- 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 **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance is informed by our Chief Investment… more
- Bank of America (Dallas, 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 , Global Wealth & Investment Management Custom Lending...Making + Mentoring + Portfolio Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Robert Half Management Resources (Dallas, TX)
- …efficiency. * Provide strategic tax planning and prepare quarterly estimates for high - net - worth clients and businesses. * Collaborate with leadership ... Description We are looking for a dedicated and experienced Tax Manager (Experienced / Senior-Level) and Tax Manager (Junior to Mid-Level) to join our team in… 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
- Kelly Services (Dallas, TX)
- …is a direct hire opportunity with a well-established firm that works closely with high - net - worth individuals and business owners to deliver strategic tax ... is a career opportunity to join a firm that values expertise, high standards, and personal client relationships. You'll be working alongside seasoned professionals… more
- Kelly Services (Dallas, TX)
- …+ Business owners requiring integrated personal and business tax strategies + High - net - worth individuals seeking advanced tax planning solutions The ... **Job Title:** Tax Manager **Location:** Dallas, TX **Job Type:** Full-Time (Direct...software + Experience with QuickBooks (desktop and online) + High level of professionalism, discretion, and reliability + Strong… more
- AIG (Dallas, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... as insurance professionals and add more value to our customers and AIG. Underwriting Manager , Corporate Accounts How you will create an impact + Reports Directly to… more
- First Horizon Bank (Dallas, 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
- Citigroup (Irving, TX)
- …Develop Customer Engagement journeys in Citi's Private Banking Mobile application for high net - worth private banking clients. Drive end-to-end delivery ... by participating in full Software Development Life Cycle involving Requirement Grooming, Design, Development, User Acceptance Testing, Production deployment, Friendly User Testing, and Customer Launch Support during the critical care period. Conduct automated… 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
- Citigroup (Irving, TX)
- …and appropriateness of risk ratings and classifications of corporate, commercial, and high - net worth relationships. Meet with stakeholders to conduct ... of progressively responsible, experience as a Remedial Management Senior Officer, Credit Manager , Senior Credit Analyst, Credit Risk Manager , or related position… more
- Qualtrics (Dallas, TX)
- …software the world's best brands use to deliver exceptional frontline experiences, build high -performing teams, and design products people love. But we are more than ... disdain for convention-but most of all it requires close-knit, high -functioning teams with an unwavering dedication to serving our...6,000 people across the globe who think that's work worth doing. **Account Executive - K-12** **Why We Have… 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