Senior Investment Strategist, Private Wealth Leader
JPMorganChase
A leading financial institution based in Austin, Texas seeks a motivated Investment Specialist to enhance client relationships and provide insightful investment solutions. The role requires a minimum of seven years’ experience in private banking or financial services, along with a strong understanding of wealth management. Ideal candidates will hold a Bachelor’s degree, with preferred qualifications including an MBA or CFA. This position offers a competitive rewards package, promoting a diverse and inclusive workplace. #J-18808-Ljbffr JPMorganChase
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ...responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...SeniorPrivateFull timeWork experience placementWork at office
- JPMorgan Chase & Co. in the United States is seeking an Investment Specialist to help bankers win new clients and deepen relationships through... ...client outcomes and drive growth. The role requires strong wealth-management knowledge and the ability to manage complex...SeniorPrivate
- Texas Capital is seeking a Senior Portfolio Manager to join Credit Administration, supporting the Private Wealth line. The Portfolio Manager will own underwriting for credit requests, collaborating with Analysts, Associates, and Relationship Managers to assess risks and...SeniorPrivate
$200k
...Sr. Wealth Advisor Compensation: $200,000 per year (2-year forgivable... ...Austin, Texas Department: Private Wealth Sales Reports To:... ...health, employee benefits, investment and wealth management... ...others Job Purpose: As a Senior Wealth Advisor, you will work...SeniorPrivateFull timeWork experience placementLocal area- ...Opportunity RIA Operator/Senior Wealth Advisor Location On-site Austin, TX (hybrid may... ...person for the firm’s new Registered Investment Advisor entity. This is a key leadership... ...wealth planning, insurance, annuities, private credit, and real estate offerings via Noble...SeniorPrivateWork at office
- ...Senior Private Wealth Banker Areas of Interest: Finance; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered... ...responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth...SeniorPrivateLocal area
- Senior Leader of Direct and Co-Investments Join to apply for the Senior Leader of Direct and Co-Investments role at Texas Permanent School Fund Corporation... ...a key role in evaluating, executing, and managing private equity direct and co-investments within the Fund’s growing...SeniorPrivatePermanent employmentFull timeWork at officeRemote workRelocation
- A major financial institution in Austin is seeking an experienced Investment Specialist to enhance client relationships via expert investment advisement. This role demands a strong background in Private Banking or Financial Services, with a focus on creating investment...SeniorPrivate
- ...to help businesses and their leaders. Our depth of knowledge and expertise... ...experienced bankers who truly invest in people's success — today... .... Collaborating with Private Bank partners to identify and... ...negotiate and influence at more senior levels of the organization....SeniorPrivateWork experience placementImmediate startDay shift
- A prominent wealth management firm in Austin, Texas is seeking a data science and analytics leader to manage a team of data analysts. The ideal candidate will possess 4-6 years... ...and emphasis on employee growth are applicable. #J-18808-Ljbffr Corient Private Wealth LLC.SeniorPrivate
- ...include ensuring compliance with fiduciary standards, developing business through relationships, and delivering exceptional client service. This role offers a unique opportunity to contribute to a dynamic team in the Private Wealth sector. #J-18808-Ljbffr BOK FinancialSeniorPrivate
- Cella, a randstad digital company, is seeking a Senior RFP Specialist in Austin, TX for a 12-month W2 hourly contract with potential extension/conversion. The role focuses on supporting Wealth Advisory business development by handling RFPs for high-net-worth clients, delivering...SeniorHourly payContract work
- PNC's Private Bank organization is seeking a Private Business Strategist to partner with business owners on succession planning and wealth management. The role involves strategic discussions, tax and estate planning, and coordinating with internal teams to deliver tailored...Private
$171.6k - $338.3k
...recognized marketplace leader among large professional... ...strategic buyers and private equity investors And succeeding... ...and apply to this Senior Manager role today!... ...navigating complex growth, investment and divestiture... ...clients include asset, wealth, and investment advisers...SeniorPrivateLocal areaVisa sponsorship$95k - $105k
...contribute to business success. As a Senior Accountant, you'll be involved in... ...with experienced finance leaders, and help drive process improvements... ...BackgroundFinancial services, banking, investment management, wealth management, private equity, insurance, or related industry...SeniorPrivateLocal area- BCG Attorney Search seeks a Senior Private Wealth Services Associate for its Austin, Texas office. The role involves drafting complex estate planning documents and handling wealth management matters for high-net-worth clients in a fast-paced setting. Ideal candidates bring...SeniorPrivateWork at office
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$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy... ...strategy, validate the investment thesis, and improve odds... ...disruption).As a global leader in providing consulting... ...clients include asset, wealth, and investment advisers...SeniorPrivateOdd jobWork experience placementLocal area- BOK Financial is looking for a Private Banker in Austin, Texas. In this role, you will act as a trusted advisor, recommend financial solutions... .... This position offers an opportunity to make substantial contributions to client wealth management. #J-18808-Ljbffr BOK FinancialSeniorPrivate
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$88.58k - $147.6k
...goals.Job Overview:The AVP, Senior Trustee Consultant will... ...owned subsidiary The Private Trust Company. Our innovative... ...Advisors to maintain investment management and... ...among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor...SeniorPrivateFull timeWork from home- Fairygodboss is hiring a Senior Relationship Strategist in Austin, TX, to foster strong client relationships within the PNC Private Bank organization. This role requires a focus on client acquisition and retention, with responsibilities including leading client management...SeniorPrivate
$85k - $95k
...established financial services organization, is seeking a Senior Staff Accountant to join their accounting team. This... .... Preferred Experience Financial services, banking, investment management, private equity, wealth management, or related industry experience. Experience...SeniorPrivate- Job Overview A law firm seeks a Senior Private Wealth Services Associate for its Austin, Texas office. This full-time position offers the opportunity to work with a diverse range of clients across various industries, providing sophisticated estate planning and wealth management...SeniorPrivateFull timeWork at office
$74.93k - $153k
Position Summary Are you a leader and strategic thinker with... ..., estates, family offices, investment vehicles, charitable... ...career with Deloitte’s growing Private Wealth practice! Recruiting for this... ...27. What You’ll Do As a Tax Senior in our Private Wealth Tax practice...SeniorPrivatePrivate practiceWork at officeLocal area- TwinThread is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients in Austin, Texas... ...You will cultivate client relationships, deliver personalized investment solutions, and support clients with their financial needs....Private
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- NTT DATA Services in Austin, TX is seeking a Senior Transition Manager to lead private cloud transition programs, coordinating workload migrations, infrastructure modernization, and governance across multiple vendors. This role requires 10+ years in IT infrastructure with...SeniorPrivate
- ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier... ...deliver integrated solutions across deposits, investments, credit, home lending, and business... ...collaboration with internal partners across Wealth, Home Lending, and Business Banking to...SeniorPrivateTemporary workWork experience placementImmediate start
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