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VENTYX BIOSCIENCES, INC.
San Diego, CA, United States
Description Ventyx Biosciences, Inc. (“Ventyx”) is a clinical-stage biopharmaceutical company focused on advancing novel oral therapies that address a broad range of inflammatory diseases with significant unmet medical need. We are developing novel and differentiated therapeutics that target both the innate and adaptive immune system. Our clinical-
Job Source: VENTYX BIOSCIENCES, INC.MG Properties
San Diego, CA, United States
With over 30 years of experience in the acquisition, development, rehabilitation, and management of apartment communities across the Western United States, we are a trusted partner in the property management industry. At MG Properties, we focus on enriching lives - physically in our community buildings, philanthropically through giving back to our
Job Source: MG PropertiesConfidential
San Diego, CA, United States
Vice President of Accounting About the Company Established LGBTQ rights activist organization Industry Civic & Social Organization Type Privately Held Founded 1972 Employees 51-200 Specialties LGBT Program Services Behavioral Health Services HIV/AIDS Services Civil Rights Latin@ Services LGBT Families Senior Services Housing Services Black Service
Job Source: ConfidentialSupportFinity™
San Diego, CA, United States
Master (>10 yrs) Description Vice President of Marketing Compensation: $225K - $250K Our client is a venture-backed medical equipment and technology company that helps clinics deliver safe and reliable care to their patients. With its compelling IP, a suite of well-engineered products, cutting-edge technology (in hardware and software), and new
Job Source: SupportFinity™San Diego LGBT Community Center
San Diego, CA, United States
Vice President of Accounting ? San Diego LGBT Community Center San Diego, CA About The San Diego LGBT Community Center (The Center) Established as a community non-profit in 1972, the mission of The Center is to enhance and sustain the health and well-being of the lesbian, gay, bisexual, queer, transgender, nonbinary, immigrant, and HIV communi
Job Source: San Diego LGBT Community CenterHigh-Tech Professionals
San Diego, CA, United States
Vice President of Engineering Job ID: 1969 Location: San Diego, CA Type: Permanent Status: Open Key Skills: wireless technology, development management, Manager, Engineering, hardware, software, product design, implementation, R&D, budgets, time manageme Description: Seeking Vice President of Engineering, who will have the opportunity to over
Job Source: High-Tech ProfessionalsMG Properties Group
San Diego, CA, United States
Award-winning MG Properties is searching for a Regional Vice President of Operations to join our team and oversee our growing portfolio! The RVP- Operations will be responsible for completing a variety of functions to support the daily operations across six states. The right candidate has experience in a broad range of property management. Respo
Job Source: MG Properties GroupPlumb
San Diego, CA, United States
Vice President of Operations Job Description and Ad Plumb Company Overview Plumb provides Family Office Accounting/Bill Pay services (PlumbBillPay.com). We have 50+ employees. Our 13 Principles are who we are, or at least who we strive to be, (https://www.plumbbillpay.com/plumbsguiding13principles/). Our clients are Ultra High Net Worth Individu
Job Source: PlumbSan Diego, CA, United States
Centura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth process. Key elements include: income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing boutique RIA serving both ultra-high net-worth individuals/families. We hire optimistic, resourceful, result-oriented, and adaptable people with the desire to help our clients, their teammates, and themselves succeed.
The VP of Financial Planning is responsible for leading the financial planning team, driving initiatives across the firm, and developing value-creating, innovative solutions for our clients.
Key Success Factors
Lead a growing team of planners, consultants, and technical specialists in financial planning, tax and estate/trust specialties.
Run a multi-million-dollar consulting practice through successful engagements (annual, and discovery) with UHNW clients and prospects.
Manage numerous client projects to ensure quality delivery, process consistency, and value-add to client’s estates.
Develop and track KPIs in Salesforce and OKRs Profit
Enhance and improve the Planning team members’ capability.
Be a thought leader by staying abreast of significant changes or developments (e.g., taxation and tax law, estate planning, retirement planning, regulatory, legal, charitable giving, insurance and technical) within the fields of investments, insurance and financial services at large. Serve as a technical resource to the firm, advisors, and to clients in financial planning concepts and strategies.
Be able to competently analyze tax and wealth management strategies as well as cashflow and portfolio plans to derive exponential results.
Primary Responsibilities:
Lead the planning team, advisor teams, and clients through our Liberated Wealth process to serve client needs and solutions, creating superior strategies and tactics that drive better client outcomes.
Ability to attract and retain talent as well as provide thought leadership on financial planning (press, conferences, seminars, etc.)
Ability to scale the department by designing and implementing process, treating the Financial Department as a business.
Manage and direct the firm’s financial planning experience (and process) to deliver superior plans to clients and prospects. Superior plans are measured by tax savings, wealth enhancement and risk management.
Leverage technology tools such as Hidden Levers, Tiger Tables, Planner CS, Microsoft Excel, and Right Capital to model plans.
Effectively evaluate client situations, analyze their needs, and develop a strategy to produce superior results
Manage client planning projects and deliverables in Salesforce, updating campaigns from start to end and communicating the status with the team and clients.
Leverage insurance and estate planning expertise to focus on estate planning strategies and plan designs with insurance.
Required Skills/Competencies
Financial Analysis & Modeling - Able to prepare comprehensive financial plans using advanced modeling of financial plans including taxable and non-taxable estate trusts, income tax mitigation strategies, wealth transfer strategies, and investment strategies in both industry software as well as excel.
Organization – Needs to be accurate, highly detail oriented, organized, and able to prioritize time management to perform assigned work. Manages team’s objectives, annual plans, and client deliverables efficiently.
Presentation – Able to prepare and present high-quality client deliverables in MS Office – including PowerPoint, excel, and word.
Personnel Management - Interpersonal skills – Able to source, grow and develop a team. Shows understanding, friendliness, courtesy, tact, empathy, cooperation, concern, and politeness to others and relates well to different people from various backgrounds and different situations.
Communication – Highly effective communicator with internal stakeholders as well as UHNW clients and prospects.
Strong knowledge and understanding of the Investment Advisers Act of 1940, ERISA, Dodd-Frank, SEC rules and other relevant regulations and laws.
Licensing & Education
Undergraduate degree – Required
Certified Financial Planning “CFP” designation or equivalent
MBA, JD, LLM, CPA (Preferred)
Experience
10+ Years financial planning experience (Income Tax, Retirement & Estate Planning) ideally working with High Net-Worth and Ultra High-Net Worth clients
5+ Years leading a department and achieving measurable results in terms of growth, efficiency, etc.
Proficient with the following software programs
Microsoft Office (Outlook, Word, Excel (Advanced), Power Point, Visio, etc.) – Required
Right Capital – Required
Orion - Highly Preferred
Salesforce – Required
Hidden Levers – Preferred
Custodial Platforms – Veo, SAC, Fusion – Preferred
Experience in building a professional (COI) network
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Email Alert for Vice President of Financial Planning jobs in San Diego, CA, United States
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