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

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 client
    High net worth

    Andersen

    Dallas, TX
    5 days ago
  •  ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for...  ...Net Worth and Ultra High Net Worth clients. This leader will partner closely with...  ...Portfolio Management experience with HNW or UHNW client relationships, or... 
    High net worth
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Dallas, TX
    2 days ago
  •  ...Portfolio Manager At Brown Advisory, we aim to be one of those inspired...  ...purposefully built and nurtured our client-first culture. We are...  ...related to tax planning, wealth transfer and philanthropy, with...  ...in portfolio management for Private Client individuals and... 
    Private client
    High net worth
    Temporary work
    Work at office

    Brown Advisory

    Dallas, TX
    2 days ago
  • Judson Group is proud to be retained by a highly respected private wealth management firm serving a select group of ultra-high-net-worth families in the search for a Client Advisory Manager - Wealth Management . With more than $12B in assets under management, the firm delivers... 
    High net worth

    Judson Group

    Dallas, TX
    2 days ago
  • $40 per hour

     ...opportunity for an experienced private Nanny to join a friendly...  ...ideal candidate brings genuine HNW household experience, a steady...  ...oversee light clean up and laundry management for the children, including...  ...Professionals with private clients and family offices across the... 
    Private client
    High net worth
    Hourly pay
    Full time
    Monday to Friday
    Afternoon shift

    jobs-dmestatestaffing

    Highland Park, TX
    4 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 worth
    Work experience placement

    TIAA

    Dallas, TX
    3 days ago
  • $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 client
    High net worth
    Full time
    Remote work

    CIBC Bank

    Dallas, TX
    2 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

    Beacon Pointe

    Dallas, TX
    2 days ago
  •  ...Private Equity Client Relationship ManagerLP Analyst is a leading independent private asset cloud...  ...institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision...  ...clients receive timely, high-quality portfolio insights while driving internal... 
    Private client
    Full time
    Work at office

    LP Analyst

    Dallas, TX
    4 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 client
    High net worth
    Full time
    Immediate start
    Flexible hours

    Acrisure

    Dallas, TX
    3 days ago
  •  ...experience, serving ultra-high-net-worth clients and managing every detail of their global...  ...Responsibilities Own and manage a dedicated portfolio of ultra-high-net-worth members as their...  .... Enhance bookings through upgrades, private aviation, exclusive experiences, and other... 
    Private client
    High net worth
    Flexible hours

    Talently

    Dallas, TX
    3 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 client
    High net worth
    Temporary work

    CNI Consulting

    Dallas, TX
    3 days ago
  •  ...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 client
    High net worth
    Work at office
    Work from home

    Fisher Investments

    Richardson, TX
    2 days ago
  • $10k

     ...United States with high-net-worth clients living in the UK? Come join...  ...approach focused on our private clients. With a firm structure...  ...will partner with our internal portfolio decision-makers, auxiliary...  ...You will report to your group manager whose previous experience in... 
    Private client
    High net worth
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Garland, TX
    4 days ago
  • $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 client
    High net worth
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Grand Prairie, TX
    3 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 work
    Local area
    Remote work
    Home office
    Visa sponsorship

    Roofstock

    Dallas, TX
    4 days 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 client
    High net worth
    Work at office
    Work from home

    Fisher Investments

    Dallas, TX
    1 day 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 client
    High net worth
    Full time
    Temporary work
    Local area

    EisnerAmper

    Dallas, TX
    2 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 client
    High net worth

    Snell & Wilmer LLP

    Dallas, TX
    2 days ago
  • Who You'll Work With:Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein...  ...accountability this brings to each client relationship. Bernstein’s integrated...  ...the firm to tailor each client’s portfolio, minimizing the effects of tax and... 
    Private client
    High net worth
    Full time

    Alliance Bernstein

    Dallas, TX
    4 days 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 client
    High net worth
    Full time
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    2 days ago
  •  ...financial services relationship management career? Vanguard is seeking...  ...to join our growing Advice & Wealth Management division as...  ...directed ultra-high-net-worth clients, each holding between $5-25 million...  ...increasing share of wallet, private equity, trusts, margin, and charitable... 
    High net worth
    Full time
    Work at office
    Remote work
    Relocation package
    Monday to Friday

    Vanguard

    Dallas, TX
    3 days ago
  • $141k - $290k

     ...Senior Manager Tax Position Weaver is a full-service national accounting, advisory and consulting firm with opportunities for...  ...leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance... 
    Private client
    High net worth
    Immediate start
    Flexible hours

    Weaver

    Dallas, TX
    2 days ago
  • Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a...  ...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 client
    High net worth
    Private practice
    Work at office

    BDO International

    Dallas, TX
    4 days ago
  •  ...we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior 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 client
    High net worth
    Full time
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    Dallas, TX
    1 day ago
  • $120k - $150k

     ...FinanceContactAdam ****@*****.*** Fund Accounting Manager, Pivate MarketsI’m partnering with an established fund...  ...a Fund Accounting Manager supporting real estate and private equity clients.You will oversee fund accounting and reporting, lead client... 
    Private client

    Oliver James Associates

    Dallas, TX
    4 days ago
  • $105.38k - $215.38k

     ...matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may...  ...when needed.Build strong client relationships through clear, thoughtful...  ...serving high-net-worth individuals or private clients.Strong client communication... 
    Private client
    High net worth
    Work at office
    Local area

    Deloitte

    Dallas, TX
    4 days ago
  • $10k

     ...looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage...  ...more. You will report to the Inside Sales Manager who will make sure you have the...  ...techniques, finance, capital markets and portfolio management No travel required as this... 
    Private client
    High net worth
    Work at office

    Fisher Investments

    Dallas, TX
    9 days ago
  • $105k - $140k

     ...Private Banker II The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close... 
    Private client
    High net worth
    Temporary work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Busey

    Dallas, TX
    2 days ago
  • $260k - $390k

     ...healthcare, and tax-exempt organization clients. Responsibilities: Advise nonprofit...  ...maintaining tax-exempt status Advise on private foundation rules, UBIT, excess benefit...  ...and communication skills ~ Ability to manage multiple matters and work independently when... 
    Private client
    High net worth
    Private practice
    Work at office

    Direct Counsel

    Dallas, TX
    a month 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!