- Charles Schwab (Westlake, TX)
- …** + Understanding of the financial services industry and/or securities industry + Ultra High Net Worth client experience is preferred not required + ... be the opportunity for you. **What you have** We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential… 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
- 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 ... verbally and in writing + Drive private banking credit execution to deliver high quality custom credit solutions to existing and new clients while meeting goals… more
- Wells Fargo (Carrollton, TX)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... for the branch. **In this role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of… more
- Kelly Services (Dallas, TX)
- …+ Business owners requiring integrated personal and business tax strategies + High - net - worth individuals seeking advanced tax planning solutions The ... project management software + Experience with QuickBooks (desktop and online) + High level of professionalism, discretion, and reliability + Strong leadership and… more
- Zions Bancorporation (Houston, TX)
- …setting. Key Responsibilities: + Serve as the go-to advisor for a portfolio of high - net - worth clients, managing all aspects of their banking relationship. + ... We're looking for a seasoned Private Banking Relationship Manager to join our high -performing team in downtown Houston, working from the iconic Esperson Building. If… more
- PennyMac (Plano, TX)
- …level problem solving. The Pipeline Accounts Manager will : + Manage high volume, high net worth , complex client accounts and assist in capacity planning ... within assigned regions + Lead team to review all pipeline loans for invalid stipulations or identification of alternative solutions + Identify and resolve client issues/friction and escalate to department leadership as necessary + Oversee onboarding and… more
- Gavin de Becker & Associates (Austin, TX)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. + Experience working in one ... subject-matter experts for specific assignments + Collaborate with senior leadership on high -level decisions + Plan shift schedules and make adjustments based on… 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 ... public accounting, exceptional leadership skills, and a commitment to delivering high -quality results. Responsibilities: * Manage and review tax filings for various… more
- US Tech Solutions (Frisco, TX)
- …coordination efforts. **Role responsibilities:** + Coordinate and communicate meetings for high - net - worth clients in multiple locations across multiple ... + Assist teammates; cover other duties during vacations. **Educational Requirements:** + High School Preferred **Work Experience:** + 2+ Years Preferred **About US… more
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