- Citigroup (Houston, TX)
- …focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver ... Associate is to provide a wide variety of service and investment advice to an Ultra...experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:**… more
- Citigroup (Houston, TX)
- …and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work ... further enhance its ability to build relationships with, and service the investment needs of ultra-high net...preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:**… more
- Deloitte (Austin, TX)
- Private Equity M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational ... well as transaction financing. Deloitte's mergers, acquisitions and restructuring services span the full private equity life...have 8+ years of M&A IT or M&A IT service delivery experience in private equity in… more
- Deloitte (Fort Worth, 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 ... giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + Ability to perform… more
- Deloitte (Dallas, TX)
- …Attorney + Enrolled Agent + Project Management Professional (PMP) Preferred + Investment management industry experience (eg private equity, real estate, fund ... If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's...management tax technology and provides tax compliance and consulting services to a variety of clients in the financial… more
- HUB International (Fort Worth, TX)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . HUB has more than ... needs. We are a company dedicated to superior customer service with employees committed to adding value to every...with at least 3 years in the high-net-worth or Private Client segment. + Experience with high-net-worth insurance carriers… more
- PNC (Dallas, TX)
- …the firm's other investment professionals. Primary responsibilities include: Support senior investment professionals in all aspects of actively managing and ... **Position Overview** PNC Mezzanine (www.pncmezzanine.com), a private equity affiliate of PNC Financial Services...monitoring a private equity investment portfolio Assist in the… more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening ... client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working… more
- BlackRock (Dallas, TX)
- …structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides ... + Minimum 4 years of experience in fund accounting, investment management, external audit, or another private ...Management + 2+ years of experience in client management/ service as a financial consultant, auditor, investment … more
- HUB International (Austin, TX)
- …providing a boundaryless array of business insurance, employee benefits, risk services , personal insurance, retirement, and private wealth management products ... growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose… more