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 InfrastructureSunset Valley, 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.
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.
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.
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).
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.
Wealth Advisory - Relationship Manager FartherWealth 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.
Associate Wealth Manager Murray ResourcesAssociate Wealth ManagerHouston, TX$80,000–$125,000 / yearAn award-winning wealth management firm is looking for an Associate Wealth Manager responsible for preparing and implementing client financial strategies, plans, and analysis. Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerHouston, TX$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerHouston, TX$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerSan Antonio, TX$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Client Relationship ManagerDallas, TX$62,500–$87,500 / yearWealth 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.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerHouston, TX$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Regional Wealth Manager Hancock Whitney CorpRegional Wealth ManagerPlano, TXSUPERVISORY RESPONSIBILITIES: Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems. JOB FUNCTION / SUMMARY: Regional Wealth Managers plan, coordinate and supervise the activities of Wealth Management Teams across multiple markets and geographies, including profitability and sales; creating an atmosphere of integrity, professionalism, quality and exceptional client service.
Wealth Management, Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management, Client Relationship ManagerFrisco, TX$62,500–$87,500 / yearWealth 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.
FINRA Supervision Manager Senior - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervision Manager Senior - PNC Wealth ManagementDallas, TX$100,100–$223,080 / yearDecision Making and Critical Thinking, Effective Communications, Industry Knowledge, Managing Multiple Priorities, Organizational Leadership, Products and Services, Regulatory Environment - Financial Services, Risk Management. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewAsset & Wealth Management, Private Wealth Management, Goldman Partner Office, Tax Manager, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office, Tax Manager, Vice President - DallasDallas, TXThe Goldman Partner Office (GPO) planning team are experts at delivering complex and customized tax compliance and planning solutions, including US individual income tax projections, Form 1040 filings, tax computations, and quarterly provisions, to meet the needs of our sophisticated clientele of current and former Goldman Sachs Partners and their families. Analyze and review US Individual Income tax returns (Form 1040) with foreign filings, Expat Taxation, amendments, and correspondence; respond accurately to communications received from various tax authorities.
NewAsset & Wealth Management, Wealth Management Product Manager (Analytics), Analyst - Dallas, TX The Goldman Sachs Group IncAsset & Wealth Management, Wealth Management Product Manager (Analytics), Analyst - Dallas, TXDallas, TXAs a pivotal member of our team, you will: Drive Insight: Architect and maintain sophisticated product analytics, dynamic dashboards, and compelling data visualizations using industry-leading tools like Adobe Analytics and Tableau, transforming raw data into actionable product insights. Forge Connections: Collaborate seamlessly with Product, Marketing, Technology, and other cross-functional teams to integrate diverse data sources, building a comprehensive 360-degree view of client interactions and journeys.
NewWealth Advisory - Relationship Manager MassMutual VenturesWealth 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.
Wealth Client Relationship Mgr Teachers Insurance and Annuity Association of America (TIAA)Wealth Client Relationship MgrFrisco, TX$62,500–$87,500 / yearWealth 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.
J.P. Morgan Wealth Management - Vice President - Product Manager JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President - Product ManagerPlano, TXAs a Vice President - Product Owner in Wealth Management Servicing, you will contribute to the team by leveraging your expertise in product development to create innovative products that increases the productivity of our clients, operations and advisors. You will exhibit strong client focus, intellectual curiosity, creative problem-solving skills, strong communications acumen, and ability to prioritize and structure the work effectively to achieve a desired outcome within a specified time frame.
Relationship Manager - Private Wealth Canadian Imperial Bank of CommerceRelationship Manager - Private WealthHouston, TX$175,000–$225,000 / yearYou'll align with clients' sophisticated financial needs, investment objectives, and our organization's strategy, while actively growing your client base through networking, community involvement, and exceptional relationship management. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Wealth Banking Services Relationship Manager U.S. BancorpWealth Banking Services Relationship ManagerDallas, TX$133,365–$156,900 / yearWealth Banking Services (WBS) was formed within U.S. Bank Wealth Management to exclusively wholesale private banking products and services to end clients of partner custodians via third party financial intermediaries such as Registered Investment Advisors (RIAs) and Broker-Dealers. The WBS Relationship Manager supports WBS's strategic wholesale partnerships, developing, managing, expanding and retaining relationships with and driving engagement from third party RIA and Broker/Dealer firms, their advisors and end-clients.
Senior Portfolio Manager - BNY Wealth The Bank of New York Mellon CorpSenior Portfolio Manager - BNY WealthDallas, TXEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. 10-15 years of total work experience preferred, with over 10 years of investment experience preferred for candidates holding advanced portfolio management designations such as CFA, CIMA, or MBA.
Wealth Banking Services Relationship Manager U.S. BankWealth Banking Services Relationship ManagerDallas, TexasWealth Banking Services (WBS) was formed within U.S. Bank Wealth Management to exclusively wholesale private banking products and services to end clients of partner custodians via third party financial intermediaries such as Registered Investment Advisors (RIAs) and Broker-Dealers. The WBS Relationship Manager supports WBS's strategic wholesale partnerships, developing, managing, expanding and retaining relationships with and driving engagement from third party RIA and Broker/Dealer firms, their advisors and end-clients.
Sr. Manager, Digital Wealth Advisory Offer Management The Charles Schwab CorpSr. Manager, Digital Wealth Advisory Offer ManagementAustin, TXIn this highly strategic role, you will operate at the intersection of business strategy, product, technology, governance, and external partners to turn emerging opportunities-including AI-enabled capabilities-into clear, actionable paths forward. As a Senior Manager on the Digital Wealth Advisory Offer Management team, you will help shape how Schwab evaluates, prioritizes, and advances new capabilities that enhance the digital wealth advisory experience for clients and advisors.
Tax Accountant-Tax-GCR - FSO - Wealth and Asset Management - Manager - Multiple Positions - 1716061 Ernst & Young Global LtdTax Accountant-Tax-GCR - FSO - Wealth and Asset Management - Manager - Multiple Positions - 1716061Dallas, TXMINIMUM REQUIREMENTS: Must have a Bachelors degree in Accounting, Finance, Tax, Law, Business Administration or a related field, and 5 years of post-bachelor's, progressive related work experience; OR a Masters degree in Accounting, Finance, Tax, Law, Business Administration or a related field, and 4 years of related work experience. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
Regional Wealth Manager Hancock Whitney BankRegional Wealth ManagerHouston, TexasResponsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems. Regional Wealth Managers plan, coordinate and supervise the activities of Wealth Management Teams across multiple markets and geographies, including profitability and sales; creating an atmosphere of integrity, professionalism, quality and exceptional client service.
NewPractice Development Manager - Wealth and Tax Holland & KnightPractice Development Manager - Wealth and TaxDallas, TXThey will work closely with the practice leaders and Director of Marketing and Business Development to develop strategies and implement marketing and business development activities for the assigned areas. Key Responsibilities and Essential Job Functions: Become familiar with the practice, clients, target markets, and related resources (e.g., trade and industry organizations, publications) for assigned practices.
NewWealth Content Manager eTeam Inc.Wealth Content ManagerDallas, TX$62 / hourCollaborates with professionals in different functions, including client service, finance, strategy and investment teams to ensure correctness of content and establish key objectives and themes. Builds strong relationships with investment and communications counterparts as well as key internal stakeholders to ensure successful strategy alignment and distribution of content.
NewSenior Regional Manager, Schwab Wealth Advisory The Charles Schwab CorpSenior Regional Manager, Schwab Wealth AdvisoryAustin, TXSchwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
NewSenior Wealth Advisor Manager - Client-Focused Growth Charles SchwabSenior Wealth Advisor Manager - Client-Focused GrowthAustin, TXThe ideal candidate will demonstrate experience in leading complex client interactions and navigating sensitive conversations, ensuring clients achieve their long-term goals. Successful candidates are expected to work on-site and will benefit from a competitive benefits package and opportunities for continuous growth.#J-18808-Ljbffr.
Private Wealth Services Tax Manager Grant Thornton LLPPrivate Wealth Services Tax ManagerHouston, TXIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Sr Manager, Financial Operations - Wealth Integrity Marketing Group, LLCSr Manager, Financial Operations - WealthDallas, TXImplement and leverage AI Agent tools, including Microsoft Copilot, Claude, or similar tools to optimize daily financial operations. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.