- AIG (Dallas, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Senior Executive Underwriter, AIGRM Join us as ...build effective relationships with brokers and to deliver a high standard of customer service as an example for… 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 ... Description We are looking for a dedicated and experienced Tax Manager (Experienced / Senior -Level) and Tax Manager (Junior to Mid-Level) to join our team in Dallas,… more
- AIG (Dallas, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... and exposures for new and renewal business. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing… 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 ... **Tax Senior Manager** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about… more
- 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) ... closed. Demonstrated experience working with faculty, executive leadership teams, senior campaign/board members and fellow development professionals to execute… more
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... reimagining the way we help customers to manage risk. Join us as a Senior Underwriter, Primary Casualty to play your part in that transformation. It's an opportunity… more
- Charles Schwab (Westlake, TX)
- …as part of a dynamic legal team, in support of Schwab's lending initiatives to Affluent Clients, High Net Worth Individuals and Ultra High Net ... multi-faceted lending platforms. This position will work closely with client-facing Senior Bankers, Credit and Operations colleagues with loan transactions from… more
- Charles Schwab (Westlake, TX)
- …ability to quickly learn new software applications **Preferred Qualifications:** + Experience serving high net worth clientele and resolving escalations + ... As an Associate Alternative you will play a critical role helping our ultra- high - net - worth (UHNW) clients incorporate alternative investments into their… more
- Citigroup (Houston, TX)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... focused on clients with a minimum net worth of $25mm and serves 40%...and implement investment solutions. + Job Requirements + Provide high level of support, including but not limited to… more
- Kestra Financial (Plano, TX)
- …our team. As a member of Symphony Wealth Group, you will engage with high - net - worth clients, providing customized wealth management solutions tailored to ... in the development and management of investment portfolios for high - net - worth individuals and families. +...worth individuals and families. + Work closely with senior advisors to create personalized financial plans based on… more
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