Senior Institutional Wealth Strategist
SouthWest Benefits Association
A financial institution is seeking an Institutional Wealth Strategist to manage client accounts and ensure compliance with legal standards. Candidates should possess a relevant degree or equivalent experience in wealth management, and have strong communication and organizational skills. The role involves collaboration with various teams and clients and offers a full-time position in Dallas, TX, with a comprehensive benefits package including health insurance and a 401(k) plan. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Institutional Wealth Strategist in Dallas, TX vacancy
- Simmons Bank - Institutional Wealth Strategist Full Time Accounting 10 Feb 2026 Simmons Bank - Institutional Wealth Strategist Title: Institutional Wealth Strategist Job ID: R114017 Job Location: Dallas, TX - 5950 Berkshire Lane Employment Type: Full-time Industry: Banking...SuggestedFull time
- ...GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net... ...transfer plans, supervising Analysts, Strategists, and leveraging Life360 and other tools... ...Resourcefulness in finding creative solutions. Senior Wealth Strategist At Fifth Third, we...SeniorBank staff
Fifth Third Bank, N.A.
Dallas, TX2 days ago - ...in the organization. Education: BS/BA degree (4 year) from an accredited university/college or four to six years of experience in wealth management. Preferred certifications: CPA, CFP, Law Degree or ABA designation. Preferred specialized training: courses related to investments...Suggested
- ...Job Description What is the opportunity? As a Wealth Strategist, your role will be focused on integrating and driving the adoption of financial planning as part of the core client experience, as well as wealth transfer and business planning for clients by working...SeniorFull timeTemporary workWork at officeFlexible hours
- A leading financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth individuals and families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with...Suggested
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...for individuals, companies, and institutions. Merrill Wealth Management is one of the... ...focused and effective. The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory...Private practiceWork at officeWork from homeShift workDay shift
- ...and support. What You Will Do: Support Senior planner and partner with home office and... ...required to meet our High Net Worth client's wealth management and tax planning needs. Serve... ..., Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment and continued...SeniorTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
Edward Jones
Dallas, TX3 days ago $102k - $208k
Huntington National Bank is seeking a Senior Liquidity Specialist in Dallas, Texas. This role is central to executing the Commercial... ...candidates should have a minimum of 5 years of experience in institutional investment and possess Series 7 & 63 Licenses. The role offers...SeniorRemote job- A major financial institution based in Dallas seeks a Relationship Strategist III. The role involves leading client management activities, developing strategies for client acquisition, and ensuring exceptional client experience. Candidates should possess a bachelor's degree...Senior
- ...Description TRG is looking for an Investment Senior Strategist - Partners (Integrated Media Buyer) who can negotiate media partnerships... ...marketing fundamental principles taught by Ehrenberg Bass Institute, and others in the field of marketing science such as Byron...SeniorContract workTemporary workImmediate start
TRG
Dallas, TX4 days ago $138k - $200k
...protects their most critical assets. As a Principal Cyber Defense Strategist, you will empower organizations to outmaneuver adversaries by... ...or benefits. Responsibilities Be experienced with National Institute of Standards and Technology Cybersecurity Framework (NIST CSF)...SeniorFull time$51.74k
Title: Senior Admission Counselor (STEM Recruiter) Employee Classification: Senior Admission Counselor Campus: University of North... ..., or other student information database products used by institutions of higher learning is preferred. Experience utilizing Perceptive...SeniorWork experience placementWork at officeLocal areaFlexible hoursAfternoon shiftEarly shift- A financial services provider is seeking a Private Business Strategist based in Texas. This role involves engaging with business owners on their goals and providing insights that impact personal wealth. Successful candidates will have 8+ years of industry experience, strong...
- A leading financial institution in Dallas is seeking an experienced Investment Specialist to drive client engagement and deliver tailored investment solutions. The ideal candidate will hold a Bachelor's degree, possess Series 7, 66, and Insurance licenses, and have over...
- ...providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment...Senior
Beacon Pointe Advisors
Dallas, TX3 days ago $100k - $150k
...EisnerAmper LLP in Dallas, Texas is seeking a Senior to join our National Tax Office. You will engage in research and analysis of federal income tax issues and assist with M&A tax structuring. Ideal candidates have 3+ years in tax consulting and a J.D. We offer a culture...SeniorWork at officeEisnerAmper
Dallas, TX4 days ago- ...Fifth Third Bank, N.A. in Dallas, Texas seeks a Senior Wealth Strategist to lead high-net-worth client engagements and develop comprehensive wealth plans. Applicants should possess at least 10 years of experience in financial or estate planning and hold a Bachelor’s degree...
Fifth Third Bank, N.A.
Dallas, TX1 day ago - ...SuperMom's LLC is seeking a Senior Mergers & Acquisition Analyst to lead financial analysis on acquisition opportunities. This role focuses on site assessments, developing valuation models, and conducting due diligence to support strategic growth initiatives. Ideal candidates...Senior
SuperMom
Irving, TX3 days ago - ...advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the... ...in client assets as of December 31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate professional who is focused...SeniorWork at officeLocal area
- CCMSI is seeking a Multi-Line Claim Specialist for National Accounts with a focus on high exposure and litigation. This remote, full-time role involves managing complex claims from assignment through resolution, requiring over 10 years of multi-line claims experience. ...SeniorFull timeRemote work
CCMSI
Dallas, TX2 days ago - ...Rolfson Oil in Addison, TX, is seeking a Senior Credit & Collections Specialist to manage customer credit accounts and lead collection efforts. This critical role supports financial stability and serves as a key contact within the organization. The ideal candidate has...Senior
Rolfson Oil
Addison, TX3 days ago $125k - $160k
...Prime-Corporate-Services is seeking an experienced Tax Strategist in Dallas, Texas, to deliver impactful tax advisory services. This client-facing role focuses on helping entrepreneurs and business owners minimize tax liability and achieve financial success. Responsibilities...SeniorPrime Corporate Services
Dallas, TX17 hours ago- ...A prominent Texas financial institution is seeking a Financial Advisor II for the Dallas Market who will deliver expert financial advice and build strong client relationships. In this role, you'll manage a portfolio while crafting personalized financial strategies. Key...Senior
Broadway Bank
Dallas, TX10 hours ago - ...A global IT consulting firm is seeking a Lead Product Strategist, Insurance Rating & Pricing to define product vision and drive modernization of its Ratabase solution. The ideal candidate has over 12 years of insurance experience, skilled in rating strategies and product...Senior
CGI Technologies and Solutions, Inc.
Dallas, TX3 days ago - ...We’re seeking a Senior CX Strategist to lead the design and evolution of employee-facing technology experiences. This role will drive human-centered design initiatives, CX measurement strategy, and cross-functional alignment to improve how internal services are delivered...SeniorContract work
The Judge Group
Dallas, TX3 days ago - Sedgwick Claims Management Services Ltd in Irving, Texas is seeking a Disability Case Manager. You will be responsible for managing complex disability claims, determining claims benefits, and ensuring appropriate medical management. The ideal candidate will have a High...Senior
Sedgwick Claims Management Services
Irving, TX3 days ago - United Way Of Metropolitan Dallas is seeking a Major Gifts Officer to join its Resource Development team. This position plays a vital role in managing major gifts, serving as a philanthropic advisor to donors, and cultivating strong relationships to optimize funding potential...Senior
United Way of Metropolitan Dallas
Dallas, TX3 days ago - ...The Ascot Group is seeking a Senior State Filings And Regulatory Analyst in Dallas, TX. This role is pivotal in ensuring regulatory compliance for insurance product filings, working closely with various departments. The ideal candidate will have over 7 years of experience...Senior
Ascot Group
Dallas, TX17 hours ago - Lifespace Communities, Inc. is seeking a CRM & Personalization Manager in Dallas to lead the CRM and email marketing strategy. Your role will involve building personalized customer experiences and managing the entire customer lifecycle. With a focus on data-driven insights...Senior
Lifespace Communities
Dallas, TX17 hours ago - ...Fifth Third Bank is seeking a Wealth Planning expert in Dallas, Texas to serve high net worth clients with complex financial needs. The role requires extensive experience in financial and estate planning, focusing on developing and implementing customized wealth strategies...Senior
Fifth Third
Dallas, TX3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Institutional Wealth Strategist. Be the first to apply!
Related searches
- strategist Dallas, TX
- business strategist Dallas, TX
- media strategist Dallas, TX
- design strategist Dallas, TX
- workplace strategist Dallas, TX
- investment strategist Dallas, TX
- technology strategist Dallas, TX
- senior strategy consultant Dallas, TX
- digital strategist Dallas, TX
- senior brand strategist Dallas, TX