Private Client Portfolio Manager — HNW Wealth
Brown Advisory Incorporated
Brown Advisory is seeking a seasoned Portfolio Manager for our Dallas office to manage a broad array of client portfolios, emphasizing liquidity planning, balanced equity and fixed income, and opportunistic strategies. You will work with client service teams to nurture relationships and develop tailored investment approaches. The role requires independent ownership, strong communication, and a track record with sophisticated investors. #J-18808-Ljbffr Brown Advisory Incorporated
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Portfolio Manager — HNW Wealth in Dallas, TX vacancy
- Andersen is seeking a Manager in Private Client Services to oversee multiple engagement teams serving high-net-worth clients, family offices, owner-operated businesses, and trusts. You will lead business development, maintain strong client communication, and ensure timely...Private clientHigh net worth
- ...built and nurtured our client‑first culture. Brown... ...independent investment management and strategic advisory... ...related service needs, the Portfolio Manager (“PM”) must... ...to tax planning, wealth transfer and philanthropy... ...portfolio management for Private Client individuals and...Private clientHigh net worthTemporary workH1bWork at officeWorldwide
Brown Advisory Incorporated
Dallas, TX2 days ago - Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, for a Client Service Group Manager who will oversee branch sales support and administrative teams, and drive training and process improvements to support growth and...High net worthLocal area
- ...Andersen is seeking a Senior Tax Director within Private Client Services to oversee complex income tax returns for high-net-worth individuals and families. You will mentor junior staff, manage client expectations, and lead tax planning and compliance engagements. The...Private clientHigh net worth
Andersen
Dallas, TX3 days ago $62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow practice through referrals that ignite the dreams of the people we serve. Key Qualities Deep curiosity...High net worthWork experience placement$150k - $190k
...to doing what’s right for our clients.At CIBC, we embrace your... ....comWhat you'll be doingAs a Private Wealth Business Development Officer... ...work closely with Relationship Managers, Investment and Wealth Specialists... ...of acquiring and maintaining HNW relationships. You have a...Private clientHigh net worthFull timeRemote workCIBC Bank
Dallas, TX2 days ago- Beacon Pointe Advisors seeks a Relationship Manager in Dallas-Fort Worth, TX to serve high-... .... You will be the primary liaison among clients, investment professionals, and the service... ...onboarding tasks, and collaboration with wealth advisory and operations teams, using...High net worth
$10k
...you pride yourself on your ability to manage complexities and serve clients? Do you enjoy collaborating across... ...Investments is looking to grow and scale our Private Client Group (PCG) Tax consultation... ...Work directly with High Net Worth (HNW) clients on end-to-end tax needs...Private clientHigh net worthWork at officeLocal areaWork from homeFisher Investments
Dallas, TX3 days ago- Texas Capital Bank is seeking a Sr. Portfolio Manager to own the underwriting process for Private Wealth credit requests, working with Analysts, Associates and Relationship... ...to facilities, and ensuring best-in-class client service while coordinating with Credit and the...
- ...array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several... ...Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate...Private clientHigh net worthWork at officeVisa sponsorship
$10k
...legacy by joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a... ...Day: Consult with High-Net-Worth (HNW) clients on end-to-end tax needs Lead... ...tax preparation work Schedule and manage workload of Client Tax Accountants Review...Private clientHigh net worthWork at officeLocal areaWork from homeFisher Investments
Dallas, TX2 days ago$225k - $275k
...direction of Acrisure’s HNW Personal Lines... ...the existing portfolio, and build a scalable... ...business production, client retention, account... ...& Advisor Management Lead and manage HNW... ...specialty, life, wealth, and other applicable... ...financial services, private client, or related...Private clientHigh net worthFull timeImmediate startFlexible hoursAcrisure
Dallas, TX2 days ago- ...culture that positively impacts the communities and customers we serve. Job Description Allied Universal® is hiring a Client Portfolio Manager. The Client Portfolio Manager collaborates with the Branch/General Manager to oversee employees and operational activities...Contract workWork at officeLocal area
AUS Inc
Dallas, TX1 day ago - ...Sr. Client Manager - High Net Worth ~202605304 ~Cockeysville, Maryland, United States ~Tampa, Florida, United States ~Miami, Florida... ...~7+ years’ experience in the Personal Insurance/Private Client industry, preferred ~ High school diploma required,...Private clientHigh net worthFull timeTemporary workLocal areaVisa sponsorshipWork visaFlexible hours
- ...EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services team in Dallas. You will coordinate engagements, prepare federal and multi-state tax returns, and respond to tax notices while mentoring junior staff. The role offers a hybrid work model...Private clientHigh net worth
EisnerAmper India
Dallas, TX2 days ago $100k
...without prospecting appeal to you? Our client is seeking a Portfolio Counselor in their New Client... ...professional-level role within our client’s Private Client Group (PCG), where you serve... ...responsibility. You will report to your group manager whose experience in the role will...Private clientHigh net worthTemporary workCNI Consulting
Dallas, TX2 days ago$105k - $130k
...for helping investors build wealth through real estate with cutting... ...Stessa (financial and asset management software), RentPrep (tenant... ...budget review, variance analysis, portfolio expansion and dispositions.... ...contact for Asset Management clients and own accurate, timely...Temporary workLocal areaRemote workHome officeVisa sponsorshipRoofstock
Dallas, TX4 days ago- ...Analyst is a leading independent private asset cloud-based analytics... ...investors (LPs) and fund managers (GPs) to get better, more actionable... ...-edge solutions for our clients. If you are a high achiever... ...receive timely, high-quality portfolio insights while driving...Private clientFull timeCasual workWork at office
LP Analyst
Dallas, TX12 days ago - ...EisnerAmper seeks a Tax Senior Manager to lead Private Client Services, overseeing complex tax engagements for ultra-high net worth individuals and families. The role blends technical tax excellence with client service, business development, and mentorship in a flexible...Private clientHigh net worthRemote workFlexible hours
EisnerAmper
Dallas, TX3 days ago - ...EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice. The role oversees multiple client engagements, drives tax planning, compliance, and business development while mentoring staff. Flexible in-office location with the option to work...Private clientHigh net worthPrivate practiceWork at officeRemote workFlexible hours
EisnerAmper
Dallas, TX5 days ago - ...goals.EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing... ...firms in the industryYou will have the flexibility to manage your days in support of our commitment to work/life balanceYou...Private clientHigh net worthFull timeTemporary workLocal area
EisnerAmper
Dallas, TX2 days ago - ...Wealth Management, Senior Alternative Investment Specialist, Managing Director... ...and government clients under the J.P. Morgan and Chase... ...asset managers for the Global Private Bank, andadvising clients on... ...multi-asset class investment portfolios and providing alternative investment...Private clientHigh net worthFull time
Testing Site - JPMC
Dallas, TX3 days ago - ...World Insurance Associates LLC seeks a Private Client Sales Executive (Client Advisor) to identify and cultivate high-net-worth personal... ...with affluent individuals, family offices, and wealth managers, delivering tailored risk management and comprehensive insurance...Private clientHigh net worth
World Insurance Associates LLC
Dallas, TX3 days ago - BOK Financial is seeking a Client Services Representative to work with The Private Wealth officers and high net worth clients across the investment management delivery platform. The role focuses on delivering superior client service with limited supervision, and may emphasize...Private clientHigh net worth
- ...High Net Worth (UHNW) clients? Fisher Investments is... ...for High Asset Under Management (AUM) Investment Counselors... ...'s largest, intricate private client relationships,... ...approach to wealth management. The Opportunity... ..., ensuring that portfolios are constructed in alignment...Private clientHigh net worthWork at officeWork from home
Fisher Investments
Dallas, TX8 hours ago - ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...Private clientHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
Dallas, TX2 days ago - Snell & Wilmer L.L.P. seeks a Private Client Services Mid-Level Associate in Dallas or Phoenix with at least five years of experience in estate planning, probate, and trust and estate administration. Preference for candidates with experience preparing estate and gift tax...Private clientHigh net worth
$10k
...provided roster of high-net-worth clients. Since 1995, Fisher... ...specialized approach focused on our private clients. With a firm... ...will partner with our internal portfolio decision-makers, auxiliary research... ...will report to your group manager whose previous experience in...Private clientHigh net worthWork experience placementWork at officeWork from homeFisher Investments
Garland, TX8 hours ago$10k
...developing a career assisting clients reach their long-term... ...licensed service role within our Private Client Group. As you progress... ...your way up to our Premier Wealth Management team where you will manage your... ...them on our top-down portfolio strategy, their investments...Private clientHigh net worthWork at officeWork from homeFisher Investments
Garland, TX2 days ago- ...026-07-23Closes: 2027-07-23Job Summary:Private Client Services at BDO is a boutique practice... ...retirement, and life insurance planning.A Tax Manager, Private Client Services is responsible... ...with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis...Private clientHigh net worthPrivate practiceWork at office
BDO International
Dallas, TX4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Portfolio Manager — HNW Wealth. Be the first to apply!
Related searches
- engagement director Dallas, TX
- member engagement manager Dallas, TX
- engagement manager Dallas, TX
- pursuit client manager Dallas, TX
- client manager Dallas, TX
- client engagement manager Dallas, TX
- client solutions executive Dallas, TX
- client finance manager Dallas, TX
- client strategy manager Dallas, TX
- client services coordinator Dallas, TX