• Director, Legal Counsel, Community Development…

    Charles Schwab (Westlake, TX)
    …part of a dynamic legal team, in support of Schwab's lending initiatives to Affluent Clients, High Net Worth Individuals and Ultra High Net ... Director & Legal Counsel, Community Development Investments and Bank Lending Products to be based in Westlake, Texas. This...existing legal team that supports CSB, CSPB and CS&Co's lending initiatives. As a member of the Banking, Retirement… more
    Charles Schwab (04/26/25)
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  • Senior Credit Underwriter, Global Wealth…

    Bank of America (Fort Worth, TX)
    …SCU performs and documents in-depth financial analysis for credit approval of ultra- high - net - worth clients (individuals, family offices, trusts, special ... Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena,… more
    Bank of America (05/08/25)
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  • Merrill Financial Solutions Advisor - Fort…

    Bank of America (Fort Worth, TX)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...communities around the world by connecting them to the lending , investing and giving they need to remain vibrant… more
    Bank of America (05/15/25)
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  • Alternative Investments Financing Senior Lead…

    Wells Fargo (Irving, TX)
    …to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital and Hedge Fund ... seeking a **Senior** **Lead Wealth Underwriter** in the Banking, Lending , & Trust's (BL&T) center of excellence within Wealth...writing + Drive private banking credit execution to deliver high quality custom credit solutions to existing and new… more
    Wells Fargo (06/01/25)
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  • Senior Private Client Relationship Manager

    First Horizon Bank (Fort Worth, TX)
    lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing ... **Description** **Location:** On site in Fort Worth , TX **Summary** As a Private Bankers (PB), you are responsible for business development of professional… more
    First Horizon Bank (05/09/25)
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