- AIG (Milano, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- Bank of America (Dallas, TX)
- …servicing existing client assets and assisting with the prospecting of ultra- high - net - worth and institutional investors. **Responsibilities:** Developing a ... comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets. + Creating and executing a business strategy that… more
- AIG (Milano, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- Robert Half Finance & Accounting (Dallas, TX)
- …+ Family office or multi-family office background strongly preferred + Expertise in high - net - worth structures, estate planning, and compliance + Discreet, ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… 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 ... Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. **Responsibilities** : + Advise clients on corporate, partnership,… 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 ... flow methodology for complex tax returns including, but not limited to, partnerships, corporations, S-corporations, as well as, treatment of capital gains and trust income + Must be highly proficient in Excel and Word Why You Should Join As one of the top… 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 ... Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. **Responsibilities** : + Serve as the primary engagement manager with… more
- City National Bank (Dallas, TX)
- …including corporate, syndicated, and leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan ... products. * Thorough knowledge of Probability of Default (PD) and Loss Given Default (LGD) systems required. * Must be able to lead a team of examiners in the successful completion of credit risk review activities and related projects. * Must be able to work… more
- Deloitte (Fort Worth, 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
- Truist (Houston, TX)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... strong consultative and client management skills with the ability to sell a wide range of products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted client mandates and coordinated… more