• Investment Account Support Specialist Safe ACT,…

    Citigroup (San Antonio, TX)
    …on their own, with an advisor , or a combination of both, Citi Personal Wealth Management can provide strategies to help them meet their goals. As an ... Citi Personal Wealth Management (CPWM) provides investment services to clients...to clients with brokerage accounts in all stages of wealth , domestic or abroad. Whether our clients prefer to… more
    Citigroup (09/20/25)
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  • Citi Private Bank - UHNW Private Banker - Director…

    Citigroup (Dallas, TX)
    …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies . Private Bankers are able to add value to ... and banking & lending + Create sales and marketing strategies designed to generate revenue growth and to acquire...Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters… more
    Citigroup (07/09/25)
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  • Insurance Business Analyst - wmA/Mainframe

    DXC Technology (Plano, TX)
    …of our major insurance clients. You will serve as a **trusted advisor ** , collaborating directly with stakeholders to analyze business needs, define requirements, ... and design robust solutions that align with their digital transformation strategies . This role demands **deep expertise in life insurance** , particularly Universal… more
    DXC Technology (09/30/25)
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  • HNW Private Banker

    Citigroup (Dallas, TX)
    …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
    Citigroup (09/04/25)
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  • Director, Wams BDO, AS Centralized

    Charles Schwab (Westlake, TX)
    …the finance industry together. Schwab Asset Management (SAM) is the investment advisor for Schwab Funds; including Schwab ETFs, Index funds, mutual funds, SMA's, ... $1 trillion in assets under management, SAM is comprised of holistic wealth management services, proprietary and 3rd party investment management solutions. SAM has… more
    Charles Schwab (09/26/25)
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  • Financial Planning Analyst

    Robert Half Finance & Accounting (Houston, TX)
    …assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of ... create a strategy to meet those targets. + Plan for retirement income strategies and minimizing tax liabilities in retirement. + Collaborate with tax professionals… more
    Robert Half Finance & Accounting (09/20/25)
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  • Performance Marketing Manager - US Based Remote

    Anywhere Real Estate (San Antonio, TX)
    …awareness to conversion and retention. + Design and execute test-and-learn strategies to optimize digital marketing performance across the funnel; with a ... campaigns are aligned with broader marketing goals and sales strategies . + Collaborate with IT and marketing operations to...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
    Anywhere Real Estate (09/21/25)
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  • Divisional Managed Investment Consultant

    Bank of America (Frisco, TX)
    …Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/ strategies ) for the Firm's clients. Advice and guidance are informed by ... practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but are not… more
    Bank of America (09/30/25)
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  • Head of Family Office - Tax

    Robert Half Finance & Accounting (Dallas, TX)
    …principals, manage a diversified portfolio, and play a key role in multigenerational wealth planning. The position offers a competitive base salary and a generous ... tax filings and review complex tax considerations. * Implement investment strategies in collaboration with advisors across various asset classes, including private… more
    Robert Half Finance & Accounting (09/19/25)
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  • Senior Business Banking Relationship Manager

    First Horizon Bank (Houston, TX)
    …focus for the small business department and region. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, ... through calling on targeted potential clients + Develops sales plans and strategies + Works closely with other departments and fulfills cross-sell opportunities +… more
    First Horizon Bank (09/05/25)
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