• Private Banking Manager

    Zions Bancorporation (San Antonio, TX)
    …overseeing strategic relationship building, integrated business development, and the retention of high - net - worth private banking clients. This role involves ... needs and provide expert financial advice and personalized banking solutions to high - net - worth clients. Provide holistic financial advice in coordination… more
    Zions Bancorporation (03/29/25)
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  • Structured Credit Executive - Private Bank

    Bank of America (Austin, TX)
    …structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. **Responsibilities:** * Leads the growth of ... client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a… more
    Bank of America (04/11/25)
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  • Tax Manager - CPA

    Kelly Services (Dallas, TX)
    …+ Business owners requiring integrated personal and business tax strategies + High - net - worth individuals seeking advanced tax planning solutions The ... TX **Job Type:** Full-Time (Direct Hire) **Industry:** Tax, Accounting, and Wealth Management **Client:** Confidential **About the Company:** A Dallas-based firm… more
    Kelly Services (05/31/25)
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  • Personal Lines Account Manager

    HUB International (Houston, TX)
    …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including Chubb, ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...+ Ability to work in a team environment. + High School diploma or equivalent; AA and/or college degree… more
    HUB International (06/03/25)
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  • Private Client Account Manager

    HUB International (San Antonio, TX)
    …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including Chubb, ... risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees...+ Ability to work in a team environment. + High School diploma or equivalent; college degree preferred. +… more
    HUB International (05/16/25)
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  • Private Client Manager II

    Bank of America (Frisco, TX)
    …of influence **Required Skills:** + 15+ years' experience in private banking (ultra high - net - worth space), business development and relationship management + ... knowledge of banking and credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial aptitude a must +… more
    Bank of America (04/30/25)
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  • Tax Manager

    Kelly Services (Dallas, TX)
    …is a direct hire opportunity with a well-established firm that works closely with high - net - worth individuals and business owners to deliver strategic tax ... planning, outsourced accounting, and wealth management. **Pay:** $140,000-$150,000 **Schedule:** Monday to Friday **Location:** On-site in Dallas, TX (potential for… more
    Kelly Services (06/03/25)
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  • Advisor Development Program Financial Solutions…

    Bank of America (Waco, TX)
    …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to… more
    Bank of America (04/30/25)
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