SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Senior Wealth Strategist, Director

Company: MUFG Union Bank
Location: San Francisco
Posted on: April 10, 2021

Job Description:

MUFG is committed to the safety and well-being of our colleagues, clients, candidates, and the community as we manage the current COVID-19 pandemic. During this time, as we continue to recruit and hire exceptional talent to join our team, we are taking the necessary precautions to limit in-person contact, aligned with Federal, State, and local health recommendations and requirements. All interviews are being conducted remotely via Skype, FaceTime, or phone. Additionally, we have implemented remote on-boarding for new colleagues, as appropriate. Thank you for your interest in exploring career opportunities with MUFG. Discover your opportunity with Union Bank-- and become a part of one of the world's leading financial groups. Union Bank is a member of Mitsubishi UFJ Financial Group (MUFG), the world's 5th largest financial group in the world with total assets of over $2.4 trillion (as ranked by SNL Financial, April 2016) and 140,000 colleagues in nearly 50 countries. In the U.S., we're 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that's working to fulfill its vision to be the world's most trusted financial group. Job Summary: Responsible for managing and executing complex wealth planning engagements in the 3 to 10 MM segment to assist affluent business owners, corporate executives, families and individuals meet their financial life goals. 3-10 MM segment is complex, but not as broad or diverse as 10-25 MM segment. Major Responsibilities: The Senior Wealth Strategist I (SWS I) will serve as a trusted advisor and builder of long-term relationships with the Bank's affluent clientele. The SWS I will also be responsible for building and cultivating strong relationships with external centers of influence (CPAs and attorneys) and representing the Wealth Planning group in the community. Tasks include the following:--- Participate in business development calls in conjunction with internal relationship managers.--- Develop letters of engagements that define the scope, timeline, and deliverables of custom wealth plans.--- Coordinate and effectively manage an advisory team of internal specialists and external professionals from wealth plan development through execution and monitoring for the most complex clients in the 3 to 10MM segment.--- Oversee staff in constructing wealth plans; ensure quality control and accuracy.--- Develop customized solutions in areas such as (but not limited to): Tax planning, business succession planning, equity risk management, stock option planning, investment planning, insurance planning, debt management, estate and charitable planning, and retirement planning. Qualifications:--- Typically requires a Bachelor Degree in Finance or related field, with a graduate degree in finance, accounting, tax preferred.--- Some combination of CPA, CFP, or CFA certifications preferred.--- 10+ years (but generally 10 to 15 years) of direct work experience in sophisticated wealth planning activities required, with deep experience in tax and business succession planning preferred.--- Work experience with WealthTec, Naviplan or comparable planning software required.--- Ability to perform under tight deadlines and deliver results.--- Must be detailed oriented with creative problem solving abilities, good interpersonal skills, and be a team player.--- High level of proficiency with MS Excel, Powerpoint, and Word.--- Directly supervises 1 to 3 employees. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses. We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or an accommodation to apply for one of our jobs, please submit a request by telephone at 1-866-275-4717 or email us at AskHR@us.mufg.jp . Include your contact information and specific details about your requested accommodation. We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

Keywords: MUFG Union Bank, San Francisco , Senior Wealth Strategist, Director, Executive , San Francisco, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Assistant Salon Manager - Lincoln Hills Town Center
Description: Assistant Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to support other stylists Then let--s talk Maybe you--re a stylist who wants more
Company: Great Clips
Location: Carmichael
Posted on: 04/14/2021

Marketing & Communications Manager
Description: br Organization Summary br PBLWorks dba Buck Institute for Education , a 501 c 3 nonprofit organization headquartered in Novato, California, is the industry leader in providing professional development, (more...)
Company: PBLWorks
Location: Novato
Posted on: 04/14/2021

Clinic Manager
Description: The Center Manager role coordinates the care and quality of treatments for patients so they can have life, but also a quality of living. The leader in this role conducts proactive planning and creates (more...)
Company: Satellite Healthcare
Location: Rohnert Park
Posted on: 04/14/2021


Assistant Salon Manager - Lincoln Hills Town Center
Description: Assistant Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to support other stylists Then let--s talk Maybe you--re a stylist who wants more
Company: Great Clips
Location: West Sacramento
Posted on: 04/14/2021

Vegetation Program Manager, Expert
Description: Requisition ID 80681 Job Category : Project / Program Management Job Level : Individual Contributor Business Unit: Electric Operations Position Summary: The Vegetation Program Manager is responsible (more...)
Company: PG&E Corporation
Location: Santa Cruz
Posted on: 04/14/2021

Salon Manager - Town and Country Shopping Center
Description: Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more responsibility,
Company: Great Clips
Location: Danville
Posted on: 04/14/2021

Director
Description: You are hereHome Response, Recovery and Resiliency OR3 Director Response, Recovery and Resiliency OR3 Director Company:--County of Santa Cruz Location:--Santa Cruz,--CA Date Posted:--April 7, 2021 (more...)
Company: National Environmental Health Association
Location: Santa Cruz
Posted on: 04/14/2021

Information Security Project Manager (Temporary)
Description: JOB REQUISITIONInformation Security Project Manager Temporary LOCATIONSAN RAMONJOB DESCRIPTIONThe Information Security Project Manager ISPM works internally and with cross-functional teams to implement (more...)
Company: Robert Half
Location: San Ramon
Posted on: 04/14/2021

Billing Manager
Description: Stable , Large Company with huge growth is seeking a Billing Manager to oversee Billing Specialists in their Walnut Creek office.--The position is remote for now with flexibility in the future.--Amazing (more...)
Company: EGS
Location: Walnut Creek
Posted on: 04/14/2021

Hospitalist Medical Director
Description: JOB DETAILS Envision Physician Services is seeking a hospitalist Site Medical Director to join our team at San Ramon Regional Medical Center starting January 1st, 2021. Details: 12-hour shifts 7 on / (more...)
Company: Envision Physician Services
Location: San Ramon
Posted on: 04/14/2021

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Francisco RSS job feeds