- Deloitte (Houston, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …accounts, including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting ... for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring....and tracking of Financial Advisor expenses. + Creates reports to build more practice… more
- DXC Technology (Austin, TX)
- …Bay Area, New York City metro, Dallas, Atlanta, Houston** **Overview:** The Account Client Relationship Partner acts as the primary advisor and relationship ... IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector… more
- Ankura (Dallas, TX)
- …Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our ... team supports private equity firms, corporations, and other stakeholders through the...value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior executive role within… more
- Bank of America (San Antonio, TX)
- …**Elite Growth Practice (EGP) Private Wealth Relationship Manager** supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- TIAA (Frisco, TX)
- The Divisional Director, Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build ... relationships with financial advisors with a focus on building sustainable organic...This job leads strategy implementation, ensures talent development of Advisor Consultants and serves as a mentor and manager… more
- JPMorgan Chase (Dallas, TX)
- …other private capital transaction scenarios from the firm's wholesale client base. Job Responsibilities: + Co-cover client engagement responsibilities for ... play a pivotal role in driving our focus on private capital markets. This is your opportunity to lead...role will be crucial in bridging relationships between various client segments of the Commercial & Investment Bank, by… more
- PNC (Houston, TX)
- …and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, ... PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate… more
- JPMorgan Chase (Dallas, TX)
- …JP Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it ... there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2...Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families… more