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VP, Senior Wealth Consultant - Ultra High Net Worth- DC Metro Area
Regular
Your Opportunity
As a Schwab Sr Wealth Consultant, you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Sr Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs
Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores
Partner with wealth specialists to offer solutions including banking, lending and trust
Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer
Develop a customized financial strategy for prospects and existing clients
Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you are good at
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives
Demonstrates a bias for action and a commitment to achieving sustainable results
Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals
Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients
Able to adjust style of communication to best connect with others
Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team
Demonstrates personal resilience and a commitment to continually learn
Able to remain positive and focused during times of pressure, adversity, or change
Actively engages and helps others succeed$149k-236k yearly est.1d ago
AVP Process Transformation - Remote
Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Lifepoint Health is recruiting for an Area Vice President of Process Transformation to join our team! The AVP of Process Transformation will work with HSC Leaders, vendor partners, and all levels of leadership and frontline staff throughout Lifepoint Health to design and achieve enterprise improvement strategies, goals, and business objectives. Strategically oversee multiple multidisciplinary process improvement efforts across Lifepoint Health to drive quantifiable, sustainable improvement.$83k-100k yearly est.18d ago
AVP of Operations
Truverify is a fast-growing job portal which provides professionals across industries an ideal platform to store, showcase and share over 17,000 digital credentials. Truverify connects employers, credential issuers and professionals to create unique value for all. TruVerify is seeking a head of credential operations to streamline systems and staff.$165k-190k yearly25d ago
SVP, Head of Loan Operations
14. Serve as a member of NCB's Manage$140k-196k yearly est.5d ago
Americas Model Validator - Assistant Vice President
Overview Within Deutsche Bank's Risk division, Model Risk Management (MoRM) works globally with all business and infrastructure divisions. Location New York, NY MoRM is responsible for independent model validation across all model types, the measurement and reporting of model risk across Deutsche Bank, and for conducting strong model risk governance.$85k-140k yearly13d ago
Vice President of Program
Founded in 2019, the Clean Slate Initiative (CSI) is a national bipartisan organization advancing policies to automate and expand eligibility for record clearance. The Clean Slate Initiative's vision is that everyone in America should have a fair opportunity to work, have a safe home, care for their families, and contribute to their community. The Clean Slate Initiative promotes a team culture of collaboration, accountability, and learning. Reporting to the Chief Executive Officer (CEO), the Vice President of Programs will be a key leadership team member, overseeing the general management of all program areas and driving the strategic direction of CSI's programs and campaigns.$160k-180k yearly5d ago
VP of Data Strategy
Remote position with some travel into California. Must be in PST/MST time zones or willing to relocate into those time zones. Initial acclimation may require a little more time onsite.
What you will do
Looking for a dynamic Data leader who has had experienced building various types of data strategies for mid-sized publicly held companies. Need a strong leader to guide and consult on strategy that will elevate their current data blueprint.
Responsible for reporting into shareholders and at a level to make recommendations that are sound and fiscal.
What gets you the job
Prior leadership experience modernizing pre-cloud data architecture with modern tool sets and stable migrations that take cybersecurity concerns, and identity and access control into account
Must have experience with -
Corporate Data
Data Architecture/Modeling
Governance & Master Data Management
Data Analytics
Data Security
Modernizing Data Platforms
10-15 years of Data Leadership experience
Please send your resume to
Colin Crane, Senior Technical Recruiter
for immediate consideration.
Irvine Technology Corporation (ITC)
is a leading provider of technology and staffing solutions for IT, Security, Engineering, and Interactive Design disciplines servicing startups to enterprise clients, nationally. We pride ourselves in the ability to introduce you to our intimate network of business and technology leaders - bringing you opportunity coupled with personal growth, and professional development!
Join us. Let us catapult your career!
Irvine Technology Corporation provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Irvine Technology Corporation complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.$141k-204k yearly est.12d ago
VP/SVP, Clinical Development (REMOTE)
Vice President/ Senior Vice President of Clinical Development$147k-196k yearly est.15d ago
Vice President of Commercial Operations
Initiate, lead and manage the commercial excellence process working closely with the Quanta Services Regional President, Operating Company Presidents, Local Operating Company Managers and Leaders, Proposal Writers, and Estimating teams. Under the direction of Commercial Excellence Leadership, the VP of Commercial Operations will be responsible for building a strategic roadmap for major electricity and gas markets in Arizona by identifying the core business, identifying opportunities that expand beyond the core business based upon Quanta Services' capabilities, and executing on the most attractive opportunities. The VP of Commercial Operations will work with the Quanta Services Regional President, operating company presidents, and other local managers and leaders, seeking to improve business through deeper and more sustainable collaboration with our customers, services, and operations. COMPANY: Every moment of every day, people all over the world rely on electricity provided by Quanta Services and its customers.$142k-207k yearly est.18d ago
AVP/VP Underwriting & Restructuring
Hybrid remote, 3 days a week in Santa Monica, CA.$111k-157k yearly est.19d ago
AVP & Data & DevOps Engineer
First Hawaiian Bank is currently seeking an experienced, analyzed, team-oriented AVP & Data & DevOps Engineer to join our Data Services Center.$98k-130k yearly est.7d ago
Regional Vice President, Healthcare - Remote
Perhaps, that is you Who we are: Flywire is a global payments enablement and software company, founded a decade ago to solve high-stakes, high-value payments in education, using modern technology. We use our Flywire Advantage - the combination of our next-gen payments platform, proprietary payment network and vertical specific software, to help our clients get paid, and help their customers pay with ease - no matter where they are in the world. At Flywire, we're on a mission to deliver the world's most important and complex payments.$100k-189k yearly est.10d ago
Senior Vice President Global Cloud Operations - Remote
Ceridian is a global human capital management (HCM) company headquartered in Toronto, Ontario, and Minneapolis, Minnesota, with operations across North America, Europe, Middle East, Africa (EMEA), and the Asia Pacific Japan (APJ) region. The SVP will lead the global operations and infrastructure for the global cloud service portfolio and works cross-functionally across Ceridian including Sales, Global Customer Office, Product and Technology and Marketing to drive Cloud revenue growth, profit growth and customer loyalty/retention while maintaining alignment with Ceridian's overall strategy and operations This position reports to the Chief Product and Technology Officer. Dayforce is Ceridian's award-winning cloud HCM platform. About the opportunity The Sr. Vice President Global Cloud Operations is responsible for consolidating, managing and driving the continuous evolution and improvement of Ceridians global cloud infrastructure and associated operational procedures.$117k-217k yearly est.6d ago
Fund Operations - Vice President
iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. iCapital is powering the world's alternative investment marketplace.$140k-175k yearly7d ago
AVP Configuration Management - Remote
Employment with The Bancorp Bank, N.A.$74.3k-122.2k yearly4d ago
Vice President, Operational and Resilience Risk Senior Steward
Upon resumption of normal operations, this role may be performed at any of our US HSBC locations. Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. At HSBC, the health and well-being of our employees remains of utmost importance. At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits.$128.9k-194.7k yearly11d ago
Regional Vice President, Annuities
Responsible for the distribution of Transamerica products for a defined territory. Responsibilities • Develop new business and maintain existing business relationships by conducting in-person sales meetings. • Provide advisers with up-to-date information on Transamerica products and business building ideas. • Reach out to prospective advisers within market to grow Transamerica's sales and market share. • Manage business in partnership with Internal Wholesaler. • Allocate resources provided by Transamerica Capital, Inc. • Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required. • Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures. • Stay current on Transamerica products. Qualifications • Bachelor's degree in a business field or equivalent experience • Five years of sales experience in the financial services industry • FINRA Series 6 or 7, and 63 • Outstanding communication and presentation skills • Excellent time management and organizational skills • Ability to work as part of a team • Proficient using technology Preferred Qualifications • Master's degree • External wholesaling of financial services products Working Conditions • Work remote from home • Extensive travel within defined territory to visit clients and prospects Compensation The salary for this position is generally $ 40,000-80,000K. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility This position is also typically eligible for Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Commissions This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.$81k-126k yearly est.9d ago
Executive Vice President, Media Strategy and Investment
Goodway Group has a newly created Executive level role, and is seeking top talent in Media Thought Leadership, and Strategy The Executive Vice President (EVP) Media Strategy and Investment will lead Goodway's fully remote and largest cross-functional people teams of over 200 marketers as well as direct Goodway's end-to-end media strategy.$167k-306k yearly est.7d ago
AVP, Syndications
Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. SMBC Group is a top-tier global financial group. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. The AVP, Syndications position is hybrid role of Inside Sales and support for our $300MM Syndication and Business Development team by providing sales & marketing support for origination of lease/loan transactions for SMFL NY. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance.$72k-90k yearly8d ago
VP of Web Strategy & Creative - Remote
Birdeye is backed by the who's who of Silicon Valley - Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, and World Innovation Lab - and recently closed a $60 million Series C funding round led by Accel-KKR, a leading technology-focused investment firm. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of industry experts and innovators from Google, Amazon, Salesforce, and Yahoo and in 2021, our CEO and Co-founder was named 2021 EY Entrepreneur of the Year. More than 100,000 local businesses and brands use Birdeye to be found online through local listings and reviews; engage with consumers through webchat, text, and social media messaging; collect digital payments; and gain insights to improve customer experience with survey, ticketing and benchmarking tools. This is the challenge that Birdeye solves with its all-in-one reputation and customer experience platform.$131k-194k yearly est.7d ago
Learn More About Vice President/Managing Director Jobs
Average Salary For a Vice President/Managing Director
Based on recent jobs postings on Zippia, the average salary in the U.S. for a Vice President/Managing Director is $223,090 per year or $107 per hour.
The highest paying Vice President/Managing Director jobs have a salary over $358,000 per year while the lowest paying Vice President/Managing Director jobs pay $138,000 per year
Updated June 5, 2023
Average Vice President/Managing Director Salary
$230,149 yearly
$107 hourly
5 Common Career Paths For a Vice President/Managing Director
An executive vice president is responsible for monitoring departmental operations, managing customer relationships, developing the company's strategic goals, and identifying business opportunities that would maximize the company's performance, drive revenues, and achieve the business's profitability goals. Executive vice presidents contribute to sales innovations, negotiate business contracts, analyze financial reports, and minimize the company's expenses without compromising high-quality operations and customer satisfaction. An executive vice president must have excellent leadership and communication skills to support its daily operations to achieve its long-term goals and objectives.
A chief operating officer, also known as a COO, is a high-ranking official who oversees a company or organization's daily administrative and overall operations. They are typically the second in the chain of command, reporting directly to the company's chief executive officer, also known as a CEO. Among their duties include developing strategies and guidelines, reviewing reports, performing assessments, and implementing the company's policies, standards, and regulations. Additionally, they lead and empower staff to reach goals, helping solve issues and concerns when any arise.
Considered as the highest authority in a company, a president/chief executive officer is in charge of leading the company by implementing corporate decisions and shaping the organization to its fullest extent. They must craft strategic plans and guidelines, enforce policies and standards, direct the vision and mission, and address the public as the head of the company. Furthermore, a president/chief executive officer must maintain an active line of communication at all times as they must report to a board of directors and coordinate with other company employees.
A Chief Marketing Officer defines marketing strategies and oversees all marketing operations of a company. They are responsible for building a highly efficient team of marketing professionals.
A chief executive officer is the overall head of the company's operations. Chief executive officers are responsible for making corporate decisions that would define the company's performance in the market. A chief executive officer must display exceptional leadership and decision-making skills to create business growth and development strategies. The chief executive officers also provide a regular business update to the board regarding the company's status. They should also be able to identify business opportunities and create long-lasting, professional relationships with business partners and other organizations.
Illustrated Career Paths For a Vice President/Managing Director