- Deloitte (Dallas, TX)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- CIBC (Houston, TX)
- …to develop new alliances and formal networks to grow CIBC's presence in the wealth management space. + Establish and maintain effective partnerships and teamwork ... creation of new business with high net worth individuals, family offices, endowments and foundations. You will work closely...JD, CTFA, CPA + 10+ years of experience in wealth management or a closely related field… more
- Wells Fargo (Frisco, TX)
- …of financial and investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products and services to help ... begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one...high net worth and ultra-high net worth individuals, families, family offices and charities. **BL&T** further provides legal guidance… more
- Truist (Houston, TX)
- …under management . Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. ... and delivering on client needs. 8. Solid understanding of wealth management and financial planning considerations for...of the legal profession. 13. Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP, CTFA, CDFA or… more
- Robert Half Finance & Accounting (Dallas, TX)
- …across portfolios. Requirements + CPA required with 7+ years of experience in tax and investment management + Family office or multi- family office ... looking for a highly skilled and experienced Head of Family Office to lead tax strategy, investment...diversified portfolio, and play a key role in multigenerational wealth planning. The position offers a competitive base salary… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Analyst, GBM Audit COO Office - Reporting & Strategic Initiative **Requisition ID:**...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... us. We'll enable growth and progress together. The Back Office /Contact Center Operations - Application Support Analyst t is...impact of production issues and escalate business and technology management in a timely manner. + Ensures that storage… more
- Charles Schwab (Westlake, TX)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... and transform the finance industry together. We believe in the importance of in- office collaboration and fully intend for the selected candidate for this role to… more
- Truist (Fort Worth, TX)
- …some prior experience working exclusively in the ultra-high net worth space and/or family office setting 2. Bachelor's degree from an accredited institution, and ... planning 4. Track record of helping to drive new wealth management related revenue. 5. Team-player, as...working exclusively in the ultra-high net worth space and/or family office setting 4. Experience working in… more
- Citigroup (Irving, TX)
- …Risk Management , Operational Risk Management , US Personal Banking or Wealth Management . The program begins with a series of foundational training ... is looking for Summer Analysts to join the Risk Management team in our Irving office . Your...to build leadership skills Annual Salary = $75,000 **Job Family Group:** Management Development Programs **Job … more