- 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
- JPMorgan Chase (Dallas, TX)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Citigroup (Houston, TX)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Wells Fargo (Fort Worth, TX)
- …+ Deliver ongoing education and training to Financial Advisors, equipping them to better serve high - net - worth (HNW) and ultra- high - net - worth ... to accelerate integration. + Act as a strategic advisor to senior leadership, contributing insights and recommendations that shape companywide financial growth… more
- Lockheed Martin (Fort Worth, TX)
- **Description:** **Systems Engineer Sr** **Location: Fort Worth TX** **What You Will Be Doing** As a Senior Systems Engineer on the F\-35 Sustainment Supply ... the efficiency and readiness of the F\-35 supply network\. This high \-visibility position involves analyzing, decomposing, and aggregating program information to… more
- 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 ... OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent...contact with targeted FAs and CPAs to use CNR's High Net Worth services using… more
- 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 (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
- Coinbase (Austin, TX)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want… more
- SitusAMC (Dallas, TX)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... of credit quality to present a financing request to senior management, loan approval committee and credit risk for...execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to… more
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