Private Banking Director jobs in Sun Valley, 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)
Recently Added Private Banking Director jobs
- 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
- 23 Days Ago
- 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 ...
- 25 Days Ago
- 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...
- 1 Month Ago
- Delta Group
-
Reno, NV
PART_TIME
- Delta Group is a privately held, woman-owned, national investigative firm established in 1983 and headquartered in Buford, Georgia. With over 40 years of experience, Delta Group was built on the found...
- Just Posted
- 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 ...
- 24 Days Ago
- 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 ...
- 25 Days Ago
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- Sun Valley, NV
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0 Private Banking Director jobs found in Sun Valley, NV area
- Lumos & Associates
-
Reno, NV
- Job Description Job Description About the Position Reporting to the CEO, the Finance Director will oversee the accountin...
- 4/24/2024 12:00:00 AM
- Department Of The Treasury
-
Reno, NV
- Duties WHAT IS THE SBSE - Small Business Self Employed DIVISION? A description of the business units can be found at: ht...
- 4/23/2024 12:00:00 AM
- ECG Resources, Inc.
-
Reno, NV
- Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting ...
- 4/23/2024 12:00:00 AM
- Department Of The Treasury
-
Reno, NV
- Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL ACTIVITIESDIVISION? A description of the business units can be found...
- 4/22/2024 12:00:00 AM
- 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...
- 4/22/2024 12:00:00 AM
- Department Of The Treasury
-
Reno, NV
- Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
- 4/22/2024 12:00:00 AM
- 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: htt...
- 4/22/2024 12:00:00 AM
- San Pasqual Fiduciary Trust Company
-
Reno, NV
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
- 4/22/2024 12:00:00 AM
About Sun Valley, Nevada
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