Senior Private Wealth Advisor
Texas Capital
Texas Capital is seeking an experienced private banking professional to lead the relationship management for a portfolio of high-net-worth clients. You will generate new business, coordinate a multidisciplinary team, and deliver comprehensive wealth management solutions tailored to client goals. You will leverage investment, mortgage, and trust concepts while maintaining exceptional client experiences and expanding COI-based referrals within the community. #J-18808-Ljbffr Texas Capital
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active... ...degree with 7+ years' experience in the wealth management industry as either a...SeniorPrivate- U.S. Bank Private Wealth Management seeks a Private Wealth Advisor (PWA) to identify, close, and deepen client relationships. You will apply knowledge of investments, banking, and estate planning to grow client wealth with a holistic approach. A team of specialists supports...SeniorPrivate
- A leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over...SeniorPrivate
- Sheppard, Mullin, Richter & Hampton LLP seeks a 4th-5th year associate for its Leveraged Finance and Private Equity Finance team within the Finance Practice Group. The position is open to candidates in New York, Washington, D.C., or Chicago with strong deal experience in...SeniorPrivate
- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the... ...backing of one of the countrys largest private banks, this could be your new home.... ...integrated team (Investor, Capital Advisor and Wealth Advisor). - Ensure that the proposed...SeniorPrivate
$260k - $350k
...Job Title Senior Relationship Manager – Southern Cone (Argentina and Chile) Location... ...City Company Retained by a global private bank Requirements 7-10+ years of experience... ...Manager, Private Banker, or Wealth/Financial Advisor Strong book of client business within...SeniorPrivateFull timeLocal area- ...experience, ideally in public accounting or fund administration. The role involves supporting fund operations and collaborating with senior finance staff. You will interact with the CFO, Director and SVP of Accounting, ensuring accurate financial reporting and compliance...SeniorPrivate
- Coda Search│Staffing is seeking a Senior Finance Associate in New York, NY, to join a leading real estate private equity firm. This role encompasses investor reporting, KPI analysis, and financial reporting, requiring collaboration with senior leadership and the finance...SeniorPrivate
- ...CFOs), liquidity solutions or net-asset-value (NAV) transactions, private ABS geared to insurance solutions, capital call financings, and... ...solutions colleagues. Posting details Willkie is seeking a senior associate (counsel will also be considered) to join its structured...SeniorPrivate
- Senior Associate | Project Finance, Digital Infrastructure Location: New York About Us We are currently partnered with a bulge bracket... ...memoranda, and internal approval documents for bank debt, private placements, and capital markets executions Coordinate due diligence...SeniorPrivate
$10k
...additional time available at reduced pay Employee Assistance Program and virtual care through Lumino Health United Kingdom Private medical insurance through Freedom Elite Virtual GP and at-home care via eMed x Livi Workplace pension through Penfold, with...SeniorPrivateFull timeWork at officeRelocationHome officeFlexible hours$150k - $175k
Private Credit|Clear Haven Capital Management | New York, NY ABOUT CLEAR HAVEN Clear Haven Capital Management is an asset-backed credit... ...Boulder, CO. ROLE OVERVIEW We are seeking a highly motivated Senior Associateto join ourPrivate Creditteam. The ideal candidate...SeniorPrivateFull timeWork at office$420k
...Job Description Job Description Global Finance Senior Associate Attorney / Of Counsel (7+ Years) Direct Counsel is seeking a Global... ...transactions for leading bank and non-bank lenders, including private credit and private debt funds. The ideal candidate will have...SeniorPrivate- Coda Search is partnering with a leading real estate private equity group based in NYC. The firm is rapidly growing and operate 500+ properties... ...th fund with big plans for 2026. The team is seeking to hire a Senior Finance Associate who will have blended responsibilities across...SeniorPrivate
$135k - $165k
...diversified set of strategies, including private equity, impact, credit, real estate, and... ...consulting with external auditors and tax advisors on complex transactions and evolving regulatory... ...clearly to deal team members and senior management. They see process gaps as problems...SeniorPrivate$113.1k - $186.7k
...Parthenon - Corporate Finance - Quantitative Finance and Economics - Senior Associate The opportunity EY-Parthenon’s unique combination of... ...and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to...SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours$121.44k - $154.84k
...Thornton is seeking a Financial Due Diligence Senior Associate to join our team in New York,... ...-outs and similar services to clients, private equity investors, and asset-based lenders... ...assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively...SeniorPrivateWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Alternative asset manager focused on Private Equity Secondaries RESPONSIBILITIES Support Fund accounting, investor reporting, and management... ...Manage relationships with fund administrators, auditors, tax advisors, and legal counsel Produce quarterly and annual LP reports to...SeniorPrivate
- Bank of America Merrill Wealth Management seeks an experienced Financial Advisor to service Private Bank clients with tailored investment guidance and brokerage support. You will profile client objectives, determine risk tolerance and timelines, and deliver suitable recommendations...Private
$65 - $75 per hour
...offices in New York, NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have a strong foundation... ...and quality control Collaborate with partners and wealth advisors on estate and wealth transfer strategies Requirements...SeniorPrivateContract work- A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires...SeniorPrivate
- JPMorganChase is seeking a Vice President, Private Wealth Planner to join its Wealth Management team in New York. The role involves providing customized financial planning and wealth management advice to clients and working collaboratively with the client service team....SeniorPrivate
$140k - $160k
...000.00/yr Our client is a fund management firm. They seek a Senior Fund Accountant to join their Manhattan, NY office. Responsibilities... ...~5+ years of fund accounting experience ~ Private or combo accounting background ~ Organized with keen attention...SeniorPrivateFull timeWork at office- Petra Funds Group is seeking a seasoned fund accountant to join a client-facing team responsible for private equity, credit funds, and SPVs. The role builds the internal review function from the ground up and reports to the client Controller. The ideal candidate has 4-6...SeniorPrivate
- PwC Private is seeking a Senior Associate to lead tax advisory efforts for private clients. You will analyze complex tax issues, mentor junior staff, and focus on building long-term client relationships while understanding the broader business context. The role emphasizes...SeniorPrivate
$110k
...Position Summary The Tax Senior will be responsible for preparing and reviewing tax returns and supporting tax planning engagements... ...clients, including banks, broker-dealers, investment advisors, private funds, and insurance companies. This role requires strong technical...SeniorPrivateLocal area- ...Job Overview Senior Fund Accountant: Compensation: $150,000 – $160,000/year + bonus Location: New York, NY Schedule: Monday to Friday... ..., reconcile P&L allocations, and ensure accurate reporting for private funds. You will also review incentive fees, capital calls, and...SeniorPrivateWork at officeMonday to Friday
- Bank of America is seeking a Senior Credit Underwriter in New York within Global Wealth Investment Management to independently manage moderately to highly... ...and lead the credit decision process with the Private Client Advisor. The role focuses on ultra-high-net-worth clients...SeniorPrivate
- ...stage protocols, and fund-of-funds strategies. We are seeking a Senior Fund Accountant to join our New York team and support a complex... ...Prior experience with hedge funds, venture capital, private equity, or digital asset funds preferred Detail-oriented with strong...SeniorPrivate
$115k - $135k
...management fee and the waterfall Provide financial information for compliance and regulatory filings Qualifications: 3-5 years of Private Equity experience, preferably with a CPA Fund administration, accounting, or audit experience preferred; private fund Real Estate experience...SeniorPrivate
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