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

Executive Wealth & Estate Strategy Leader

MOHR Talent

A national wealth management firm is seeking a Managing Director for Wealth & Estate Strategy in Austin, TX. This high-visibility role involves leading advanced planning for high-net-worth clients and managing a team. The ideal candidate has over 10 years of experience and expertise in estate planning, investment strategies, and leadership. This position offers a competitive salary package including a base salary of $290K, bonus, and executive benefits. #J-18808-Ljbffr MOHR Talent

Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Executive Wealth & Estate Strategy Leader in Austin, TX vacancy
  • $290k

     ...290K base + bonus + equity + executive benefits We’ve partnered with a respected national wealth management firm to find their...  ...Managing Director, Wealth & Estate Strategy . This is a high-visibility executive...  ...directly to clients. This leader will be both the firm’s go-to... 
    Suggested
    Full time
    Local area
    Relocation package

    MOHR Talent

    Austin, TX
    20 hours ago
  • JPMorganChase is seeking a Private Banker in Austin, Texas, responsible for advising families on managing and preserving wealth through comprehensive financial planning. The ideal candidate must have at least six years of experience in Private Banking and a Bachelor’s... 
    Suggested

    JPMorganChase

    Austin, TX
    3 days ago
  •  ...provide senior leadership for HR operations, partnering with executive leadership to cultivate a high-engagement, compliant workplace...  ...range talent management, retention, and data-driven workforce strategies. Responsibilities include directing payroll, benefits, HRIS, talent... 
    Suggested

    Legal Counsel for Youth and Children

    Austin, TX
    1 day ago
  •  ...Austin, TX is seeking a Lead, Talent Acquisition to drive executive recruitment and the overall strategy for critical roles across the company. You will lead...  ...insights to hiring decisions while collaborating with HR and business leaders. #J-18808-Ljbffr GlobalFoundries
    Suggested

    GlobalFoundries

    Austin, TX
    2 days ago
  • Procore Technologies is seeking an Executive Briefing Manager to lead strategy, execution and outcomes for executive briefings. You will partner with Sales, Customer Success and leadership to design engaging agendas, facilitate in-person, virtual and hybrid events, and... 
    Suggested

    Procore Technologies

    Austin, TX
    20 hours ago
  •  ...Staff to the CEO & CTO. You will translate rapid discussions into durable decisions, align technology with business strategy, and drive end-to-end execution across multiple brands. You will own the executive cadence, manage risk and governance, and push for clear... 
    Remote job

    Cscgeneration 2

    Austin, TX
    1 day ago
  • Autonomize AI in Austin is seeking a Head of AI to lead the next phase of our AI strategy, research, and execution. This high-impact role owns the AI roadmap and partners with Product, Engineering, Clinical, and Customer teams to deliver differentiated AI solutions in healthcare... 

    Autonomize, Inc

    Austin, TX
    1 day ago
  •  ...Chief Executive Officer (CEO), Wealth Management About the Company Confidential wealth management...  ...implementation of long-term business strategies, and ensuring the company's growth and...  .... The role demands a visionary leader with the ability to inspire and motivate... 

    Confidential

    Austin, TX
    2 days ago
  • CSC Generation is seeking a Chief of Staff to amplify the CEO and CTO partnership across strategy and execution. You will convert high-velocity discussions into durable decisions, assign clear owners, and drive initiatives with end-to-end ownership, balancing rigor and... 

    CSC Generation

    Austin, TX
    1 day ago
  • Empower Media in Austin, Texas, is seeking an EVP, Client Strategy & Client Leadership to oversee client relationships, drive strategic direction, and achieve measurable results. The ideal candidate will possess a strong media and analytical background, guiding cross-functional... 

    Empower Media

    Austin, TX
    1 day ago
  •  ...leadership, ensuring the CEO’s time, attention, and organizational priorities are relentlessly aligned across the company, from strategy through execution, across multiple functions and initiatives. The ideal candidate brings the analytical rigor of a top‑tier management... 

    Momentus Technologies, LLC

    Austin, TX
    20 hours ago
  • Renesas Electronics Corporation is seeking a Senior Executive Search professional to lead a high-performing team responsible for executive...  ...recruiting teams. This role involves overseeing search strategies and partnering with stakeholders to meet hiring needs at the highest... 

    Renesas Electronics Corporation

    Austin, TX
    4 days ago
  •  ...governance, and technology while focusing on investor expectations and member experience. The role includes shaping the servicing strategy, managing the third‑party subservicer, and guiding a potential transition to in‑house servicing as the credit union grows, ensuring... 

    UFCU

    Austin, TX
    4 days ago
  •  ...experienced professional to engage with clients regarding succession planning solutions. The role involves developing financial strategies and maintaining client relationships to enhance and grow assets under management. Candidates should have strong experience in client... 

    PNC Financial Services Group, Inc.

    Austin, TX
    4 days ago
  • $159.96k - $266.56k

     ...the VP, End Client Experience Strategy, you will be a member of LPL’...  ...to identify, prioritize, and execute strategic projects that...  ...experience vision across the full wealth lifecycleEstablish clear standards...  ...record of influencing senior leaders and operating in complex,... 
    Full time
    Work from home
    Shift work

    LPL Financial

    Austin, TX
    4 days ago
  • $139.9k - $233.1k

     ...stronger experiences and measurable value. As the Technology Strategy Leader, you will connect enterprise priorities to clear roadmaps, investment...  ..., standards, dependency management, and cross-functional execution in a matrixed environment.Strong executive communication... 
    Full time
    Local area
    Work from home

    CIGNA

    Austin, TX
    1 day ago
  • Visa seeks a Vice President, Global Benefits to lead the strategy, governance, design, and delivery of benefits and wellbeing programs for a global workforce. This executive will shape a portfolio that strengthens Visa's employee value proposition and supports attraction... 

    Visa

    Austin, TX
    3 days ago
  •  ...Vice President, Strategy and Sales Enablement About the Company Prominent provider of top...  ...to play a pivotal role in defining and executing the growth agenda. This executive will be...  ...of 10 years' experience, who can bring a wealth of knowledge and expertise to the table.... 

    Confidential

    Austin, TX
    1 day ago
  •  ...development and growth of our LPL-supported advisor affiliation with Linsco/Liquidity & Succession model by supporting and executing the overall growth strategy with the Field Management Team. You will deploy programs and initiatives that enable clients, the Financial Advisors... 

    LPL Financial

    Austin, TX
    3 days ago
  • VANDERBLOEMEN is seeking a President for Texas Baptist Children's Home (TBCH) in Round Rock, Texas. This role involves overseeing various programs focused on providing care for children and families in need. The President will develop and implement strategic plans while...

    Vanderbloemen Search Group

    Round Rock, TX
    1 day ago
  •  ...Services Specialties holistic wealth management financial...  ...asset protection estate tax and legacy planning...  ...implementing comprehensive privacy strategies that align with business goals...  ...people team, marketing, and executive leadership to ensure that privacy... 
    Work at office

    Confidential

    Austin, TX
    3 days ago
  •  ...Chief of Staff, Strategy and Operations About the Company Fast-growing D2C digital marketplace Industry Retail Type Privately Held About...  ...in optimizing the time, focus, decision-making, and execution of the Senior Leadership Team. The Chief of Staff will be a trusted... 
    Remote work

    Confidential

    Austin, TX
    2 days ago
  • Dialpad in Austin, TX seeks a VP to lead the Financial Services & Insurance Strategy, defining industry growth and strategic direction for banks, fintechs, insurers, and wealth firms. You will align product strategy with market needs, partner across Product, Engineering... 

    Dialpad

    Austin, TX
    3 days ago
  • EP Wealth Advisors seeks an seasoned sales leader to drive regional growth in wealth management services for high net worth clients. You will own the sales strategy, build a robust pipeline, and lead multi-stakeholder cycles from discovery to closing and handoff. Ideal... 

    EP Wealth Advisors

    Austin, TX
    20 hours ago
  • $159.96k - $266.56k

     ...President, Premium Affiliation Strategy role reports to the SVP of...  ...broader affiliation strategy. This leader will help define and advance...  ...& Cross‑Functional Execution Partner closely with Product...  ...integration of platforms, tools, and wealth solutions that reinforce the... 
    Work from home

    LPL Financial

    Austin, TX
    3 days ago
  •  ...a VP of Financial Services & Insurance Strategy to guide industry strategy and growth. You...  ..., insurance, fintech, payments, and wealth sectors. The role reports to the SVP of...  ...Vertical Solutions and requires strong executive presence, cross-functional leadership, and... 

    Dialpad Japan

    Austin, TX
    4 days ago
  •  ...Financial Services & Insurance Strategy Public Relations Austin, US...  ...fintechs, payments companies, wealth firms, and insurers through...  ...of view, thought leadership, executive messaging, and market positioning...  ...operate as both a strategy leader and a commercial general... 
    Work at office

    Dialpad Japan

    Austin, TX
    4 days ago
  • Ascension in Austin, TX seeks a Chief Operating Officer to lead hospital operations, drive growth, and improve patient safety and quality. The role partners with physicians and leadership to advance priorities and ensure financial health. The ideal candidate has 10+...

    Jobleads-US

    Austin, TX
    1 day ago
  •  ...Harris Computer Corporation - USA in in Austin, TX, is seeking an Executive Vice President (Administrative) to set the strategic direction...  ...drive growth. This role requires a seasoned software industry leader with multi-functional experience. #J-18808-Ljbffr N. Harris... 
    Remote job

    N. Harris Computer Corporation - USA in

    Austin, TX
    1 day ago
  •  ...TTEC Digital is seeking an executive leader to shape and scale its Azure practice from Austin, TX or remote. You will drive data modernization...  ..., working with senior leaders to define go-to-market strategies. You will oversee a delivery organization, grow revenue,... 
    Remote job

    Jobleads-US

    Austin, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Executive Wealth & Estate Strategy Leader. Be the first to apply!