- 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)
- *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
- Nuveen Investments (Dallas, TX)
- …objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients ... value-added products and services. In addition, as a people manager , this job sets goals and objectives for team...**Required Qualifications** + Minimum 5 years of experience in wealth management or financial services + FINRA… more
- Citigroup (Irving, TX)
- …encourage you to apply to this role where we are seeking a highly skilled Analytics Manager to join our Wealth Management analytics team. This role will lead ... Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to… 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 (Plano, TX)
- …with various businesses and functional areas across JP Morgan Wealth Management . **Job Responsibilities:** + Collaborate with product manager and other ... Strategy & Acceleration is part of the Product Acceleration Garage (PAG) in Wealth Management Product & Experience. This team takes new and innovative ideas and… 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 - NPD San... Wealth Management Specialist - NPD San Antonio, Texas **To...relationships. He or she provides specialized support as a Specialist/ Manager in any one of the teams specialized roles… 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