- 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
- PennyMac (Plano, TX)
- …loan level problem solving. The Pipeline Accounts Manager will : + Manage high volume, high net worth , complex client accounts and assist in capacity ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager III will lead multiple customer facing operational organizations...to build strong, lasting client relationships. As the Accounts Manager , you will serve as the central point… 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
- 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 **Job...approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills +… 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
- Robert Half Finance & Accounting (Carrollton, TX)
- …and active engagement in sustaining and growing a successful practice of high - net - worth clients. Responsibilities: * Develop long-term relationships with ... Description We are seeking a Tax Manager - Public to join our team in...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… 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
- 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
- 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 (Plano, 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
- Bank of America (Frisco, TX)
- …**Job Description:** Responsible for delivery of integrated credit solutions to corporate and high net worth clients. Partner closely with client-facing ... credit worthiness and appropriate credit product solutions + Analyzing High Net Worth Individuals' financial...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… 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)
- …SCU performs and documents in-depth financial analysis for credit approval of ultra- high - net - worth clients (individuals, family offices, trusts, special ... Beach, California; Atlanta, Georgia; Pasadena, California; Dallas, Texas; Fort Worth , Texas; Charlotte, North Carolina; Miami, Florida; Chicago, Illinois **Job… 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
- The Coca-Cola Company (Plano, TX)
- …willing to relocate to the Plano, Texas area. **Additional Location** : Dallas-Fort Worth area. **Travel:** This role requires up to 50% travel, with an expectation ... growth in revenue, volume, market share, and transactions. This role involves high -level engagement with bottling partners and stakeholders, requiring up to 50%… more