Senior Private Client & Wealth Strategy Lead
Texas Capital Bank
Texas Capital Bank is seeking an experienced wealth management professional to serve as a senior private banking relationship manager in Dallas. You will generate new clients, coordinate interdisciplinary experts, and deliver comprehensive wealth solutions to affluent individuals and families. In this role you remain the primary relationship owner for your portfolio, guiding client plans, communicating with the team, and identifying investment, banking, mortgage, and trust opportunities. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Client & Wealth Strategy Lead in Dallas, TX vacancy
- ...Texas Capital Bank is seeking an experienced Private Banker to generate new clients and manage ongoing wealth management relationships in the Dallas area. You will... .... The role requires presenting investment strategies, collaborating with specialists, and maintaining...SeniorPrivate client
Texas Capital Bank
Dallas, TX2 days ago - ...Schwab seeks a Sr. Manager, WSG Capacity & Business Strategy to build and manage capacity planning for Wealth Strategies Group. You will translate data into... ...Excel/SQL/Tableau/Power BI skills, and experience leading cross-functional initiatives in a financial services...Senior
Charles Schwab
Dallas, TX1 day ago - Allworth Financial is seeking a Senior Wealth Planner to provide... ...planning for high-net-worth clients and families. The role focuses... ...estate planning, advanced tax strategies, and multigenerational wealth... ...stewardship, collaborating with Private Wealth Strategies and...Senior
- Allworth Financial seeks a Senior Wealth Planner to deliver customized... ...planning for high-net-worth clients and families. The role requires... ...planning, advanced tax strategies, and multigenerational wealth... ...planning, collaborating with Private Wealth Strategies leadership...Senior
- J.P. Morgan’s U.S. Private Bank is seeking a Private Banker in Dallas to advise families on building, preserving and managing wealth. You will work with a local team, leveraging a broad institutional... ...new assets, and ensure the highest client experience while navigating risk...SeniorLocal area
- ...Wealth Management, Senior Alternative Investment Specialist, Managing... ...and government clients under the J.P. Morgan... ...managers for the Global Private Bank, andadvising clients... ...GlobalPrivate Bank strategy within a market context... ...delivers industry-leading investment management...SeniorPrivate clientFull time
Testing Site - JPMC
Dallas, TX2 days ago - The Agency in Dallas, TX seeks a Manager of Tax Strategy to lead strategic tax initiatives within the Wealth Planning team. You will advise advisors, educate teams, engage with clients, and shape planning strategies for a high-net-worth clientele. This role offers remote...Remote job
- ...one priority. With a wealth of learning and... ...training facility, and leading market tools, we help... ...currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities... ...with delivering client engagements for corporate and private equity clients with...SeniorPrivate clientH1bLocal area
KPMG
Dallas, TX3 days ago - Texas Regional Bank seeks a Senior Advisor in Dallas, TX to design, implement... ...portfolios for high-net-worth clients. You will work with bankers,... ...and deliver tailored financial strategies. You should have a Bachelor's degree, 10+ years in wealth management, Series 65, and...Senior
$114k - $165.3k
...area and is excited to meet with clients in person, if needed.**This position... ...addition to the base salary**The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping clients... ...to clearly explain the ‘Personal Strategy’ investment strategy; recommend,...Senior16 hoursFull timeTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hoursEmpower Retirement
Dallas, TX5 days ago$120k - $215k
...Excellence . Both our client service and culture are... ...Make As a full-time Senior Vice President within... ...transaction outcomes. By leading buy-side and sell-side... ...engagements for private equity and corporate clients... ...and negotiation strategies. Through rigorous quality...SeniorPrivate clientFull timeLocal areaFlexible hoursStout
Dallas, TX2 days ago- ...Busey Bank seeks a Private Banker II in Dallas, TX to manage a portfolio of high-net-worth... ...personal and business relationships, delivering wealth management and loan solutions. You... ...deposits, and provide an exceptional client experience, building long-term relationships...Senior
Busey Bank
Dallas, TX3 days ago - Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist to own client performance across Meta campaigns, strategy, copy, and testing. You will lead client conversations, manage campaigns, and craft direct-response scripts to drive qualified appointments for high...SeniorRemote job
- ...Candidates should have over 3 years of related experience and advanced skills in analytic tools. This position directly influences business strategies and decisions at a high level, offering the opportunity to drive significant change within the organization. #J-18808-Ljbffr...Senior
Top Stack
Dallas, TX1 day ago - ...Credera in Addison, Texas, seeks an experienced experience strategy lead to guide complex client projects from research to roadmaps, shaping user experiences and measurable outcomes. You’ll synthesize insights across research, business context, and technology, mentor teams...Senior
Credera
Addison, TX1 day ago - ...Exyte US, Inc. is seeking a Senior Expert Commissioning to define, standardize, and oversee commissioning strategies across EPC projects. The role supports from proposal through documentation, focusing on methodology, planning, coordination and performance monitoring...Senior
Exyte
Dallas, TX5 days ago - ...prioritize technical, content, and authority initiatives that drive consignments, bidder engagement, and sales. The role emphasizes entity strategy, data-driven decisions, and measurement, with a focus on scalable infrastructures and governance across Heritage's marketplace. #J...Senior
Heritage Auctions
Irving, TX2 days ago - ...Heritage Auctions, headquartered in Dallas, Texas, seeks an senior SEO leader to own strategy for discovery and entity-aware content. You will shape roadmap across technical, content, authority, and measurement while coordinating data, links, and canonical structures....Senior
Heritage
Dallas, TX2 days ago - ...Micron is seeking a Senior Indirect Regional Supplier Manager to lead strategic sourcing and supplier management for North America. You will drive category strategies, cost reductions, and contract negotiations while collaborating with internal stakeholders and Legal...SeniorContract work
Micron USA Inc
Syracuse, NY10 hours ago - ...support multi-year growth in the US logistics network. The role requires leading complex projects, building business cases, and mentoring analysts while collaborating with cross-functional teams to optimize transportation and distribution strategies. #J-18808-LjbffrSeniorRemote work
Grip-Rite ProWrap SA
Irving, TX3 days ago - ...Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist / Paid Media Lead in the United States to own client performance across media buying, strategy, messaging, and creative testing. You will manage a portfolio of accounts, guide direct-response campaigns on...Senior
Clients Blackbox, Inc.
Grand Prairie, TX2 days ago - ...Vizient, Inc. in Irving, TX is seeking a Category Management Director to lead strategy, analytics, and end-to-end sourcing across assigned portfolios. You will serve as the primary category expert and trusted advisor to stakeholders, guiding value analysis, contract negotiations...SeniorContract workWork at office
Vizient
Irving, TX2 days ago $87.4k - $123.4k
...Candidate lives and is excited to meet with clients in the Dallas Texas area** The Private Wealth Advisor (Private Client - Personal Strategy) will be an essential member of a... ...clients. In partnership with the Practice Lead and the Client Experience Specialist, this...Private client16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Careers
Dallas, TX6 days ago- ...for a broad store network. The role directs outsourced negotiators, brokers, and legal counsel, ensuring alignment with corporate strategy and profitability targets. You will analyze market values, coordinate with Operations and Finance, and drive revenue by optimizing...Senior
7-Eleven
Irving, TX5 days ago - ...The Hanover Insurance Group is seeking a Senior Litigation Claims Consultant to manage a portfolio of high-exposure CGL claims across multiple jurisdictions. You will lead strategy, coordinate with top-tier defense counsel, and drive outcomes that balance financial results...SeniorRemote work
The Hanover Insurance Group
Syracuse, NY2 days ago - ...Thompson Law LLP in Dallas, Texas seeks a Senior Pre-Litigation Attorney to lead a high-volume pre-litigation docket. This senior role focuses on strategy, settlement execution, and protecting clients’ net, while mentoring junior attorneys and coordinating with paralegals...Senior
1800lionlaw
Dallas, TX5 days ago - ...Andersen is seeking a Senior Tax Director within Private Client Services to oversee complex income tax returns for high-net-worth individuals and families... ...mentor junior staff, manage client expectations, and lead tax planning and compliance engagements. The role emphasizes...Private client
Andersen
Dallas, TX2 days ago $145k - $195k
...Senior Consultant, Data Science & StrategyAtlanta;... ...to work in finance. As private equity's value creation... ..., and AI, we help clients drive value—supporting... ...Marketing, Pricing, Customer Strategies, and more.This role... ...sites as needed, leading AI assessment and Strategy...SeniorPrivate clientWork at officeLocal areaRemote workShift workNight shift2 days per weekAccordion USA
Dallas, TX2 days ago- ...for impact, integrates business strategy, media, creative, and data... ...Will Be Working With At PMG, our Client Strategy team plays a key role... ...partner with clients, media leads, analytics teams, and creative... ...grow, and make an impact. As a Senior Lead in Client Strategy, if you...SeniorWork experience placementShift work
PMG, Inc.
Dallas, TX3 days ago - PMG is seeking a Senior Lead in Client Strategy to shape and lead strategic, full-funnel media plans for diverse brands. You will partner with clients, analytics, and creative teams to deliver integrated, results-driven campaigns. You will manage budgets, forecast performance...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client & Wealth Strategy Lead. Be the first to apply!
Related searches
- senior associate vice president Dallas, TX
- senior manager accounts payable Dallas, TX
- senior cloud service delivery manager Dallas, TX
- senior service engineer Dallas, TX
- senior branch manager Dallas, TX
- senior quantitative risk analyst Dallas, TX
- senior software design engineer Dallas, TX
- senior technology consultant Dallas, TX
- senior purchasing manager Dallas, TX
- senior project architect Dallas, TX