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.
$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- 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
- Goldman Sachs Group, Inc. seeks a Private Wealth Advisor to create comprehensive wealth management plans for high net worth clients. You will build business through strong client relationships and provide tailored investment advice leveraging Goldman Sachs' extensive resources...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...Suggested$174.32k - $261.48k
.... The role carries significant responsibility over technical strategy and affects a sub‑function. It also includes staff management... ...depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and...SuggestedLocal area- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...wealth management plans for ultra high net worth individuals... ...and deliver customized strategies drawn from our deep investment... ...beyond, which may include tax and estate planning, philanthropic...
- Estate Planning Strategist, Vice President Responsibilities and Skills To work with senior estate planning strategists and teams of investment... ...PowerPoint or other graphical summaries of documents and strategies. Work with team analysts to prepare and deliver financial...Temporary work
$110k - $190k
Dormont Manufacturing Co is seeking a Vice President as an Estate Planning Strategist to work with high-net-worth clients on estate and tax planning strategies. The ideal candidate will possess a minimum of 5 years' experience, a J.D., and a strong knowledge of U.S. estate...- ...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
- ...Vice President, Strategy and Sales Enablement Location: Atlanta, GA... ...and paid time off. Overview The VP, Strategy & Sales Enablement serves... ...Hotel Development strategic plan, aligning with IHG’s broader... ...in business, finance, real estate, hospitality management, or related...Work at office3 days per week
- ...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 repeatable...Work at office
- BIP Ventures located in Atlanta, GA is looking for a Vice President, Product to lead the product strategy for a next-generation technology platform in wealth management and private markets. This role involves defining the product vision, managing the product lifecycle,...
- ...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... ...you will… Lead Fund Finance Strategy: Own the end-to-end financial...Remote workFlexible hours
- ...Private Wealth Advisor Across Wealth Management, Goldman Sachs... ...businesses provide financial planning, investment management, banking... ...and deliver customized strategies drawn from our deep investment... ...beyond, which may include tax and estate planning, philanthropic...
- ...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...Work at officeImmediate startRelocationFlexible 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...
- ...Requirements and Description The VP of Global Tax role is responsible for developing and implementing global tax strategies, ensuring compliance with international and domestic... ...Leaders in the development of tax planning initiatives and the identification of potential...Local area
$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- ...Location: GA-Atlanta Job Title: VP, Audience & Content Growth Position Overview... ...responsible for developing and executing strategies to drive audience growth across broadcast... ...talent recruitment strategies and succession planning processes Creates multi-platform...Local area
- ...Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your... ...a focused client communication strategy, and exceeding client expectations.... ..., Insurance & Risk Management, and Estate Planning. Ability to adapt and implement...
$220k - $250k
...PadSplit is seeking a Vice President, Data & AI Strategy to transform data and AI into a strategic advantage for members. This role leads Analytics, Machine Learning, and AI functions, reporting to the CTO. The ideal candidate will have over 10 years in data leadership...Remote job$214k - $300k
...looking for a Partner - SCM Advisory to leverage advanced supply chain planning for the HMS industry. This role involves shaping high-impact transformations and ensuring alignment between business strategy and technology capabilities. The successful candidate will...$143k - $243k
...creating limitless opportunities to make a difference. Health Plan Sales, VP - REMOTE Job Description The Health Plan Sales, VP is... ...enterprise. The VP will develop new business sales, execute strategies and tactics in territory planning, pre‑RFP prospecting and relationship...Remote jobWork experience placementVisa sponsorship- ...customized management services. Position VP Global Vertical Development - a senior... ...the successful execution of go‑to‑market strategies across multiple verticals and key accounts... ...vertical. Team development, succession planning, and promotability of vertical leaders....Contract workImmediate startWorldwide
- ...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
- ...as strong skills in customer engagement and team leadership. The VP will partner with key leaders in Product and Engineering to translate complex accounting requirements into actionable product strategies, ensuring quality and adherence to standards. The position includes...
- ...integration, and key technology platform decisions Define and execute strategies that both stabilize the existing application environments and... ...testing a robust Disaster Recovery and Business Continuity Plans Stay up‑to‑date with emerging trends and technologies and...Work at office
$140k - $150k
Banyan Software is seeking a Vice President, Product Strategy & Strategic Partnerships to drive product vision and manage strategic partnerships for Loan Vision. This executive role requires strong product management leadership and strategic thinking, ideally with experience...Remote job- ...for an SVP, Field Technology Solutions in Atlanta. This role focuses on leading technology solutions to enhance client engagement in wealth management. The ideal candidate has over 10 years in wealth management technology and will play a crucial role in onboarding and...
- ...Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing... ...to specific planning issues and strategies with an eye toward proactive opportunities...Work at office
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