• Wealth Management Client Relationship Manager

    TIAA (Frisco, TX)
    …Manager partners with Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under moderate supervision, this ... job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their financial goals. This includes managing the… more
    TIAA (10/01/25)
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  • Business Development Specialist

    City National Bank (Houston, TX)
    …Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors to the ... efforts to establish contact with targeted FAs and CPAs to use CNR's High Net Worth services using all means of communications, including phone, attendance… more
    City National Bank (08/28/25)
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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 (08/24/25)
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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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  • 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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  • Associate Director, Major Gifts

    MD Anderson Cancer Center (Houston, TX)
    …new donor opportunities and plan/execute on deeply meaningful cultivation strategies for high net - worth constituents and stakeholders (new and established) ... leads * Solicit and secure six and seven figure gifts delivering significant, net new gift revenue to the institution annually Perception and Attentiveness (40%)… more
    MD Anderson Cancer Center (08/21/25)
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  • Software Engineer, Frontend (Consumer - Trust…

    Coinbase (Austin, TX)
    …Engineer to join Trust & Loyalty to build a new suite of products that target high net worth individuals (HNWI). This new team will work very closely ... who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to...with designers, engineers, and product managers. * You write high quality, well tested code to meet the needs… more
    Coinbase (09/26/25)
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  • Private Mortgage Banker (Safe)

    Wells Fargo (Frisco, TX)
    …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide...and other non-traditional sources + Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage… more
    Wells Fargo (09/12/25)
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  • Associate Director, Planned Giving

    MD Anderson Cancer Center (Houston, TX)
    …new donor opportunities and plan/execute on deeply meaningful cultivation strategies for high net - worth constituents and stakeholders (new and established) ... of individual philanthropy and the philanthropic process. Ability to maintain a high level of consistent productivity. Track record of expanding donor participation… more
    MD Anderson Cancer Center (08/13/25)
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  • Partnership Taxation Senior Associate

    Grant Thornton (Dallas, TX)
    …in other tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies ... we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your...thrive in your role to meet client needs, deliver high -value solutions, and help you achieve more, confidently. Your… more
    Grant Thornton (09/25/25)
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