Senior Wealth Portfolio Manager: HNW Strategy & Leadership
First Command Financial Services, Inc.
First Command Financial Services, Inc. in Fort Worth, TX is seeking a Senior Wealth Portfolio Manager to independently manage high net worth portfolios and develop client relationships. You will design investment strategies, monitor performance, and provide comprehensive wealth management solutions. You will mentor junior Wealth Portfolio Managers, contribute to business development, lead client engagements, and stay ahead of market trends to deliver tailored, holistic plans. #J-18808-Ljbffr First Command Financial Services, Inc.
- ...your role impact First Command? As a Senior Wealth Portfolio Manager, you will independently manage high... ...will design and implement investment strategies, monitor performance, and provide... ...Director, Wealth Management in team leadership requirements as needed. Managing client...SeniorHigh net worthWork experience placementWork at office
- ...Command Financial Services, Inc. in Fort Worth, TX is seeking a Wealth Portfolio Manager to independently manage high‑net‑worth portfolios and... ...relationships. You will design and implement investment strategies, monitor performance and provide wealth management solutions...SeniorHigh net worth
- ...Command Financial Services is seeking a Senior Wealth Portfolio Manager in Fort Worth, TX to independently... .... You will design investment strategies, monitor performance, and provide comprehensive... ...Director of Wealth Management on leadership needs. #J-18808-Ljbffr First-...SeniorHigh net worth
- ...Advisory, and Business Management services to our... ...role is ideal for senior manager and... ...in high-net-worth (HNW) tax compliance and... ...implement tailored tax strategies to minimize tax... ...including estate and wealth transfer... ...documentationTeam Leadership & Development:Lead...SeniorHigh net worthFull timeWork at officeLocal areaRemote work
- The Loan Portfolio Manager II at NBT Financial Bank provides independent portfolio management, credit administration, and underwriting support... .... This role partners with lending officers and market leadership to maintain portfolio quality and support annual reviews, covenant...Senior
$124k - $335k
Industry/SectorAsset and Wealth... ...tax obligations while managing the impact tax has on... ...Professional; our global leadership development framework.... ...and in the future.As a Senior Manager, you'll work as... ...business issues from strategy to execution. PwC Professional...SeniorFull timeH1bLocal areaOverseas$95k - $100k
...premier staffing agency in Texas is seeking a Household / Estate Manager to oversee the operations of a prominent family in the Dallas... ...-net-worth households, demonstrating discretion and strong leadership skills. Responsibilities include managing household staff, coordinating...High net worthFull time$150k - $200k
...Tax Senior Manager A Top 50 CPA firm in the Fort Worth, TX area is looking to add a Tax Senior Manager to their team. This stable and growing... ...in public accounting ~ Heavy experience serving Ultra HNW clients ~ Must have the ability to utilize firm technology to...SeniorHigh net worth$132.7k - $303.2k
...for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Independently... ...matter expert. Oversee large team and provide visibility to leadership on status, issues, or situations which need to be addressed....SeniorWork experience placementSummer holidayFlexible hours- ...Senior Asset Management ConsultantArcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone...Senior
- ...opportunities for growth and development. We are seeking an experienced Senior Tax Manager to join our team. This is an opportunity to work alongside... ...-401(k) with firm contributions.-Ongoing CPE, training, and leadership development programs.-Clear path to Director and Partner.-...SeniorHigh net worthWork at officeFlexible hours
- ...service.At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-... ...and plan overall investment strategy with continuous revision as... ...Investment and Goals-Driven Wealth Management Practices,... ...teams.Participate in thought leadership publications, educational...SeniorHigh net worthFull timeWork experience placementLocal areaFlexible hours
$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting, advisory, and consulting... ...planning and preparation, entity structuring, wealth preservation, family succession... ...Senior Manager works closely with firm leadership and plays a key role in business development...SeniorHigh net worthImmediate startFlexible hours- Addison Group is partnering with a client in the DFW area to recruit a Commercial Loan Portfolio Manager. This role focuses on overseeing a portfolio of commercial lending relationships, evaluating credit quality, and ensuring compliance with lending standards and regulations...Senior
$189.2k - $372.9k
...Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte... ...Deloitte as a Senior Manager in M&A Strategy & Diligence... ...they evaluate their portfolio and engage in buy-... ...include asset, wealth, and investment advisers... ...new skills, take on leadership opportunities and...SeniorOdd jobWork experience placementLocal area- Encore Bank is seeking an experienced Portfolio Manager II in Fort Worth to unite clients, credit, and decisioning. You will analyze cash flows, prepare credit memos, and support underwriting to ensure timely approvals while maintaining asset quality. You will collaborate...Senior
- ...At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing... ...and plan overall investment strategy with continuous revision as... ...and Goals-Driven Wealth Management Practices, peers... ...Participate in thought leadership publications, educational...SeniorHigh net worthWork experience placementLocal areaFlexible hours
- Third-Coast-Bank in Austin, TX is seeking a seasoned Senior Portfolio Manager to oversee larger and more complex middle market and corporate credits, ensuring soundness, profitability, and growth objectives. You will support Corporate Banking teams with deal qualification...Senior
$95k - $100k
Overview Household / Estate Manager - Delta Dallas is partnering with a prominent Dallas... ...in this role requires discretion, strong leadership skills, and the ability to anticipate... ...weekends, and special events as needed. Seniority level Mid-Senior level Employment type Full...High net worthFull timeContract workWork at officeRelocation packageMonday to FridayWeekend workAfternoon shift- ...primary client relationship manager for key accounts in a fully remote... ...(1120, 1120S, 1065, 1040 HNW) Manage client deliverables... ...Supervise and mentor tax staff, seniors, and managers across multiple... ...Experience with remote team leadership and workflow management tools...SeniorHigh net worthRemote job
- Yoh Services LLC seeks a Financial Portfolio Management Manager to lead technology financial planning and governance. You will oversee budgets... ..., with collaboration across Technology, AIS, Accounting, Strategy, and Portfolio teams. #J-18808-Ljbffr Yoh Services LLC
- Join a leading real estate management organization as the Sr. Director of Business Development. This pivotal role offers a clear path to... ...position within five years and the chance to shape business strategies in a supportive environment. With a competitive salary and the...Senior
- ...actively participate in maintaining the physical condition of the community while promoting resident satisfaction. This role requires leadership, budget awareness, and hands-on maintenance responsibility across multiple properties in the Fort Worth area. The ideal candidate...
- ...Senior Director of Strategic Alliances About the Company A contract development... ...approach, executive-level relationship management, and the ability to work cross-functionally... ...and have at least 10 years of commercial leadership experience in the medical device...SeniorContract work
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...insights and recommendations for tax strategies- Building and maintaining strong...SeniorFull timeH1bLocal area- PlainsCapital Bank seeks a Portfolio Manager Team Lead to oversee the commercial portfolio management workflow, ensure efficient processing of credit requests and renewals, and manage portfolio servicing activities. The role leads a team of Portfolio Managers, provides...Senior
$90k - $115k
Operations Manager (Wealth Management/RIA firm) Location: Fort... ...of high-net-worth (HNW) individuals and corporate... ...knowledge, strong leadership skills, and hands‑on experience... ...and operational strategy. Support recruiting,... ...Types Annual Bonus Seniority level Mid‑Senior level...High net worthFull timeWork at office- Sr. Manager, Sales Strategy - OTCAt Alcon, we are driven by the meaningful work we do to help people... ...drive revenue growth.Position SummaryThe Senior Manager, Sales Strategy-OTC is... ...thinking, strategic influence, project leadership, and the ability to drive alignment across...SeniorHourly payFull timeFlexible hours
$65k
A well-established security company is seeking a proven commercial closer for outside sales in Fort Worth. This role offers a $65,000 base salary with uncapped commission potential and a recognized brand. Responsibilities include closing company-generated leads, developing...Senior- ...Worth, TX, with a minimum of 15 years of experience in project management, specifically in large scale engineering design and... ...Candidates should have a Bachelor of Science in Engineering and strong leadership abilities. Travel may be necessary for project requirements. Join...Senior
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