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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 10 yrs required
General Counsel Consulting (GCC) is the only professional firm that works full time to find openings and make placements for General Counsel and in-house counsel. By working only for in-house counsel over the years, we have developed exclusive resources for advancing your legal career. WM Regulatory Wealth Planning Manager The candidate will be responsible for driving the Wealth Planning model across all client segments in a specific geographic region. Serves and delivers planning services to the most complex, visible and top revenue generating clients. Serves as an advocate for and understands all planning services across client segments including affluent, HNW, and UHNW. In addition, this position serves as a role model for Planning personnel. Partners with Senior leaders across the market to drive additional Private Bank business. Oversees the Wealth Planning team in a geographic region on a day to day basis. Responsible for balancing workflow assignments, managing planning engagements, and coaching. Acts as liaison to Senior Director Planning and team members assisting in day-to-day oversight of planning process as well as human resource issues. Responsible for implementation of best practices and consistency of the planning process. Delivers planning engagements to HNW clients within The Private Bank. Supervises the preparation of analyses and work product, and deliver the work product in partnership with the relationship management team. Works with the RM to document and close business opportunities identified in the planning process. Partners with RD and other regional leaders as well as SDP to drive overall business for TPB. Meets with Centers of Influence to develop and expand client relationships. Will have player/coach role. The candidate should preferably have one designation, and preference for two designations, as either CFP, CPA, CFA, J.D., MBA, MS Taxation, LL.M. or equivalent certification. Experience working with privately held business owners and succession planning issues preferred. Experience with corporate taxation preferred as well. Should have 10+ years of experience in tax planning, financial planning and/or wealth planning, working with High Net Worth clients, to include 3+ years of leadership experience. Must be proficient in complex tax and wealth planning areas. Should have possess industry knowledge, technical skills and relationship building skills. Must have proven expertise in the use of wealth planning programs and proficient in current office, presentation and spreadsheet software. Strong communication, analytical and interpersonal skills are critical. Should have proven ability to create and/or review complex wealth plans. Must be able to oversee the project of a wealth plan from engagement to implementation. Must have proven ability to coach junior team members. Proven ability to find and build strong partnerships to be a valuable team member and resource. Must be able to travel to 15%. Deadline: 07/11/2014.
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