Private Bank Operations Lead
Texas-Capital-Bank
Texas Capital Bank in Richardson, TX seeks an experienced Private Wealth Associate to support Private Client Advisors and Investment Advisors, manage client onboarding, and help service clients with deposits, loans, and accounts. The role requires a Bachelor's degree (preferred), 5 years in Private Wealth, Series 7/65 preferred or willing to obtain within 90 days, and strong client service skills; proficiency in MS Office and Salesforce is a plus. #J-18808-Ljbffr Texas-Capital-Bank
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Bank Operations Lead in Richardson, TX vacancy
- ...Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The... ...regards to deposit accounts.Support Private Client Advisors and Investment Advisors... ...oversight) to ensure compliance with all operational proceduresProvide exceptional client experience...PrivateBank staffImmediate startDay shift
- ...Sr Operations Team Lead Jacksonville, Florida;Addison, Texas; Plano, Texas; New York, New York;... ...least 18 years of age. Acknowledge ( Bank of America employees are required to... ...Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America,...PrivateWork experience placementWork at officeFlexible hoursShift workDay shift
Bank of America
Addison, TX23 hours ago - Texas Capital Bank seeks a Private Bank Operations Team Lead to oversee client onboarding, deposits, wires, and transactional support across multiple Texas locations including Dallas and Fort Worth. The role partners with Private Client Advisors and Investment Advisors...PrivateBank staff
- Sunflower Bank, N.A. is seeking a Treasury Management Operations Specialist (Client Support) to deliver outstanding service to Treasury Management clients. This... ..., while coordinating with internal teams. You will lead a team, ensure adherence to KPIs and SLAs, and participate...Suggested
- A leading banking institution in Plano, Texas, seeks an experienced Assistant Manager for operational leadership within retail and back-office functions. This hands-on role involves guiding a team to achieve compliance, processing accuracy, and client satisfaction. Ideal...SuggestedVisa sponsorship
- Sunflower Bank, N.A. is seeking a Treasury Management Operations Specialist (Client Support) to deliver exceptional service to Treasury Management clients and manage a team of specialists. The role focuses on resolving inquiries, fulfilling service requests, and ensuring...Remote work
- ...degree in accounting or finance and have 3-5 years of relevant experience. Responsibilities include processing invoices, preparing bank reconciliations, and managing multiple projects effectively. The successful applicant will have a strong commitment to detail and excellent...
YourCause
Plano, TX23 hours ago - Bank of America is seeking a strong quantitative operations professional to join the Data & Modeling - Resource Analytics team. The role focuses on developing and maintaining strategic volume forecasting and capacity planning models to keep staffing aligned with business...
- Bank of America in Plano, TX is seeking an experienced Operations Manager to lead the Tax Operations team and ensure timely, accurate delivery of end-to-end tax reporting processes. You will coordinate with global tax colleagues and ensure adherence to US Treasury regulations...
$126k - $168.7k
Company Overview At Bank of America, we are guided by a common purpose to help make financial... ...- Resource Analytics team in Global Operations Data, Reporting & Operations Management... ...Quantitative Operations Associate II - Lead Modeler Responsibilities Develop and maintain...Flexible hoursShift workDay shift- ...status quo and striving to be best-in-class.As a Cybersecurity Operational Lead in Compliance, Conduct, and Operational Risk team, you will... ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial...
- ...to impactful decision-making and operational excellence. As a Business Finance... ...today we are a leader in investment banking, consumer and small business banking... ...Management delivers industry-leading investment management and private banking solutions. Asset Management...PrivateLocal area
- Western Alliance Bancorporation seeks a Card Operations Project Analyst to lead and optimize enterprise banking processes across multiple units in a fast-paced environment. You will design and implement complex technical solutions, mentor junior analysts, and drive large...
$109k - $224k
Who We AreFTI Consulting is the leading global expert firm for organizations facing... ...multinational corporations, law firms, banks and private equity firms on their most important issues... ...focuses on our clients’ strategic, operational, financial and capital needs by...PrivateFull time- JPMorgan Chase & Co. is seeking high-potential individuals for the Program Banker Analyst role in the U.S. Private Bank. You will join an integrated team of bankers, investment specialists, and estate experts to attract and serve clients, with potential to advance to Associate...Private
- A global financial services firm is seeking a Private Banker to manage client relationships in Dallas, Texas. The ideal candidate will have over three years of experience in Private Banking, demonstrate strong sales success, and hold required securities licenses. Responsibilities...Private
- A leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth management. Candidates should... ...have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and...Private
- Fifth Third Bank in Dallas, Texas is seeking a Wealth Management Advisor II to serve as trusted advisor and lead a private banking team, coordinating specialists to deliver wealth planning, investments, and trust services. The role emphasizes risk-aware client service,...Private
- A leading global investment bank is seeking a Mortgage Transaction Manager in Dallas, Texas. In this critical client-facing role, you will ensure a seamless mortgage process for Private Wealth Management clients. Responsibilities include managing client expectations, coordinating...Private
- The Goldman Sachs Group in Dallas seeks a Mortgage Transaction Manager to deliver a high-touch mortgage experience for Private Wealth Management clients. The role involves managing the mortgage process from origination to closing while ensuring timelines and expectations...Private
- A leading global financial institution in Dallas is seeking an experienced Investment Professional to support client relationships in the U.S. Private Bank. The role involves executing brokerage trades, creating mandates, and monitoring risk metrics. Candidates should have...Private
- Texas Capital Bank is looking for a Sr Private Client Advisor in Dallas, TX. This role requires a minimum of 10 years of relevant banking experience, with a strong focus on client management and investment solutions. The advisor will generate new clients while managing...PrivateFull time
$122k - $200k
Job Description:At Bank of America, we are guided by a common purpose... ...responsible for defining and leading the engineering approach for... ..., delivery sequencing and operating-model clarity.The Lead... ...services across AWS, Azure, GCP, private cloud and Kubernetes environmentsConvert...PrivateFull timeWork at officeFlexible hoursDay shift- ...through advisor‑led planning, investment management, banking, and tailored lending solutions. Within AWM, the Private Bank delivers competitive borrowing and cash‑... ...as a senior credit professional responsible for leading the underwriting, structuring, and approval preparation...PrivateWorldwide
- Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service...Private
- ...planning, investment management, banking, and tailored lending solutions. Within AWM, the Private Bank delivers competitive... ...detail‑oriented, and comfortable operating in a fast‑paced environmentProven... ...grow. Founded in 1869, we are a leading global investment banking,...PrivateFull timeTemporary workPart timeWorldwide
- The Goldman Sachs Private Wealth Management division seeks a COE NPWA CI Team Lead WMP to manage day-to-day operations of the NPWA CI team. You will partner with the COE manager and stakeholders to develop people, strategy and onboarding processes for NPWAs nationwide....Private
$170k - $300k
...StatesSalary: $170,000.00 - $300,000.00Category: Private Client Product Services, Executive,... ...WealthCompany: CitiThe Investment Counselor Team Lead manages multiple teams through other... .../investment management mandates to the bank. They will have an exceptional understanding...PrivateFull time$98k - $155k
...venture-backed deep-tech company is seeking a Senior Air Vehicle Operator (AVO) to lead V-BAT flight operations. The role demands strong aviation... ...in dynamic environments. The ideal candidate must have a Private Pilot License, FAA certifications, and experience in...Private- LP Analyst is seeking an Office Manager to oversee day-to-day operations at our downtown Dallas office and to support senior team members with organizational tasks. The role includes events, IT/AV coordination, and ensuring smooth facilities management. You will manage...PrivateWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Bank Operations Lead. Be the first to apply!
Related searches
- operations lead Richardson, TX
- operations leader Richardson, TX
- private equity accountant Richardson, TX
- private duty home care Richardson, TX
- private care Richardson, TX
- private family Richardson, TX
- adult private duty registered nurse rn Richardson, TX
- private sector Richardson, TX
- hedge fund private equity tax manager Richardson, TX
- private wealth Richardson, TX