Director Of Financial Services, Wealth Management

Point B New York , NY 10007

Posted 3 months ago

Management Consulting has been the foundation of Point B's employee-owned firm for 20+ years. Our collaborative, forward looking leadership approach ensures our clients are on the right path to success.

What makes Point B different? An employee-ownership model that gives you a voice in directing your career and building our firm.

Diverse leadership opportunities to expand your skills, along with the support needed to deliver great results. A unique culture that recognizes the importance of flexibility and collaboration.

Point B has been consistently recognized as one of the best places to work by Fortune magazine, The Wall Street Journal, Consulting magazine, Vault.com and many others.

The Director of Financial Services, Wealth Management is responsible for driving growth in within the Wealth Management domain area. The Director provides subject matter expertise related to Wealth Management in the marketplace and to Point Bers across our integrated set of businesses (ISB) and collaborates with Growth Team leadership, Customer Executives, Services and Industry Teams to develop and sell innovative solutions.

The Director is a proven leader in the Financial Services industry, brings C-suite relationships and cutting-edge industry depth and is an advisor to senior leaders about trends, challenges, and business opportunities. The Director is accountable for reaching specific financial and business goals as determined by Growth Team leadership. The Director internalizes, upholds and models our leadership and culture tenets in all interactions.

WHAT YOU'LL GET TO DO:

Take a leadership role in the development and growth of wealth management clients for our financial services practice

Lead and advise client engagements in the areas of financial service across our markets (up to 80% travel at times) in this client-facing, revenue-generating role

Lead and contribute to financial services business development efforts

Further your financial services subject matter expertise through development of financial service wealth management clients, thought leadership, and development of our people

Partner with other subject matter experts in process improvement, organizational effectiveness, technology, and others, as you bring solutions to our financial services clients

Maintain deep industry perspective and utilize that perspective to drive customer's thinking and strategies

Build strong client executive relationships

WHAT WE OFFER OUR DIRECTORS:

The leadership opportunity to be part of building a key practice area within Point B

The support of a well-established consulting firm and related Point B businesses, and access to a rich network or peers and clients

The opportunity to build and be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients

WHAT WE EXPECT YOU'VE ALREADY DONE:

Applied expertise in the financial services industry with a deep focus on Financial Services, Wealth Management. This can include strategic, operational and technical areas, key-initiative development and project or program management of transformative initiatives, business development and people development

Deep and proven track record in selling and leading multi-million dollar complex consulting engagements

Profit/loss responsibility for a large customer

Provided expertise and strategic insight to solving complex business problems, transformational initiatives and executive leadership in the area of Wealth Management

Ability to communicate Point B's solutions from the C-suite through VP/Director decision makers

Worked in a consultative or advisory capacity with external or internal stakeholders

Executive presence; have proven yourself as a financial services industry leader, for a minimum of ten years

Worked as an effective leader across multiple business areas or in a cross-functional context

Built a strong network within financial services

Earned a B.A. or B.S. degree and preferably an MBA

YOUR OFFICE HOME BASE:

New York, NY

#sme

INTRIGUED TO LEARN MORE?

When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like.

ABOUT POINT B

At Point B, we work with some of the country's most respected companies to help them form, execute, and thrive. With capabilities including Management Consulting, Venture Investment and Advisory, Point B Studio and Property Development, our integrated businesses provide value to the organizations and communities we serve.

What makes Point B Different?

Our Founding Purpose and Values of our firm. Be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients
100% Employee Ownership Giving you a voice in directing your career and building our firm

Benefits Our comprehensive package includes competitive base pay and an annual bonus, complete health benefits including an option for 100% employer paid premium for medical, vision and dental coverage for employees, ownership shares through our ESOP, self-directed time off and more

Work-Life Balance A unique culture that recognizes the importance of flexibility and collaboration. Our local and national model empowers you to choose the life you want?

Award winning We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women. Hear more about why people love working at Point B on GlassDoor

We are an equal opportunity employer committed to a diverse workforce. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability.



icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Tax State And Local Tax (Salt) Manager Financial Services Wealth & Asset Management
New!

Ernst & Young LLP

Posted Today

VIEW JOBS 2/27/2020 12:00:00 AM 2020-05-27T00:00 EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO State and Local Tax team! The opportunity EY's State and Local ("SALT") team is a growing practice within the organization, and you'll see that growth reflected in your career. As a tax manager, you'll see firsthand the financial services industry as you are immersed in the evolving state and local tax environment through a diverse set of experiences in serving hedge fund and private equity clients. Having gained ample support and training from some of the most knowledgeable colleagues in the industry, there will be opportunities to progress to senior manager. Your key responsibilities It's fair to say there's no average day for a State and Local Tax manager — so you're likely to spend your time on a diverse array of projects, responsibilities and tasks. We'll look to you to support our senior managers through to our partners in providing tax services. You're likely to balance your time between compliance and planning, focusing on and interacting directly with our clients. Whatever you're working on, our clients will turn to you for up-to-the-minute state and local tax advice that they can always rely on. To make that happen, you'll be working in a highly collaborative culture, alongside colleagues from different practices, where listening to and sharing information is an essential part of the role. Skills and attributes for success * Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights * Identifying potential opportunities and risks, and communicating these to our clients * Learning and researching current market trends to maintain your credibility as a trusted advisor * Developing clear, intelligent plans and approaches to improve our clients' tax activities * Researching our clients' business operations and building long-lasting relationships to tailor your advice to their specific needs * Working with a motivated team of professionals * Building effective long-term relationships with our clients * Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge * Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities that they need to excel To qualify for the role you must have * A minimum of 3–4 years of relevant work experience in a professional services or professional tax organization * A bachelor's degree in Accounting, Finance, Business or a related discipline or a graduate degree in Tax or Law * Certified public accountant or licensed attorney, or the ability to achieve either certification * A thorough understanding of automated tax processing systems and laws within your area of technical professionalism * Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds * A commitment to continuing your learning Ideally, you'll also have * A thorough understanding of state and local partnership tax * Proficiency in Office applications (Word, Excel, PowerPoint) * Experience with return preparation software * Experience in working on a variety of teams * Ability to adapt your work style to work with both internal and client team members What we look for We're interested in people with initiative who are not afraid to speak up, with a genuine desire to service clients in the financial services industry focused on state and local taxes. If you're ready to further build on your reputation as a professional advisor, this role is for you. What working at EY offers We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus 10 observed holidays and 3 paid personal days, as well as a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer: * Support, coaching and feedback from some of the most engaging colleagues in the industry * Opportunities to develop new skills and progress your career * The freedom and flexibility to handle your role in a way that's right for you About EY As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, experience and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we'll make our ambition to be the best employer by 2020 a reality. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply today. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Ernst & Young LLP New York NY

Director Of Financial Services, Wealth Management

Point B