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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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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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Provides management and guidance through effective communication related to carrying out Trust administration activities. Manages and leads all fiduciary officers and associates in applicable region/territory, overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division.
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You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
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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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The Private Client Tax Director participates in client development, and team management, and conducts research to be current as a subject matter expert. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to help clients grow, preserve and protect wealth.
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J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
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Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries.
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Deliver high quality presentations and clearly convey wealth management issues, investment philosophy, and range of investment and non-investment solutions that are relevant to the client.
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A minimum of ten (10) years of experience within an internal or external consulting capacity, with a consulting firm, public accounting firm or Fortune 1000 company performing Management Consulting and Change Management as a Finance Operations, Merger and Acquisitions, Operations or Information Technology Subject Matter Expert required.
$230,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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The Director of Product Management leads a team of diverse colleagues to manage the credit and lending suite of products used by Comerica's Wealth Management customers. 8 years Wealth management lending, credit risk, lending products, commercial finance, lending operations, product management, or a combination thereof.
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We deliver a suite of services including lending, investment funds management, and loan servicing in addition to an exclusive membership platform focused on scaling businesses and preserving wealth.
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Specific areas of focus include Corporate Strategy, Business Strategy, Deals Strategy, Digital Strategy, and Not for Profit Strategy. Minimum of 9 years of strategy consulting or industry consulting experience preferred.
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management wealth jobs Title: director in Irving, TX
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