Wealth Planning Expert Stellenangebote

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Stellenangebote Wealth Planning Expert Jobs bei Jobleads

Job vor 2 Tagen gefunden

Central Outsourcing Officer, Managing Director

• München, Bayern Führungs-/ Leitungspositionen

MEHR

[...] program to meet regulatory requirements, including in local branch jurisdictions Drive and embed the strategies, policies, standards and procedures established to manage outsourcing risk Embed effective oversight and monitoring processes and controls across the phases of the outsourcing lifecycle, including planning, implementation, monitoring, management and reporting Provide technical advice and guidance to a broad range of stakeholders across various business lines [...] identification of synergies Drive remediation and continuous improvement programs in collaboration with global and local stakeholders Serve as a primary contact with SSBIs regulators and relevant authorities in respect of outsourcing risks and issues Be a trusted advisor and technical expert to SSBIs senior management/ Executive Management Board on outsourcing risks and emerging issues, via the provision of regular reporting to [...] Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. Youll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly [...]
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Weitere Stellenangebote Wealth Planning Expert bei Jobleads

Neu Job vor 8 Std. gefunden Senior Major Account Executive • Frankfurt, Hesse

MEHR

[...] and securing new business opportunities, cultivating relationships with prospects, and consistently achieving sales targets. This role requires a proactive approach to sales, with a focus on generating new leads and converting them into customers. What youll do: Territory and Account Planning: Collaborate with your local team to build a comprehensive territory and account plan New Business Development: Drive new business opportunities [...] emails, and networking Develop and execute strategies to generate new business leads with a combination of marketing, channel, and personally- driven campaigns Utilize prospecting tools like Zoom Info, Linked In Sales Navigator, and Highspot Digital Sales Rooms Deal Qualification: Conduct expert discovery and apply the MEDDPICC deal qualification framework Sales Recipes Adherence: Follow established sales recipes, including workshops and assessments Conduct [...] and closed at least 500K ACV in new business bookings Have a qualified 4x pipeline of business Have added 25 new logo accounts to your prospect list Weve got you covered: Our holistic benefits package includes coverage of your health, wealth, and wellnessas well as a great work environment, employee programs, and company culture. We offer a competitive salary and benefits [...]

Neu Job vor 8 Std. gefunden

Senior Auditor, Officer, Hybrid (m/f/d)

• München, Bayern

MEHR

[...] State Street overall. You will interact and communicate regularly with executive management and have tremendous insight into all parts of the banks daily operations and Governance Processes. In this role you will be a subject matter specialist and internal controls expert, providing knowledge and experience in key risk areas, in particular related to Depositary and Custody activities. You will be a [...] be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. What you will be responsible for As Business/ Operational Senior Auditor, Officer you will Successfully participate in the planning, execution and completion of audits following a risk based methodology in line with Division and Industry Standards as well as [...] Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. Youll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly [...]
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Job vor 2 Tagen gefunden Associate Director, Light Vehicle Powertrain Forecasting, EMEA • Essen, Nordrhein- Westfalen Führungs-/ Leitungspositionen

MEHR

[...] highly motivated analysts Ensures timely and accurate delivery of powertrain data; ensures data integrity; uses comprehensive quality control procedures to synthesize and integrate data; Based on data analysis, can make a high- quality forecast to clients; provides constructive input within expert area to peers. Global and regional powertrain relevant policy, regulation and industry decarbonization research and analysis. Considers these as critical [...] your career- need to thrive at S P Global. Our benefits include: Health Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company- matched student loan contribution, and financial wellness programs. Family Friendly Perks: Its not [...]
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Job vor 2 Tagen gefunden

Associate Director, Light Vehicle Powertrain Forecasting, EMEA

• Frankfurt, Hesse Führungs-/ Leitungspositionen

MEHR

Job vor 5 Tagen gefunden Payroll Operations Lead- Germany

MEHR

[...] and speed up their work. You understand the need and ideal to work largely asynchronously. Writes and speaks fluent English Its not required to have experience working remotely, but considered a plus Key responsibilities Act as a true subject matter expert for the country Manage existing relationships with key stakeholders within Payroll Implementation, Finance, Product, Engineers. Process full end to end [...] all locations in which we operate. We do not agree to or encourage cheap- labor practices and therefore we ensure to pay above in- location rates. We hope to inspire other companies to support global talent- hiring and bring local wealth to developing countries. The base salary range for this full- time position is 61, 500 EUR to 69, 200 EUR. [...] Linked In Profile How did you hear about Remote? Select. . . Please choose the country in which you are located. Select. . . Work eligibility is extremely important. Are you legally eligible to work in the country where youre planning to work from? Select. . . If you are eligible, please select the status that allows you to work and [...]

Job vor 9 Tagen gefunden

Senior QA Manager (f/m/d)

• Hamburg, Berlin

MEHR

[...] tools to monitor live performance and identify bottlenecks, such as bugs or level inefficiencies. Documentation Reporting : Maintain and update the QA Confluence page with relevant processes, test plans, and guidelines. Share findings and insights during sprint reviews, retrospectives, and planning sessions. Mentorship Support : Provide guidance and best practices to junior and intern QA testers, supporting their growth and development. [...] German Classes costs, and more. Happy Belly Package: Monthly company lunch, tons of free snacks and drinks, free breakfast fresh delicious pastries every Monday. Physical Mental Health Package: In- house gym with a personal trainer, various classes like Yoga with expert teachers free of charge access to our EAP (Employee Assistance Program) to support your mental health and well being. Activity Package: Regular team and company events, and hackathons. Education Package: Opportunities to boost your professional development with courses and training directly connected to your career goals. Wealth building: virtual stock options for all our regular employees. #J- 18808- Ljbffr 37213392 [...]

Job vor 9 Tagen gefunden Lead Quality Engineering, Upper Bavaria Führungs-/ Leitungspositionen

MEHR

[...] workstream architectures, directing project initiatives and ensuring alignment with quality standards. Lead other quality engineers on those engagements to ensure risk reduction on all deployments, including by performing code reviews. Actively participate in Discovery and Delivery activities, contributing to the planning for successful future project teams and enhancing project success and client satisfaction. What Youll Bring Demonstrate expertise in implementing test and automation strategies with a shift left/ shift right approach to instil a quality mindset from project inception. Contribute to business development as a Quality Engineering subject matter expert, leveraging past experience and innovative thinking. Design and architect trusted test automation patterns with high reliability, reusability, and relevancy. Showcase [...] automation. Possess a practical understanding of all test pyramid layers, applying a risk- based mindset to evaluate new features, test design, and code; also, apply a quality mindset to infrastructure as code, with extensive experience in various testing types. A wealth of experience in different testing types, including mobile, performance, and other Non- Functional testing. The drive to serve as a [...]

Job vor 9 Tagen gefunden

Client Investment Specialist- Waregem/ Latem

• Berlin

MEHR

Puilaetco- Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on [...] various resources and programmes. The CIS that will join the Investments Client Solution team at Puilaetco will become a key player in delivering exceptional investment solutions. As an investment specialist and advisor, you will work closely with bespoke clients, providing expert guidance on advisory and discretionary investment services. Not only will you be part of our local team, but youll also [...] our Group (i. e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments) . Client Advisors partner: ensure we drive a holistic approach to client relationships. Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth. Help develop, pitch and oversee customised DPM solutions tailored to the needs of Bespoke clients. Change partner: [...]

Job vor 11 Tagen gefunden Data Science Lead (Playtime Team) (f/m/d) - • Hamburg, Berlin Führungs-/ Leitungspositionen

MEHR

[...] data science team: hire new team members, organize routines in the team, set up guidelines (code style, documentation, best practices) . 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) and act as an advocate for data- related topics [...] German Classes costs, and more. Happy Belly Package: Monthly company lunch, tons of free snacks and drinks, free breakfast fresh delicious pastries every Monday Physical Mental Health Package: In- house gym with a personal trainer, various classes like Yoga with expert teachers free of charge access to our EAP (Employee Assistance Program) to support your mental health and well- being Activity Package : Regular team and company events, and hackathons. Education Package: Opportunities to boost your professional development with courses and training directly connected to your career goals Wealth building: virtual stock options for all our regular employees #J- 18808- Ljbffr 36981279 [...]

Job vom 23.02.2025

Client Relationship Professional Private Wealth for Switzerland

• Zug

MEHR

Partners Group has been a leading innovator of client solutions for the Private Wealth segment. The firm has been a pioneer of private markets programs with liquidity features since 2001 and has established long- [...] with existing and new Private Wealth partners such as global/ regional/ local banks and asset managers. Sourcing and leading distribution projects and product initiatives, coordinating day- to- day interactions across open- ended and closed- ended funds. Mapping out investor landscape, planning and undertaking regular cold call campaigns. Understanding and presenting the full range of Partners Groups solutions to partner organizations including [...] of a product/ project. Supporting the team with strategic distribution projects across open- ended and closed- ended funds as well as in day- to- day tasks. Working closely with Partners Groups private wealth teams (portfolio solutions, structuring) . Becoming an expert in private markets and Partners Groups platform, products and investment strategies across asset classes. Understanding key competitors offerings and knowing [...]
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