• Wealth Market Manager - Irvine or Houston

    Zions Bancorporation (Irvine, CA)
    …division within the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses. These services often ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by _American Banker as_ one of… more
    Zions Bancorporation (05/29/25)
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  • Senior Lead Private Wealth Portfolio…

    Wells Fargo (San Francisco, CA)
    … Manager . **In this role, you will:** + Identify and recommend opportunities for Ultra High Net worth clients and their investments + Make decisions and ... resolve issues regarding investment policy construction, strategic and tactical asset allocation, supervision of investment implementation, and discretionary portfolio rebalancing + Partner with other leaders to provide a robust, holistic set of financial… more
    Wells Fargo (07/26/25)
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  • Tax Manager - Partnerships

    Moss Adams LLP (Walnut Creek, CA)
    …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... **Tax Manager - Partnerships** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you,… more
    Moss Adams LLP (07/23/25)
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  • Ukg Hrco WFM Senior Manager

    Deloitte (San Francisco, CA)
    UKG HRCO WFM Senior Manager Are you passionate about helping clients realize their ROI related to technology transformations? Do you love finding the right support ... UKG Technical Architecture, including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+ years of experience in… more
    Deloitte (06/14/25)
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  • Delivery Tax Manager - Global Employer…

    Deloitte (Sacramento, CA)
    …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
    Deloitte (07/31/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
    Citigroup (07/16/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
    Citigroup (05/25/25)
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  • Wealth Management, Senior Alternative Investment…

    JPMorgan Chase (Los Angeles, CA)
    …management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
    JPMorgan Chase (08/02/25)
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  • JP Morgan Wealth Management - Vice President…

    JPMorgan Chase (Los Angeles, CA)
    …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies...& practice partners without daily contact with one's direct manager + Ability to comfortably use numbers to provide… more
    JPMorgan Chase (06/15/25)
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  • Wealth Strategies Advisor

    Bank of America (Walnut Creek, CA)
    …are interested in wealth planning services to address their high - and ultra- high net worth clients' trust, estate/wealth transfer, and financial planning ... in new business opportunities with high - or ultra- high net worth clients and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (06/17/25)
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