- City National Bank (Austin, TX)
- …with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic ... thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based… more
- Charles Schwab (Austin, TX)
- …business. Our mission is to empower high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) clients by delivering differentiated offerings and tailored financial advice ... that meet their unique needs. This role is part of a highly talented and experienced architecture team responsible for setting the vision, strategy, and roadmap for the Schwab Wealth and Advice Solutions platform. The team works in close partnership with… more
- Citizens (Irving, TX)
- …Lending: CRE, C&I, and relationship-based facilities + Specialty Lending: tailored UHNW financing, securities-backed lending + Understand data flows across PB, ... Wealth, and Commercial and how these intersect for unified relationship views. + Define critical product and transactional data attributes to support reporting, analytics, and cross-business insights. Analytics & Insights Enablement + Partner with business and… more