- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... and identify trends, suggests improvements, and provides analysis/feedback to Relationship Manager . + Resolves complex client issues related to products or processes… more
- Charles Schwab (Westlake, TX)
- …well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly ... **What you'll do:** + Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for… more
- PennyMac (Carrollton, TX)
- …loan level problem solving. The Pipeline Accounts Manager will : + Manage high volume, high net worth , complex client accounts and assist in capacity ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager III will lead multiple customer facing operational organizations...to build strong, lasting client relationships. As the Accounts Manager , you will serve as the central point… more
- Wells Fargo (Fort Worth, TX)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager… more
- Nuveen Investments (Dallas, TX)
- … partners with Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under moderate supervision, this job ... **Wealth Client Relationship Manager ** Wealth Management Client Relationship Managers at TIAA...operationally leads Wealth Management advisory teams to help high - net worth clients achieve their… more
- HUB International (Fort Worth, TX)
- …years of experience in Personal Lines Account Management, with at least 3 years in the high - net - worth or Private Client segment. + Experience with high - ... + Current Texas General Lines - Property & Casualty license required + High School diploma or equivalent; AA and/or college degree preferred. **\#LI-KP1** Department… more
- PennyMac (Carrollton, TX)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager II ensures consistent delivery of a best-in-class client...meet all service level agreements. As the Pipeline Accounts Manager , you will serve as the central point… more
- PennyMac (Plano, TX)
- …of FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... homeownership through the complete mortgage journey. A Typical Day The Underwriter Manager is responsible for managing and supporting the underwriting function in… more
- Charles Schwab (Westlake, TX)
- …+ Experience managing a client engagement model that includes multiple touchpoints with high - net - worth clients, ensuring they are receiving the support and ... trust companies. Mutual Funds Clearing is looking for a Senior Team Manager to manage the relationships of our external Clearing correspondents and sub-accounting… more
- Charles Schwab (Westlake, TX)
- …or equivalent experience required + Extensive bank lending sales experience in serving high net worth and investment Advisor clients with sophisticated ... 3-5 required and/or desired skills for the position.: The Manager - Mortgage Concierge Team will serve as the...in the financial services industry with a focus on high net worth clients +… more