- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... The Wealth Management Select Client Manager (CM) is a critical role leading our...brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity,… more
- Bank of America (Dallas, TX)
- Ultra High Net Worth Portfolio Strategist Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Ultra- High - Net - Worth -Portfolio-Strategist\_25014318-2) **Job Description:** At Bank… more
- Wells Fargo (Dallas, TX)
- …trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs. May ... partner with a Relationship Manager or act as Relationship Manager in...directors and their donors + Experience working within the High Net Worth (HNW) Ultra… more
- JPMorgan Chase (Dallas, TX)
- …the Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... The Relationship Manager is an essential member of the Financial...Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends… more
- Bank of America (Frisco, 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...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Dallas, TX)
- …CM performs and documents in-depth financial analysis for credit approval of ultra- high - net - worth clients (individuals, family offices, trusts, special ... Credit Manager /Sr Credit Underwriter Global Wealth & Investment Management...*Oral Communications *Problem Solving *Risk Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- PennyMac (Plano, TX)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager II ensures consistent delivery of a best-in-class client...meet all service level agreements. As the Pipeline Accounts Manager , you will serve as the central point… more
- Bank of America (Frisco, TX)
- …of influence **Required Skills:** + 15+ years' experience in private banking (ultra high - net - worth space), business development and relationship management + ... Private Client Manager II New York, New York;Frisco, Texas **To...approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills +… more
- Moss Adams LLP (Dallas, TX)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... **Tax Senior Manager ** **Description** At Moss Adams, we champion authenticity....Focus. **Responsibilities** : + Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.… more
- First Horizon Bank (Plano, TX)
- …lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing ... industries of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager will provide business depository, treasury management, and business… more
- Moss Adams LLP (Dallas, TX)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... **Tax Manager ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our… more
- Deloitte (Dallas, TX)
- UKG HRCO WFM Senior Manager Are you passionate about helping clients realize their ROI related to technology transformations? Do you love finding the right support ... UKG Technical Architecture, including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+ years of experience in… more
- HUB International (Dallas, TX)
- …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including Chubb, ... + Ability to work in a team environment. + High School diploma or equivalent; AA and/or college degree...relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an… more
- Deloitte (Dallas, TX)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
- Bank of America (Dallas, TX)
- …strategic advice to the Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including ... **Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- SitusAMC (Dallas, TX)
- …covenant tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... Team and Servicing team to deliver accurate, timely and consistently high -quality services. Candidates should possess strong analytical skills, advanced Excel skills… more
- Omni Hotels (Dallas, TX)
- …travel advisors, tour operators, consortia (eg, Virtuoso, Signature, Ensemble) and other high - net - worth travel influencers. + Collaborate with property teams ... to strengthen relationships with key luxury travel advisors, consortia, and high -end agencies, representing their portfolio as a top-tier luxury offering. This… more
- Bank of America (Rockwall, TX)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... * Causation Analysis * Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- M&T Bank (Dallas, TX)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... responsibility, with supervision. **Primary Responsibilities:** + Support the Relationship Manager with oversight of client relationships, making appropriate recommendations… more