37 Jobs für Wealth Planning Expert
Stellenangebote Wealth Planning Expert Jobs
Job am 02.03.2026 bei Mindmatch.ai gefunden
Bitpanda
• AT- 9 Wien
Homeoffice möglich
We simplify
wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, were here to help people trust themselves enough to build their financial [...]
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[...] freedom for now and the future. Our user-friendly, trade-everything platform empowers both firsttime investors and seasoned experts to invest in the [. .. ] Management Team. What youll do Champion the Non Financial Risk Framework Drive adoption across Bitpanda, setting risk appetite, strengthening controls, and delivering insightful reporting to senior management. Prudential Resilience Capital Planning Lead and coordinate entity stress testing, recovery resolution planning, including Own Funds ICAAP requirement (incl. capital adequacy assessment, scenario analysis, trigger frameworks, and Board/regulatorready documentation) . Provide independent oversight and challenge to ensure ongoing solvency, liquidity resilience, and regulatory compliance. Be a Risk Influencer Actively advise, oversee and challenge [. .. ] Fintech and Digital Asset environments. Solid understanding across a broad spectrum of non financial risk types (eg. operations, compliance, financial crime, information security, technology, financial reporting, etc) . Control Assurance Expert Skilled in planning and executing control monitoring, testing, and auditstyle reviews within complex financial institutions. Regulatory Market Insight Solid understanding of the regulatory environment for financial services as well as digital assets, and the full financial product lifecyclefrom licensing to settlementpaired with strong market awareness. Experience with risk capital requirements [. .. ]
Job am 22.02.2026 bei Mindmatch.ai gefunden
Black Pen Recruitment
Relocate to Malta Dynamics 365 CE Solution Architect (Consulting/ Big 4)
• AT- 9 Wien
Beratungs-/ Consultingtätigkeiten
[. .. ] Power Automate, Power Virtual Agents, Power BI, RPA etc. ) , including appropriate Architect level certification. Broad understanding of software development lifecycle, Development management, Release management, Data [...]
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[...] migration, cut-over planning and Go-Live support Exposure in Cloud Storage Services (Azure SQL, Blob storage etc. ) Experience with Azure Platform and Integration Services including Logic Apps, Functions, Azure Service Bus etc. Experience working with offshore development teams Experience of Agile Methodology Certification in TOGAF or Zachman Framework would be beneficial Knowledge [. .. ] Ability to handle distributed large teams and deliver quality solutions Responsibilities The Solution Architect will lead the delivery of our Microsoft Dynamics 365 solutions Be a champion/ SME (Subject Matter Expert) for both technical and functional solutions across the Microsoft platform, driving the adoption of new features and technology Possess strong understanding of Dynamics 365 power platform stack and stay relevant with new features Lead technical forums and communities to share knowledge with wider group Design and development of domain specific [. .. ] aim is to give you experiences that will stay with you for a lifetime. Whether its great training and development, mobility opportunities or corporate responsibility volunteering activities youll gain a wealth of experiences on which to build a rewarding career. They are a firm that encourages you to be yourself, values your contribution, and inspires you to act as a role model, always focused on doing the right thing for each other, their clients, and their communities. This sets out all [. .. ]
Job am 17.02.2026 bei Mindmatch.ai gefunden
E Fundresearch
• AT- 9 Wien
Jobticket
[. .. ] Great Place to Work. In the Medium category (100-249 employees) , we improved to 4th place and even achieved 1st place among financial institutions. Collaboration on legal [...]
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[...] issues within Wealth Planning Austria (succession planning, asset structuring, etc. ) Assuming responsibility for organizational and administrative tasks to relieve the team (research, presentations, correspondence, publications) Development of wealth strategies and examination of possible structures for the realization of individual goals of our clients Providing information to our clients regarding long-term strategic wealth [. .. ] client meetings with the Relationship Managers Proactive and efficient support in the acquisition and expansion of long-term client relationships in the upscale private banking segment Interface function to internal expert teams Involvement and cooperation in various strategic banking projects Higher education in law, financial administration, banking or business administration; preferably a degree in law studies Experience in the areas of inheritance law, foundations (holistic wealth planning in the environment of complex, international asset and family relationships of HNWIs/ UHNWIs) Ideally, [. .. ]
Job am 16.01.2026 bei Jobleads gefunden
Senior Product Manager for Sim Corp Dimension/ Asset Management Products (m/f/d)
• München, Bayern
[. .. ] operational requirements. Close collaboration with the Business Product Owner in a shared responsibilities model. Managing business requirements and consulting business to fulfill business strategy, using market and [...]
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[...] technical innovation knowledge. Planning and aligning product roadmap with business on basis of target architecture, including necessary technical and security refactoring. Being overall responsible for the whole service lifecycle for asset management front office products and services. Being in charge for the product costs and management of the involved external staff (including procurement and [. .. ] for all application changes. Support audits, compliance, and security requirements related to system operations and data integrity. Your profile University degree, preferably in computer science, business administration, or similar qualification. Expert level in SCD Front Office modules; ideally additionally ESG modules and Fix Trading. Experience in Cloud infrastructure (MS Azure) and API usage is a plus (SQL, Python, JSON) . Advanced business knowledge about asset and investment management processes. Experience with ITIL processes to collaborate with infrastructure, operation, development and technical [. .. ] learning is a key differentiator and critical for building new skills and accelerating growth. Career Mobility: we actively support career mobility, and our strong global and regional presence offers a wealth of career growth opportunities for you. Rewards Recognition Competitive salary: appropriate compensation for your high level of commitment. Retirement provision: state of the art inhouse pension solutions. Worklife balance: promoting the compatibility of family and work in addition to overall worklife balance. Health management: focus on your physical and mental [. .. ]
Neu Job vor 4 Std. bei Jobleads gefunden
• Berlin
Sabbaticals
[. .. ] investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market [...]
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[...] investment and retirement planning. Upvests Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business. We are proud to partner with Europes leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now [. .. ] professionals from more than 70 nationalities. Were backed by worldclass investors such as Hedosophia, Sapphire, Bessemer Venture Partners, Black Rock, Earlybird, HV Capital, Notion Capital, and Motive Ventures. Bridge the wealth gap in Europe You will empower millions to own their future by dismantling barriers to longterm investments, reducing complexity and increasing access via familiar leading fintechs and financial institutions. Revolutionise a new generation of pensions in Germany Take a leading role in the transformation of Germanys pension landscape with the [. .. ] delight them. You have a clear bias for impact and speed in product discovery and delivery. Be a sponge We dont need you to be a finance or trading industry expert. But you will need to be able to absorb knowledge on complicated topics quickly (e. g. local tax regulations, financial regulator frameworks, asset classes, settlement flows) and combine with your expertise on product management best practices. Experience with product managers toolkits such as product discovery, ticketing and documentation software (e. [. .. ]
Job gestern bei Jobleads gefunden
Enterprise Risk Manager (Vice President)
• Frankfurt, Hesse
Führungs-/ Leitungspositionen
[. .. ] liquidity, balance sheet, as well as the Country Risk Framework and Business Risk Stress Testing Framework. Prepare ICARA reports covering Pillar 2 economic capital, stress testing, reverse [...]
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[...] stress testing, scenario planning, and related documentsincluding coordination, drafting, and review. Applying methodologies for calculating economic capital across various risks: market, counterparty credit, concentration, CVA, IRBB, structural FX, operational, and business risks. Design scenarios to fit JEGs risk taxonomy and overall risk profile. Complete quarterly assessments of capital adequacy and update ICA, integrating findings [. .. ] Take the lead in identifying emerging risks, scanning horizons, and linking risk results to business planning. Help strengthen and improve firmwide stress testing, risk culture, and governance procedures. Person Specification Expert in prudential regulation, regulatory returns, and capital calculations (IFP/ IFR, Ma Risk, ICAAP, ILAAP) . Strong understanding of financial risk in investment banking, across a range of financial products including fixed income and equity (both cash and derivatives) . Solid foundation in statistics, econometrics, and modelling for risk. Works independently [. .. ] Fluent in spoken and written German and English. About Us Jefferies is a leading global, fullservice investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a [. .. ]
Job vor 6 Tagen bei Jobleads gefunden
• Zürich Zuerich
Führungs-/ Leitungspositionen
Work-Life-Balance
[. .. ] Avaloq is continuously expanding its global footprint with around 2, 500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading [...]
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[...] provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to [. .. ] Job Description As the Head of FP A and Controlling, you are the architect of our financial future. This is a high-impact, strategic leadership position designed for a finance expert who can translate complex data into actionable business intelligence, partnering with the business to maximize the value of Avaloq. You will lead a high-performing multi-country team of 20+, overseeing everything from rigorous bottom-up budgeting to high-level strategic long-range planning and daily controllership for our departments. You will be the CFOs right hand, ensuring that our financial steering, business partnering, and controlling functions align perfectly with our growth targets. Key tasks Strategic financial planning analysis Lead the development of long-term financial strategies and 35 year models that support global [. .. ]
Job vor 13 Tagen bei Jobleads gefunden
Senior Wealth Advisor-MENAT
• Genf
Beratungs-/ Consultingtätigkeiten
Locations Rue Du Rhone 35, Geneva, CH-GE, 1204, CH Job Schedule Full time Job Description The
Wealth Advisor will work with our MENAT (Middle East North Africa Turkey) banking [...]
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[...] team based in Geneva, working together with our Bankers, Investors, Lending Advisors, and the Global Wealth Advisors teams to fulfil our clients complex, long-term needs. We are looking for a talented candidate with excellent communication and organizational [. .. ] skills needed include expertise in how UHNW individuals hold, protect, structure and transfertheir wealth, based on their goals. This includes strategies for family wealth and family business, such as succession planning, preparing for liquidity events, family strategy, etc. Whilst J. P. Morgan does not provide tax or legal advice, Wealth Advisors play an important role as sounding boards for our clients and prospects, providing information and guidance regarding succession planning needs, help them develop their family wealth and governance strategies, and [. .. ] risk/ control agenda; participate in appropriate control forums Facilitate the risk assessment and onboarding of complex structures Qualifications: A proven track record in working with UHNWI clients Recognised thought leader/ expert with solid knowledge and experience of private client legal and tax concepts Lawyers with a background in private client matters are also appreciated Commercial mindset and ability to work towards clearly defined metrics Genuine interest in developing in the fields of succession planning, family governance, family office and philanthropy strategies, [. .. ]
Job vor 14 Tagen bei Jobleads gefunden
• Berlin
[. .. ] in 18 countries, serving +10 million customers who trusted us with over 150B in assets. But were striving for more. We have a bold mission to empower [...]
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[...] everyone to build wealth with easy, safe, and free access to financial systems. You will have the opportunity to grow your career by collaborating with a team of outstanding talents and state of the art technology to build a lasting, positive future for millions. WHAT YOULL BE DOING Plan, execute and lead internal audits [. .. ] the regulatory environment and assess applicability and action items for Internal Audit and/or the organization Identify and evaluate the effectiveness of controls Monitor and execute Risk Assessment and audit planning activities Support continuous improvement process in audit activities, including software tools, data analytics and process automation/ AI Review and prepare reports for Trade Republic management and other stakeholders, including identification, definition and communication of suitable relevant actions/ measures Follow-up of findings raised in previous audits or by external/ regulatory auditors to assess remediation status Develop and maintain sustainable, trustworthy and effective relationships with key stakeholders in Trade Republic Act as an advisor and expert on Banking/ Regulatory topics in the Internal Audit team and as contact person for external parties with regard to relevant regulatory topics WHAT WERE LOOKING FOR You have a minimum of 5 years of experience in internal or external audit You bring ability and curiosity to work in an agile, [. .. ]
Job vor 14 Tagen bei Jobleads gefunden
Senior Wealth Advisor-MENAT
• Genf
Beratungs-/ Consultingtätigkeiten
The
Wealth Advisor will work with our MENAT (Middle East North Africa Turkey) banking team based in Geneva, working together with our Bankers, Investors, Lending Advisors, and the Global [...]
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[...] Wealth Advisors teams to fulfil our clients complex, long-term needs. We are looking for a talented candidate with excellent communication and organizational [. .. ] needed include expertise in how UHNW individuals hold, protect, structure and transfer their wealth, based on their goals. This includes strategies for family wealth and family business, such as succession planning, preparing for liquidity events, family strategy, etc. Whilst J. P. Morgan does not provide tax or legal advice, Wealth Advisors play an important role as sounding boards for our clients and prospects, providing information and guidance regarding succession planning needs, help them develop their family wealth and governance strategies, and [. .. ] risk/ control agenda; participate in appropriate control forums Facilitate the risk assessment and onboarding of complex structures Qualifications A proven track record in working with UHNWI clients Recognised thought leader/ expert with solid knowledge and experience of private client legal and tax concepts Lawyers with a background in private client matters are also appreciated Commercial mindset and ability to work towards clearly defined metrics Genuine interest in developing in the fields of succession planning, family governance, family office and philanthropy strategies, [. .. ]
Job am 28.02.2026 bei Jobleads gefunden
Beratungs-/ Consultingtätigkeiten
Contribute to shaping the future of the
Wealth Advisory division. Work directly with UHNW clients on all aspects of financial advice/
planning. Great culture, great clients and pathway [...]
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[...] to Partner Are you ready to shape the future of wealth advisory with a firm that values your expertise? Are you ready to elevate your career in a firm that prioritises client outcomes, professional growth, and meaningful relationships? We offer a fee-only, client-[. .. ] deliver holistic solutions. Professional development : Ongoing technical and soft skills training to support your career goals. Leadership opportunity : Mentor and develop junior team members as a senior leader. Expert portfolio management support : Youll have direct access to a seasoned Investment Committee and our Chief Economistformerly Chief Economist at Westpac Business Bankwho will collaborate with you to enhance investment strategies and deliver exceptional client outcomes. Superior investment research capability : Gain access to industry-leading tools including Bloomberg, Macrobond, [. .. ]
Job am 28.02.2026 bei Jobleads gefunden
Senior Risk Officer
• Wien
Homeoffice möglich
We simplify
wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, were here to help people trust themselves enough to build their [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] financial freedom for now and the future. Our user-friendly, trade-everything platform empowers both firsttime investors and seasoned experts to invest in the [. .. ] Management Team. What youll do Champion the Non Financial Risk Framework Drive adoption across Bitpanda, setting risk appetite, strengthening controls, and delivering insightful reporting to senior management. Prudential Resilience Capital Planning Lead and coordinate entity stress testing, recovery resolution planning, including Own Funds ICAAP requirement (incl. capital adequacy assessment, scenario analysis, trigger frameworks, and Board/regulatorready documentation) . Provide independent oversight and challenge to ensure ongoing solvency, liquidity resilience, and regulatory compliance. Be a Risk Influencer Actively advise, oversee and challenge [. .. ] Fintech and Digital Asset environments. Solid understanding across a broad spectrum of non financial risk types (eg. operations, compliance, financial crime, information security, technology, financial reporting, etc) . Control Assurance Expert Skilled in planning and executing control monitoring, testing, and auditstyle reviews within complex financial institutions. Regulatory Market Insight Solid understanding of the regulatory environment for financial services as well as digital assets, and the full financial product lifecyclefrom licensing to settlementpaired with strong market awareness. Experience with risk capital requirements [. .. ]
Job am 28.02.2026 bei Jobleads gefunden
• Walldorf, Baden- Württemberg
Value Sales
Expert, Private Equity (f/m/d) We help the world run better At SAP, we keep it simple: you bring your best to us, and well bring out the [...]
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[...] best in you. Were builders touching over 20 industries and 80 of global commerce, and we need your unique talents to help [. .. ] succeed. What youll build The Value Sales Expert, Private Equity (f/m/d) is responsible for owning relationships end-to-end with investor clients and their portfolio companies: from strategic planning and deal support through implementation and value realization. You will collaborate closely with SAPs sales, solution, and partner ecosystem teams to deliver impactful, scalable results across the investment lifecycle. 1. Executive Relationship Management Build and manage trusted senior-level relationships with technology operating partners, CIOs, CFOs, and portfolio company leadership [. .. ] belong The Private Markets business within SAP is responsible for our engagement with leading investment firms and their portfolio companies-spanning Private Equity, Growth Equity, Venture Capital, Pension Funds, Sovereign Wealth Funds, Banks, and Asset Managers. We create measurable value for investors and their portfolio companies by enabling the adoption of SAP AI, Public Cloud, and industry-specific solutions. We work very closely with investor operating partners and portfolio company C-level executives to accelerate digital transformation, enhance operational performance, and [. .. ]
Job am 17.02.2026 bei Jobleads gefunden
Wealth Planner (m f x)
• Wien
Beratungs-/ Consultingtätigkeiten
Jobticket
[. .. ] Great Place to Work. In the Medium category (100-249 employees) , we improved to 4th place and even achieved 1st place among financial institutions. Collaboration on legal [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] issues within Wealth Planning Austria (succession planning, asset structuring, etc. ) Assuming responsibility for organizational and administrative tasks to relieve the team (research, presentations, correspondence, publications) Development of wealth strategies and examination of possible structures for the realization of individual goals of our clients Providing information to our clients regarding long-term strategic wealth [. .. ] client meetings with the Relationship Managers Proactive and efficient support in the acquisition and expansion of long-term client relationships in the upscale private banking segment Interface function to internal expert teams Involvement and cooperation in various strategic banking projects Higher education in law, financial administration, banking or business administration; preferably a degree in law studies Experience in the areas of inheritance law, foundations (holistic wealth planning in the environment of complex, international asset and family relationships of HNWIs/ UHNWIs) Ideally, [. .. ]
Job am 08.02.2026 bei Jobleads gefunden
• Zürich
Führungs-/ Leitungspositionen
OUR IMPACT Goldman Sachs Private
Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. [...]
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[...] PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and [. .. ] reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. YOUR IMPACT We are looking for a Vice President to join the Cross Markets Team (CMT) [. .. ] yield enhancement, tactical allocation ideas) . Partner closely with PWAs to deepen client relationships through proactive market insights and tactical trade ideas; act as a trusted cross-asset subject matter expert. Support client engagements by contributing to high-quality proposals, responses, and investment materials, and by participating in selected client meetings. Price and execute vanilla and multi-factor OTC options, structured notes, and cash transactions across asset classes, in coordination with internal trading, risk, and control functions. Ensure disciplined adherence to [. .. ]
Job am 03.02.2026 bei Jobleads gefunden
Performance Marketing Expert (Berlin)
• Berlin
Our mission is to enable everyone to build
wealth We reinvent how trading and investing work by creating exceptional products people love. Fostering a culture of excellence and high [...]
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[...] velocity is the key to our success. oday, we serve over 5 million clients, with more than 30 billion in assets under management-a testament to the scale and trust weve built in just a few years. The role Were looking for a Performance Marketing Expert to join our Growth team and help drive and scale our paid advertising. This is a handson, endtoend role for someone who thrives in a highperformance environment and wants to raise the bar every day. Youll own planning, execution, testing, optimisation, and reporting across multiple channels, with a strong focus on impact, efficiency, and measurable results. What youll do Set up and manage paid campaigns across Google, Meta, Apple Search Ads, X, Reddit or other channels Ensure our martech stack enables bestinclass tracking, attribution, and reporting to support [. .. ]
Job am 26.01.2026 bei Jobleads gefunden
• Hamburg
Führungs-/ Leitungspositionen
[. .. ] company lunch, tons of free snacks and drinks, free breakfast fresh delicious pastries every Monday-Physical Mental Health Package: In-house gym with personal trainer, various classes like Yoga [...]
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[...] with expert teachers. -Activity Package: Regular team and company events, hackathons. -Education Package: Opportunities to boost your professional development with courses and trainings directly connected to your career goals-Wealth building: virtual stock options for all our regular employees. -Free of charge access to our EAP (Employee Assistance Program) which is a counseling service designed to support your mental health and well-being. -Grow and manage a data science team: hire new team members, organize routines in the team, set [. .. ] on your own (at least 50 of the working time) . -Be a mentor and train data scientists in the team to make them better in analysis, programming, communication, and planning. -Be the owner of critical data science documentation (experiments, implementation details) . -Align with the WAVE product team and adjoes Cloud Infrastructure team on priorities, implementation details, tools and best practices. -Contribute to the companys strategic planning. Work on a long-term roadmap and quarterly OKRs. manage search # # [. .. ]
Job am 22.01.2026 bei Jobleads gefunden
Data Science Director (Programmatic Data Science) (f/m/d)
• Hamburg
Führungs-/ Leitungspositionen
[. .. ] on your own (at least 50 of the working time) . Be a mentor and train data scientists in the team to make them better in analysis, [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] programming, communication, and planning. Be the owner of critical data science documentation (experiments, implementation details) . Align with the WAVE product team and adjoes Cloud Infrastructure team on priorities, implementation details, tools and best practices. Contribute to the companys strategic planning. Work on a long-term roadmap and quarterly OKRs. Who You Are You [. .. ] company lunch, tons of free snacks and drinks, free breakfast fresh delicious pastries every Monday Physical Mental Health Package: In-house gym with personal trainer, various classes like Yoga with expert teachers. Activity Package: Regular team and company events, hackathons. Education Package: Opportunities to boost your professional development with courses and trainings directly connected to your career goals Wealth building: virtual stock options for all our regular employees. Free of charge access to our EAP (Employee Assistance Program) which is a counseling service designed to support your mental health and well-being. Skip writing cover letters. Tell us about your most passionate personal project, your desired salary and your [. .. ]
Job am 18.01.2026 bei Jobleads gefunden
• München, Bayern
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a whitelabel solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an exchange [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . Job Description We are hiring two Product Managers for our Wealth Tribe. If you believe you are a good fit [. .. ] Scalable Capital services, ensuring that all product offerings are cohesive and enhance the overall client experience. Agile Methodologies: Utilize agile methodologies to drive product development, facilitating regular ceremonies including sprint planning, retrospectives, and cross-team syncs to enhance collaboration and transparency. Market Analysis Competitor Insights: Conduct ongoing market research and competitive analysis to inform product decisions and maintain a strong understanding of industry trends. We are seeking a passionate and experienced Product Manager (PM) to lead our Wealth B2B partnership ecosystem. [. .. ]
Job am 26.12.2025 bei Jobleads gefunden
Product Manager for SAP Real Estate/ Open Text (m/f/d)
• München, Bayern
[. .. ] inclusive Open Text SAP Docu Link, the Open Text Desktop Link and related Workflows within the SAP S/ 4Hana Real Estate Maintaining the Invoice Workflow functionality within [...]
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[...] the Insider smart Fix Planning and aligning product roadmaps with business departments based on target architecture, including necessary technical and security refactoring Initiating projects and conducting implementation of change requests, planning and executing product releases, conducting signoff procedures Taking responsibility for the product costs and for management of external staff (including procurement and provider management) [. .. ] monitoring and analysis of the service quality and identifying potential areas for optimization Escalating critical issues to IT Management Your profile University degree, preferably in engineering/ IT or similar qualification Expert level in SAP S/ 4Hana, SAP Archive Link, Open Text SAP Docu Link, Open Text Desktop Link Expert level in SAP Workflow and Insider smart Fix Basis level in SAP S/ 4Hana with focus on the SAP modules FI, FI-AA, RE-FX and MM Advanced business knowledge of asset and [. .. ] learning is a key differentiator and critical for building new skills and accelerating growth. Career Mobility: We actively support career mobility, and our strong global and regional presence offers a wealth of career growth opportunities for you. Rewards Recognition Competitive salary: appropriate compensation for your high level of commitment. Retirement provision: state of the art inhouse pension solutions. Worklife balance: promoting the compatibility of family and work in addition to overall worklife balance. Health management: focus on your physical and mental [. .. ]
Job am 25.12.2025 bei Jobleads gefunden
Manager-Tax
[. .. ] Lead with Technical Authority : Manage and mentor a team of talented accountants while overseeing complex tax matters for a diverse portfolio of clients. Be a Trusted [...]
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[...] Specialist : Provide expert tax planning and compliance services that optimise client outcomes while ensuring full regulatory compliance. A Reputation for Excellence : Join a firm with a 75year legacy of trust, quality, and client success. Career Growth Development : We invest in your leadership potential with mentorship, structured learning, and professional development opportunities. What Youll [. .. ] years in providing professional and dependable support across business strategic advisory, accounting, taxation, audit, international investment advisory, risk assurance, corporate recovery insolvency, technology innovation, selfmanaged superannuation, HR, finance lending and wealth management. How to Apply Opportunities like this at Bentleys dont come up often. Click the Apply button to start your application. #J-18808-Ljbffr 73386839 [. .. ]
Job am 22.12.2025 bei Jobleads gefunden
Wealth Management, Associate, BDP, Geneva
• Genf
Beratungs-/ Consultingtätigkeiten
PRIVATE
WEALTH MANAGEMENT (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high networth individuals and families, as well as select institutions, [...]
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[...] including foundations and endowments. PWM teams work oneonone with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse [. .. ] reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients [. .. ] Research internal and external investment vehicles for client asset allocation Provide client service and team support Source new prospective clients through cold outreach Serve as teams client relationship management system expert Participate in some of the teams prospective client meetings and follow up, as appropriate Manage new business team meetings and associated action items Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients Liaise with various product groups within Investment Management to respond to client [. .. ]
Job am 26.10.2025 bei Jobleads gefunden
Relocate to Malta Dynamics 365 CE Solution Architect (Consulting/ Big 4)
• Wien
Beratungs-/ Consultingtätigkeiten
[. .. ] Power Automate, Power Virtual Agents, Power BI, RPA etc. ) , including appropriate Architect level certification. Broad understanding of software development lifecycle, Development management, Release management, Data [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] migration, cut-over planning and Go-Live support Exposure in Cloud Storage Services (Azure SQL, Blob storage etc. ) Experience with Azure Platform and Integration Services including Logic Apps, Functions, Azure Service Bus etc. Experience working with offshore development teams Experience of Agile Methodology Certification in TOGAF or Zachman Framework would be beneficial Knowledge [. .. ] Ability to handle distributed large teams and deliver quality solutions Responsibilities The Solution Architect will lead the delivery of our Microsoft Dynamics 365 solutions Be a champion/ SME (Subject Matter Expert) for both technical and functional solutions across the Microsoft platform, driving the adoption of new features and technology Possess strong understanding of Dynamics 365 power platform stack and stay relevant with new features Lead technical forums and communities to share knowledge with wider group Design and development of domain specific [. .. ] aim is to give you experiences that will stay with you for a lifetime. Whether its great training and development, mobility opportunities or corporate responsibility volunteering activities youll gain a wealth of experiences on which to build a rewarding career. They are a firm that encourages you to be yourself, values your contribution, and inspires you to act as a role model, always focused on doing the right thing for each other, their clients, and their communities. This sets out all [. .. ]
Job am 26.10.2025 bei Jobleads gefunden
Relocate to Malta Dynamics 365 CE Solution Architect (Consulting/ Big 4)
• Berlin
Beratungs-/ Consultingtätigkeiten
[. .. ] Power Automate, Power Virtual Agents, Power BI, RPA etc. ) , including appropriate Architect level certification. Broad understanding of software development lifecycle, Development management, Release management, Data [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] migration, cut-over planning and Go-Live support Exposure in Cloud Storage Services (Azure SQL, Blob storage etc. ) Experience with Azure Platform and Integration Services including Logic Apps, Functions, Azure Service Bus etc. Experience working with offshore development teams Experience of Agile Methodology Certification in TOGAF or Zachman Framework would be beneficial Knowledge [. .. ] Ability to handle distributed large teams and deliver quality solutions Responsibilities The Solution Architect will lead the delivery of our Microsoft Dynamics 365 solutions Be a champion/ SME (Subject Matter Expert) for both technical and functional solutions across the Microsoft platform, driving the adoption of new features and technology Possess strong understanding of Dynamics 365 power platform stack and stay relevant with new features Lead technical forums and communities to share knowledge with wider group Design and development of domain specific [. .. ] aim is to give you experiences that will stay with you for a lifetime. Whether its great training and development, mobility opportunities or corporate responsibility volunteering activities youll gain a wealth of experiences on which to build a rewarding career. They are a firm that encourages you to be yourself, values your contribution, and inspires you to act as a role model, always focused on doing the right thing for each other, their clients, and their communities. This sets out all [. .. ]
Job vor 11 Tagen bei Neuvoo.com gefunden
Scalable Capital
Product Manager-Wealth (m/f/x)
• Munich
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . Job Description This role can be based in either Berlin or Munich. We are hiring two Product Managers for our [. .. ] Scalable Capital services, ensuring that all product offerings are cohesive and enhance the overall client experience. Agile Methodologies: Utilize agile methodologies to drive product development, facilitating regular ceremonies including sprint planning, retrospectives, and cross-team syncs to enhance collaboration and transparency. Market Analysis Competitor Insights: Conduct ongoing market research and competitive analysis to inform product decisions and maintain a strong understanding of industry trends. b) Product Manager-B2B Partnership We are seeking a passionate and experienced Product Manager (PM) to lead [. .. ]
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Häufig gestellte Fragen
Wieviel verdient man als Wealth Planning Expert pro Jahr?
Als Wealth Planning Expert verdient man zwischen EUR 70.000,- bis EUR 120.000,- im Jahr.
Wieviele offene Stellenangebote gibt es für Wealth Planning Expert Jobs bei unserer Jobsuche?
Aktuell gibt es auf JobRobot 37 offene Stellenanzeigen für Wealth Planning Expert Jobs.
Wieviele Unternehmen suchen nach Bewerbern für Wealth Planning Expert Jobs?
Aktuell suchen 12 Unternehmen nach Bewerbern für Wealth Planning Expert Jobs.
Welche Unternehmen suchen nach Bewerbern für Wealth Planning Expert Stellenangebote?
Aktuell suchen zum Beispiel folgende Unternehmen nach Bewerbern für Wealth Planning Expert Stellenangebote:
- Scalable Capital (5 Jobs)
- Scalable GmbH (2 Jobs)
- Bitpanda (1 Job)
- Black Pen Recruitment (1 Job)
- E Fundresearch (1 Job)
- PNUD Argentina (1 Job)
In welchen Bundesländern werden die meisten Wealth Planning Expert Jobs angeboten?
Die meisten Stellenanzeigen für Wealth Planning Expert Jobs werden derzeit in Berlin (8 Jobs), Bayern (4 Jobs) und Hessen (2 Jobs) angeboten.
Zu welchem Berufsfeld gehören Wealth Planning Expert Jobs?
Wealth Planning Expert Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
