Senior Wealth Planner & Estate Strategy Lead
Fairygodboss
Fairygodboss is seeking an Executive Director in Wealth Planning & Advice, to leverage tax and trust & estate expertise in managing client relationships. This role involves developing strategies, serving as a resource for clients, and fostering connections with field leadership. The ideal candidate will have extensive experience in financial planning, tax advisory, and demonstrate strong presentation abilities. This position is located in Denver, Colorado, and offers a competitive salary and benefits. #J-18808-Ljbffr Fairygodboss
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner & Estate Strategy Lead in Denver, CO vacancy
- A leading financial services firm in Denver seeks an Executive Director, Wealth Planner. This role involves developing content on wealth management and providing customized... ...collaborate with field management to create regional strategies and guide their execution. Strong...Senior
- EverCommerce in the United States is looking for a Senior Paid Media Strategist to drive the paid media strategy across search, paid social, affiliates, and influencers. In this role, you will set the strategy, define targets, and ensure accountability for delivering business...SeniorRemote jobWork at office
- Fairygodboss is seeking a Wealth Strategist Sr to be based in Denver, CO. This role involves developing and implementing complex financial plans, and requires a minimum of 8 years of relevant experience. The ideal candidate will have a JD degree, a strong focus on customer...SeniorWork at office
$200k - $240k
...visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...You will help clients understand their estate planning, tax planning, philanthropic... ....Estate & Legacy Planning: Develop strategies for wealth transfer, asset protection,...SeniorRemote workCanadian Imperial Bank of Commerce
Denver, CO3 days ago$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on... ...support resource for external Wealth Strategists for tax and estate planning, business succession planning, trust and...SeniorTemporary workFlexible hours- J.P. Morgan Wealth Management seeks an Executive Director, Wealth Planner to lead advanced tax and trust & estate strategies for clients and advisors. Leverage deep knowledge to translate complex laws into clear guidance and collaborate with field leadership to drive regional...
$90k - $130k
CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist to support their financial planning process. The role involves collaborating with wealth management teams to deliver client solutions and requires over 8 years of relevant experience, alongside proficiency...SeniorWork at office- Denver Wealth Management, Inc. is seeking an experienced Tax Manager to oversee tax preparation and work collaboratively with financial... ...advisors. This role involves developing proactive tax planning strategies and ensuring high-quality client experiences. The ideal...
$90k - $130k
...and program Participate and lead the development and delivery of... ...client service, and peers on the Wealth Planning team Advanced... ...a Centralized Wealth Planning Senior Specialist who will work directly... ...workflows, and continually developing strategies and solutions to better serve...SeniorWork at officeLocal area- ...experienced SVP, Trust Officer to manage and grow complex trust relationships. You will ensure adherence to compliance and assist with estate planning for high-net-worth clients. The ideal candidate has a Juris Doctor (JD) or CTFA, with at least 7-10 years of relevant...Senior
- ...team in Denver, Colorado. This position requires senior professionals dedicated to shaping compliance strategies and actively influencing outcomes across the industry... ...serving as a senior advisor on FDA expectations, leading inspection readiness programs, and working...Senior
- Ferring Pharmaceuticals Inc. seeks an Associate Director of Trade in Denver, Colorado. This pivotal role focuses on developing channel strategies and enhancing distribution across various therapeutic areas while executing high-value contracts. The ideal candidate will...Senior
- Monks is seeking an Associate Director, Media Strategy to lead strategy and planning for a major client, owning deliverables end to end and serving as the primary client contact. You’ll shape go-to-market strategies across Social, Search, Programmatic, and OOH, mentor...Senior
- ...Martin in Littleton, Colorado is looking for a Capture Manager to lead mid to large capture campaigns valued at over $50M. The role... ...aerospace and defense, as well as skills in leading teams and strategies development. You will work closely with various teams to shape...SeniorFlexible hours
$140k - $170k
Barber-Nichols LLC in Arvada is seeking a Program & Strategy Manager to lead critical programs across the product lifecycle. You will be responsible for managing customer relationships, budgets, and project scope while mentoring team members. The ideal candidate will have...Senior- Cengage Group in Denver, Colorado, is seeking a talented individual to oversee the content strategy for educational offerings. You will lead budget management, strategic planning, and ensure market-informed decisions to drive growth. The ideal candidate must have a BA/BS...Senior
- Rowan Digital Infrastructure seeks a Senior Manager of Energy to drive energy strategies for data centers. This role involves negotiating with utilities, developing sustainable power solutions, and managing a team of energy experts. Candidates must have 10+ years of relevant...Senior
- Esri is seeking a dynamic professional to lead strategic consulting initiatives across various organizations. Your role will involve... ...organizational goals into effective workforce development strategies, working closely with customer stakeholders. Key responsibilities...Senior
$175k - $200k
A tech consulting firm is seeking a Senior Manager for its Management Consulting team in... ...This role focuses on developing technology strategies and overseeing project delivery related... ...relationships, drive business development, and lead cross-functional teams. Ideal candidates...Senior- Cleerly, a healthcare company in Denver, is seeking a Senior Program Manager, Strategy to lead high-priority growth initiatives. This role emphasizes strategic execution and program management, requiring strong analytical thinking and financial acumen. Candidates should...SeniorRemote job
- Dormont Manufacturing Co is seeking a Senior Trade Operations Manager in Denver, Colorado. This hybrid position involves leading global trade compliance efforts, managing regulatory... ...cross-functional teams, developing trade strategies, and ensuring adherence to compliance...Senior
- Monks is seeking an Associate Director, Media Strategy to own end-to-end strategy and planning for a key client relationship. You will... ...manage growth of account workstreams, and translate data into senior-level insights. This role requires leadership of 1-3 directs, a...Senior
$140k - $170k
Barber-Nichols Inc. is seeking a Program & Strategy Manager to lead critical programs and manage customer relationships. You will handle budget, scope, and schedule while mentoring the Program Management Office. The ideal candidate will have over 10 years of experience...SeniorWork at office- ...energy contracting, and strong analytical skills. This role involves interacting with various departments to support a broader energy strategy, managing energy efficiency projects, and creating dashboards for performance monitoring. #J-18808-Ljbffr Quality Technology...Senior
$125k - $150k
Sand Cherry Associates seeks a Senior Consultant to lead AI strategy within a global Engineering organization. The ideal candidate will have over 8 years of experience in strategic consulting, with a proven ability to shape AI roadmaps and facilitate stakeholder engagement...Senior$123k - $140k
...hybrid role requires a minimum of 10 years’ experience in project management and consulting, with a focus on developing actionable strategies that align with business objectives. The ideal candidate will have strong skills in communication and collaboration, as well as a...Senior- OrthoFi Inc. is seeking a Senior Manager, Brand and Content in Denver, Colorado, to lead the strategy and execution of brand initiatives. The ideal candidate will have over 6 years of experience in B2B marketing and a strong focus on content and brand strategy. This role...SeniorWork at office2 days per week
- Mixpanel is searching for a Senior Strategic Finance Associate in Denver to own the financial planning process and... ...team. You will be responsible for defining financial strategies, building business cases, and leading analyses across cross-functional teams. The ideal...Senior
- ...actively seeking an Associate Media Director in Denver, Colorado, to enhance our media capabilities and lead a vibrant media team. The role focuses on driving media strategy and campaign execution for key agency accounts while fostering innovation across all channels. The...SeniorWork experience placementWork at officeRemote work
$105k - $145k
...involves managing strategic technical and operational partnerships to enhance service performance and maintain the Desktop Technology Strategy. The candidate must possess a bachelor's degree in Information Systems or a related field and a minimum of 5+ years' experience....Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & Estate Strategy Lead. Be the first to apply!
