VP, UHNW Wealth Planning & Family Office
Goldman Sachs
Goldman Sachs’ Private Wealth Management arm seeks a Vice President to lead wealth planning capabilities for UHNW clients and family offices. You will partner with Private Wealth Advisors to build complex analyses of net worth, liquidity, transfers, and trade-offs. Based in Dallas, this role guides senior planning work, mentors analysts, and partners with Product and Engineering to enhance planning tools and data infrastructure. #J-18808-Ljbffr Goldman Sachs
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- ...Managing Director, Wealth Strategy About the Company Offers family office services and sophisticated estate and wealth planning for high-net-worth families Industry Financial Services Type Privately Held About the Role The Company is seeking a...Work at office
- ...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... ...with Attorneys, Accountants, and wealth strategists. You will...Work at office
- ...RSM US LLP seeks a seasoned Tax Partner to lead engagement execution for family office and multi-family office clients, driving complex tax strategy and compliance. You will mentor teams, develop new business, and deepen client relationships across regions. The role...Work at office
$302.2k - $324.9k
...seeking a Vice President for our Dallas office. In this role, you will establish and deepen... .... ~ Demonstrated ability to plan and manage complex client engagements involving... ...dental, and vision insurance for you and your family ~ Employer Health Savings Account (...Work at officeTemporary workLocal areaImmediate startFlexible hours- ...that specializes in retirement planning, investment advising, and 401... ...in 2024. SUMMARY: The Senior Wealth Planner is a critical member... ...-high net worth clients and families. This role requires deep experience... ...owners, executives, family-office style planning needs—is...Work at officeFull timeContract workTemporary workPart timeWork experience placementInternshipFlexible hours
$149.34k - $204.4k
...require coming into our future Dallas office 4x/week. We are seeking a VP, Cross-Channel Investment to serve... ...channel investment leader, connecting planning, activation, optimization, and... ...And Benefits Offerings Include Paid Family Care for parents and caregivers for...Work at officeContract workTemporary workFreelanceLocal areaFlexible hours- ...2004 and became the private family office of golf champion and entrepreneur... ...is seeking exceptional wealth advisors who have built a $10... ...skilled at advising sophisticated UHNW entrepreneurs and families,... ...customized wealth strategies and planning for founders, executives, and...Work at officeRemote workFlexible hours
$142.2k - $189.7k
...excellent opportunity for a National VP, Estate Settlement Attorney in... ...work in a hybrid setting (in office 2-3 days a week) at our... ...across all estate, trust, and planned gift administration matters. Responsible... ...of the job level and family.#AHAINDP Qualifications...Work at officeFull timeLocal areaRemote workNight shift2 days per week3 days per week- ...Vanguard, Wealth Management, Family Legacy Specialist The Family Legacy team... ...businesses, and or family offices for at least 5 years. Experience... ..., business, wealth planning, and succession planning conversations... ...regularly with UHNW clients Superior presentation...Work at officeRemote workMonday to Friday
- ...traditional one-size-fits-all group plan. We believe this model can... ...of Account Management (VP, AM) is responsible for building... ...cliff! We have two beautiful offices in Richardson, Texas (City Line... ...leave. We recognize that pets are family too - and supporting life...Work at officeRemote jobWork from homeFlexible hoursDay shift
- ...based in Dallas to report to the COO of Wealth Solutions and partner with business... ...management businesses provide financial planning, investment management, banking and comprehensive... ...high net worth individuals, as well as family offices, foundations and endowments, and...Work at officeFull timeTemporary workWork experience placement
$130k - $140k
...Mercer Advisors has been helping families amplify and simplify their... ...by integrating financial planning, investment management, business... ...clients and help them find a wealth management solution for their... ...position may be in a professional office environment or a dedicated...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours$96.4k - $144.6k
...Applications SupportCompany: CitiThe Wealth Data & Analytics (DnA)... ...develops application contingency planning to ensure availability to... ...systemsExperience using/troubleshooting Office with emphasis on Word, Excel.... ...--------------------------Job Family Group: Technology-------------...Work at officeFull timeWork experience placement$75k - $125k
...needs, present our value proposition, and outline a comprehensive plan to achieve their financial objectives. There is no cold calling.... ...5, and Life insurance licensed Minimum 5 years of client-facing wealth management or financial planning experience is required. Three...Full timeContract workPart timeInternshipLocal areaRemote workFlexible hours$175.2k - $287k
..., team managers and AVPs. The VP will be responsible for delivering... ...to any of our major Zurich offices with business travel expected.... ...culture. Support succession planning and long‑term capability building... ...for employees and their families. [Learn more about Total Rewards...Work at officeFull timeTemporary workLocal areaRemote workVisa sponsorshipFlexible hours- Morgan Stanley is seeking an AVP/VP Mortgage Banker to support Financial Advisors and clients through the home loan origination... ...and collaboration. The position may be based in a Wealth Management Branch Office or in Dallas, TX; Tempe, AZ; or Purchase, NY. Expect a high...Work at office
- ...Job Description Merrill Wealth Management is a leading provider... ...management, including planning for retirement, education,... ...we are committed to an in‑office culture with specific requirements... ...Advisory Group, works with UHNW individuals and families to provide objective...Work at officePrivate practiceWork from homeShift workDay shift
$110k - $207.5k
Who We Are Looking For Wealth Custody & Clearing is seeking a senior leader for Client Onboarding... ...leadership from pre‑implementation planning through activation, acclimation, and... ..., sick leave, short‑term disability, and family care responsibilities; access to our Employee...Temporary workFlexible hours- ...The VP of Milk Sourcing & Supply is responsible for the management of raw milk procurement... ...budgets, forecasts, and financial plans Analyze milk utilization, transportation... ...improvement. ~ Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint...Work at officeFull timeRelocation
$108k - $147k
...in the role:- Manage end-to-end project plans, milestones, dependencies, risks, and deliverables... .... The role may begin remotely until the office location becomes available. In-Person... ...proud to support our employees and their families at every point along their work-life...Work at officeTemporary workRemote work- ...the pipeline engine for Five9. Reporting to the Chief Marketing Officer, this leader owns global campaign strategy, account-based marketing... ...pipeline targets by region, segment, and industry, building the plans and the budget allocation that make those targets credible...Work at officeTemporary workLocal areaWorldwideDay shift3 days per week
- ...solutions platform. Our capabilities include real estate strategy and planning, project management, development, investment and property... ...for areas of potential risk. Coordinating physician office suite development. Provides project cost control and prepares...Work at officeContract workFor subcontractor
$160k - $260k
...Position at Ookla The Opportunit The VP of Data Innovation & Products is a senior... ...within Ookla's Chief Data & Analytics Office responsible for defining and executing the... ...support stakeholder engagement, commercial planning, product strategy, and team collaboration...Work at office- ...investors, private wealth clients and financial... ...The Westwood Funds family of mutual funds,... ...Westwood also maintains offices in Chicago and... ...precision, and care to UHNW individuals and... ...Strategist, Director of Planning & Compliance serves... ...and develop the VP, Fiduciary and Tax...Work at officeVisa sponsorship
- ...0 associates in bakeries, sales centers, offices and on sales routes work to ensure our consumers... ...baking company in the world and our family of 20,000 associates nationwide!****Top... ...responsible for U.S. and international tax planning, compliance, reporting, transfer pricing,...Work at officeWorldwide
$180.22k - $268.91k
...development of brand, communications and marketing plans that connect client business priorities,... ...and benefits offerings include: Paid Family Care for parents and caregivers for 12... ...from anywhere Publicis Groupe has an office for up to 6 weeks a year (based upon...Work at officeTemporary workFreelanceLocal areaFlexible hours- ...President of Health Services Operations (Sr. VP of Health Services Ops) is responsible... ...reproductive and sexual health care and family planning services for all patients. Fosters a... ...require working 40+ hours per week in PPGT offices and/or health centers, including nights...Work at officeNight shift
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