Senior Wealth Advisory Account Manager
Northern Trust
Northern Trust in Dallas, TX, is seeking a qualified individual to enhance client relationships through effective account administration and operational support in fiduciary and investment management services. The ideal candidate will have 5–7 years of relevant experience, strong communication skills, and an ability to navigate complex client relationships. Responsibilities include client communication, issue resolution, and mentoring junior staff. Applicants with a degree and knowledge of personal trust services will be preferred. #J-18808-Ljbffr Northern Trust
- Northern Trust Corp in Dallas, TX, is looking for a Senior Account Manager to coordinate account administration for fiduciary and investment management services for complex client relationships. The ideal candidate will possess excellent communication skills, industry...Senior
$120k - $215k
Stout, based in Dallas, is looking for a Senior Manager to lead accounting and reporting advisory engagements. The ideal candidate will have a strong foundation in US GAAP and extensive experience in financial reporting and M&A transactions. Stout emphasizes a culture...Senior- A leading consulting firm in Dallas is seeking a Senior Manager to join their Accounting Advisory team. This position involves overseeing financial reporting, managing technical accounting engagements, and mentoring team members. Ideal candidates should have a bachelor...Senior
- ...seeking a talented individual for a Private Banking role in Dallas, Texas. The successful candidate will manage client relationships, provide strategic advice on wealth and investment management, and uphold the highest standards of compliance and client service....Senior
$80k
...Messaging, Social Media, Website, Lead Management, Appointment Scheduling, and more to work... ...a human touch. About the Role As a Senior Account Manager, your core role is to build and... ...influence reaches beyond the franchisees into Advisory committees and the corporate...SeniorWork at officeLocal areaRemote workFlexible hours- ...OneDigital Sr. Account Manager Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every... ...and maintains assigned book of business Serves in an advisory capacity for clients Delegates work assignments to internal...SeniorTemporary workWork at office
- ...to over 100,000 employers. Responsibilities Manage and maintain an assigned book of business. Act as an advisory resource for clients. Delegate work assignments... ...concerns, and changes. Efficiently manage complex accounts and high‑level service deliverables. Provide...SeniorWork at officeLocal area
- Krilogy in Dallas, TX is seeking a seasoned Wealth Advisor to grow a client base by... ...professionals to deliver comprehensive wealth-management services in a client-first, concierge-... ...environment. Ideal candidates bring extensive advisory experience, relevant licenses, and a...Senior
- Huntington Bank seeks an experienced Wealth and Investment Portfolio Manager III to lead complex portfolios for high-net-worth clients in Dallas. You... ...provide ongoing service to clients while supporting sales efforts with the advisory team. #J-18808-Ljbffr Huntington BankSenior
- A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW... .... The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive...Senior
- A leading financial consulting firm in Dallas is looking for a Senior Wealth Manager to manage client relationships and actively grow their practice. This role requires over 10 years of investment advisory experience and a strong willingness to work in a tech-driven environment...Senior
- A global wealth advisory firm based in Dallas is seeking an Associate Advisor. This role involves collaborating with team members to service clients in discretionary investment management and wealth planning. The Associate Advisor will support client relationships through...Senior
- A leading global investment bank seeks an analytical professional for a Financial Planning role in Dallas, Texas. The role involves developing customized financial strategies for high net worth clients, emphasizing strong communication and proactive service. Candidates ...Senior
- Stout seeks an experienced accounting professional to lead advisory engagements, including post-acquisition integration and complex contract analysis. You will oversee reconciliations, prepare memos and statements, and interact with the C-suite on strategic topics. The...Contract work
- Overview The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and... ...Experience Bachelors Degree required 10+ years of demonstrated advisory, client management and plan management experience...SeniorContract workRemote work
- EY is seeking a Senior in their FAAS Technical Accounting Advisory Group in Dallas, Texas. This role requires managing complex client financial issues and collaborating with various teams. Candidates should have a CPA and experience in public accounting. The position offers...Senior
- The client is seeking a Senior Wealth Manager to build and grow their book of business in Dallas, TX. As a modern and technology-first RIA,... ...platform. Must-Have Qualifications: 10+ years of investment advisory experience. Existing book of business that is actively...Senior
- Stonepath is seeking a Senior Tax Manager in Dallas, TX, to join their advisory-focused CPA firm. In this role, you'll engage with high-net-worth clients, manage... .... Ideal candidates have 7-10 years of public accounting experience and a CPA. The firm emphasizes work-life...Senior
$60k - $140k
...data, production, and technology. We deliver end-to-end solutions that result in revolutionary work. We're seeking an experienced account manager who understands the intricacies of client relationships and project management. You've likely worked on a variety of projects,...SeniorWork at officeShift work$70k - $90k
...Location: Remote or Hybrid, US Compensation: $70,000 - $90,000 / year Department: Account Management & Strategy Description The Senior Account Manager is responsible for leading the execution and delivery of integrated fundraising campaigns across a portfolio of nonprofit...SeniorRemote workFlexible hours- ...you with a diverse set of experiences. Customer Relationship Management Develop and maintain strong relationships with customers across... ...background is required and logistics is a plus. Utilize 10+ years of account management experience in serving enterprise clients. Apply...SeniorPermanent employmentWork at officeRemote workWork from home
$80k - $110k
A leading audiovisual solutions firm based in Fort Worth seeks an Account Manager to drive sales in audio/video/lighting systems. Candidates should have over 5 years of sales experience and possess strong communication skills. Responsibilities include managing client projects...Senior$133.37k - $156.9k
...U.S. Bank Wealth Banking Services Relationship Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe...Temporary workWork experience placement$112.7k - $206.5k
EY is seeking a Manager for their Financial Accounting Advisory Services team. The role involves collaborating with clients to resolve complex accounting issues and contributing to team successes across multiple service lines. The ideal candidate will have a bachelor’s...- ...structure of the estate and wealth transfer plans, supervising Analysts... ...professional consulting / advisory services and solutions to... ...relationships with client relationship managers and sales officers to create... ...finding creative solutions. Senior Wealth Strategist At Fifth...SeniorBank staff
$85k - $105k
...Brother USA is seeking a Manager, Major Account Sales, to lead the B2B strategy for its Home Appliance Division. This remote role requires a seasoned sales professional with over 7 years of experience in creating and expanding business opportunities, particularly with...SeniorRemote work$100k - $112.5k
...LinkedIn, and Twitter. About The Role SonderMind is hiring a VA Account Manager to join our Military and Government Partnerships team. This... ...and Government Partnerships, Care Operations, and the senior AMs, managing a defined set of VA and TRICARE relationships and...SeniorTemporary workImmediate startFlexible hoursShift work$100k - $125k
Embark is seeking a Senior Associate for the Financial Advisory practice in Dallas, Texas. This role entails assisting clients with financial reporting, technical accounting, and transactions. Candidates should have 3+ years of experience in public accounting or consulting...Senior$179k - $262k
...Dallas is looking for an experienced professional in transaction advisory services. You will conduct analysis, due diligence, and... ...ensuring top-notch service. The ideal candidate has over 8 years in accounting or related fields, a degree in finance or accounting, and...Senior- Morgan Stanley seeks a Wealth Management Investigations Attorney to handle internal and regulatory enforcement investigations for its Wealth Management business. You will manage investigations involving potential employee misconduct and compliance matters across various...Senior
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