- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: ... three times What You'll Be Doing As a tax manager , you will lead client tax engagements from start...+ Experience providing tax consulting and compliance services to high - net - worth individuals and family groups… more
- 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
- CIBC (Austin, TX)
- …a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... **How You'll Succeed** + **Manage client relationships:** Oversee a portfolio of high - net - worth clients to ensure strong retention and continued business… more
- Nuveen Investments (Frisco, TX)
- … partners with Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under moderate supervision, this job ... operationally leads Wealth Management advisory teams to help high - net worth clients achieve their financial goals. This includes supporting the… more
- Grant Thornton (Houston, TX)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of...+ Providing tax planning and consulting to our firm's high net worth clients for… more
- CIBC (TX)
- …environment. + **Client relationship management:** You'll build and deepen relationships with high - net - worth clients, serve as their primary resource for ... a relationship builder:** You have a successful track record of managing high - net - worth client relationships and delivering wealth management solutions.… more
- Wells Fargo (Crowley, 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
- Zions Bancorporation (San Antonio, TX)
- …overseeing strategic relationship building, integrated business development, and the retention of high - net - worth private banking clients. This role involves ... seeking top candidates for the role of **Private Banking Manager ** to join our premier community bank in **Downtown...provide expert financial advice and personalized banking solutions to high - net - worth clients. Provide holistic financial… more