- HUB International (Houston, TX)
- …employees committed to adding value to every client activity. **Job Summary:** The Private Client Account Manager works collaboratively with the ... and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier… more
- HUB International (Fort Worth, TX)
- … Account Management, with at least 3 years in the high-net-worth or Private Client segment. + Experience with high-net-worth insurance carriers such as Chubb, ... exercising independent judgment, autonomy, and decision-making. + Conduct annual account reviews and client meetings to assess...PURE, Private Client Select, Cincinnati, Berkley One, and… more
- Neuberger Berman (Dallas, TX)
- **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets ... regular or ad hoc basis + **Data Management** : Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce… more
- Deloitte (Houston, TX)
- Private Equity M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational ... major transformational projects or transactions creating lasting impact. Navigating today's private equity (PE) market with confidence takes more than good insights.… more
- Deloitte (Houston, TX)
- …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Deloitte (Houston, TX)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more
- Zions Bancorporation (Austin, TX)
- …your career. Amegy Bank, here you grow. We are looking for a seasoned ** Private Banking Relationship Manager ** in **Austin, TX** . This role is responsible ... growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals....have the experience necessary to: + Acts the principal account and relationship manager for new and… more
- ADP (TX)
- …who have the following: + MBA preferred + Substantial experience as a National Account Manager or similar experience selling at top executive levels. + In ... We have an exciting opportunity as a **Global Sales Manager (GSM)** within our National Accounts Division. In this...products. + Generate sales to new and current National Account clients while insuring optimum client satisfaction.… more
- Zions Bancorporation (Houston, TX)
- …you transform your career. Amegy Bank, here you grow. We are looking for a ** Private Banking Relationship Manager ** to join our team in **Houston, TX** . This ... through referrals. **Essential Functions:** + Acts as the principal account and relationship manager for new and...structuring. + Responsible to maintain a high level of client satisfaction. + Develops and follows-up on new … more
- CIBC (Austin, TX)
- …(https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high-net-worth ... client relationships, and expanding business within your portfolio. You'll...our employee's needs; including Medical, Dental, Vision, Health Savings Account , Life Insurance, Disability, and Other Insurance Plans, Paid… more