• Wealth Strategist (Financial…

    City National Bank (Houston, TX)
    * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ... clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of… more
    City National Bank (08/07/25)
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  • Senior Wealth Strategist

    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
    Truist (07/09/25)
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  • Director of Investments

    Comerica (Dallas, TX)
    …This position will work with partners in Trust & Fiduciary Services and Wealth Planning to align client goals,goals based investing and any governing document ... requirements. This position will also work across the enterprise to deliver the Wealth Management investment process and value proposition. This role will be a… more
    Comerica (06/17/25)
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  • Director Strategic Partnerships and Planning - US…

    Anywhere Real Estate (San Antonio, TX)
    …plan for each new company. We are looking for a passionate and experienced strategist who will help to own both external partnerships and financial modeling for our ... is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the… more
    Anywhere Real Estate (06/11/25)
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