Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Relationship Leader

$200k - $275k

Dormont Manufacturing Co

Dormont Manufacturing Co is seeking a Senior Relationship Manager in Dallas, TX to enhance client relationships and manage a portfolio focused on high-net-worth clients. The role involves acquiring new clients and maintaining compliance and profitability standards. Ideal candidates will have over a decade of wealth management experience and strong investment knowledge. The position offers a competitive salary of $200,000 to $275,000, along with comprehensive benefits including health insurance, paid time off, and a 401(k) plan. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Leader in Dallas, TX vacancy
  • Fifth Third Bank is seeking a Wealth Planning expert in Dallas, Texas to serve high net worth clients with complex financial needs....  ...to collaborate with a team of professionals to enhance client relationships and deliver exceptional service. Competitive compensation and... 
    Senior

    Fifth Third Bank

    Dallas, TX
    1 day ago
  • BOK Financial Corporation is looking for a Senior Private Wealth Banker based in Dallas, Texas. This role involves managing a diverse portfolio and servicing complex commercial and individual loans, along with delivering deposit and investment services to high net worth... 
    Senior

    BOK Financial Corporation

    Dallas, TX
    1 day ago
  •  ...seeking a Private Banker - Managing Director to provide exceptional wealth management services. The role involves advising high-net-worth...  ...on investments and financial planning while managing client relationships. Candidates should have a Bachelor’s degree, proven sales... 
    Senior

    JPMorganChase

    Dallas, TX
    4 days ago
  • $200k - $275k

    CIBC US in Dallas is seeking a Senior Relationship Manager to drive revenue and manage high-net-worth client relationships. The ideal candidate will bring over 10 years of wealth management expertise and possess strong investment knowledge. You will focus on acquiring new... 
    Senior

    CIBC US

    Dallas, TX
    1 day ago
  • Nuveen is looking for a Wealth Management Client Relationship Manager in Dallas, TX. You will partner with Wealth Management Advisors to enhance client relationships and overall service. The role requires at least 2 years of experience, ability to meet financial goals for... 
    Suggested

    Nuveen

    Dallas, TX
    4 days ago
  • $62.5k - $87.5k

    TIAA is seeking a Wealth Client Relationship Manager in Dallas, Texas, to support Wealth Management Advisors and high-net-worth clients. This role involves managing client relationships and ensuring effective implementation of financial plans. Candidates should ideally... 

    TIAA

    Dallas, TX
    1 day ago
  • Dormont Manufacturing Co is seeking a Senior Relationship Manager in Dallas, TX, to support healthcare services clients. This role requires over 10 years of experience in banking and a proven ability to manage extensive portfolios, focusing on deepening client relationships... 
    Senior

    Dormont Manufacturing Co

    Dallas, TX
    2 days ago
  • Zions Bancorporation is seeking an experienced Relationship Manager to join Amegy’s Commercial Lending Team in Dallas, TX. This role focuses on identifying lending opportunities and developing commercial relationships while ensuring high client satisfaction. The ideal... 
    Senior

    Zions Bancorporation

    Dallas, TX
    13 hours ago
  • U.S. Bank is seeking a Senior Relationship Manager in Dallas, Texas to manage and deepen a portfolio of commercial real estate relationships. This role involves establishing partnerships with developers and driving growth through comprehensive financial solutions. The ideal... 
    Senior
    Work at office
    3 days per week

    Us Bank

    Dallas, TX
    2 days ago
  • Insurance Administrative Solutions, L.l.c. seeks a Senior Manager, FP&A to lead the financial planning and analysis for its Wealth business. In this role, you will collaborate with business leaders, support cost management, and prepare insightful reports to aid decision... 
    Senior

    Insurance Administrative Solutions, L.l.c.

    Dallas, TX
    3 days ago
  • TwinThread is seeking a Private Banker to manage client relationships and provide tailored financial advice in Dallas, Texas. Responsibilities include overseeing investments, credit, and banking needs, while also generating new business opportunities. A Bachelor’s degree... 
    Senior

    Aumni

    Dallas, TX
    3 days ago
  • A leading wealth advisory firm in Dallas, Texas is seeking experienced Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients. The role involves developing personalized financial strategies and delivering tailored... 
    Senior

    Beacon Pointe

    Dallas, TX
    1 day ago
  • A leading financial corporation seeks a primary relationship advisor for high net worth clients in Dallas. The role involves developing strong...  ...relationships while delivering a comprehensive suite of wealth management solutions. Ideal candidates will possess significant... 
    Senior

    Truist Financial Corporation

    Dallas, TX
    13 hours ago
  • Truist is seeking a primary relationship advisor for high net worth clients in Dallas, Texas. This role is responsible for developing and...  ...relationships through exceptional service and delivery of Truist Wealth solutions. Key responsibilities include acquiring new clients,... 
    Senior

    Truist

    Dallas, TX
    13 hours ago
  •  ...seeking an experienced Investment Specialist to help deepen client relationships and provide tailored investment solutions. You will conduct...  ...hold required licenses, and possess a strong understanding of wealth management. If you're ready to challenge yourself, this role... 
    Senior

    JPMorgan Chase & Co.

    Dallas, TX
    4 days ago
  • Dormont Manufacturing Co in Dallas, Texas seeks a Wealth Advisor to serve high net worth clients. Responsibilities include developing client relationships and achieving revenue growth through effective solutions. Candidates need 8+ years of experience in wealth management... 
    Senior

    Dormont Manufacturing Co

    Dallas, TX
    1 day ago
  • Regions Financial is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role will focus on acquiring and managing personal trust, estate, and investment management client relationships while providing advisory services. The ideal candidate will possess... 
    Senior
    Full time

    Regions Financial

    Dallas, TX
    2 days ago
  • Miebach in Dallas is seeking a Senior Client Success Lead with expertise in the Life Sciences industry. The role involves managing and growing client relationships, identifying opportunities for value creation, and assisting clients with complex supply chain challenges... 
    Senior

    Miebach

    Dallas, TX
    1 day ago
  • Match Group is searching for a Senior Manager, Talent Acquisition in Dallas to lead and scale its recruiting team. This role will support...  ...acquisition with a strong capability to manage stakeholder relationships. The successful candidate will have extensive experience... 
    Senior

    Match Group

    Dallas, TX
    13 hours ago
  •  ...ideal candidate will have over 10 years of experience in commercial banking, with strong leadership skills and a focus on client relationship management. The role involves supporting banking development efforts, leading a team, and ensuring compliance with banking... 
    Senior

    Vista Bank

    Dallas, TX
    3 days ago
  •  ...of LOB engagement. Candidates should possess at least seven years of experience in bank treasury management, with excellence in relationship management, negotiation skills, and a degree in finance or business. This position offers a dynamic environment where responsibility... 
    Senior

    Texas Capital Bank

    Dallas, TX
    1 day ago
  •  ...Manufacturing Co in Dallas, Texas is seeking a Strategy & Insights Senior Lead to drive high-impact strategic engagements. In this...  ...leadership role, you will lead and mentor teams while managing client relationships and developing comprehensive business transformation... 
    Senior

    Dormont Manufacturing Co

    Dallas, TX
    2 days ago
  • AP Executive is seeking a Senior Client Advisor to lead their Dallas office. This role focuses on establishing and strengthening client relationships while driving residency and citizenship applications. The ideal candidate will have extensive experience in client-facing... 
    Senior
    Work at office

    AP Executive

    Dallas, TX
    2 days ago
  • Fairygodboss is hiring a Senior Manager of Compliance - Consumer Protection in Dallas, Texas. This role involves establishing and implementing...  ..., collaborating across divisions at Freddie Mac, and managing relationships with regulatory bodies. Ideal candidates will have a JD, MBA,... 
    Senior

    Fairygodboss

    Dallas, TX
    2 days ago
  • A leading accounting and consulting firm in Dallas seeks a Senior Manager to oversee equity plan administration for public and private...  ...include providing technical guidance, managing client relationships, and leading a high-performing team. The ideal candidate has a... 
    Senior

    Armanino LLP

    Dallas, TX
    1 day ago
  • Forvis Mazars US in Dallas, Texas is seeking a strategic leader for their Restructuring & Special Situations team. The candidate will...  ...skills in financial modeling, team leadership, and client relationship management, along with collaboration with executives and stakeholders... 
    Senior

    Forvis Mazars US

    Dallas, TX
    2 days ago
  • Leonardo DRS is looking for a Senior Program Finance Analyst in Dallas, Texas, to support financial planning, analysis, and reporting...  ...compliance, and the ability to foster effective business relationships. Benefits include medical coverage, flexible work schedules, and... 
    Senior
    Contract work
    Flexible hours

    Leonardo DRS

    Dallas, TX
    13 hours ago
  •  ...Texas, specializing in healthcare design. The successful candidate will lead major architectural projects, develop long-term client relationships, and mentor emerging designers. A strong understanding of healthcare delivery, along with a Bachelor's or Master's degree in... 
    Senior

    Stantec Consulting International Ltd.

    Dallas, TX
    3 days ago
  • $144k - $186k

    Clearsulting LLC is looking for a Senior Consulting Manager, focusing on Source to Pay processes within procurement and supply chain...  ...engagements, mentor consultants, and develop strong client relationships while working in a flexible hybrid or remote environment. This... 
    Senior
    Remote job
    Flexible hours

    Clearsulting LLC

    Dallas, TX
    13 hours ago
  • A growing business valuation and financial advisory firm in Texas is seeking a Senior Valuation Professional to manage engagements, develop client relationships, and mentor junior staff. The ideal candidate will have a Bachelor's degree with emphasis in finance or accounting... 
    Senior
    Work at office

    Mercer Capital

    Dallas, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Relationship Leader. Be the first to apply!