• RIA Client Advisor , Central Region

    Neuberger Berman (TX)
    **Summary** The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Houston, Denver, St. Louis, and Kansas City. The RIA Client Advisor must possess excellent interpersonal, organizational,... client meetings per week + Possess strong client relationship skills; influence senior clients to… more
    Neuberger Berman (06/18/25)
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  • M&A ( Private Equity) Senior

    Dorsey & Whitney LLP (Dallas, TX)
    M&A ( Private Equity) Senior Associate or Of...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the ... - Dallas Dorsey & Whitney LLP is seeking a Senior Associate or Of Counsel with private ...to its clients' legal and business needs. Dorsey's diverse client base includes more than one-third of Fortune 100… more
    Dorsey & Whitney LLP (07/09/25)
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  • Tax Senior - Private Wealth

    Deloitte (San Antonio, TX)
    …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
    Deloitte (05/19/25)
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  • Tax Senior , Private Equity

    Deloitte (Dallas, TX)
    …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , you will utilize your prior experience to provide...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more
    Deloitte (05/21/25)
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  • Senior Registered Client Service…

    Raymond James Financial, Inc. (Fort Worth, TX)
    …best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of Financial Advisor more
    Raymond James Financial, Inc. (07/24/25)
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  • Senior Vice President, Global Client

    AECOM (Dallas, TX)
    …Cultivate and expand key relationships with senior executives at global client organizations, establishing yourself as a trusted advisor . This position ... in management consulting or professional services, with a significant portion in a senior client facing account management role focused on global accounts… more
    AECOM (08/08/25)
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  • JP Morgan Advisors - Senior Client

    JPMorgan Chase (Dallas, TX)
    …allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client more
    JPMorgan Chase (08/13/25)
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  • Senior Managing Director, Transaction…

    Ankura (Dallas, TX)
    Senior Managing Directors to cross-sell services and expand client relationships. . Oversee multiple engagements simultaneously, ensuring high-quality ... diligence, mergers and acquisitions, and strategic advisory. Our team supports private equity firms, corporations, and other stakeholders through the entire… more
    Ankura (08/02/25)
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  • M&A IT Diligence Senior Consultant

    Deloitte (Austin, TX)
    …As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... Mergers and Acquisitions IT Diligence Senior Consultant Our Deloitte Strategy & Transactions team...for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's… more
    Deloitte (08/08/25)
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  • Senior Commercial Relationship Manager

    First Horizon Bank (Dallas, TX)
    …market region of a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing client relationships which ... generate incremental revenue for the bank while developing new client relationships which generate acceptable returns for the bank + Work with the Management and… more
    First Horizon Bank (08/10/25)
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