• Pipeline Account Manager III

    PennyMac (Carrollton, TX)
    …level problem solving. The Pipeline Accounts Manager will : + Manage high volume, high net worth , complex client accounts and assist in capacity planning ... + Conduct quarterly book reviews and loan level file review to senior leaders and senior management + Perform other related duties as required and assigned +… more
    PennyMac (10/02/25)
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  • AWM Treasury Team Lead

    JPMorgan Chase (Plano, TX)
    …a global leader managing $6.4 trillion in client assets, and work with institutions, high - net - worth team members, and retail investors worldwide. This role ... and Wealth Management team, you will collaborate closely with senior stakeholders across Finance, Risk, Technology, Control Management, Legal,...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
    JPMorgan Chase (07/31/25)
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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...the company. * Working with engineers, product managers and senior leadership to turn our vision into a tangible… more
    Coinbase (09/26/25)
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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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  • Jr. CPA

    Insight Global (San Antonio, TX)
    … attention to detail and ability to manage multiple deadlines * Experience with high - net - worth individuals or closely held businesses * Exposure to tax ... clients * Assist with IRS and state audit responses * Collaborate with senior staff on client deliverables and special projects * Identify process improvements and… more
    Insight Global (09/25/25)
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  • Trust Services Internship Program - Early Careers

    Wells Fargo (Austin, TX)
    …the **Trust Services** team offers personalized advice and fiduciary services to help high - net - worth individuals and families build, manage, preserve, and ... Overview** WIM Early Careers seeks to attract, develop, and retain exceptional rising- senior students to Wealth & Investment Management. Our goal is to build… more
    Wells Fargo (09/24/25)
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  • Account Executive - Corporate - Central

    Qualtrics (Dallas, TX)
    …software the world's best brands use to deliver exceptional frontline experiences, build high -performing teams, and design products people love. But we are more than ... disdain for convention-but most of all it requires close-knit, high -functioning teams with an unwavering dedication to serving our...5,000 people across the globe who think that's work worth doing. **Account Executive - Corporate - Central** **Why… more
    Qualtrics (08/27/25)
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  • Administrative Assistant

    US Tech Solutions (Frisco, TX)
    …coordination efforts. **Role responsibilities:** + Coordinate and communicate meetings for high - net - worth clients in multiple locations across multiple ... **Job Description:** The Senior Administrative Assistant provides support to meet the...teammates; cover other duties during vacations. **Educational Requirements:** + High School Preferred **Work Experience:** + 2+ Years Preferred… more
    US Tech Solutions (07/18/25)
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  • Analyst, Asset Management

    SitusAMC (Dallas, TX)
    …covenant tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... Team and Servicing team to deliver accurate, timely and consistently high -quality services. Candidates should possess strong analytical skills, advanced Excel skills… more
    SitusAMC (07/10/25)
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  • Head of Family Office - Tax

    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, ... and financial operations for a substantial family office. This senior role offers a rare blend of autonomy, flexibility...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
    Robert Half Finance & Accounting (09/19/25)
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