• JP Morgan Advisors - Relationship Manager

    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 ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
    JPMorgan Chase (06/19/25)
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  • Director, Major Gifts

    MD Anderson Cancer Center (Houston, TX)
    …Major Giving. *Stakeholder Engagement (40%)* Display the ability to investigate, qualify and solicit high net worth donors ($1-5M; multiple Board of Visitor ... new donor opportunities and plan/execute on deeply meaningful cultivation strategies for high net - worth constituents and stakeholders (new and established)… more
    MD Anderson Cancer Center (06/05/25)
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  • Private Banking Manager - Downtown

    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 ... needs and provide expert financial advice and personalized banking solutions to high - net - worth clients. Provide holistic financial advice in coordination… more
    Zions Bancorporation (08/02/25)
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  • Wealth Advisor

    Zions Bancorporation (Houston, TX)
    …and present complex financial modeling. + Exhibit a track record of building and managing high net worth client relationships, with a proven history of ... division within the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses. These services… more
    Zions Bancorporation (07/23/25)
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  • Attorney - Consumer Banking & Wealth Mgmt

    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 ... staff. **Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services + Provides legal support in… more
    Bank of America (06/27/25)
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  • Financial Services Representative - Retirement…

    Bank of America (Fort Worth, TX)
    …and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net - worth clients, casual investors, and active traders ... Financial Services Representative - Retirement and Benefits-Bilingual Spanish Fort Worth , Texas **To proceed with your application, you must be at least 18 years of… more
    Bank of America (08/02/25)
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  • Family Office Bookkeeping Associate

    Maxwell Locke & Ritter (Round Rock, TX)
    …Doing As a family office associate, you will provide financial services to ultra- high net - worth clients, including bill pay, payroll administration, ... priorities and meet deadlines while working independently + Ability to maintain a high level of accuracy + Experience managing multiple clients with varying needs… more
    Maxwell Locke & Ritter (07/09/25)
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  • Private Client Manager II

    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 + ... a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who… more
    Bank of America (07/30/25)
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  • Alternative Investments Financing Lead Wealth…

    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 ... writing + Drive private banking credit execution to deliver high quality custom credit solutions to existing and new...complex initiatives within a large geographical region to deliver high quality custom credit solutions with broad impact +… more
    Wells Fargo (07/29/25)
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  • Director, CRE Loan Origination

    SitusAMC (Dallas, TX)
    …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to...+ Proven track record of originating and closing a high volume of securitized CRE conduit loans + At… more
    SitusAMC (06/06/25)
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