Senior Wealth & Trust Advisory Account Manager
The Northern Trust Company
Northern Trust, a leading financial institution in Dallas, TX, is seeking a skilled professional to coordinate account administration for complex client relationships. You'll develop working knowledge of governing documents, engage client support services, and identify service efficiency enhancements. The ideal candidate will have strong communication skills and substantial experience in financial servicing, with a college degree preferred. This position offers an opportunity to work with a dynamic team in a respected organization. #J-18808-Ljbffr
$120k - $140k
Senior Relationship Manager - Wealth & Trust Solutions Remote (U.S.-based) | $120K-$140K base + bonus Overview... ...skills High ownership, drive, and accountability Nice to Have Background in... ...management, private banking, or advisory Exposure to estate planning or fiduciary...SeniorLocal areaRemote work- ...through industry-focused wealth advisory, digital, audit, tax,... ...on becoming the trusted advisor of choice for... ...re selectively adding senior wealth advisors in key... ...serves as a relationship manager providing Total Wealth... ...Bachelor's degree in Accounting, Finance, or a related...SeniorWork at officeFlexible hoursShift work
- ...Regions Financial Corporation is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role focuses on acquiring personal... ...retaining clients, and providing comprehensive administration of accounts. The ideal candidate will have a Bachelor’s degree and at...SeniorFull timeFlexible hours
- Northern Trust Corp is seeking an Account Manager in Dallas, TX, to coordinate complex client relationships involving fiduciary and investment management services. The role requires excellent communication, problem-solving skills, and preferably 5-7 years of financial...SuggestedFlexible hours
- ...About Northern Trust Northern Trust, a Fortune 500 company, is a globally... .... Major Duties Coordinates account administration for fiduciary, investment management, estate settlement, guardianship... ...personal trust, estate, guardian, and advisory services and products, usually...SuggestedWork experience placementFlexible hours
- ...About Northern Trust: Northern Trust, a Fortune... ...Duties :1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship... ..., estate, guardian and Advisory services and products,... ...is encouraged, senior leaders are accessible,...Work experience placementFlexible hours
$125k - $140k
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$100k - $115k
...seeking a high-performing, collaborative, and deeply strategic Senior Enterprise Account Manager ( Drones/CUAS Ecosystem) to lead growth and drive... ...comprehensive Motorola Solutions safety ecosystem Act as a trusted advisor to clients, mapping their complex operational...SeniorLive inRelocation- ...ones, join OneDigital. Our Newest Opportunity: The Sr. Account Manager is responsible for day to day management of their assigned... ...Manages and maintains assigned book of business Serves in an advisory capacity for clients; Delegates work assignments to...SeniorTemporary workWork at officeLocal areaRemote work
$300k
...with a proven track record in strategic account selling and managing large, complex deals within... ...professional growth. About the Team The Advisory Enterprise Account Manager will be a... ...skills and ability to engage with senior stakeholders. ~ Experience in hunting...Work at officeLocal areaRemote workRelocation package$80k - $115k
...Description The Senior Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance... ...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment...SeniorTemporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...Financial Group is seeking a Senior Manager, Wealth Management Practice... ...practice management, with direct accountability for advisor performance,... ...legacy operational, advisory, and client service practices... ...across the country through trusted financial advisors and financial...SeniorFull timeWork at officeLocal areaFlexible hours
$75k - $100k
...of around 1,700 people in 30+ countries. We are seeking a Senior Account Manager to join our high-performing team at Teads. This role is ideal... .... Client Consultation & Thought Leadership : Act as a trusted advisor, guiding clients on best practices, industry trends...Senior- Sr. Account Manager OneDigital is a people‑focused organization that assists over 100,000 employers in providing health and ancillary benefits... ...Manages and maintains assigned book of business Serves an advisory capacity for clients and delegates work assignments to...SeniorWork at officeLocal area
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$76k - $125.3k
...Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Location: New York, Chicago, Dallas, Hartford... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...needs for additional tax advisory or compliance services....SeniorContract workSummer holidayFlexible hours- A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW... .... The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive...Senior
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$91.1k - $150.2k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...in which financial institutions are trusted and flourish, and the global economy... ...their capital agenda – Transaction Tax Advisory, International Corporate Tax Advisory...SeniorWork experience placementSummer holidayFlexible hours$170k - $300k
Citi is looking for a Wealth Planner in Dallas, Texas, who will partner with Private Bankers to offer customized wealth structuring services... .... The role requires a JD degree and a minimum of 8 years of trust and estate experience. Responsibilities include estate planning,...Senior$85.79k - $159.32k
...Senior Account Manager The Senior Account Manager works to develop existing accounts within a defined territory for ABM which includes Technical... ...partnerships with the purpose of gaining the client's trust, meeting their objectives, and delivering value added solutions...SeniorLive inWork at officeLocal area- Whitley Penn, a leading CPA and Consulting firm, seeks a Senior Accounting Associate to join their Oil & Gas Client Accounting and Advisory Services team in Dallas, Texas. The role involves managing, preparing, and reviewing accounting engagements while ensuring compliance...Senior
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...- lifting our communities and building trust in how we show up, everywhere & always.... ...sales pipeline and activity with sales management tools. Generating forecasting and tracking... ...: A degree. Led large complex accounts and sales. Sold to large national...SeniorTemporary workPart timeWork experience placementLocal areaShift work
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