Senior Wealth Advisor - Austin: Custom Portfolios & Impact
Texas Regional Bank
Texas Regional Bank seeks a Senior Advisor, Trust & Wealth Management in Austin, TX. The role leads discretionary portfolio design, performance monitoring, and client lifecycle support, collaborating with bankers and wealth teams to grow client relationships. The ideal candidate holds a Bachelor's degree in a related field, 10+ years in wealth management, and relevant licenses (Series 65) with a clean U4. CFA/CFP preferred; capable of leading with integrity across a dynamic team. #J-18808-Ljbffr Texas Regional Bank
- ...Southwest Parkway, Austin, Texas, United... ...industry-leading wealth management platform... ...on providing portfolio solutions to help... ...Kestra-affiliated advisors can benefit from... ...Purpose. Partner with Impact. The Senior Portfolio Manager... ...to develop customized portfolio recommendations...SeniorFlexible hours
- RockBridge Search & Recruitment seeks a Senior Vice President / Vice President, Commercial Lender in Austin. You will lead front-line banking relationships, originate and structure loans, and drive a high-impact portfolio that fuels growth across acquisitions and real estate...Senior
- ...Description Join Our Team! HOA Portfolio Community Manager Austin, Texas Competitive... ...Relationships. Make an Impact. Lifetime HOA Management... ...experienced, motivated, and customer-focused HOA Community Manager... .... Serve as the trusted advisor and primary liaison for...SuggestedFor contractorsWork at officeLocal areaAfternoon shift
- Acrisure Technology Group, LLC in Austin, TX is seeking a Senior Software Engineer (Full Stack) to design, implement and deliver scalable software... ...with product managers, designers and engineers to ship impactful features. #J-18808-Ljbffr Acrisure Technology Group, LLCSeniorWork at office
$97k - $190k
MongoDB and Customer SuccessMongoDB’s mission... ...who are based in Austin, Texas for our hybrid working model.Senior Customer Success ManagerThe... ...experienced advisor helping customers... ...and success for a portfolio of Enterprise (G20... ...'s collective impact. You’ll build deep...SeniorLocal areaWorldwideFlexible hours- ...create success for our customers.What Makes Q2... ...grow, and make an impact.SUMMARYQ2 is seeking a Senior Customer Success Manager... ...the success of a portfolio of leading US banks... ...serve as a trusted advisor, ensuring consistent... ...: Austin, TX; Lincoln, Nebraska...SeniorFull timeWork visa
- ...Fitch Ratings? Visit: Fitch Ratings is seeking a Senior Analyst to join its Structured Credit group in our Austin office.About the Team:A collaborative, team-oriented... ...rating actions and researchHow You’ll Make an Impact:Analyze ratings on Collateralized Loan Obligations...SeniorWork at officeImmediate start
- ...:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ...relationship managers, financial advisors, trust officers, and other... ....This LO position has customer contact and job duties... ..., CO; SALT LAKE CITY, UT; AUSTIN, TX; DALLAS, TX; MINNEAPOLIS...SeniorFull timeWork experience placementWork at office
$80k - $140k
...Health & Personal Care (HPC) Senior Customer Success Manager to shape... ...initiatives to multiply impact beyond their portfolios. Above all, they should demonstrate... ...Sellers; be a trusted advisor and a business advocate.•... ...our benefits at .USA, TX, Austin - 80,000.00 - 140,000.00...SeniorTemporary workFlexible hours$140.47k - $190.04k
...DescriptionTerritory covers: Austin, Bastrop, Round Rock,... ...help make a lasting impact on the lives of... ...transforming your career.Senior Oncology SpecialistWhat... ...be the liaison to our customers by providing clinical... ...continues to grow its portfolio of innovative and biosimilar...SeniorFull timeLocal areaRemote workRelocationFlexible hours$113.8k - $170.8k
...for our people, our customers, and the world around... ...can scale across our portfolio.Our global team is united... ...’s emerging, high-impact products.Workday’s Contract... ....Act as a trusted advisor to senior stakeholders across... ...TX, Frisco; USA, TX, Austin; USA, CO, Denver;...SeniorFull timeContract workWork at officeRemote workHome officeFlexible hoursShift work$115k - $135k
...Content Cloud), real-time customer data, omnichannel... ...Success team. This is a senior-level individual contributor... ...for managing a portfolio of our highest-value enterprise... ...problems, and drive impact. If you’re looking to make... ...the Central Time Zone; Austin, TX, is a big plus. You...SeniorWork at office- ## Senior Customer Service Sales Representative Part Time5451a North I-35, Austin, TX, United States, 78723Apply NowGet Job MatchesJob ID43135419Brand NameK&G Men's Company LLCJob FunctionStores - Sales SupportShiftVariableLocation5451a North I-35, Austin, TX, United States...SeniorHourly payPart timeImmediate startFlexible hoursShift work
- Jeppesen ForeFlight is seeking a sharp Financial Analyst in Austin, TX, to manage revenue and product performance. In this impactful hybrid role, you will partner with leaders to deliver insights and shape financial planning. Responsibilities include owning revenue reporting...SeniorFlexible hours
- PNC Financial Services Group, Inc. is seeking a Part Time Teller in the Shoal Creek Branch, based in Austin, TX. The role focuses on delivering a positive customer experience, educating clients on banking options, and identifying opportunities for referrals. Spanish language...Part timeWork at office
- PNC Financial Services Group, Inc. is seeking a Teller for the Parmer Branch in Austin, TX. The role emphasizes delivering a superior customer experience, educating clients on financial options, and leveraging technology to manage transactions. No degree is required, and...Work at office
- Madison-Davis, LLC is seeking an experienced Senior Fund Accountant to join its team in Austin, Texas. This role offers the opportunity to work with a diverse portfolio of alternative investment clients, including private equity and hedge funds, in a collaborative environment...Senior
$138k - $190.3k
...Regulations and Standards Senior Principal... ...regulatory, market and customer requirements in... ...a profound social impact as an Americas... ...Engineering Team in Austin, Texas.Who We AreWe... ...Technologies’ global product portfolio. In this highly... ...as a strategic advisor and subject matter...SeniorWorldwide$77k - $202k
...Oracle Cloud Finance PPM/AHCS - Senior Associate, you will... ...qualified applicants that are impacted by the Los Angeles County Fair... ...accessing sensitive company or customer information, handling proprietary... ...; FL-Tampa; GA-Atlanta; TX-Austin; DC-Washington; FL-Miami; WI-...SeniorFull timeH1b- Req ID: 77074Location: Austin -AUSAreas of Interest: Wealth ManagementPay... ...DescriptionThe Private Wealth Advisor is primarily... ...analysts responsible for portfolio and asset allocation... ...partnership you can make an impact on the success of the bank, customers and your own career!...Work experience placementWork at office
- SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop... ...duties include the following:Develops customer financial profiles to determine suitability... ...please click the appropriate apply button.SummaryLocation: Austin, TXType: Full timeFull timeLocal area
- ...We're looking for a Senior Customer Lifecycle Marketing Manager to own... ...expansion performance for our HCM portfolio in the U.S. market. This... ...pipeline and revenue impact through a modern, AI-enabled... ...(Ponce City Market) or our Austin office (405 Colorado Street)...SeniorWork at office3 days per week
- ...Responsibilities include business development, credit underwriting, and portfolio management. The ideal candidate will have over 5 years of... ..., and the ability to comply with regulatory standards. This is a full-time position based in Austin, TX. #J-18808-Ljbffr The AgencySeniorFull time
$122k - $150k
...Analyst to serve as a revenue and product portfolio owner. In this role, you’ll have direct... ...revenue and product portfolio. This is a high‑impact position offering meaningful exposure to... ...products. This hybrid role is based in Austin, TX. Key Responsibilities Own revenue...SeniorImmediate start$110k - $140k
...Customer Success Manager We're Dayshapean... ...fast-growing, high-impact company that's reimagining... ...) will manage a portfolio of complex,... ...owner and trusted advisor. You'll work closely... ...advisor to senior stakeholders, helping... ...based remotely in Austin or in the NJ Tri State...SeniorFull timeRemote workMonday to FridayFlexible hours- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth... ...through thoughtful, comprehensive wealth management and customized investment portfolios Participate in building new client relationships...Senior
- ...to receive an alert: Title: Senior Director, Customer Operations Requisition ID#: 4669 Location: Austin, TX, US, 78735 Pay Range: At... ..., stability, innovation, and impact. If you're looking for a career... ...operator experience across Exacta’s portfolio of third‑party Historical...SeniorContract workWork at officeRelocation
- Sumeru Solutions in Austin, Texas, is seeking an experienced Netsuite Developer. The role... ...and demonstrate strong skills in customizing interfaces, managing user profiles, and... ...opportunity to lead design review sessions and impact our business positively. #J-18808-...Senior
$60k - $65k
...driven, results-oriented Senior Sales Manager to join... ...Hilton Garden Inn Austin North . If you're passionate... ...to make a meaningful impact every day. Why... ...management, and exceptional customer service. This... ...Across the Hotel Equities Portfolio ~ Employee Discount Programs...SeniorDaily paidWork at officeLocal areaFlexible hoursNight shiftAfternoon shift- ...as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible... ...market and business issues impacting affluent clients. Serve... ...quality, compliant portfolio of relationships.* Using... ...and/or in tandem with a senior credit advisor.* Advanced...Full timePart timeWork at officeLocal areaShift workDay shift
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