Wealth Planning Director - Strategy, Execution & Excellence
Verde Wealth Group, LLC
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 knowledge, and excellent communication skills. The role emphasizes leadership, improving processes, and ensuring high-quality client outcomes. Responsibilities include developing planning processes, overseeing financial plan delivery, and fostering a culture of excellence within the planning team. #J-18808-Ljbffr Verde Wealth Group, LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Planning Director - Strategy, Execution & Excellence in Houston, TX vacancy
- ...Executive Director, Intellectual Property About the Company Innovative company designing... ...Property, with a strong focus on patent strategy and procurement. The successful... ...partnerships and commercial strategy. Excellent communication, negotiation, and presentation...Suggested
- JPMorganChase is seeking an Executive Director, Wealth Planner based in Houston, Texas. This... ...involves providing comprehensive wealth planning advice and developing content... ...in trusts and estates, and tax strategies along with excellent communication skills. The position...Suggested
- ...strong track record in corporate finance, strategy, and analytics. The role partners with... ...materials and presents insights to the executive team. The ideal candidate has 8+ years in... ...management consulting or investment banking, and excels in Excel-based financial modeling and...Suggested
$105.5k - $243k
...performance, risk management, and partner governance while collaborating with executive stakeholders. Ideal candidates have over 10 years in logistics or supply chain management, possessing excellent negotiation and communication skills. Competitive salary ranges from USD 1...SuggestedWork at office2 days per week$220k - $235k
...combination of transformative strategy, transactions and... ...’s Strategy and Execution - Corporate and Growth... ...and Gaming practice, Directors will own engagement delivery... ...advisory, strategic planning, or corporate development... ...thought leadership. Excellent problem‑solving,...SuggestedWork experience placementSummer holidayWork at officeFlexible hoursShift work- ...Executive Director of CRM Strategy & Resources About the Company Pioneering private liberal arts college Industry Higher Education... ...the Ascend Salesforce application. The role demands excellent communication and interpersonal skills, a strategic mindset...
Confidential
Houston, TX2 days ago - ...in the pursuit of scientific excellence - with the goal of transforming... ...the continuous improvement strategy for the Foot & Ankle (F&A) business... ...Lead the development, execution, and governance of the Foot &... ...and Savings Accounts 401(k) Plan Vacation, Sick Leave, and Holidays...Full timeH1bWork at office
Enovis
Houston, TX2 days ago $110k - $150k
...Houston is seeking a highly visible Director of Human Resources to join their executive leadership team. In this role,... ...for aligning associate strategies with operational goals to meet business... ...preferably in hospitality, with excellent communication and leadership skills...- Lockwood, Andrews & Newnam, Inc. (LAN) is seeking a Director of Business Development to lead firm-wide pursuit excellence and revenue growth. This senior role owns LAN’s... ...pipeline health, win-rate improvements, and executive-level reporting while guiding teams through...
- ...a successful Financial Investment Sales Executive. Candidates should have 5-20 years successful... ...experience with a financial advisory, wealth management, or banking/finance company.... ...reside in the metro Houston TX area. Excellent support provided. There is no overnight...
- ...asset-management firm, is seeking a Financial Investment Sales Executive to manage relationships and drive sales in affluent markets.... ...Texas area. The role offers robust financial potential, with excellent internal support and no overnight travel requirements. #J-188...Live in
- ...Townsend is looking for an Executive Program Manager to... ...flow and financial plan. Develop the work plan... ...and impact mitigation strategies throughout the life of... ...resolution. Demonstrated excellent communications,... ...skills. Seniority level Director Employment type Full-...Full time
- ...Investment Executive (Financial Advisor) Make banking a Fifth Third better We connect great... ...sessions to train bankers on investment strategies and product solutions. Conduct solo and... ...serving the clients' best interests. Plan and conduct individual and group...
- ...Executive Director of Early Commercial Strategy and Business Development About the Company Pioneering biotechnology company Industry Biotechnology... ...at the intersection of commercial strategy, market planning, and partnership development, with a focus on...
Confidential
Houston, TX3 days ago $99k - $232k
...Competency: Corporate and Business Strategy Industry/Sector: Insurance Time... ...projects, ensuring their successful planning, budgeting, execution, and completion. Partner with... ...productivity Uphold the firm's standards of excellence and integrity What You Must Have...Full timeH1bPwC
Houston, TX10 hours 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, TX1 day ago $111.11k - $134.09k
A leading energy services company based in Houston, TX, is seeking a Work Planning & Execution Lead. This role involves managing project work, coordinating with various teams, and ensuring successful execution of functional area activities. Candidates should have a Bachelor...- A global consulting firm is seeking Directors with extensive experience in the Oil and Gas industry, particularly in Offshore, Midstream... ...and engage directly with clients. Strong analytical skills, excellent communication capabilities, and a proven consulting background...
- A leading energy services company in Houston is seeking a Work Planning & Execution Lead to manage project work and resource allocation within its Supply Chain department. The role requires at least 5 years of experience in a project-oriented environment, solid technical...
- ...to manage partner relationships and drive strategic objectives. This role will require effective communication with partners and executive decision-makers, as well as project management skills. Candidates should have a Bachelor’s degree and at least 7 years of experience...
- ...major financial institution is seeking an experienced Executive Director, Wealth Planner in Houston, Texas. You will develop wealth management... ...provide customized advice to clients on tax and estate planning strategies. Applicants should have a J.D., LLM, or CPA, along with...
- Pasona N A, Inc. is looking for a Director, Power Business/Asset Management in Houston, Texas... ...assets, optimizing operational strategies, and leading commercial contract negotiations... ...scale projects. The candidate should also excel in financial modeling and possess strong...Contract work
- ...to join our growing real estate team. You will develop strategic plans, monitor performance, and oversee operations for assigned... ...reporting, and collaborating with third-party managers, with advanced Excel and financial modeling skills, plus familiarity with industry software...
$250k - $290k
EY-Parthenon is seeking a Senior Director for their Strategy and Execution team. This pivotal role encapsulates overseeing transformation programs, managing high-performing teams, and providing strategic guidance to clients. The ideal candidate will have substantial experience...Flexible hours$105k - $155k
Director, Strategic Programs - Government Job Locations: US-TX-Carrollton... ...oversees all phases of execution—from planning to commissioning—focusing on operational excellence, budget control, and quality... ...approval of cost estimates and bid strategies. Build and maintain strong...Contract workFor subcontractorWork at officeLocal areaRemote work- ...requires strong program governance, clear executive communication, and the ability to... ...stakeholder alignment Own integrated delivery plans across discovery, requirements, design,... ...up sleeves and dive deep when needed Excellent problem‑solving skills and ability to identify...Work at officeShift work
$93k - $157k
...technical leadership and project execution oversight in a consulting... ...assessment, and capital planning. The successful candidate... ...efforts, including inspection strategies, risk-based prioritization,... ...e.g., Microsoft Project) Excellent written and verbal communication...Temporary workFor subcontractorWork at officeLocal areaRemote workOrbital Engineering
Houston, TX4 days ago- ...Machinery Services, Inc. is seeking a Field Technology Execution Specialist (FTS) to lead planning and execution of new technology deployments across... ...shop, and remote environments. You will partner with the Director of Field Technology to deliver value for customers while...Remote job
- ...firm is seeking a Business Manager to support the Head of Infrastructure and Operations. This role entails preparing materials for executives, managing client correspondence, and driving strategic business initiatives. The ideal candidate demonstrates strong project...
$105k - $150k
...Sales, Solutions Engineering, and Fulfillment teams to scope, plan, and execute complex programs, ensuring products launch on time, within... ...diverse perspectives and experience to our culture and company. Excel at being part of a strong, empathetic team. Thrive in an...Remote workFictiv
Houston, TX12 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planning Director - Strategy, Execution & Excellence. Be the first to apply!
Related searches
- wealth management consultant Houston, TX
- wealth management advisor Houston, TX
- wealth manager Houston, TX
- strategic business development manager Houston, TX
- commercial planning manager Houston, TX
- strategic account manager Houston, TX
- marketing planning manager Houston, TX
- director strategy & business development Houston, TX
- strategic sales manager Houston, TX
- director strategic marketing Houston, TX