate Mob Elaboration, Mob...Minimum wageLocal areaWipro
Dallas, TX3 hours ago- ...Vacation Planning SpecialistDallas, TX, USA Customer RepresentativeAbout the Job Vacation Planning SpecialistCompany Description Getaway Travel Agency USA is a dynamic, Arizona-based travel agency with a global team, specializing in unforgettable vacations: from Disney...Full timePart timeRemote workFlexible hours
Getaway Travel Agency
Dallas, TX2 days ago $137.5k - $193.6k
...team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value...Local areaDeloitte
Dallas, TX7 days ago$91.1k - $179.5k
Position Summary Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant... ...providing technical direction throughoutMonitor progress against plan, identify variances, and drive corrective action before issues...Local areaVisa sponsorshipDeloitte
Dallas, TX6 days ago- ...institutions. We specialize in leveraging advanced technologies such as AI, cloud, and data-led innovation to help our clients accelerate... ..., coordinate insights on system behavior, and support capacity planning to optimize performance Conduct security checks, recovery drills...Full timeTemporary workRelocation
Infosys Technologies
Richardson, TX5 days ago - ...We are looking for a Vacation Planning Specialist to help clients research, plan, and book vacation experiences. This role involves assisting individuals, couples, families, and groups with accommodations, transportation, cruises, resorts, vacation packages, tours, and...Remote workWork from homeFlexible hours
Pacific Journey Consulting
Dallas, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Estate Planning & AI Specialist. Be the first to apply!
Related searches