NewHybrid Tax Manager JobotHybrid Tax ManagerHouston, TX$115,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. In addition to these qualifications, the ideal candidate will have a gift for managing complex tax situations and finding innovative solutions to tax-related issues.
NewTax Manager JobotTax ManagerDallas, TX$110,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Founded over two decades ago, we've grown from a regional advisory firm into a national wealth management practice with billions in assets under management and offices across the country.
NewSenior Tax Manager JobotSenior Tax ManagerHouston, TX$110,000–$150,000 / yearA significant portion of this role will focus on advising high-net-worth individuals, families, trusts, and business owners, while also supporting a diverse client base across closely held businesses, real estate, professional services, manufacturing, construction, and private investment entities. Our team serves a diverse client base spanning privately held businesses, real estate investors, construction and manufacturing companies, professional service firms, family offices, and affluent individuals.
NewHardlines Category Manager - Fishing JobotHardlines Category Manager - FishingHouston, TX$160,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is ideal for a merchant who thrives on combining analytics with intuition, enjoys building strong vendor relationships, and wants to lead and develop a team while owning a significant piece of the business.
NewSr. Project Manager - Heavy Civil Infrastructure JobotSr. Project Manager - Heavy Civil InfrastructureCorpus Christi, TX$150,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. An established, employee-owned heavy civil contractor is expanding its Texas operations and is adding a Senior Project Manager to support multiple large, complex infrastructure projects.
NewHNW Tax Manager JobotHNW Tax ManagerHouston, TXRemote$120,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Whether we are creating an estate plan for wealth transfer, performing an audit, or delivering on any of our other services, our keen understanding of the issues our clients face allows us to offer creative and successful strategies.
Private Client Relationship Manager First Horizon BankPrivate Client Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.
Senior Commercial Relationship Manager First Horizon BankSenior Commercial Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
Business Banking Relationship Manager First Horizon BankBusiness Banking Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree, 3-10 years of experience or equivalent combination of education and experience.
Life Insurance Case Manager Level Four GroupLife Insurance Case ManagerDallas, TXThe Life Insurance Case Manager maintains primary ownership of cases during the new business process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships.
Commercial Real Estate Portfolio Manager I - PRO CRE First Horizon BankCommercial Real Estate Portfolio Manager I - PRO CREDallas, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Work with the Client Specialist to ensure systems of record are accurate for the loan portfolio; ensure management information is reported timely and accurately; obtain satisfactory loan reviews and ensure regular reviews of borrowers and real estate projects are performed.
Senior Portfolio Manager First Horizon BankSenior Portfolio ManagerDallas, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures, and prepares and presents credit proposals.
NewManager, Payroll & Workforce Management Transformation - SAP SuccessFactors KPMGManager, Payroll & Workforce Management Transformation - SAP SuccessFactorsDallas, TXIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewManager, Workforce Management - UKG KPMGManager, Workforce Management - UKGDallas, TXIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. Led end-to-end workstreams for UKG Workforce Management implementations across UKG Pro, UKG Ready, and UKG Dimensions, including timekeeping, scheduling, accruals, and workforce optimization.
NewManager, SAP S4 Public Cloud Asset Management (A2R) Lead KPMGManager, SAP S4 Public Cloud Asset Management (A2R) LeadDallas, TXResponsibilities: Lead Asset to Retire (A2R) workstreams within SAP S/4HANA Public Cloud transformation programs, supporting end to end asset lifecycle scenarios including capital acquisition, asset capitalization, depreciation, transfers, and retirement, while participating in implementation lifecycle activities and solution reviews. Supervise deliverables creation and internal knowledge sharing by contributing to high quality A2R design artifacts, configuration documentation, and testing assets, while supporting continuous improvement of SAP S/4HANA Public Cloud Asset Management methodologies.
NewManager, SAP Transportation Management (TM) KPMGManager, SAP Transportation Management (TM)Dallas, TXIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewManager, SAP FICO - Transfer Pricing KPMGManager, SAP FICO - Transfer PricingDallas, TX$145,350–$253,230 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. •Deep functional and technical knowledge of SAP intercompany processing (resource-related billing, cross-company sales/purchases), Profit Center Accounting, CO-PA, and multi-currency/multi-valuation configurations.
NewManager, Strategic Change Management KPMGManager, Strategic Change ManagementDallas, TXExperience designing and leading initiatives business transformation projects based on a deep understanding of business processes, project management methodologies and leading practices in Organizational Development, Learning & Development, Change Leadership and Strategic Change Management; Experienced in a variety of business transformations including AI Adoption, Digital / ERP, M&A, Cost-Takeout, Portfolio Change Capability Builds / Change Office, Global Business Services / Outsourcing, etc. Serve as the primary change lead for client engagements; Diagnose organizational readiness and change impacts across stakeholders, roles, and processes; Design integrated change strategies covering leadership alignment, stakeholder engagement, communications, training / capability upskilling, and adoption measurement; Translate business strategy into clear change narratives and actionable execution plans.
NewManager, Strategy/M&A Execution KPMGManager, Strategy/M&A ExecutionDallas, TX$150,005–$323,380 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewManager, AI Engineer KPMGManager, AI EngineerDallas, TXManage AI projects including architecture design, model development, integration, and testing, and ensure projects follow best practices in MLOps, security, compliance, and scalability to support enterprise-grade adoption; partner directly with clients to translate business objectives into technical solutions, aligning with enterprise strategy and measurable outcomes. Track record of delivering AI/ML solutions at enterprise scale, including integrations with core business systems with demonstrated ability to lead technical teams, manage deliverables, and build trusted client relationships; hands-on expertise with at least two major cloud AI platforms (Azure AI/ML, AWS Bedrock/SageMaker, or Google Cloud Vertex AI).
NewManager, Strategy/M&A Execution Supply Chain KPMGManager, Strategy/M&A Execution Supply ChainDallas, TXIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewManager, SAP Supply Chain - Store to Fulfill KPMGManager, SAP Supply Chain - Store to FulfillDallas, TXContribute thought leadership to the development and evolution of KPMG SAP implementation methodologies, specifically researching and advocating for SAP Retail Solutions, SAP Predictive Replenishment (on SAP Business Technology Platform), and Store Replenishment & Fulfillment utilizing AI-based forecasting (Unified Demand Forecast) for both store and DC replenishment. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewManager, SAP S4 Public Cloud P2R/EPPM Lead KPMGManager, SAP S4 Public Cloud P2R/EPPM LeadDallas, TX$145,350–$253,230 / yearQualifications: Minimum of six years of recent external management consulting experience, including at least Two full lifecycle SAP S/4HANA Public Cloud implementation with core responsibility for Enterprise Portfolio and Project Management (EPPM), demonstrating the ability to support stakeholder engagement and contribute to business and delivery outcomes. Responsibilities: Lead Enterprise Portfolio and Project Management (EPPM) workstreams within SAP S/4HANA Public Cloud transformation programs, supporting customer, internal, and investment project scenarios across Project to Result (P2R) and Professional Services environments, and participating in implementation lifecycle activities and solution reviews.
NewManager, Cyber Defense KPMGManager, Cyber DefenseDallas, TXConfigure security controls and technologies, including Log Management (LM), Security Information and Event Management (SIEM) systems, firewalls, intrusion prevention systems, Anti-Virus (AV), and Data Loss Prevention (DLP) tools. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewManager, SAP S4/HANA Plan to Inventory (PTI) KPMGManager, SAP S4/HANA Plan to Inventory (PTI)Dallas, TXResponsibilities: Serve as SAP solution architect responsible for the design and implementation of SAP S/4 HANA capabilities supporting the Plan to Inventory (PTI) workstream; engage in production planning and execution, production master data, MES integration, functional integration with sales order management, procurement, and finance and controlling. Excellent written and verbal communication and presentation skills with the ability to create and sustain meaningful client relationships; able to design and configure SAP S4/HANA Plan to Inventory functionality and provide guidance to offshore teams for any required development related to the PTI functions.
NewManager, Oracle Fusion Manufacturing & Quality KPMGManager, Oracle Fusion Manufacturing & QualityDallas, TXIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewManager, SAP Technical Development -CPI/CIG KPMGManager, SAP Technical Development -CPI/CIGDallas, TXExperience on BTP, CDS Views, AMDP, Workflows, IDOCs, OData, Fiori, BADIs, BAPIs, REST/SOAP APIs, and modern integration patterns; strong verbal and analytical skills with the ability to communicate effectively with both technical and business stakeholders. •Lead the design and deployment of complex integration landscapes using SAP Cloud Platform Integration (CPI / SAP Integration Suite) and SAP Cloud Integration Gateway (CIG) to seamlessly connect SAP S/4HANA with SAP Ariba, other SAP cloud products, and third-party systems.
NewManager, SailPoint Identity Governance Technical Lead KPMGManager, SailPoint Identity Governance Technical LeadDallas, TX$114,095–$268,180 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. Excellentanalytical, communication, presentation, and problem-solving skills, with theability to lead technical discussions; knowledge of AI tools and integrations,including management of non-human and agent identities.
NewManager, Incident Response KPMGManager, Incident ResponseDallas, TXLead and coordinate incident response engagements, including client communications, executive briefings, war-room facilitation, and cross functional stakeholder management (legal, forensics, privacy, communications, and leadership) during high impact events. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewManager - Procurement Consulting - Contract IQ KPMGManager - Procurement Consulting - Contract IQDallas, TXIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligenceDallas, TX$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewManager, SAP S4 Public Cloud Quote to Cash (Q2C) Lead KPMGManager, SAP S4 Public Cloud Quote to Cash (Q2C) LeadDallas, TXDeliver assigned Q2C scope and milestones within SAP S/4HANA Public Cloud programs, collaborating with Finance, Sales, and upstream process leads to ensure accurate invoicing, timely cash application, compliant revenue recognition, and successful period end close. Qualifications: Minimum five years of recent experience in external management consulting, including at least two full lifecycle SAP S/4HANA Public Cloud implementations with direct responsibility for Quote to Cash (Q2C) processes spanning billing, accounts receivable, collections, cash application, and revenue recognition.
NewManager, IT M&A - Due Diligence, Integration, and Separation KPMGManager, IT M&A - Due Diligence, Integration, and SeparationDallas, TX$146,775–$267,030 / yearQualifications: Minimum five years of recent experience in technology/business consulting, or a combination of consulting and technology roles, with demonstrated involvement in IT transformation projects supporting IT-focused M&A projects: system integration/separation, platform migration, IT architecture modernization, outsourcing of IT operations, or regulatory technology implementation. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewManager, Oracle Fusion Forecast To Plan KPMGManager, Oracle Fusion Forecast To PlanDallas, TX$124,735–$254,495 / yearMentor teams leading in technical design and framework development and execute the day-to-day activities of Oracle Cloud Forecast to Plan engagements for a variety of clients including process design, implementation lifecycle support, and project reviews. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewManager, Ivalua Source to Pay KPMGManager, Ivalua Source to PayDallas, TXResponsibilities: Act as an Ivalua solution architect accountable for the design and implementation of Ivalua capabilities supporting the Source to Pay (STP) workstream, with a specific focus on Indirect Procurement and Services and Direct Procurement, Direct Material Sourcing, and Intercompany purchasing processes. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewManager, Oracle HCM KPMGManager, Oracle HCMDallas, TXPrepare high-level and detailed technical project plan and schedule for construct phase of the project including data mapping workshop sessions, integration functional and technical design sessions; articulate delivered Cloud SaaS data extraction tools and capabilities and preform final review the technical SDLC deliverables before submitting to client. Experience in working with Oracle Integration Cloud and advanced Excel skills such as Pivot, VLookup, writing VBA macros, Microsoft Project with sound knowledge in data conversion tools and integration tools for Oracle Cloud.
NewManager - Source to Pay Ariba KPMGManager - Source to Pay AribaDallas, TXIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewLead Specialist, MAST Application Penetration Testing Manager KPMGLead Specialist, MAST Application Penetration Testing ManagerDallas, TX$114,095–$268,180 / yearQualifications: Minimum five years of recent experience working with using application penetration tools to perform security tests such as AppScan, Netsparker, Acunetix, ZAP, Veracode, BurpSuite or equivalent; minimum five years of recent experience working with technical and non-technical audiences in reporting results and leading remediation conversations; minimum five years of recent experience leading application security testing teams in a consulting environment. Partner with the Cyber teams to develop new testing techniques, automation for testing and marketing collateral to support the practice, mentor onshore and offshore team members on tools and techniques in performing testing; operate as a mentor and people leader to foster career growth amongst team members.
NewManager, Forensic Technology KPMGManager, Forensic TechnologyDallas, TX$103,265–$206,540 / yearBachelor's degree in computer science, engineering, digital forensics, or equivalent from an accredited college or university is required; relevant training or certifications in the field, such as GIAC (GIME, GCFE, GCFA, GASF), IACIS (CFCE), Magnet (MCME), 13Cubed (IME Gold, ILD Gold), Cellebrite (CCME, CAAF, CAFF, CAIF), or Hexordia (HMAC). If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Assistant Store Manager SafeliteAssistant Store ManagerGeorgetown, TXMotivate and lead activities of associates, ensuring the highest possible productivity and world class customer service; Provide appropriate associate cross-training for operational stability. This professional leads operations for an individual retail location, including assigned associates, cash management, inventory control, loss prevention, safety, store appearance and more.
Relationship Banker First Horizon BankRelationship BankerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
FHNF COMMODITY DERIVATIVES MARKETER - SENIOR VICE PRESIDENT First Horizon BankFHNF COMMODITY DERIVATIVES MARKETER - SENIOR VICE PRESIDENTHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. This individual will work closely with relationship managers, credit officers, and energy bankers to integrate commodity hedging into reserve‑based lending (RBL), project finance, corporate revolvers, and other energy lending products, helping clients stabilize cash flows and protect borrowing capacity.
Wealth Advisory Manager BakerAvenueWealth Advisory ManagerSouthlake, TXThis role will be responsible for supporting the advisor in day-to-day client management and will be providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Our Wealth Advisory Managers are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners.
NewWealth Management Client Relationship Manager TIAAWealth Management Client Relationship ManagerFrisco, TexasWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Account Manager, Wealth Management Advisory Northern Trust CorpAccount Manager, Wealth Management AdvisoryHouston, TXAssists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Wealth Management, Client Relationship Manager TIAAWealth Management, Client Relationship ManagerFrisco, TexasWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Wealth Management Client Relationship Manager - Guided Advice TIAAWealth Management Client Relationship Manager - Guided AdviceFrisco, TexasBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Experienced Wealth Manager Spectrum Financial GroupExperienced Wealth ManagerAustin, TXRemote$90,000–$150,000 / yearThis position is ideal for an established Wealth Manager looking to transition into a higher commission model, freedom to approach their clients holistically, long-term client support and leadership opportunities. Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions.
Wealth Manager Spectrum Financial GroupWealth ManagerDallas, TX$90,000–$150,000 / yearThis position is ideal for an established Wealth Manager looking to transition into a higher commission model, freedom to approach their clients holistically, long-term client support and leadership opportunities. Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions.
Wealth Advisory - Relationship Manager Farther Finance Advisors LLCWealth Advisory - Relationship ManagerAustin, TXAs the Relationship Manager for a well-established Austin-based advisory practice, you''re the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice. The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence.