- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: Starting ... local firm) + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift… more
- Charles Schwab (Westlake, TX)
- …now have a unique opportunity to expand our lending capabilities by targeting Schwab's high net worth (HNW) clients and registered investment advisory (RIA) ... HNW clients and RIA firms with complex credit profiles, and higher service level expectations requiring a different approach with specialized expertise to serve… more
- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join...brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity,… more
- Charles Schwab (Westlake, TX)
- …Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service , on-going comprehensive guidance and advice to clients in ... needs. + Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs + Retain existing clients,… more
- WTW (Houston, TX)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... the performance review of team members + Provide timely / quality feedback to service team members; assist team members in acquiring new skills + Help to identify… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Following… more
- Truist (Houston, TX)
- …Truist Wealth team is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra- high net worth ... the team as credible and capable financial partners to high net worth and ultra-...and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning,… more
- Bank of America (Houston, TX)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in wealth ... on topics impacting the U/HNW client segment, or provide service to clients. Assist with the retention of U/HNW...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
- CIBC (Austin, TX)
- …As a **Relationship Manager,** you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... Succeed** + **Manage client relationships:** Oversee a portfolio of high - net - worth clients to ensure strong...profit performance-taking timely action when needed. + **Deliver exceptional service :** Foster a high -touch service … more
- Raymond James Financial, Inc. (TX)
- …to create customized lending solutions for high - net worth (HNW) and ultra- high net worth (UHNW) clients of the firm. The ideal candidate will ... Critical thinking, problem solving and creativity. + Providing a high level of service in the spirit...+ Conduct transactions for high profile and high net worth clients. +… more