App
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Managing Director, Wealth Strategy

Confidential

Indianapolis, IN

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 Managing Director & Senior Wealth Strategist to join their Family Office Services Team. The successful candidate will be a key member of the team, responsible for producing and reviewing complex estate and wealth planning deliverables, and identifying and developing proactive observations and recommendations. This role requires the interpretation of complex estate planning documents and financial information, as well as serving as a technical resource for the firm. The Managing Director & Senior Wealth Strategist will also be involved in client meetings, writing and publishing expert articles, and providing training and support to internal associates. Applicants must have a college degree with a postgraduate degree or professional designation, and at least 10 years of relevant experience in estate and tax planning, or fiduciary and trust planning and administration. A strong foundation of technical and business expertise, in-depth knowledge of current legislative and case law changes, and excellent analytical, communication, and computer skills are essential. The role demands a professional with the ability to explain complex strategies in a client-friendly manner, a high level of attention to detail, and the capacity to work both independently and as part of a team. The ideal candidate will have a strong work ethic, a positive attitude, and the ability to multitask in a fast-paced environment.

Functions

  • Finance
  • Legal
Confidential
Apply
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Managing Director, Wealth Strategy in Indianapolis, IN vacancy
  • Managing Director, AI Strategy & Readiness
     ...Managing Director, AI Strategy & Readiness About the Company Provider of specialized finance solutions for businesses & individuals across various industries Industry Financial Services Type Privately Held Founded 2000 Employees 501-1000 Categories... 
    Suggested
    Interim role
    Work at office

    Confidential

    Indianapolis, IN
    5 days ago
  • Managing Director, Strategy & AI
     ...Managing Director, Strategy & AI About the Company Global strategy consulting firm serving corporations, financial institutions, and enterprise brands Industry Management Consulting Type Privately Held About the Role The Company is seeking a Managing... 
    Suggested

    Confidential

    Indianapolis, IN
    4 days ago
  • Managing Director, Individual Tax & Strategy Services
     ...Managing Director, Individual Tax & Strategy Services About the Company Integrated professional services platform Industry Information Technology and Services Type Privately Held Founded 2022 Employees 51-200 Specialties outsourced cfo... 
    Suggested
    Work at office

    Confidential

    Indianapolis, IN
    5 days ago
  • Senior Director, Strategy to the Chief People Officer (CPO)
     ...Senior Director, Strategy to the Chief People Officer (CPO) About the Company Prominent healthcare services company Industry Hospital...  ...organizational effectiveness. Responsibilities include managing a portfolio of strategic initiatives, defining success measures... 
    Suggested
    Work at office

    Confidential

    Indianapolis, IN
    5 days ago
  • Executive Director, Marketing Strategy & Partnerships
     ...Executive Director, Marketing Strategy & Partnerships About the Company Innovative provider of AI & machine learning solutions for high-stakes...  ...lead and develop the marketing and partnerships team, manage budgets and performance metrics, and ensure external activities... 
    Suggested

    Confidential

    Indianapolis, IN
    5 days ago
  • Vice President, Wealth Advisor
     ...Vice President, Wealth Advisor About the Company Nationally recognized independent RIA delivering comprehensive wealth management for affluent clients Industry Financial Services...  ...management, and family wealth strategies, while developing new client relationships... 

    Confidential

    Indianapolis, IN
    3 days ago
  • Managing Director, Financial Services
     ...Managing Director, Financial Services About the Company Established financial services platform...  ...of life insurance and retirement strategies. Applicants for the Managing Director position...  ...planning, financial advising, wealth management, or a related financial services... 
    Full time
    Work at office

    Confidential

    Indianapolis, IN
    2 days ago
  • Managing Director, Head of Portfolio Implementation
     ...Managing Director, Head of Portfolio Implementation About the Company Premier investment...  ...management holistic financial planning wealth advisory retirement planning...  ...implementation framework, ensuring that investment strategies are translated into client portfolios... 

    Confidential

    Indianapolis, IN
    5 days ago
  • Senior Vice President, Lead Wealth Advisor
     ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management and retirement advisory firm serving individuals and institutions...  ..., retirement planning, tax planning, estate strategies, and complex financial planning concepts. An... 

    Confidential

    Carmel, IN
    6 days ago
  • Executive Director, New Product Planning
     ...Executive Director, New Product Planning About the Company Clinical-stage biopharmaceutical...  ...New Product Planning to lead commercial strategy for early- and mid-stage pipeline assets...  ...people leadership experience, including managing managers, and a record of influencing... 

    Confidential

    Indianapolis, IN
    4 days ago
  • Executive Director, Forecasting & New Product Planning
     ...Executive Director, Forecasting & New Product Planning About the Company Innovative...  ...Devices Research & Innovation Patient Management Academic Research Medicine...  ...expertise in forecasting, analytics, product strategy, market research, pricing, or strategic... 

    Confidential

    Indianapolis, IN
    5 days ago
  • Executive Director, New Product Planning
     ...Executive Director, New Product Planning About the Company Ambitious biopharmaceutical...  ...opportunities and shape commercial strategies for follow-on indications. The role leads...  ...monitoring disease and market dynamics, and managing the planning team and its budget.... 

    Confidential

    Indianapolis, IN
    5 days ago
  • Managing Director of Programs, Outreach & Production
     ...Managing Director of Programs, Outreach & Production About the Company Esteemed organization providing spiritual formation & education...  ...production activities. The role contributes to executive strategy, long-range planning, budgeting, and organizational change,... 

    Confidential

    Indianapolis, IN
    5 days ago
  • Managing Director
     ...that inspires excellence, delivers meaningful impact, and empowers you to shape your own future. KPMG is currently seeking a Managing Director in Healthcare for our Consulting practice. Responsibilities: Develop relationships with C-level executives,... 
    Local area

    KPMG

    Indianapolis, IN
    7 days ago
  • Executive Director, Strategic Accounts
     ...Executive Director, Strategic Accounts About the Company Innovative biopharmaceutical...  .... The role includes setting account strategy, prioritizing and segmenting accounts, strengthening...  ...needs. Responsibilities also include managing complex plans, budgets, and resources... 

    Confidential

    Indianapolis, IN
    5 days ago
  • Managing Director
     ...Job DescriptionJob DescriptionManaging Director | WealthBridgeWealthBridge Financial Group is seeking aproven financial advisorfor a strategicManaging...  ...focused on both personal growth and team development.As Managing Director, your primary focus will be onbuilding and leading a... 
    Visa sponsorship

    WealthBridge Financial Group

    Indianapolis, IN
    3 days ago
  • Managing Director, Executive Recruiting
     ...Managing Director, Executive Recruiting About the Company International executive search & human capital management firm Industry Staffing and Recruiting Type Privately Held, VC-backed Founded 1999 Employees 201-500 Categories Human Resources... 

    Confidential

    Indianapolis, IN
    5 days ago
  • Fractional Managing Director, Retainer
     ...Fractional Managing Director, Retainer About the Company Well-regarded organization in the renewables industry. Industry Renewables & Environment Type Privately Held About the Role The Company is seeking a Managing Director - Retainer to serve as... 

    Confidential

    Indianapolis, IN
    6 days ago
  • Managing Director
     ...Managing Director About the Company Leading performance marketing agency with enterprise clients, entrepreneurial culture, and AI capabilities...  ...candidate will be responsible for aligning campaign strategy with client business objectives, analyzing cross-channel... 

    Confidential

    Indianapolis, IN
    4 days ago
  • Managing Director, AI Solutions Architecture
     ...Managing Director, AI Solutions Architecture About the Company Provider of specialized finance solutions for businesses & individuals across various industries Industry Financial Services Type Privately Held Founded 2000 Employees 501-1000... 
    Interim role

    Confidential

    Indianapolis, IN
    5 days ago
  • Managing Director, Principal Giving
     ...Managing Director, Principal Giving About the Company Global non-profit organization working to improve the lives of children Industry...  ...a strong pipeline of proposals, developing tailored funding strategies, and using knowledge of program areas to shape compelling... 

    Confidential

    Indianapolis, IN
    5 days ago
  • Managing Director
     ...Managing Director About the Company Mission-driven technology company specializing in political campaigning & progressive change...  ...operating discipline necessary to support the company's growth strategy. This includes leading the leadership team, managing and developing... 

    Confidential

    Indianapolis, IN
    4 days ago
  • Managing Director
     ...Managing Director About the Company Progressive civic organization focused on political advocacy and democratic reform Industry...  ...Hiring Manager Title Executive Director Functions General Management Business Development Strategy Confidential

    Confidential

    Indianapolis, IN
    4 days ago
  • Senior Managing Director of Organizing
     ...Senior Managing Director of Organizing About the Company Black-led nonprofit advancing climate justice, frontline leadership & equitable...  ...organizing resilience resistance equity and strategy About the Role The Company seeks a Senior Managing Director... 

    Confidential

    Indianapolis, IN
    5 days ago
  • Managing Director
     ...Managing Director About the Company Ambitious private equity firm specializing in vertical software business acquisitions Industry...  ...Hiring Manager Title Managing Partner Functions General Management Business Development Strategy Confidential

    Confidential

    Indianapolis, IN
    5 days ago
  • Managing Director, Utility-Scale Solar & Storage Development
     ...Managing Director, Utility-Scale Solar & Storage Development About the Company Develops community- and utility-scale solar and battery...  ..., and growing the project portfolio through different strategies. The role also involves financial evaluation, capital allocation... 

    Confidential

    Indianapolis, IN
    4 days ago
  • Executive Director, Strategic Client Engagement, EDS/RWE
     ...Executive Director, Strategic Client Engagement, EDS/RWE About the Company Leading...  ...& late stage research risk management & pharmacovigilance reimbursement &...  ...research risk evaluation & mitigation strategies pharmacovigilance patient access... 

    Confidential

    Indianapolis, IN
    5 days ago
  • Executive VP, Construction Management - Infrastructure Projects
     ...This Opportunity WSP is currently initiating a search for a Vice President, Construction Management engineer for our Indianapolis, IN office. Be involved in projects with our Construction Management Team and be a part of a growing organization that meets our... 
    Contract work
    Work at office
    Local area

    WSP Global Inc.

    Indianapolis, IN
    4 days ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director
     ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial...  ...Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Indianapolis, IN
    2 days ago
  • Senior Director, European Regulatory Strategy Lead

    $160.5k - $259.6k

     ...changing medicines, strengthen how health is understood and managed, and support the communities we serve. This is hard,...  ...as a Great Place to Work® in 2026. As the Senior Director, European Regulatory Strategy , you will report to the SVP, Regulatory and Medical Writing... 
    Full time
    Flexible hours

    Regulatory Toolkit

    Indianapolis, IN
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Wealth Strategy. Be the first to apply!

Related searches