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Knowledge :Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting.
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A leading wealth management firm is seeking a highly skilled and experienced Trust & Estate Attorney to join their dynamic team. Collaborate with financial advisors, accountants, and other professionals to develop and implement integrated wealth management plans.
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Knowledge of multiple aspects of Wealth Impact Planning and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration.
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Business Development, Client Relationship Management, Communication, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
$88,900Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and institutions to help them reach specific financial objectives.
$175,000 - $215,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management.
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We offer a boutique experience like no other and it is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match.
$50,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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The Model Risk Management team, within Enterprise Risk, focuses on managing FinTech model risk across a dynamic ecosystem of banking, payments, wealth, trading, treasury, and risk businesses; ensuring model environments are sound, secure, controlled, and in compliance with corporate model risk practices and standards.
$117,620 - $197,580 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
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Directs the overall development, coordination, and technical direction of budgeting, and financial management at the company level, and ensures consistency with Calpine policy. Specific areas of responsibility may include topics such as end-to-end design and rollout of financial management systems (Peoplesoft, Maximo, etc.
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Certified Grants Management Specialist (CGMS), Grants Professional Certification (GPC), Project Management Professional (PMP), Certified Scrum Master (CSM), Certified Public Accountant (CPA), or other grants management certifications are preferred, but not required.
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As a Senior Consultant at Capco, you will play an essential role in cybersecurity consulting engagements, working directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management, and Insurance sectors.
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Experienced with FMEAs, FMECAs, fault trees, or other fault management design and analysis tools. System health management techniques, prognosis, or fault management frameworks or technologies.
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wealth management jobs Title: service in Houston, IN, Canada
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