- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX ... local laws. What You'll Be Doing As a tax manager , you will lead client tax engagements from start...+ Experience providing tax consulting and compliance services to high - net - worth individuals and family groups… more
- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... and identify trends, suggests improvements, and provides analysis/feedback to Relationship Manager . + Resolves complex client issues related to products or processes… more
- PennyMac (Carrollton, 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
- CIBC (Austin, TX)
- …a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... **How You'll Succeed** + **Manage client relationships:** Oversee a portfolio of high - net - worth clients to ensure strong retention and continued business… more
- CIBC (Dallas, TX)
- …Relationship Manager ** , you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... objectives and organizational policies. + **Expand your portfolio:** Acquire new high - net - worth clients with complex financial needs by engaging in… more
- Baylor Scott & White Health (Fort Worth, TX)
- …This position supports and/or manages the development, cultivation, and solicitation of high net - worth constituents. Creates and implements specific ... **JOB SUMMARY** ** Manager Foundation - All Saints Fort Worth...with sophisticated relationship building such as - private banking, high net - worth sales, and/or major… more
- Grant Thornton (Houston, TX)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of...+ Providing tax planning and consulting to our firm's high net worth clients for… more
- City National Bank (Austin, TX)
- … MANAGER * WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra- high net worth clients that will require additional white glove servicer, ... As the operational expert for the client, the Account Officer/ Manager is positioned to proactively execute on the concepts...and reporting * 5 years of experience working with high - net worth clients * Excellent… more
- Zions Bancorporation (San Antonio, TX)
- …overseeing strategic relationship building, integrated business development, and the retention of high - net - worth private banking clients. This role involves ... seeking top candidates for the role of **Private Banking Manager ** to join our premier community bank in **Downtown...provide expert financial advice and personalized banking solutions to high - net - worth clients. Provide holistic financial… more
- City National Bank (Austin, TX)
- …the Preferred Banking RM's for business development and relationship management activities to support high - net - worth and ultra- high - net prospects and ... *SR MANAGER OPERATIONS- PREFERRED BANKING* WHAT IS THE OPPORTUNITY?...newly developed relationships. Retains and grows client relationships through high touch service analysis, and solutions to individuals and… more
- HUB International (Fort Worth, TX)
- …years of experience in Personal Lines Account Management, with at least 3 years in the high - net - worth or Private Client segment. + Experience with high - ... + Current Texas General Lines - Property & Casualty license required + High School diploma or equivalent; AA and/or college degree preferred. **\#LI-KP1** Department… more
- HCA Healthcare (El Paso, TX)
- …to delivering respectful, compassionate care, and where the unique and intrinsic worth of each individual is recognized. Submit your application for the opportunity ... vary by location._** We are seeking a(an) RN Clinic Manager for our team to ensure that we continue...ensure that we continue to provide all patients with high quality, efficient care. Did you get into our… more
- Wells Fargo (Houston, TX)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager… more
- PennyMac (Carrollton, 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
- Danfoss (Houston, TX)
- Account Manager - Data Center Sales Team - Remote Req ID: 45947 Job Location (Short): Houston, USA Employment Type: Full Time Segment: Danfoss Power Solutions ... Danfoss is looking for an passionate and self-driven Account Manager to be responsible for sales in the Data...Data Center strategy with focus on identifying and closing net new wins + Develops and maintains broad relationships… more
- Cherry Bekaert (Austin, TX)
- …Solve problems for clients in industries such as real estate, professional services, and high net worth individuals + Manage engagements and provide ... Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a **Tax Manager ** to support any of our locations. The successful candidate will… more
- Charles Schwab (Westlake, TX)
- …that continuously challenges the status quo, positioning Schwab as a leader in the Ultra High Net Worth (UHNW), clients with more than $10M in assets. ... Director of SPWS Client Experience within SPWS, the Senior Manager role is charged with delivering thoughtful, insightful, ...Manager role is charged with delivering thoughtful, insightful, high impact contributions across a range of " high… more
- PennyMac (Plano, TX)
- …of FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... homeownership through the complete mortgage journey. A Typical Day The Underwriter Manager is responsible for managing and supporting the underwriting function in… more
- Vanguard (Dallas, TX)
- …for Retail, with a particular focus on attracting new high value and high net worth clients and generating advisor consultations among existing clients ... that arise within the team, ensuring smooth operations and high client satisfaction. + Innovation: Encourage creative thinking and...need to interact with clients in specific scenarios where manager is necessary. + Assists in the development of… 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 ... **Location:** On site in Dallas, TX **Summary** The Prive Client Relationship Manager will provide business depository, treasury management, and business… more