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Join a dynamic and innovative Insurtech company at the forefront of revolutionizing wealth management and retirement planning solutions. Minimum of 10 years of experience in legal and compliance roles within the financial services industry, preferably with a focus on wealth management, retirement planning, and insurance.
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Provides management and guidance through effective communication related to carrying out trust administration activities. Experience in using trust accounting and management software, preferably TrustDesk (FIS product.
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Scheduling Platform Engineering, IT Management, Leadership, Business Management, Banking, Financial Services, Wealth/Investment Management, Client Management, Data Analysis, SDLC, Agile, Mainframe Delivery, Distributed Hosting, Network, Storage, Messaging, Identity Management, Encryption, Resilient Data Center Management, Multi-Region Configuration, Disaster Recovery Testing, Managing Replication, ITIL, Change, Problem and Incident Management.
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The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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15+ years of experience in Financial Services required; experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax, and identification/implementation of additional wealth planning opportunities preferred.
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An exciting opportunity is now available for a Senior Managing Director to lead our Wealth Management business in the Dallas-Fort Worth region. 10+ years of experience in wealth management leadership roles along with deep knowledge and expertise in trust, banking, and investment management and wealth advisory services.
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Excellent written and verbal communication and presentation skills, ability to communicate technology concepts to IT as well as Business Management Prior Banking and Financial services proven experience, preferably banking, or Wealth/Investment Management Proven track record in strategic planning, business development, and client management, with experience in leading teams.
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Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, helping companies define and evaluate corporate and business unit strategies and investment portfolios, reflecting market, competitive and other external drivers.
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Prior Banking and Financial services proven experience, preferably banking, or Wealth/Investment Management. Deep understanding of Mainframe delivery and distributed hosting, network, storage, messaging, identity management, encryption.
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Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience.
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Requirements include having an Active CPA license, having 6-8+ Years of Public Accounting Experience/Wealth Management Experience, at least 4 years of Management/Directing Experience, and having shown solid tenure in their past roles.
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J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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As the Director of IT Enterprise Scheduling and Service Level Management, you will drive the strategy and implementation of our scheduling platforms and directly impact the availability of our products and services to our clients.
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management wealth jobs Title: director in Dallas, UT, Australia
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