Private Wealth—Family Office Associate
BOK Financial Corporation
BOK Financial Corporation is seeking a Family Office Consultant I in Dallas, Texas. This position involves managing family office services for high net worth clients, collaborating with various advisors and teams to meet client needs and administer complex account relationships. The ideal candidate should have a Bachelor’s degree and relevant experience in Trust Administration, demonstrating strong analytical and communication skills. Join a supportive team where integrity and entrepreneurial spirit are valued. #J-18808-Ljbffr BOK Financial Corporation
$235k - $365k
...Law 100 law firm, seeks a highly qualified Associate to join its premier Private Wealth Department, working from its Dallas office. 2-4 years of experience in high net-worth... ...required. Experience working with high-net-wealth families and family office structures, trust and...Work at officePrivate- Seeking a junior wealth management associate for an established boutique private wealth management firm in Dallas, TX. The ideal... ...President and Chief Investment Officer in building relationships with high-net-worth individuals and families nationwide in expanding their...Work at officePrivateInternship
- ...Structuring is currently seeking an Associate to work as part of the... ...Stock. OUR IMPACT Across Wealth Management, Goldman Sachs helps... ...individuals, as well as family offices, foundations and endowments,... ...technology, data and design. Private Wealth Management (PWM)...Work at officePrivate
- Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM... ...for ultra high net worth individuals and families, as well as select institutions,... ...Headquartered in New York, we maintain offices around the world. Goldman Sachs is an...Work at officePrivateFull time
- ...Wealth Management Professional Are you a quick-thinking... ...is in Goldman Partner Office - Invest. Wealth... ...individuals, as well as family offices, foundations... ...design. Goldman Sachs Private Wealth Management (PWM)... ...153860 Job Category Associate Posting Date 04/06/2...Work at officePrivate
- ...Job Title Goldman Sachs Family Office (GSFO) is in search of an Associate to support an innovative, technology driven... ...for our UHNW clients. Across Wealth Management, Goldman Sachs helps empower... ...data and design. Goldman Sachs Private Wealth Management (PWM)...Work at officePrivateFull timeLocal area
- ...role is in our Goldman Partner Office (GPO) on the Investing side. Our Impact Wealth Management Across Wealth Management... ...worth individuals, as well as family offices, foundations and... ...technology, data and design. Private Wealth Management (PWM) Goldman...Work at officePrivate
- ...sitemap_outline CORPORATE TITLE Associate language OFFICE LOCATION(S) Dallas... ...account_balance DIVISION Asset & Wealth Management What We Do At... ...possibilities? Start here. Private Wealth Management (PWM) Private... ...individuals, as well as family offices, foundations, endowments...Work at officePrivateFull timeTemporary workImmediate start
- The Goldman Sachs Group in Dallas is seeking an Associate for its Single Stock Structuring team within Private Wealth Management. This role focuses on drafting 10b5-1... ...financial markets, and strong skills in Microsoft Office. Goldman Sachs offers a supportive environment...Work at officePrivate
$230k - $275k
...clients and the industries they serve. We have an immediate opening for a Private Wealth Associate with four to eight years of experience preferred. We will consider candidates for any of our offices, including our virtual office, The Link; however, candidates in Dallas,...Work at officePrivatePrivate practiceImmediate start$235k - $365k
A leading law firm is seeking a highly qualified Associate to join its Private Wealth Department in Dallas. The ideal candidate will have 2-4 years of experience in high net-worth estate planning and demonstrate a strong commitment to client relationships. Responsibilities...Private- ...and detail‑oriented Operational Risk Associate to join our AM Private Operational Risk team. This position... ...segments within the Goldman Sachs Asset & Wealth Management (AWM) division. The... ...abilities. Strong proficiency in Microsoft Office Suite, including Excel, PowerPoint,...Work at officePrivate
- ...Job Description Dallas | Hybrid Private Wealth Associate Attorney AmLaw 100 Opportunity Compensation... ...Attorney to join its Dallas office. This opportunity is ideal for an attorney... ...advising high-net-worth individuals, families, family offices, business owners, and...Work at officePrivate
- ...wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term... ...priorities. We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and...Work at officePrivateFull timeTemporary workRemote work
- JOB SUMMARY The Asset and Wealth Management Division (AWM) is looking to add a Senior Associate to its team in Dallas to serve as... ...dedicated support for the AWM Private Real Estate Investing platform... ...management. Asset classes include office, retail, multifamily,...Work at officePrivate
- Corient Private Wealth LLC. is seeking an Associate, Personal CFO in Dallas, TX. This full-time position involves bookkeeping functions, vendor management, and financial statement familiarity. Candidates should have a Bachelor's degree in Accounting and at least 2 years...Work at officePrivateFull time
- ...Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...caliber talent. Bernstein Private Wealth Associates are client service professionals who... ...planning for high‑net‑worth individuals and families. An Associate Will Collaborate and...Private
$72k
Associate, Private Market Clients - (January 2026 Start) Associate, Private... ...500 employees across twelve offices worldwide, delivering around... ...0 2 weeks ago Entry Level - Wealth Management Associate Dallas,... ...Management, Wealth, Partner Family Office, Client Analyst - Dallas...Work at officePrivateFull timeJanuary startRemote workWorldwideFlexible hours- Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...caliber talent. Bernstein Private Wealth Associates are client service professionals who... ...planning for high‑net‑worth individuals and families. An Associate Will Collaborate and...Private
- Overview Sr. Associate, Client & Advisor Services role at Focus... ...that support the Private Client Group. As a member... ...closely with other middle office teams to ensure client portfolio... ...experience specifically in wealth management, RIA, or family office is preferred. Prior...Work at officePrivate
- ...instruments, regulatory requirements, and Bank Office processes. What You’ll Bring... ...designed to help support your unique family, financial, physical, mental, and... ...including personal and commercial banking, wealth management and private banking, corporate and investment...Work at officePrivateLocal areaFlexible hours
$130k
Senior Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting... ...(ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients worldwide. Locations Our Transaction...Work at officePrivatePart timeWorldwideFlexible hours$50k - $80k
...Associate, Strategic Projects Rex is a privately held ecosystem of entrepreneurial ventures led... ...investors, foster flourishing families, create enduring trust,... ...apartments Hotel and office buildings Tech... ...investors by preserving their wealth first and foremost and...Work at officePrivatePermanent employmentRemote work$130k
Associate - Global Transaction Analytics About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting... ...(ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world. Global Transaction...Work at officePrivatePart timeFlexible hours- Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...planning for high‑net‑worth individuals and families. Responsibilities Collaborate and... ...level of customer service and support. Associate Development Program Associates participate...PrivateWorldwide
- OUR IMPACT The Private Bank is a business unit of the Asset and Wealth Management Division (AWM) that... ...We are looking for an Associate to join the Private Bank... ...that vary depending on office location. These generally... ...for employees and family members facing critical...Work at officePrivateFull timeTemporary workBank staff
- ...America is committed to an in-office culture with specific... ...mineral and energy interests, and private businesses. Key responsibilities... ...role supports fiduciary, wealth management, and trust professionals... ...interests held on behalf of families, nonprofit organizations,...Work at officePrivateShift workDay shift
- ...Our Committee Governance - Private team is seeking a professional... .... Also, within Asset and Wealth Management, our premier Wealth... ...high net worth individuals, family offices, foundations, executives, and... ...Bachelor’s degree required Associate level with minimum 1 to 3...Private
- ## Associate, Personal CFOApplylocations: Dallas, TXtime... ...worth individuals and families to enjoy a full life,... ...to preserve their wealth for future generations... ...continuous improvement* Family Office Experience preferred*... .... #J-18808-Ljbffr Corient Private Wealth LLC.Work at officePrivatePermanent employmentTemporary workFlexible hours
- ...passionate about helping individuals and families reach their financial goals, Equitable Advisors... ...offers a structured path to becoming a wealth manager through licensing and employment.... ...clients' unique situations Location : In-office presence required Work-Life Balance :...Work at officeWork experience placementLocal areaFlexible hours
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