- Deloitte (Houston, TX)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... the global investment industry and a passion for providing strategic advice to senior executives. The CQ Knowledge Center is seeking a visionary, market-savvy … more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... success of the Wealth & Institutional Management business unit by building and...business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping… more
- Grant Thornton (Dallas, TX)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and gift tax planning ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting… more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with… 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...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the form of… more
- Truist (Houston, TX)
- …and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and ... a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Success is measured against the ability to positively… more
- Citigroup (San Antonio, TX)
- …from associates and assists with problem resolution + Resolves escalations from clients, Wealth Teams, senior leadership, or executive levels + Provides point of ... The Wealth Service Escalation Specialist is considered a subject...client requests/problem resolution is handled promptly and seamlessly. The Wealth Service Escalation Specialist works closely with business partners… more
- Bank of America (San Antonio, TX)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... Wealth Management Specialist - NR San Antonio, Texas...service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- First National Bank of Omaha (TX)
- …commit to exceeding expectations. We are looking for a highly skilled Senior Product Manager to develop the holistic customer experiences through new capabilities ... and product sets to serve to our wealth clients. You will be expected to manage the...opportunities based on market analysis . Lead development/enhancement of wealth management offerings . Create business cases for new… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. ... Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams....income generation, risk mitigation, and liquidity needs. As a ** Senior Regional Manager** you will coach and counsel a… more