• Family Office Bookkeeping Associate

    Maxwell Locke & Ritter (Round Rock, TX)
    …Be Doing As a family office associate, you will provide financial services to ultra - high net - worth clients, including bill pay, payroll administration, ... priorities and meet deadlines while working independently + Ability to maintain a high level of accuracy + Experience managing multiple clients with varying needs… more
    Maxwell Locke & Ritter (07/09/25)
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  • Private Client Manager II

    Bank of America (Frisco, TX)
    …centers of influence **Required Skills:** + 15+ years' experience in private banking ( ultra high - net - worth space), business development and relationship ... a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who… more
    Bank of America (07/30/25)
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  • Alternative Investments Financing Lead Wealth…

    Wells Fargo (Irving, TX)
    …delivery to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital ... writing + Drive private banking credit execution to deliver high quality custom credit solutions to existing and new...complex initiatives within a large geographical region to deliver high quality custom credit solutions with broad impact +… more
    Wells Fargo (07/29/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (Houston, TX)
    …is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra - high net - worth (UHNW**) clients. Helps to attract new ... customized strategy explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a… more
    City National Bank (06/06/25)
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  • Wealth Consultant Partner - UHNW

    Charles Schwab (Westlake, TX)
    …providing high -touch service and on-going support for the wealth management needs of the ultra - high net worth client. In partnership with the Sr. ... Wealth Consultant, the Wealth Consultant Partner will deliver exceptional service, help to grow and deepen client relationships, while also delivering advice with the practice clients of the Sr. Wealth Consultant. As a Wealth Consultant Partner at Charles… more
    Charles Schwab (07/30/25)
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  • Structured Credit Executive - Private Bank

    Bank of America (Houston, TX)
    …to structuring highly customized credit solutions to meet the unique needs of our ultra - high - net - worth clients. **Responsibilities:** * Leads the growth ... of funded loans and revenue, while mitigating risks and adhering to regulatory requirements * Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility * Creates a client-centric culture by applying… more
    Bank of America (07/11/25)
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  • Senior Wealth Strategist

    Truist (Houston, TX)
    …shift (United States of America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate ... plans using their background and strong technical planning expertise to enhance client retention, drive positive client outcomes, and significantly contribute to impact revenue. Working with multi-generational, complex client and prospect families, provide… more
    Truist (07/09/25)
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  • Investment Consultant - City National Rochdale

    City National Bank (Houston, TX)
    …financial experience preferably in Investment Management * 3 years of experience in the High Net Worth or Ultra High Net Market markets * 3 plus ... investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial… more
    City National Bank (06/19/25)
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