- Oracle (Austin, TX)
- …Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of ... within the PE ecosystem. Key Responsibilities: Identify and build relationships with Private Equity firms. Present NetSuite value prop to PE firms Collaborate with… more
- Deloitte (Houston, TX)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll ... Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- JPMorgan Chase (Houston, TX)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... take your career to the next level. As a Private Banker Associate in the US Private ...a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of… more
- Deloitte (Fort Worth, TX)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Grant Thornton (Houston, TX)
- As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From… more
- JPMorgan Chase (Plano, TX)
- …Associate based in Plano, Texas. This position will report directly to the Global Private Bank (GPB) Deposit & Mortgage CFO with dotted line accountability to the ... Banking CFO Team and covers Deposit and Custody products for the Global Private Bank from a finance perspective. This includes financial analytics around the… more
- US Bank (Houston, TX)
- …what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. ... has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and… more
- Citizens (Irving, TX)
- Description JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist- Private Banking will be responsible for leading and guiding complex data ... quality, and mentoring junior team members. This role will partner closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and analytics… more
- NTT DATA North America (Plano, TX)
- …now. We are currently seeking a **Strategic Pursuit Leader** to join our Client Growth team to drive strategic relationships and new business development within the ... private equity (PE) space. This role will focus on...its execution. During early stages, they will review the client -facing point of view, and compelling value propositions and… more
- Regions Bank (Houston, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal… more