51 Jobs für Estate Planning Specialist
Stellenangebote Estate Planning Specialist Jobs
Job gestern bei Jobleads gefunden
Führungs-/ Leitungspositionen
[. .. ] migrations to global capabilities while defining the teams future operating model, mandate and capability requirements. Lead the migration of local business platforms to global capability, including sequencing, [...]
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[...] risk management, cutover planning and continuity of service. Balance shortterm operational stability with the longerterm strategic roadmap and futurestate technology landscape. Influence global platform, architecture and delivery decisions so local business requirements, operational risk and customer impacts are understood and addressed. Develop and execute change, communication and engagement strategies across technology teams, business leaders, end users, vendors and the global parent. What youll have Proven experience leading a complex, multisystem Business Technology function rather than a singleplatform specialist role; ideally including Salesforce, revenue or billing platforms, finance systems and IT Operations. Direct experience leading teams through M A integration, platform migration, global technology consolidation or parentcompany operating model transition. Strong change leadership capability, including stakeholder engagement, communications, organisational readiness, adoption planning and embedding new ways of working. Why join us? The opportunity to partner with executive peers across both Domain and the wider Co Star Group network, digitising the future of real estate on a global stage. Access to executive leadership development and global learning opportunities. Enjoy a highperforming, valuesled culture where you have the autonomy to influence strategy and drive meaningful outcomes. Exposure to enterprisewide transformation and strategic business initiatives that shape the future of the organisation. Access to Perkbox, providing discounts [. .. ]
Job vor 2 Tagen bei Jobleads gefunden
Senior Project Manager Building Infrastructure (m/f/d) / Engineering
• Bad Homburg vor der Höhe, Hessen
[. .. ] Senior Project Manager Building Infrastructure Projects (m/f/d) , you will be responsible for the management of demanding technical building, infrastructure, laboratory and production-related projects within Group Real [...]
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[...] Estate Management-Engineering. You will ensure structured preparation, professional management and successful implementation across all project phases. In this key role, you will combine technical understanding, project management expertise and stakeholder orientation in an international and regulated environment. Your responsibilities: Managing technically oriented building, infrastructure, laboratory and production-related projects as [. .. ] estate requirements in a structured manner. Build resilient project set-ups with scope, budget, schedule, roles, responsibilities, decision-making paths, escalation paths, and reporting logic. Professionally manage projects through approval, planning, procurement, construction, commissioning support and handover. Coordinating and managing architects, specialist planners, engineering service providers, project managers, construction partners, general contractors and technical specialists. Ensure costs, deadlines, quality, scope, compliance, technical functionality, sustainability and operator requirements. Establish and maintain schedules, budget and forecast structures, risk and opportunity registers as well as change management as central project control instruments. Prepare status reports, [. .. ]
Job vor 3 Tagen bei Jobleads gefunden
• Weil am Rhein, Baden- Württemberg
Führungs-/ Leitungspositionen
[. .. ] statements Ensuring the timely preparation of quarterly and annual financial statements for European subsidiaries, including IC reconciliations and group reporting Ensuring the timely preparation of financial statements [...]
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[...] for German real estate companies Ensuring data quality and transparency as a basis for decision-making by management and the Group Planning, control analysis Planning, implementation, and control of budgets, forecasts, and multi-year plans, including variance analyses Supporting management in the implementation and further development of control and key performance indicator systems Active business partner for management and specialist departments in economic matters Governance, processes projects Responsibility for the implementation and further development of ICs, accounting and tax guidelines Responsibility for the Groups transfer pricing policy Responsibility for the liquidity and cash flow management of the German subgroup Management and implementation of finance projects (e. g. , process optimization, [. .. ]
Job vor 7 Tagen bei Jobleads gefunden
Infrastructure Capital Projects-Land Acquisition Specialist (Right-Of-Way) , ANS
[. .. ] stakeholder engagement. Will assist in preparing and managing property acquisition budgets, including expropriation costs, contingencies, and potential claims. Will prepare financial models, analyses, and cost estimates to [...]
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[...] support property acquisition planning and project feasibility assessments. Will develop business cases and options analyses that clearly outline real estate impacts, risks, opportunities, and associated costs. Will draft, review, and finalize reports, memoranda, presentations, correspondence, and propertyrelated agreements. Will organize and maintain propertyrelated sections, schedules, and documentation within Project Agreements (PA) . Will create and implement project monitoring frameworks to track property acquisition activities, milestones, risks, and performance metrics. Will [. .. ]
Job vor 7 Tagen bei Jobleads gefunden
[. .. ] A-List ranking, back-to-back Data Insights Agency of the Year wins, plus Emmys, Cannes Lions, Clios, and Effies across clients in finance, tech, entertainment, consumer goods, and real [...]
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[...] estate. Were distributed across the U. S. and unapologetically ambitious. If youre tired of choosing between doing smart work and doing creative work, youll fit right in here. BUT ENOUGH ABOUT US, LETS TALK ABOUT YOU About the role The Media Science team continues to grow and so does our need for a Senior Specialist on the Paid Social team. This position is responsible for the creation, maintenance, and optimization of our social ad campaigns, using analytics, automation, and piloting internal tools. While they will be working in a team with at least one more senior member, this position is assuming experience executing and reporting [. .. ] trafficking, and QA across platforms like Meta, Tik Tok, Reddit, Pinterest, You Tube, or Snap. Day-to-day monitoring, management, analytics, optimization, and development of assigned campaigns Assist in campaign planning process with recommendations across campaign approaches, audience targeting, and measurement Independently build and present campaign-related analyses and performance results. These analyses can include everything from general reporting to audience deep dives, bid approaches, experiment results, creative analysis, and landing page strategy. Derive and implement optimizations and new campaign strategies, [. .. ]
Job vor 7 Tagen bei Jobleads gefunden
Wealth Advisor (Wealth Management-Premier/ Brokerage) - Remote
Beratungs-/ Consultingtätigkeiten
The Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience
Specialist, it will [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, [. .. ] services and/or customer experience FINRA Series 7, 63, and 65 FINRA registrations required FINRA fingerprinting required Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning. Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many timesensitive tasks simultaneously; proactive selfstarter, strong situational awareness and contextual thinking, and strong organizational and presentation skills. Exceptional at delivering effective client consultations always composed, professional, and skilled at establishing trust and building longterm [. .. ]
Job vor 7 Tagen bei Jobleads gefunden
• München, Bayern
[. .. ] Qualifications Experience carrying and exceeding business goals in a sales role. Experience supporting executive relationships, and developing new territories/ accounts, while ensuring customer success, adoption and expansion. [...]
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[...] Experience prioritizing and planning sales activity and transformation strategies within sales cycles aligned to data and analytics. Experience working with internal/ external teams, including account teams, technical leads, procurement, and legal, to inventory existing software estate, build cases for transformation with implementation plans, and close agreements. Experience with data analytics technology stack. Knowledge of trends, products, and solutions in Cloud and Data and Analytics (e. g. , Big Query, Looker, Dataproc, Pub/ Sub) . About the Job As a Data Analytics Sales Specialist, you will help us grow our Data Analytics business by building and expanding relationships with new and existing customers. In this role, you will work with customers to deliver true business value, demonstrate product functionality and provide a comprehensive overview of key business use cases. You will lead day-to-[. .. ]
Job vor 8 Tagen bei Jobleads gefunden
MAC Senior Project Manager
• Frankfurt, Hesse
[. .. ] the fuel that powers their car or the data centre they depend on at work. For more than 75 years weve been helping to deliver transformational programmes [...]
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[...] across the real estate, infrastructure and natural resources sectors, making a difference to peoples lives and ensuring a return on investment for our clients and their investors. Job Description As MAC Senior Project Manager, you will be the central point of coordination for workplace transformations for leading corporate clients. You will manage a varied [. .. ] interior alterations and technical fitout projects within corporate office environments. Manage scope, programme, budget and quality standards for all smallworks assignments. Manage and provide contractual oversight of contractors, installers and specialist suppliers. Supervise onsite delivery, ensuring full compliance with QHSE standards and building regulations. Proactively identify and manage risks, scope changes and stakeholder expectations throughout the project lifecycle. Project Management MAC (Moves, Adds Changes) Manage MAC projects endtoend: corporate relocations, workplace reconfigurations, additions and decommissioning. Serve as the primary clientfacing contact [. .. ] management, contract administration and working with contractors and trade contractors. A genuine commitment to sustainability, circular economy principles and Net Zero objectives. Working knowledge of Auto CAD 2020+ and/or space planning or CAFM software is desirable. Turner Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. #J-18808-Ljbffr 98922347 [. .. ]
Job vor 8 Tagen bei Jobleads gefunden
• Berlin
Beratungs-/ Consultingtätigkeiten
Consultant (f/m/d) for Construction Real
Estate Projects Development Consulting/ Development Management in Berlin To strengthen our team in Berlin, we are looking for a dedicated Consultant (m/f/d) to join [...]
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[...] us as soon as possible, specialising in development consultancy and development management for construction and property projects. Who we are: BOHNZIRLEWAGEN is a holistic consultancy [. .. ] sector in a versatile, sustainable and forward-looking way Your responsibilities Site and neighbourhood development : Contributing to feasibility studies, site analyses and landuse concepts, as well as assessing urban planning and property market conditions. Project management and coordination : Supporting the management of interdisciplinary project teams, preparing decisionmaking documents and presentations, and monitoring relevant project parameters. Process design facilitation : Preparing and documenting workshops, participatory formats and consultation processes with project partners and public sector clients. Business development portfolio expansion [. .. ] planning, architecture, property management, geography, civil engineering or a comparable subject. Experience : Initial practical experience in urban or neighbourhood development, project development or property consultancy would be an advantage. Specialist knowledge : An understanding of the interrelationships between urban planning, economic and organisational development. Soft skills : Committed, strong communicator, a team player and confident when dealing with clients and project partners. Language skills : Very good command of German (min. C1/ C2) and good written and spoken English. Technical [. .. ]
Job vor 8 Tagen bei Jobleads gefunden
Financial Planning Analyst
Budgeting Forecasting
Specialist (FP A/ Financial Modeling) Full-Time Remote U. S. Client Business Hours About the Role Were hiring a highly analytical and detail-oriented Budgeting Forecasting Specialist to help [...]
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[...] drive smarter financial decisions through forecasting, financial modeling, budgeting, and strategic analysis. This role is ideal for someone who: Loves working with numbers and financial models Can turn raw data into actionable business insights Understands forecasting, variance analysis, and scenario planning Enjoys influencing leadership through data-driven recommendations Youll work closely with: finance leadership department heads operations teams executives to ensure the company has accurate, forward-looking financial visibility. What Youll Own Budgeting Financial Planning Lead preparation of: annual budgets operating plans departmental forecasts capital expenditure planning Consolidate inputs across departments [. .. ] cycles Ability to communicate financial insights clearly to non-financial stakeholders Nice to Have Experience with: Anaplan Adaptive Insights Hyperion Workday MBA, CPA, or CFA credentials Experience in: Saa S real estate professional services high-growth businesses Familiarity with: Power BI Tableau Looker Experience automating financial workflows or reporting What a Typical Day Looks Like Update forecasting models with current actuals Analyze variances and identify trends or risks Run financial scenarios and sensitivity analyses Build executive dashboards and reporting packages Meet with [. .. ]
Job vor 10 Tagen bei Jobleads gefunden
Beratungs-/ Consultingtätigkeiten
Work-Life-Balance
[. .. ] This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on [. .. ] Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive. Retain assets under management and garner additional assets through diligent communication, [. .. ] and client retention Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required. Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze [. .. ]
Job vor 10 Tagen bei Jobleads gefunden
Senior Private Wealth Advisor, Practice Lead (Remote/ Hybrid)
Führungs-/ Leitungspositionen Beratungs-/ Consultingtätigkeiten
Work-Life-Balance
[. .. ] This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on [. .. ] Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive. Retain assets under management and garner additional assets through diligent communication, [. .. ] and client retention Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required. Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; proactive selfstarter, strong situational awareness and contextual thinking, and strong organizational and presentation skills Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present [. .. ]
Job vor 10 Tagen bei Jobleads gefunden
• Genf
[. .. ] Assist with maintaining client relationships. Assist with budget tracking and monitoring of project expenditures. Support financial reporting activities (including salaries, invoices, and expenses) . Contribute to financial [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] forecasts and budget planning. Executive Assistant Senior Team Members Provide Executive Assistant support to multiple senior team members. Manage complex diaries and coordinate meetings across various time zones. Handle travel arrangements. Operational Technical Lead Team Referent Operate and manage core operational tasks. Real Estate Acquisition Disposal Specialist Source, assess, and execute real estate acquisition and disposal opportunities. Manage the full transaction process from initial screening through closing. Prepare financial models, investment analyses. Frontof House Manager Manage reception and switchboard activities, ensuring all calls and enquiries are handled professionally. Welcome and coordinate visitors, ensuring a highquality frontofhouse experience. [. .. ]
Job vor 10 Tagen bei Jobleads gefunden
Collaborateur-trice Back-Office/ Gestion des livraisons et rceptions de titres
• Genf
[. .. ] Assist with maintaining client relationships. Assist with budget tracking and monitoring of project expenditures. Support financial reporting activities (including salaries, invoices, and expenses) . Contribute to financial [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] forecasts and budget planning. Executive Assistant Senior Team Members Provide Executive Assistant support to multiple senior team members. Manage complex diaries and coordinate meetings across various time zones. Handle travel arrangements. Operational Technical Lead Team Referent Operate and manage core operational tasks. Real Estate Acquisition Disposal Specialist Source, assess, and execute real estate acquisition and disposal opportunities. Manage the full transaction process from initial screening through closing. Prepare financial models, investment analyses. Frontof House Manager Manage reception and switchboard activities, ensuring all calls and enquiries are handled professionally. Welcome and coordinate visitors, ensuring a highquality frontofhouse experience. [. .. ]
Job vor 10 Tagen bei Jobleads gefunden
Führungs-/ Leitungspositionen Beratungs-/ Consultingtätigkeiten
Work-Life-Balance
[. .. ] This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on [. .. ] Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive. Retain assets under management and garner additional assets through diligent communication, [. .. ] and client retention Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required. Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze [. .. ]
Job vor 11 Tagen bei Jobleads gefunden
Senior Private Wealth Advisor, Practice Lead-Bay area
Beratungs-/ Consultingtätigkeiten
Work-Life-Balance
[. .. ] bonus compensation on top of the base pay What You Will Do Serve as the lead advisor within a dedicated client team, working with a Wealth Advisor [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] and Client Experience Specialist to build relationships with a book of high net worth Empower clients. Provide a first-in-class client experience servicing onboarding, financial planning, and investor education. Collaborate with advisory team resources to grow and maintain long-term relationships with valued clients. Conduct comprehensive relationship management via phone, email, and virtual meetings; engagement is proactive and reactive. Retain assets under management and garner additional assets through proactive communication, education, and responsiveness. Act as liaison [. .. ] net-worth clients, complex planning, NPS, and client retention Direct client contact experience with a professional demeanor Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication, strong interpersonal skills, detail oriented, able to manage many time-sensitive tasks, proactive, organized, and able to present Proven ability to navigate multiple client needs, deliver multi-product goals, and present investment portfolios to clients Bachelors degree in business or related discipline or equivalent [. .. ]
Job vor 13 Tagen bei Jobleads gefunden
• Berlin
[. .. ] to action and handson building rather than waiting for a perfect brief or someone elses roadmap Extensive experience in SEO at a marketplace, classifieds, or largescale UGC [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] platform (Jobs, Real Estate, Automotive, Travel, or comparable) templatelevel programmatic SEO, not pagebypage optimisation Proven track record scaling organic traffic across millions of individual pages; deep technical SEO expertise (crawl budget, structured data, rendering, sitemaps, robots. txt) Direct handson experience collaborating with Engineering teams: you write clean SEO tickets, argue prioritisation in sprint planning, and QA implementations yourself Multimarket/ multidomain SEO across languages and geographies; Local SEO experience a strong plus Strong analytical foundation: Matomo, Google Search Console, Ahrefs or Semrush, GA4; SQL a plus Commercial mindset: you can build an organic growth business case and present it credibly to investors and executive leadership [. .. ]
Job vor 14 Tagen bei Jobleads gefunden
Data Analytics Sales Specialist III, Google Cloud (German, English)
• München, Bayern
[. .. ] and developing new territories/ accounts, while ensuring customer success, adoption and expansion. Experience working with internal/ external teams, including account teams, technical leads, procurement, and legal, to [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] inventory existing software estate, build cases for transformation with implementation plans, and close agreements. Experience prioritizing and planning sales activity and transformation strategies within business cycles aligned to data and analytics. Knowledge of trends, products, and solutions in Cloud and Data and Analytics (Big Query, Looker, Dataproc, Pub/ Sub) , including experience with data analytics technology stack. About the Job As a Data Analytics Sales Specialist, you will help grow the data analytics business by building and expanding relationships with new and existing customers. In this role, you will work with customers to deliver business value, demonstrate product functionality, and provide a comprehensive overview of key business use cases. You will lead day-to-day relationships [. .. ]
Job am 12.07.2026 bei Jobleads gefunden
• München, Bayern
[. .. ] and developing new territories/ accounts, while ensuring customer success, adoption and expansion. Experience working with internal/ external teams, including account teams, technical leads, procurement, and legal, to [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] inventory existing software estate, build cases for transformation with implementation plans, and close agreements. Experience prioritizing and planning sales activity and transformation strategies within business cycles aligned to data and analytics. Knowledge of trends, products, and solutions in Cloud and Data and Analytics (Big Query, Looker, Dataproc, Pub/ Sub) , including experience with data analytics technology stack. About the job As a Data Analytics Sales Specialist, you will help grow the data analytics business by building and expanding relationships with new and existing customers. In this role, you will work with customers to deliver business value, demonstrate product functionality, and provide a comprehensive overview of key business use cases. You will lead day-to-day relationships [. .. ]
Job am 12.07.2026 bei Jobleads gefunden
Business Continuity Specialist 6-month
[. .. ] objectives, and map critical dependencies. Working with business teams to document BC plan needs in Corporate Continuity tool to drive consistency and attestation. Partnering with the Business, [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] and Global Real Estate and Facilities team to coordinate recovery strategies as identified through the Business Continuity planning process. Facilitating business continuity exercises and tests, to identify potential gaps in plans, as well as functionality of work transference processes supporting recovery. Work with large amounts of data and create meaningful reports. Support in launching and maintaining tools and POC for conducting trainings. Liaison with support teams to implement [. .. ]
Job am 03.07.2026 bei Jobleads gefunden
Staff IT Asset Architect
Work-Life-Balance
[. .. ] Asset Architect (IC4) to serve as the lead designer and strategist for our global Asset Management programme. This is a highimpact, crossfunctional role spanning the full breadth [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] of our technology estate: endpoints, data centre infrastructure, cloud accounts and subscriptions, applications, and business services. You will build on our existing asset tracking foundations, working to identify gaps in coverage, data quality, and process maturity, and drive a clear roadmap to accelerate the programme toward a fully governed, automated, and businessaligned state. Working [. .. ] correct data quality issues. Service Mapping Dependency Visibility: Lead service mapping initiatives for critical applications, ensuring full visibility into upstream and downstream dependencies to support disaster recovery and business continuity planning. Executive Reporting CMDB Health: Develop KPIs and observability frameworks that communicate asset programme health, infrastructure risk, and financial exposure to VP and Csuite stakeholders in clear business terms. We are excited if you have (Required Experience) : Experience: 7+ years in IT Infrastructure or IT Asset Management, with at least [. .. ] across technical and nontechnical audiences. Analytical Communication: Ability to translate complex infrastructure data into business risk and financial language for senior stakeholders. You may also have: Service Now Certified Implementation Specialist (CIS) in Discovery, Service Mapping, or Hardware Asset Management ITIL v4 Managing Professional or Strategic Leader Fin Ops Certified Practitioner or equivalent cloud financial governance experience Why Join Our Team? As a Staff Engineer, you are a technical sovereign. You will have the autonomy to dismantle legacy silos and build [. .. ]
Job am 03.07.2026 bei Jobleads gefunden
Wealth Planner
Beratungs-/ Consultingtätigkeiten
[. .. ] and recommend improvements or replacements when needed. Job Description Essential Functions Work with clients primarily in the 5-15 million investable assets spectrum to deliver customized solutions in [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] multiple wealth planning areas of expertise based on their goals and objectives Create client-facing custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/ HNW clients Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamic and other risks Quickly identify, pursue, and present solutions aligned with the best interests of the client Participate in client meetings and work within a team environment to deliver integrated planning services Ensure enterprise-wide consistency by working [. .. ] (JD) : Business Administration, Masters: Business Administration Work Experience General Experience-3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) , Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) Workstyle Hybrid The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity) , discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, [. .. ]
Job am 03.07.2026 bei Jobleads gefunden
Mineral, Oil Gas (MOG) Specialist
Homeoffice möglich
[. .. ] ownership analysis and document review Balance operational urgency with legal and land administration accuracy What Youll Bring Bachelors degree in Energy Management, Petroleum Land Management, Business, Legal [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] Studies, Finance, Real Estate, or a related field preferred; equivalent land/title experience may substitute for formal education 510+ years of experience in oil gas land administration, mineral title analysis, division order analysis, land services, or upstream energy operations Strong understanding of mineral and leasehold ownership concepts, chain of title analysis, curative processes, and [. .. ] two companywide breaks (Fourth of July end of year) Family support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning and family care support through Carrot and Maven Mental health: Free access to Spring Health, including 5 free therapy and psychiatry sessions, plus a Headspace account for mindfulness and meditation through our physical health vendor, Wellhub+ Perks extras: 150 monthly food stipend, 150 monthly reimbursement for cell phone and internet, [. .. ]
Job am 02.07.2026 bei Jobleads gefunden
Senior Wealth Advisor, Practice Lead (Wealth Management-Premier Brokerage)
Führungs-/ Leitungspositionen Beratungs-/ Consultingtätigkeiten
Work-Life-Balance
[. .. ] Enlightening. This role requires a natural leadersomeone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a firstclass experience. Guide clients through portfolio strategy conversations and financial planning decisions that align with their longterm goals. By building trust and delivering a consistently exceptional experience, youll deepen relationships, increase engagement, and strengthen net asset retention and growth. What You Will Do Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor [. .. ] while exhibiting a knowledgeable, professional demeanor is required. FINRA Series 7, 63, and 65 FINRA registrations required Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning. Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many timesensitive tasks simultaneously; proactive selfstarter, strong situational awareness and contextual thinking, and strong organizational and presentation skills. Exceptional at delivering effective client consultations always composed, professional, and skilled at establishing trust and building longterm [. .. ]
Job am 17.06.2026 bei Jobleads gefunden
Health Safety Engineer, AWS Data Center Planning and Delivery (DCPD)
• Frankfurt, Hesse
Health Safety Engineer, AWS Data Center
Planning and Delivery (DCPD) About AWS: Amazon Web Services (AWS) is the worlds most comprehensive and broadly adopted cloud platform. We pioneered cloud [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] computing and never stopped innovating thats why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Were looking for an experienced Health and Safety (H S) Specialist, Engineer, or Manager to support AWS Data Center Planning and Delivery (DCPD) programs in Frankfurt (FRA) and Stockholm (ARN) . You will partner with DCPD teams across Real Estate, Due Diligence, Permitting, Energy, Water, Pre Construction, Construction, Commissioning, Security and Procurement to achieve health and safety goals and improve our safety culture. You will also engage with General Contractors and AWS Suppliers to confirm business expectations for H S and look for ways to continually improve H S of [. .. ]
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Häufig gestellte Fragen
Wieviel verdient man als Estate Planning Specialist pro Jahr?
Als Estate Planning Specialist verdient man zwischen EUR 60.000,- bis EUR 100.000,- im Jahr.
Wieviele offene Stellenangebote gibt es für Estate Planning Specialist Jobs bei unserer Jobsuche?
Aktuell gibt es auf JobRobot 51 offene Stellenanzeigen für Estate Planning Specialist Jobs.
Wieviele Unternehmen suchen nach Bewerbern für Estate Planning Specialist Jobs?
Aktuell suchen 12 Unternehmen nach Bewerbern für Estate Planning Specialist Jobs.
Welche Unternehmen suchen nach Bewerbern für Estate Planning Specialist Stellenangebote?
Aktuell suchen zum Beispiel folgende Unternehmen nach Bewerbern für Estate Planning Specialist Stellenangebote:
- FRESENIUSSE (2 Jobs)
- Turner Townsend (2 Jobs)
- Phoenix Resourcing Services (1 Job)
- SAP (1 Job)
- Rapid Data GmbH (1 Job)
In welchen Bundesländern werden die meisten Estate Planning Specialist Jobs angeboten?
Die meisten Stellenanzeigen für Estate Planning Specialist Jobs werden derzeit in Bayern (7 Jobs), Berlin (6 Jobs) und Hessen (6 Jobs) angeboten.
Zu welchem Berufsfeld gehören Estate Planning Specialist Jobs?
Estate Planning Specialist Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
