Average salary: $91,847 /yearly
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- ...Alternative Investment Solutions (GAIS) is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative investments, including hedge funds, private equity funds, private credit...Private
InforCapital
Dallas, TX1 day ago - ...BOK Financial is seeking a Credit Specialist III in Private Wealth Underwriting to underwrite large, complex financial/credit transactions and make informed credit recommendations. This role emphasizes rigorous analysis and adherence to the bank's loan policies, with a...Private
BOK Financial
Dallas, TX2 days ago - TIAA is seeking a Director, Sr. Investment Research Analyst to lead private market manager sourcing, underwriting, and oversight within its Wealth Investment Management arm. ThisRole emphasizes supporting strategy, infrastructure, and selection methodology for private market...Private
- Goldman Sachs is seeking a Vice President to lead an innovative private client accounting and payment services offering for UHNW clients. You will oversee end-to-end bill payment, multi-entity accounting, and detailed financial reporting. You will build a scalable practice...Private
- J.P. Morgan Chase is seeking a Private Client Advisor in Houston, Texas. The role involves offering comprehensive financial planning and advice to clients, with a focus on relationship management. Candidates must have at least 2 years of experience in a financial advisor...Private
- ...the Corporate group within the Mergers & Acquisitions team. Candidates should have 3-5 years of experience representing public and private clients in M&A, private equity, and securities matters, with hands-on drafting and negotiating complex transactions. The role requires...Private
- A global financial services firm is seeking a Private Banker to manage client relationships in Dallas, Texas. The ideal candidate will have over three years of experience in Private Banking, demonstrate strong sales success, and hold required securities licenses. Responsibilities...Private
- ...leading law firm in Dallas. This role offers hands-on experience working on complex financing transactions with lenders, borrowers, and private equity clients.Responsibilities:Draft and negotiate credit agreements, term sheets, and financing documentsWork on syndicated...Private
Direct Counsel
Dallas, TX3 hours agonew $310k - $390k
...empowering each other to be exceptional and create advantage for our clients.Job DescriptionThe RoleClifford Chance is looking for a Private Equity associate attorney in our PCT & A group.We advise many of the world's leading private equity houses, multi-asset managers,...PrivateLocal area- Sunflower Bank, N.A. in Houston, TX seeks a Private Banker to build and enhance long-term relationships with High-Net-Worth individuals and families. The role serves as trusted advisor, coordinating across the bank to tailor solutions and drive client satisfaction and growth...Private
- 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. This...Private
- A top financial services provider in Boerne, TX is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This position involves building client relationships, offering personalized investment solutions, and ensuring a highly...Private
- J.P. Morgan Chase in Houston is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and custom investment solutions for individuals and families. You will cultivate relationships and guide clients through market dynamics...Private
- Texas Capital, based in Dallas with offices in Fort Worth, is seeking a senior private banking professional to lead client relationships and coordinate a cross-disciplinary wealth management team. The role focuses on generating new clients, managing ongoing experience,...Private
- A leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth management. Candidates should have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and...Private
- A leading financial institution in San Antonio seeks a Private Banker to advise clients on wealth management and financial needs. The role requires over six years of experience in Private Banking or Financial Services, a Bachelor's degree, and licensing within 90 days....Private
- JPMorganChase is seeking exceptionally talented individuals for a Program Banker Analyst in the U.S. Private Bank. You will partner with bankers, investment specialists, and trust and estate experts to bring in new clients and serve existing ones. The two-year program offers...Private
- Texas Capital Bank seeks a seasoned Private Wealth Leader to drive UHNW/HNW relationships and growth across investment management, banking, lending, and estate services. You will act as a senior relationship manager for the region's most complex client portfolios. You will...Private
- ...orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary...PrivateWork at office
Chase
Houston, TX14 hours ago - JPMorganChase in Fort Worth, Texas is looking for a Private Banker to manage client relationships and provide investment advice. You will develop targeted solutions for clients while working alongside a diverse team to enhance their wealth management. The ideal candidate...Private
- ...leading global financial institution is seeking a Program Analyst Banker to provide exceptional service to clients within their U.S. Private Bank. This role includes developing customized financial strategies, analyzing balance sheets, and collaborating with a team of...Private
- ...Mortgage Transaction Manager in Dallas, Texas. In this critical client-facing role, you will ensure a seamless mortgage process for Private Wealth Management clients. Responsibilities include managing client expectations, coordinating internal workflows, and mitigating...Private
- PNC is seeking a Senior Relationship Strategist for the Austin, TX Private Bank to lead client management, grow a book of business, and ensure exceptional service. The role requires guiding discovery, building strategic client plans, and coordinating with teams to meet...PrivateWork at office
- Baker Tilly US is seeking a PEFS Manager to oversee day-to-day private equity client deliverables including quarterly financial reporting, capital calls, and carried interest calculations. You will manage a team, review schedules, and ensure compliance with fund agreements...Private
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private
- ..., orchestrate a seamless client experience, and leverage Goldman Sachs' global resources to meet complex needs. You will work with Private Wealth Advisors to onboard clients, manage liquidity, and execute trades with integrity and excellence. #J-18808-Ljbffr Goldman SachsPrivate
- Sunflower Bank, N.A. in Houston, TX is seeking a Private Banker to build and strengthen long-term relationships with High-Net-Worth individuals and families. As a trusted advisor, you will coordinate across the bank to proactively recommend solutions aligned with client...Private
- Goldman Sachs Bank AG is seeking a Private Wealth Advisor for its Houston location. This role emphasizes building client relationships and delivering customized wealth management strategies. Candidates should have over four years in private wealth management and a strong...Private
- ...Markets Associate for its Houston office on a hybrid basis. You will represent underwriters, issuers and placement agents in public and private securities offerings, with exposure to cross-border matters and access to senior partners. This Am Law-ranked firm handles IPOs,...PrivateWork at office
- CLA (CliftonLarsonAllen) is seeking a Tax Principal or Signing Director to join our San Antonio, TX Private Industry Tax Team. The role focuses on leading a team delivering tax compliance and advisory services for S-Corps, Partnerships, and Individuals. You will manage...Private
