- Maxwell Locke & Ritter (Round Rock, TX)
- …Doing As a family office associate, you will provide financial services to ultra- high net - worth clients, including bill pay, payroll administration, ... + Minimum 5 years of experience as a full-charge bookkeeper and/or office manager , including financial statement preparation or working in a family office +… more
- 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) ... donors under assignment, the Associate Director may also serve as a people manager , offering supervision and management to Assistant Directors, Major Gifts and Sr.… more
- AIG (Milano, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... staff development, moving us forward As A&H Individual Product Manager in AIG your main tasks will be divided...to attract and retain top industry talent and develop high performing teams * Drive a culture that promotes… more
- Bank of America (Dallas, TX)
- …servicing existing client assets and assisting with the prospecting of ultra- high - net - worth and institutional investors. **Responsibilities:** Developing a ... order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification. **Qualifications:** + 8+ years… more
- Citigroup (San Antonio, TX)
- …be responsible for handling end-to- end brokerage account servicing and trading requests for high - net - worth clients in a contact center setting for domestic ... customer experience. + Provide quarterly value-added engagement with clients - high touch, remote, consistent communication, etc. + Refer opportunities to segment… more
- PNC (Dallas, TX)
- …Introduces and sells, both inside and outside of the office, products and services to high - net - worth clients. Demonstrates a high degree of knowledge in ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment visas or participate… more
- 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
- 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
- Bank of America (Houston, 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 ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Bank of America (Dallas, TX)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... * Causation Analysis * Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
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