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The candidate works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. Will be responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner. Serves as the primary point of contact for wealth managem... read more
Managing Director, Wealth Strategy
The candidate will work with families as a subject area expert in estate planning, multi-generational planning, family governance, and trust and fiduciary advice. Should have J.D., LL.M., CPA (at least J.D. or CPA) degree. Must have 7+ years of experience with wealth planning/strategy with HNW/UHNW family clients and estate/multi-generational planning. Trust/Fiduciary knowledge/experience within context of HNW/UHNW is required. Should hav...
Head of Trust Tax
The candidate will be responsible for guiding trust policy and ensuring compliance with highly complex IRS and States' tax authority regulation and reporting procedures. Will be responsible for managing a 3rd party vendor contract of approximately $5MM/year in direct expense in addition to an operating expense of $4.5MM, accounting for services provided to over 80,000 clients (Ascent, PCR, Community Wealth, PCG, IT&C) and over $13MM of annualized client t...
Wealth Management Trust Review Specialist
Duties: Responsible for performing trust account reviews in a timely and comprehensive manner through the use of technology, analysis, and account due diligence. Responsible for the identification of administrative issues through knowledge and understanding of the trust document, governing laws, USB policies and procedures, and administrative best practices. Work in collaboration with client professionals, and assign client profess...
Senior Manager, Individual Income Tax Focus
The candidate will join Business Tax Services practice. Provide tax compliance and advisory services to owners and senior executives of company’s private company client base. Work as part of a multi-disciplinary team helping to provide industry knowledge and experience. Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients. Build and manage client relationships...
Assistant Vice President - Senior Relationship Manager
The candidate will provide the opportunity to lead and mentor staff as well as allow the ability to work directly with clients in strategizing towards the preservation and continued growth of their assets. Responsibilities will be vast, exciting and varied. They will include: Providing professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan...