- Deloitte (Houston, TX)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights...expand our research and insights agenda across the investment management and wealth management marketplaces.… more
- City National Bank (Dallas, TX)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit ... Director of Wealth Management , is a leadership role as an auditor-in-charge for...a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit… more
- JPMorgan Chase (Plano, TX)
- …various businesses and functional areas across JP Morgan Wealth Management . **Responsibilities:** + Collaborate with product manager and other stakeholders ... **Job Description:** The JP Morgan Wealth Management (JPMWM) business is focused on helping investors achieve their long-term financial goals and is comprised of… more
- City National Bank (Dallas, TX)
- *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team ... practices, governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration,… more
- Vanguard (Dallas, TX)
- The Wealth Management Select Client Manager (CM) is a critical role leading our front-line Relationship Managers who serve some of Vanguard's largest and ... and/or client service leader, coach, and strategic problem solver to join the Wealth Management Select team. Client Managers directly influence the Wealth… more
- JPMorgan Chase (Dallas, TX)
- The **Global Trusts & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise and comprehensive ... gas assets held in these entities. Each Mineral Property Manager is responsible for overseeing a book of accounts..."best in class" client service + Demonstrated understanding of wealth management , trust and estate administration, and/or… 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 ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and ...risk mitigation, and liquidity needs. As a **Senior Regional Manager ** you will coach and counsel a team of… more
- Bank of America (San Antonio, TX)
- … WEALTH MANAGEMENT ONLY.This **Elite Growth Practice (EGP) Private Wealth Relationship Manager ** supports the Financial Advisor team to further develop ... Wealth Management Specialist - NR San... Wealth Management Specialist - NR San Antonio, Texas **To...relationships. He or she provides specialized support as a Specialist/ Manager in any one of the teams specialized roles… more
- CIBC (Austin, TX)
- …and advanced certifications such as MBA, CFA, CPA, or CFP are preferred. + ** Wealth management expertise:** You bring 8+ years of experience in portfolio ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high-net-worth...management , wealth management , personal tax,… more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: +… more