- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager ...Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You ... is looking for an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join...contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO)… more
- Comerica (Dallas, TX)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and ... a leader for the trust organization to sell Comerica's trust products across personal and institutional markets. Provide input to sales strategies across all… more
- UMB Bank (Austin, TX)
- …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate ... UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal… more
- Citigroup (Houston, TX)
- The Transaction & Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... the business. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Structured Finance and Structured Credit. Must… more
- Charles Schwab (Westlake, TX)
- …candidate for this role to work on site in the specified locations. ** Manager Strategic Planning, Banking and Trust Services** will primarily be responsible ... in it for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your… more
- SHI (Austin, TX)
- …thrive - in our offices or yours.** **Job Summary** The Microsoft Customer Success Manager is responsible for retention and growth of SHI Microsoft business within a ... given region. The Customer Success Manager will work closely with SHI sellers and build...teams to ensure a positive customer experience and foster trust . This position is required to report to the… more
- City National Bank (Dallas, TX)
- …regulatory changes and expectations. Key areas of focus and involvement include: Personal and Employee Benefit Trust Administration, Retirement and Custody ... *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The...to meet plan for the individual audit. * Takes personal responsibility for a complete, multi-stage project (audit) *… more
- Cherry Bekaert (Austin, TX)
- …respect and confidence of the partners through clear and concise team direction. Personal and Professional Development + Earn confidence, trust and respect from ... Tax (https://www.cbh.com/services/tax/state-local-tax/#:~:text=Our%20State%20%26%20Local%20Tax%20service,local%20tax%20overpayment%20or%20underpayment.) team is looking for a **Sales Tax Manager ** with a background in Sales & Use Tax… more
- Bank of America (The Woodlands, TX)
- Merrill Market Client Relationship Manager The Woodlands, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/The-Woodlands/Merrill-Market-Client-Relationship- Manager \_25022543-1) **Job Description:** Merrill Wealth Management is a leading… more