VP, Wealth Planning & Estate Strategy
JPMorgan Chase & Co.
A leading financial services firm is looking for a Vice President in Wealth Planning and Advice in Atlanta. The role focuses on providing tailored financial planning and tax strategies to clients, requiring extensive knowledge in tax and estate laws. Candidates must have a relevant degree and certifications such as CFP, CPA, or J.D. Strong communication and client management skills are important. The position offers a competitive rewards package and promotes a diverse work culture. #J-18808-Ljbffr JPMorgan Chase & Co.
- J.P. Morgan Wealth Management - Vice President, Wealth Planning and Advice Atlanta, GA, United States Job Identification... ...a group of experts in trusts & estates, tax planning, financial planning... ...management to solidify regional strategies and subsequently advise the field...SuggestedFull timeWork at officeLocal areaShift work
$110k - $190k
Morgan Stanley is seeking an experienced professional for an estate planning role in Atlanta, GA. Candidates must hold a J.D. and have a... ...and accountants. Knowledge of U.S. estate planning and tax strategies is essential. The expected base pay ranges from $110,000 to...Suggested- ...Vice President Strategy Integration The VP, Strategy & Integration serves as a strategic partner to the Chief Operating Officer (COO) of Demo... ...evolving business demands. This leader owns the strategic planning cadence, stewards enterprise-wide initiatives from concept...SuggestedWork at office
- ...fastest-growing, full-service commercial real estate services organizations in the country.... ...Realty Partners is seeking a Workplace Strategy leader to serve as a senior-level... ..., square footage requirements, scenario planning, and ROI analysis for proposed workplace...SuggestedWork at officeImmediate startRelocationFlexible hours
- ...be responsible for global cash management, leading acquisition strategies, and ensuring adherence to tax regulations. Qualifications... ...essential. This position offers strategic influence within the organization and a key role in financial planning. #J-18808-Ljbffr...Suggested
$110k - $190k
PowerToFly is looking for an Estate Planning Strategist, Vice President based in Atlanta. The role involves collaborating with senior strategists and financial advisors to provide expert guidance on estate and tax planning to high-net-worth clients. The ideal candidate...- A leading wealth management firm is seeking a Vice President, Investment Product Specialist in Atlanta, Georgia. The position involves presenting investment solutions, collaborating with field leadership, and enhancing client satisfaction. Candidates must have strong sales...
- Responsibilities And Skills To work with senior estate planning strategists and teams of investment professionals to provide clients and... ...PowerPoint or other graphical summaries of documents and various strategies. Work with team analysts to prepare and deliver financial...Temporary work
- ...demands a detailed understanding of investment products and over 7 years of sales experience. The candidate will present investment strategies, coordinate workshops, and maintain territory management while traveling. Strong communication skills are essential for this...
- ...Vice President, Finance & Strategy To Apply Now – email your resume to job-knemkq7d-1e4ngrk... ...distribution sites. The role blends strategic planning, FP&A leadership, executive reporting,... ..., integrity, respect, and excellence VP Finance & Strategy in Atlanta leading FP&...Immediate start
- ...The Vice President, Strategy & Commercial Finance leads the Company's strategic planning, business development finance, M&A functions. The VP of Strategy designs and manages all strategic planning activities, drives innovation, and monitors performance of key initiatives...
- ...Intelligence. We are seeking a visionary Vice President of Global D&A Strategy to develop and bring our strategy to life. Reporting directly... ...Head of D&A Strategy and Operations, you will not just be planning for the future-you will be building it. You will lead the...Full timeWork experience placementWork at officeLocal areaImmediate startRemote workMonday to Friday
$101k - $200k
...their most significant risk, workforce, wealth management and retirement challenges... ...firm's leading expert on life insurance planning strategies, legislative developments, and advanced... ...insurance planning strategies across business, estate, and personal planning contexts....- ...platform at the intersection of wealth management and private markets... ...to sophisticated investment strategies across private equity, venture... ...environments. ROLE OVERVIEW The VP, Product will own the end-to-... ...and operational integration plan Build and maintain a...Work at office
$175k - $245k
...impact, we want to hear from you. Let's shape the future together. Overview The SVP Director, Strategy oversees the strategy and planning process for assigned clients and supports the vision of the strategy product for the agency, through work for...Temporary workFreelanceLocal areaFlexible hours$240k - $265k
...Job Description The Role The VP, Strategy & Sales Enablement serves as the connective... ...investors. Your Day-to-Day Strategic Planning & Business Intelligence Lead the... ...'s degree in business, Finance, Real Estate, Hospitality Management, or related field...Work at officeRemote workWorldwide3 days per week$145k - $195k
...Vice President, Data Science & Strategy Atlanta; Boston; Charlotte; Chicago; Dallas; Los Angeles; New York; San Francisco Company... ...discussions about market strategy, unit economics, and long-term planning. You've seen how businesses succeed and fail, and you know how...Work at officeLocal areaRemote workShift workNight shift2 days per week- ...Vice President, It Technology & Strategy Our client is seeking a Vice President, IT Technology... ...strategy, portfolio management and planning for the information technology & digital... ...As a key direct report to the CIDO, the VP will be a key driver of the firm's technology...Work at office
- ...Management Platform (TAMP) to help wealth managers run private market... ...Gridline is seeking a VP, Fund Controlling to serve as... ...balance high-level strategic planning with the technical rigor required... ...will... Lead Fund Finance Strategy: Own the end-to-end financial...Remote workFlexible hours
- ...seeking accomplished and well-organized wealth management professionals to help expand... ...Advisors. Collaborate on new marketing strategies, programs, segments, and services models... ...plus. 10 years experience in financial planning, investment management, or a related field...
- ...Recruiter Services is seeking a Vice President of Tax in Atlanta, GA. This high-impact leadership role offers the chance to develop tax strategies aligned with business objectives and require a strong CPA with a Master's degree in Accounting or Tax. Key responsibilities...
- ...Estate Planning Strategist, Vice President Responsibilities and Skills To work with senior estate planning strategists and teams... ...point/or other graphical summaries of documents and various strategies Working with team analysts to prepare and deliver financial...Temporary work
- ...hope you will consider a career at CARE. Job Title: CHIEF STRATEGY AND TRANSFORMATION OFFICER Job Location(s): US - Atlanta, GA... ...enterprise transformation, organizational performance, and integrated planning. This executive will bring intellectual depth and...Full timeContract workShift work
- ...The company also offers digital solutions including contractor planning and utility grid resiliency as well as field services... ...collaboration, and continuous improvement. Ensures alignment between SAP strategies and enterprise‑wide digital transformation goals to maximize...Temporary workFor contractorsWork at office
- ...Landmark Properties Management, LLC in Atlanta seeks a Senior Vice President of Marketing & Brand Strategy to transform in-house marketing into a best-in-class agency. This role will drive integrated marketing strategies and oversee a diverse property portfolio. The ideal...
- ...Unifi Aviation, LLC is seeking a VP of Global Tax to develop and implement tax strategies while ensuring compliance with international and domestic laws. This role oversees a global tax team and collaborates with senior management to align tax objectives with business...
- ...VP of Supply Chain Value Driven Solutions (VDS) is looking for a VP of Supply Chain to... ...of end-to-end supply chain performance – plan, source, make, deliver, return – and drive... ...and the CFO. Responsibilities Supply chain strategy – Own end-to-end supply chain strategy and...Interim roleImmediate start
$183.2k - $366k
...leading industrial technology company is seeking a VP of Electronics Manufacturing to oversee the global manufacturing strategy for their lighting portfolio. This executive... ...benefits including health care and retirement plans. Travel requirements are 25-50%, and remote...Remote work- ...enterprises and public organizations worldwide. The Role The VP of Customer Success is responsible for leading the post‑sale... ...key member of the leadership team, contributing to company strategy, growth planning, and cross‑functional execution. Customer Lifecycle Ownership...Contract workWorldwide
- ...Responsibilities Leading all domestic and international tax compliance and provision activities Developing and executing tax planning strategies aligned with business growth and risk objectives Managing global tax audits and serving as the primary point of contact with...
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