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Manages and leads all fiduciary officers and associates in applicable region/territory, overseeing the administration and business growth of fiduciary accounts managed by Trust and Wealth Division in the applicable region/territory.
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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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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 Regional Managing Director, Private Wealth Advisors plays a critical and central role in the Texas Capital Bank (TCB) Private Wealth group. 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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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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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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JUST is a nonprofit financial platform working to create generational wealth by investing in Black and Brown female entrepreneurs in Texas through capital, peer coaching, and community. A personal connection to the communities we serve and a strong desire to help Black and Brown female entrepreneurs build wealth.
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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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As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Additional Responsibilities: We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication.
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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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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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With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally.
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The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
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wealth job Title: director in Irving, TX
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