VP, Senior Wealth Planning Manager

3 days ago

danbury, United States JCW Full time

JCW Search has been retained by our client, a well known community bank in the Danbury, CT area in search of a VP, Senior Wealth Planning Manager. Candidates must be CFP Certified.


Role Overview:

The Senior Wealth Financial Planning Manager will offer comprehensive wealth management services to high-net-worth individuals, collaborating closely with the entire wealth management team. This role involves crafting detailed long-term financial strategies for clients, recommending appropriate financial products and services, and overseeing the administration of trust, non-profit, personal investment management, employee benefit, and IRA accounts. This position, designated as Vice President, will ensure that all accounts are managed in compliance with legal and regulatory standards, bank policies, and in collaboration with both internal and external partners.


Key Responsibilities:


  • Spearhead the financial planning function to advance the department’s strategic objectives and enhance client experience initiatives.
  • Manage the financial planning process, including designing, analyzing, and presenting tailored financial plans based on individual client circumstances. Focus areas include goal setting, estate planning, educational funding, charitable contributions, tax planning, insurance needs, and social security.
  • Oversee the financial planning workflow, encompassing meeting preparations, plan development, direct client interactions, follow-up, and ongoing client support.
  • Maintain expertise in financial planning issues and stay current with financial planning software, Excel, PowerPoint, and cash flow analysis tools to offer a comprehensive view of clients' financial situations.
  • Create and review financial plans, recommend products and services aligned with clients' long-term goals, and provide feedback to enhance planning deliverables and software functionalities.
  • Cultivate strong client relationships to retain existing accounts and keep clients informed of any financial developments impacting their portfolios.
  • Leverage the financial planning process to grow assets under management, including adding assets from outside sources and developing strategies for client retention.
  • Identify and engage new prospects, establishing and nurturing relationships as a trusted advisor.
  • Drive new business opportunities through various internal and external channels, collaborating with colleagues and participating in cross-selling activities. Conduct educational and referral training sessions as needed.
  • Collaborate with the marketing team to create materials for business development and drive growth through community involvement and professional networks.
  • Act as the primary account officer, managing client relationships and handling all administrative and fiduciary responsibilities in accordance with legal, regulatory, and policy requirements.
  • Provide exceptional client service, schedule and attend meetings, and address any issues promptly, involving legal or accounting advice as needed.
  • Offer guidance on fiduciary administration, financial, tax, and estate planning matters. Review trust documents and summarize trust powers and concerns.
  • Build and maintain relationships with attorneys, accountants, and other professionals.
  • Collaborate with the team on trust, IRA, and non-profit distributions, process discretionary distribution requests, and review accounts annually for compliance and accuracy.
  • Participate actively in the Trust Administrative Committee (TAC) and Trust Investment Committee (TIC), and serve as a system expert for trust operations.
  • Contribute to departmental project initiatives, ensuring cost efficiency and adherence to timelines.
  • Coordinate with external personnel as required and manage project deliverables.
  • Foster team development by motivating staff, promoting workplace enthusiasm, and supporting professional growth through training and development opportunities.
  • Oversee HR processes including performance reviews, career development, training, and disciplinary actions.

  • VP, Senior Wealth Planning Manager

    3 days ago

    Danbury, United States JCW Full time

    JCW Search has been retained by our client, a well known community bank in the Danbury, CT area in search of a VP, Senior Wealth Planning Manager. Candidates must be CFP Certified.Role Overview:The Senior Wealth Financial Planning Manager will offer comprehensive wealth management services to high-net-worth individuals, collaborating closely with the entire...

  • Senior Wealth Planning Manager

    1 day ago

    Danbury, Connecticut, United States JCW Full time

    Senior Wealth Planning ManagerJCW Search is proud to partner with a reputable community bank in the Danbury, CT area to find a highly skilled Senior Wealth Planning Manager. This role requires a Certified Financial Planner (CFP) certification.Key Responsibilities:Develop and implement comprehensive wealth management strategies for high-net-worth individuals,...

  • Wealth Management Consultant

    4 weeks ago

    Danbury, Connecticut, United States Edward Jones Full time

    Position OverviewIf you are contemplating a career shift, consider the rewarding path of a wealth management consultant. Wealth management consultants collaborate with clients to help them realize their long-term financial aspirations, including retirement planning, wealth accumulation, estate management, educational funding, and more. As a wealth management...

  • Wealth Management Consultant

    3 weeks ago

    Danbury, Connecticut, United States Edward Jones Full time

    Position OverviewIf you are contemplating a career shift, becoming a wealth management consultant could be the ideal path for you. Wealth management consultants collaborate with clients to assist them in reaching their long-term financial aspirations, including retirement planning, wealth accumulation, estate management, educational funding, and more. As a...

  • Wealth Management Advisor

    3 weeks ago

    Danbury, United States Edward Jones Full time

    About the RoleAs a Financial Advisor with Edward Jones, you will have the opportunity to build a successful career in the financial services industry. Our Financial Advisors work with clients to help them achieve their long-term financial goals, including retirement, building wealth, and estate planning.Key ResponsibilitiesBuild relationships with clients to...

  • Senior Financial Planning and Analysis Manager

    3 months ago

    Danbury, United States Blake Smith Staffing, LLC Full time

    Job Summary: We are seeking a highly experienced and strategic Senior Financial Planning and Analysis Manager to join our finance team. The ideal candidate will play a crucial role in driving financial planning, budgeting, forecasting, and analysis activities for the organization. This individual will work closely with senior leadership to provide insights...

  • Senior Manager of Financial Planning and Analysis

    3 weeks ago

    Danbury, Connecticut, United States Blake Smith Staffing, LLC Full time

    Position Overview:Blake Smith Staffing, LLC is in search of a seasoned and strategic Senior Manager of Financial Planning and Analysis to enhance our finance division. The successful candidate will be instrumental in steering financial planning, budgeting, forecasting, and analytical functions within the organization. This role requires close collaboration...

  • **VP, Talent and Culture Strategist**

    2 weeks ago

    Danbury, Connecticut, United States Arcmed Full time

    About ArcmedArcmed is a leading provider of technology and supply chain solutions for the design and manufacture of precise fluid handling components for diagnostic and analytical instruments. Our mission is to improve patient outcomes by helping solve the world's toughest diagnostic and analytical challenges.Job SummaryWe are seeking a highly driven and...

  • Senior Financial Planning and Analysis Director

    2 weeks ago

    Danbury, Connecticut, United States Blake Smith Staffing, LLC Full time

    Job Summary:We are seeking a highly experienced and strategic Senior Financial Planning and Analysis Manager to join our finance team at Blake Smith Staffing, LLC. The ideal candidate will play a crucial role in driving financial planning, budgeting, forecasting, and analysis activities for the organization.Key Responsibilities:Financial Planning: Lead the...

  • Senior Compliance Coding Auditor

    3 weeks ago

    Danbury, Connecticut, United States Lawton Senior Living Full time

    Job SummaryWe are seeking a highly skilled Senior Compliance Coding Auditor to join our team at Lawton Senior Living. As a key member of our Corporate Compliance department, you will be responsible for ensuring the accuracy and compliance of coding practices across our network.Key ResponsibilitiesConduct high-volume coding compliance audits across all Lawton...

  • Senior Manager

    4 days ago

    Danbury, Connecticut, United States Linde Full time

    Senior Manager - Corporate InsuranceLinde Inc. is seeking a seasoned Senior Manager to lead its corporate insurance program. As a key member of the team, you will be responsible for designing, securing, and managing a complex, multi-jurisdiction liability insurance program.Key Responsibilities:Assess and mitigate risks associated with Linde's operations...

  • Senior Manager Omnichannel

    4 weeks ago

    Danbury, United States Genpact Full time

    Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we...

  • Senior Manager Omnichannel

    4 weeks ago

    Danbury, United States Genpact Full time

    Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we...

  • Senior Compliance Coding Auditor

    3 weeks ago

    Danbury, United States Lawton Senior Living Full time

    Description **Fully remote opportunity within approved working states** Summary: Reporting to the Special Associate Compliance Officer (SACO) Physician Audit & Billing, the Senior Inpatient Professional Auditor providesHospital Inpatient and Outpatient coding, billing, and documentation auditing and education to the NUVANCE HEALTH network. Working knowledge...

  • Senior Program Management Leader

    3 weeks ago

    Danbury, Connecticut, United States Leonardo DRS Full time

    About Leonardo DRS:The Leonardo DRS Naval Power Systems division is a renowned provider of cutting-edge naval gas and hybrid power solutions, along with control technologies and support services for the U.S. Navy and international naval forces.Our Commitment:We prioritize our people, products, and clients, forming the core of our identity. We offer a...

  • Senior Contracts Manager

    2 weeks ago

    Danbury, Connecticut, United States ARKA Group Full time

    Job Summary:We are seeking an experienced Senior Contracts Manager to join our team at ARKA Group. In this position, you will be responsible for performing full life-cycle Contract Management for a large portfolio of high-value contracts. Active US Government Top Secret security clearance is required.Key Responsibilities:Lead negotiation activities for major...

  • Client Service Associate: Crestwood Advisors Group

    2 weeks ago

    Danbury, United States TRI-COUNTY AMBULANCE SERVICE, INC. Full time

    Client Service Associate: Crestwood Advisors Group Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Client Service Associate to join our energetic team. Crestwood Advisors is an independent, fee-only RIA with offices in Boston, MA & Fairfield County, CT that provides HNW clients with...

  • Senior Manager Commercial Analytics Lead

    5 days ago

    Danbury, Connecticut, United States Genpact Full time

    Transform with UsAt Genpact, we're a community of curious and courageous minds who are passionate about driving innovation and excellence. We're seeking a talented Senior Manager Commercial Analytics to join our team and help us shape the future of commercial analytics.About the RoleWe're looking for a seasoned professional with 5-7 years of experience in...

  • Senior Manager Commercial Analytics Lead

    2 days ago

    Danbury, Connecticut, United States Genpact Full time

    Senior Manager Commercial Analytics Job DescriptionAt Genpact, we're seeking a seasoned Senior Manager Commercial Analytics to join our team. As a key member of our commercial analytics team, you'll play a critical role in driving business growth and informing strategic decisions.Key Responsibilities:Lead and mentor a team of analysts to deliver high-impact...

  • Certified Nursing Assistant

    2 weeks ago

    Danbury, Connecticut, United States Benchmark Senior Living Full time

    About the RoleWe are seeking a compassionate and dedicated Certified Nursing Assistant to join our team at Benchmark Senior Living. As a CNA, you will play a vital role in delivering exceptional care to our residents in a warm and comfortable environment.Key ResponsibilitiesAssist residents with activities of daily living, such as bathing, dressing,...