דרושים Planner ב-United States, California, San Diego

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.

As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership. You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.

Job Responsibilities:

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
• Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
• Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
• Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
• Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
• Work with Advisors to develop business opportunities with new and existing clients.
• Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
• Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
• Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field.
• Travel to local and out of state branches, as needed.

Required qualifications, capabilities, and skills:

• 4-year college degree and either J.D, LLB, CPA or CFP
• 7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
• Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.
• Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
• Ability to drive business results with broad background in trust and estate planning issues.
• A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager.
• Strong presentation skills in one-on-one and group meetings
• Experience and ability in understanding clients’ financial situations and personal circumstances
• Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
• Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interest

Preferred qualifications, capabilities, and skills:

• Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
• Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
• 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
• Experience with financial planning software a plus

FEDERAL DEPOSIT INSURANCE ACT:

As a key member of the Capacity Planning team in, you will champion key capacity planning processes and influence decisions across the supply chain.

• Rough-cut Capacity Planning : Develop and maintain quarterly rough-cut capacity plans (RCCP) for silicon and OSAT supply networks using best-practice planning methods and tools. Evaluate feasibility of monthly capacity plans based on updated demand, supply, and hardware inputs. Recommend data-driven strategies to align RCCP with sourcing strategy, product roadmaps, and supply plans.
• Scenario Planning and Risk Mitigation : Monitor capacity utilization trends to identify emerging bottlenecks proactively. Model and assess the impact of demand shifts, build plan changes, and supply variability. Develop and present contingency strategies to optimize capacity coverage and minimize risks to key programs and schedules.
• Supplier Forecasting : Publish monthly forecasts to foundry and OSAT partners and manage their responses. Reconcile supplier capacity positions with internal forecasts and highlight gaps or risks. Clearly communicate planning rationale to suppliers to set shared expectations and reduce friction during constraint or ramp scenarios.
• Supplier Relationship Management. Foster strong, trust-based relationships with foundry and OSAT partners through regular engagement on capacity outlooks and planning assumptions. Represent the organization professionally, reinforcing transparency, accountability, and long-term partnership. Support supplier business reviews by preparing supplier-specific content on forecast and performance trends. Identify and bring up risks in supplier responsiveness or communication gaps that may impact supply continuity.
• Team Collaboration : Collaborate with test operations, hardware planning, supply planning, and product operations to validate efficiency assumptions and update planning parameters. Collaborate with sourcing and product development teams to ensure commercial and operational conversations are well-coordinated and grounded in accurate capacity data. Support Integrated Business Planning (IBP) forums by delivering accurate, well-aligned capacity perspectives that advise scenario evaluation and decision-making.
• Process Leadership : Play a key role in crafting and institutionalizing core capacity planning processes. Partner with business operations and planning leadership to define planning rhythms, decision cadences, and data flows that enable scalable and reliable supply decisions. Support the maturation of RCCP, scenario management, and supplier forecasting practices through documentation and team engagement. Bring initiative, systems thinking, and cross-functional leadership to accelerate process maturity and improve organizational efficiency.

• Bachelor’s degree in Supply Chain Management, Industrial Engineering, Business Administration, or a related field, or relevant working experience
• 6+ years of planning experience within the semiconductor or automotive industry
• 2+ years of experience working directly with wafer foundries and/or OSATs or similar suppliers
• Strong understanding of silicon manufacturing processes and supply chain dynamics

• Experience planning directly in planning software such as Oracle Cloud Supply Planning
• Experience in a start-up environment
• Proficient in data analysis and forecasting techniques
• Strong problem-solving skills and the ability to make data-driven decisions
• High level of accuracy and attention to detail in planning and reporting

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Leverages extensive financial data to identify possible solutions to meet client needs and goals
• Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
• Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
• Engages with specialists and partners to address client needs and deliver solutions

Skills:

• Business Development
• Client Investments Management
• Portfolio Analysis
• Portfolio Management
• Wealth Planning
• Causation Analysis
• Client Management
• Data Visualization
• Risk Modeling
• Trading and Investment Analysis
• Investment Management
• Referral Identification
• Preferred CRPC designation

Required Qualifications:

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• CFP® or CPWA® designation and/or maintain at least one firm approved designation
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Possess and demonstrate strong communication skills
• Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
• Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
• Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way​

Desired Qualifications:

• CRPC designation preferred

High School Diploma / GED / Secondary School or equivalent

Job Responsibilities

• Maintaining SNAPurchase/Sales/Inventory(PSI) as well as Account (Dealer) PSI in order to maximize sales opportunities while minimizing inventory risk.

• Building an accurate Sell-out/Sell-in forecast by diligently analyzing Customer demand/Sales trend for financial accuracy.

• Executing inventory allocation to Sales orders while working closely with Marketing, Logistics and order Management groups.

• Issuing Reports and arranging Mtg for above activities.

Qualifications:

• Bachelor’s Degree in related field is required (Business, Supply Chain, Finance, Economics, Data Science or relevant field)

• Minimum 3-5 years related experience, preferably in Consumer Electronics (CE) industry

• Proficiency in Microsoft Excel and experience with data analysis tools

• Experience with demand planning software or ERP systems

• Must have excellent written and verbal communication

• The ability to work independently, prioritize duties and work within tight deadlines

• Must be self-motivated self-starter, strong analytical and problem-solving skills with a keen attention to detail, and have ability to handle multiple assignments simultaneously

The anticipated base pay range for this position is $76,375to $101,834The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job.

In addition to a competitive base salary this position is also eligible for a