• Senior Regional Manager , Schwab Wealth…

    Charles Schwab (Westlake, TX)
    …to meet income generation, risk mitigation, and liquidity needs. As a **Senior Regional Manager ** you will coach and counsel a team of 10-12 Wealth Advisors and ... your contributions, consider a career as a Senior Regional Manager . **What you are good at** - **Motivating** -...financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The… more
    Charles Schwab (08/20/25)
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  • Sr. Team Manager , Centralized Planning…

    Charles Schwab (Westlake, TX)
    …with extensive financial services experience to lead and coach their team of CFP (R) professionals. Managing performance - Part of this role includes the monitoring ... inherent in our industry. **What you have:** Required Qualifications: + Bachelor's degree + CFP (R) designation + Active and valid FINRA Series 7 license + Active and… more
    Charles Schwab (08/14/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Austin, TX)
    …for this role ends on June 1, 2026 Work you'll do: As a Manager within the Sustainability: Renewable Energy practice, you will advise clients on tax issues ... to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate… more
    Deloitte (08/23/25)
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  • Tax Manager - Real Estate

    Deloitte (Fort Worth, TX)
    …should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May 31, 2026. What You'll Do Deloitte Tax ... estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
    Deloitte (08/21/25)
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  • Tax Manager - Private Equity

    Deloitte (Fort Worth, TX)
    …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 experience or large… more
    Deloitte (08/18/25)
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  • Private Client Manager II

    Bank of America (Frisco, TX)
    Private Client Manager II New York, New York;Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Client- Manager -II\_24027652) **Job Description:** At Bank of America, we are… more
    Bank of America (07/30/25)
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  • Huntington Commercial Bank Regional Manager

    Huntington National Bank (Austin, TX)
    Description Summary:Huntington Commercial Bank Regional Manager will manage the Commercial banking activities for Austin, Texas. Our new colleague will develop ... or related field. Preferred Qualifications: + MBA or advanced certifications (eg, CFA, CFP , CBM). + 10+ years of experience leading and motivating commercial bank… more
    Huntington National Bank (08/27/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Austin, TX)
    …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more
    Deloitte (08/23/25)
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  • Relationship Manager - Private Wealth

    CIBC (Austin, TX)
    …(https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high-net-worth ... bachelor's degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred. + **Wealth management expertise:** You bring 8+ years of… more
    CIBC (08/23/25)
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  • Tax Manager - Federal / Corporate Tax

    Deloitte (Houston, TX)
    …for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
    Deloitte (08/21/25)
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