Private Banking Director jobs in Reno, NV

Private Banking Director oversees all aspects of private banking activities that service the needs of high net-worth clients. Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery. Being a Private Banking Director develops strategies and objectives that include deposit and loan volume goals and effective marketing plans. Implements operations, processes, and team development programs that enhance the achievement of private banking objectives. Additionally, Private Banking Director may act as a consultant for high-value or complex credit decisions. Requires a bachelor's degree. Typically reports to senior management. The Private Banking Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Private Banking Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

G
Private Wealth Services - Tax Director
  • Grant Thornton Careers
  • Reno, NV FULL_TIME
  • As the Private Wealth Services Tax Director, you’ll lead the team’s production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed.  From day one, you’ll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.    

    Your day-to-day may include: 

    • Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and financial asset managers
    • Attract and mentor talented professionals
    • Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget
    • Develop and maintain new business and client relationships, both with existing Firm clients and new clients
    • Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews
    • Research and consult on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters
    • Respond to inquiries from the IRS and other tax authorities
    • Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
    • Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients
    • Other duties as assigned 

    You have the following technical skills and qualifications: 

    • Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required  
    • Minimum ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting or a combination of industry and public accounting experience  
    • You have experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies 
    • You have excellent analytical, technical, and tax accounting/technology skills  You have exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships 
    • You have strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills 
    • You have the ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment 
    • You can travel as needed 

    #LI-MW5, #LI-POST

  • 2 Months Ago

W
Banking Teller
  • Wells Fargo
  • Fallon, NV PART_TIME
  • Why Wells Fargo: This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 ...
  • Just Posted

P
Part-time Caregiver needed Tuesday and Thursday Evening
  • Private Senior Care, LLC
  • Westwood, CA PART_TIME
  • Overview:: We are a private geriatric healthcare team. We work with private families that are looking for 1-1 in-home Caregiving and CNA services. Our goal is to match great caregivers with one of our...
  • 21 Days Ago

W
Teller Banking House Part Time
  • Wells Fargo
  • Fallon, NV PART_TIME
  • Why Wells Fargo: This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 ...
  • Just Posted

W
Teller - Banking House - Full Time
  • Wells Fargo
  • Fallon, NV FULL_TIME
  • Why Wells Fargo: This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 ...
  • Just Posted

W
Part-Time Community Banking Teller
  • Wells Fargo
  • Fallon, NV PART_TIME
  • Why Wells Fargo: This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 ...
  • Just Posted

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Private Banking Director jobs found in Reno, NV area

C
Court Financial Operations Specialist
  • City of Reno, NV
  • Reno, NV
  • Court Financial Operations Specialist Print Subscribe Class Title Court Financial Operations Specialist Class Code 1518 ...
  • 3/28/2024 12:00:00 AM

W
Personal Banker - Roving - California - Nevada District
  • WELLS FARGO BANK
  • Incline Village, NV
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Reno, NV
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Reno, NV
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

D
Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Reno, NV
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Reno, NV
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

U
Revenue Project Coordinator - Coordination of Benefits
  • UHS
  • Reno, NV
  • Responsibilities Job Summary: The Revenue Project Coordinator -Coordination of Benefits (COB) will focus on Medicare Sec...
  • 3/26/2024 12:00:00 AM

P
Financial Analyst
  • Power Sonic
  • Reno, NV
  • Financial Analyst Job Summary Job Summary Job duties for Power-Sonic’s financial analyst will include evaluating financi...
  • 3/24/2024 12:00:00 AM

Reno (/ˈriːnoʊ/ REE-noh) is a city in the U.S. state of Nevada, located in the northwestern part of the state, approximately 22 miles (35 km) from Lake Tahoe. Known as "The Biggest Little City in the World", Reno is known for its casino industry. It is the county seat of Washoe County. The city sits in a high desert at the foot of the Sierra Nevada and its downtown area (along with Sparks) occupies a valley informally known as the Truckee Meadows. The city is named after Union Major General Jesse L. Reno, who was killed in action at the Battle of South Mountain on Fox's Gap. Reno, with an esti...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$216,275 to $339,885
Reno, Nevada area prices
were up 2.5% from a year ago

Private Banking Director in Columbus, GA
Private Banking Job is also known as personalized banking services since it is customized for wealthy families to manage their money.
December 24, 2019
Private Banking Director in Springfield, MO
It is not quite apt to define private banking as wealth management, because private banking generally offers a much narrower set of financial options.  A private banker offers strategies that can be applied to the assets the bank can access, while a more comprehensive wealth manager would develop broad strategies that include all of a client’s assets.
February 01, 2020
Private Banking Director in Jackson, MS
The responsibility of those with Private Banking and Wealth Management jobs is to manage the funds of the very wealthy efficiently, effectively and with the utmost care.
January 17, 2020