Senior Private Banker - Lending & Advisory
Morgan Stanley
Morgan Stanley is seeking a Private Banker to join their Sales Team in Dallas, Texas. The ideal candidate will build product awareness and provide cash management and lending solutions to Financial Advisors. Key responsibilities include developing strategies to retain business, executing marketing initiatives, and maintaining relationships with affluent clients. Candidates should have over 7 years of lending business experience and a strong knowledge of various credit products. This position offers an opportunity to thrive in a fast-paced environment. #J-18808-Ljbffr Morgan Stanley
- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...place to grow your career. The Senior Private Wealth Banker is primarily responsible for making... ...understanding of commercial and consumer lending practices and loan documentation, and...SeniorLocal area
- Morgan Stanley is seeking a Vice President, Mortgage Banker for its Home Loans team in Dallas, TX. The role involves serving as the primary... .... The ideal candidate should have over 10 years of mortgage lending experience, hold a relevant leadership position, and excel in...Suggested
$69.8k - $132k
RSM US LLP is seeking a Senior Associate for its Accounting and Finance Consulting practice, focusing on Gaming and Hospitality Financial Advisory. Candidates should have a BS/BA in Accounting, CPA certification, and at least 2 years of related experience. The role involves...Senior$80k - $135k
A leading consulting firm located in Dallas, Texas, is looking for professionals to join their Transaction Advisory practice. Candidates must possess strong financial modeling skills, excel in a collaborative environment, and have a bachelor's or master's degree in a related...Senior- ...Senior Wealth Advisor CLA is a top 10 national professional services firm where our... ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and... ...,000+ individual tax clients and 75,000 privately held businesses, creating one of the deepest...SeniorWork at officeFlexible hoursShift work
$80k - $135k
Skills The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal... ...skills and a demonstrated ability to interact with junior and senior team members, senior management and other stakeholders or...SeniorWork experience placementLocal area- JPMorgan Chase & Co. is seeking a Senior Home Lending Advisor in Dallas, TX, who will be the key contact throughout the loan process. This role... ...emphasizes building relationships and providing exceptional advisory services to clients. You will leverage your mortgage...Senior
- ...Commercial Private Banker LOCATION: Dallas, TX SUMMARY: The Commercial Private Banker... ...banking solutions including commercial lending, deposit services, and treasury management... ...consistent and long-term financial advisory relationships with clients. Maintain...Local area
- ...services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance... .... We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private...Work at office
$96.5k - $207.5k
...ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Portfolio Manager will work with the Tax Credit Lending team and will have primary responsibility for managing a portfolio of commercial loans (tax credit) and...Senior- ...attending sales, service and product knowledge meetings, applicable training classes and web-based learning. Advises on consumer lending options and takes loan applications. Adheres to internal controls, operational procedures and risk management policies. Stays...SeniorTemporary workWork at officeNight shiftWeekend work
$120k - $215k
...opportunity to join our team. Title: Senior Manager, which is equivalent to our Senior... ...Impact You'll Make Lead Risk Advisory engagements focused on SOX 404 compliance... ...transformation for public, pre-IPO, and private companies. Oversee risk assessment and...SeniorLocal areaFlexible hoursShift work- ...attending sales, service and product knowledge meetings, applicable training classes and web-based learning. Advises on consumer lending options and takes loan applications. Adheres to internal controls, operational procedures and risk management policies. Stays...SeniorFull timePart timeWork at officeNight shiftWeekend work
- J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client acquisition. Candidates should have at least six years of experience in Private Banking or Financial Services...Senior
- J.P. Morgan in Dallas, Texas, is seeking a Private Banker to advise families on managing their wealth. The ideal candidate will maintain strong client relationships, provide tailored investment advice, and ensure adherence to all policies. Candidates need a Bachelor's...Senior
- Optiv is seeking a Senior Consultant for IAM Advisory Services, fully remote, to lead IAM engagements and provide strategic insights. The ideal candidate will have at least five years of relevant consulting or business analyst experience, with expertise in IAM technologies...SeniorRemote work
- A leading financial services firm in Dallas is seeking an experienced Private Banker. The candidate will manage client relationships, providing tailored advice and solutions while adhering to all regulatory guidelines. Applicants should have over six years in Private Banking...Senior
- TwinThread is seeking a Private Banker to manage client relationships and provide tailored financial advice in Dallas, Texas. Responsibilities include overseeing investments, credit, and banking needs, while also generating new business opportunities. A Bachelor’s degree...Senior
- ...A financial services firm in Dallas seeks a Senior Loan Officer / Account Executive to manage relationships in real estate financing... ...candidate will bring a minimum of 4 years of experience in private lending, coupled with strong negotiation and communication skills....SeniorRemote work
- ...its national law firm in Dallas, Texas. The role requires five to ten years of experience in commercial real estate, particularly in lending transactions. The ideal candidate will demonstrate strong organizational and drafting skills, with the ability to run deals...Senior
$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$140k - $160k
Embark People, LLC is seeking a financial consultant to support their financial advisory division. Your role involves engaging closely with clients and handling financial information consulting and analysis accurately and efficiently. Ideal candidates will have 5+ years...Senior- A leading global professional services firm is seeking a Senior Manager in Financial Accounting Advisory Services (FAAS) who will address complex finance issues while collaborating across various service lines. This pivotal role requires 8+ years of audit experience, a...Senior
$95k - $110k
BDO USA, located in Dallas, Texas, is hiring an Experienced Senior Associate for the Accounting & Reporting Advisory team. This role involves understanding complex accounting and assisting clients in applying accounting standards. Responsibilities include delivering training...Senior- ...Job Category Technical Accounting, SEC Reporting, IPO Readiness Industry Management Consulting, Accounting, Accounting Advisory Employee Type Full-Time Required Degree 4 Year Degree Manage Others No Minimum Experience 3 Years DLA, LLCSeniorFull time
- Calvetti Ferguson - Experienced Professionals is looking for an Advisory Senior Associate in Dallas, Texas. This role involves aiding our Advisory team by delivering strategic guidance and technical advice to high-growth clients across diverse industries. Candidates must...Senior
$125k - $140k
A leading accounting advisory firm in Dallas is seeking an Experienced Manager, Accounting Advisory Services. Responsibilities include training administration, research on accounting standards, and delivering insights to clients. Candidates should hold a Bachelor’s degree...Senior- Citi is seeking a Lending Advisor in Dallas, Texas. This role requires expertise in lending and client management, including responsibilities for direct client coverage and thorough due diligence on financial products. Ideal candidates will have 10+ years of experience...Senior
- FTI Consulting in Dallas is looking for a Senior Consultant to join their Corporate Finance & Restructuring organization. The role involves supporting CFO clients by advising on accounting issues and implementing best practices. Candidates should have a bachelor's degree...Senior
- A leading engineering and infrastructure firm is seeking a Senior Director of Data Center/Mission Critical Engineering & Consultancy... ...based in Dallas, Texas. The role requires leadership in design and advisory services on complex data center projects, with responsibilities...Senior
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