Private Wealth Senior Investment Manager

Position Title: Senior Investment Manager for Private WealthLocation: Houston, TexasOverview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, ensuring that we deliver value to our clients, employees, communities, and shareholders every day.We prioritize creating a...

Req ID: 74533 Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, a prominent financial services holding company, has established itself as a leader in the industry with a rich history spanning over a century. Our operations extend across multiple states, providing...

About the RoleLinscomb Wealth is seeking a highly skilled Portfolio Manager III to join our Investment Team. As a key member of our team, you will be responsible for managing client investment portfolios, collaborating with the Trading Team and Wealth Advisor Team, and participating in the firm's Investment Committee.Key Responsibilities:Investment Portfolio...

Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking BOK Financial Corporation Group encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA manages banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of...

Req ID: 74533 Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, a prominent financial services holding company based in Tulsa, Oklahoma, has been a trusted name for over a century, providing a diverse range of services across multiple states. Bonus Type Formula...

About Us:At BankTalent HQ, we prioritize our people and culture, recognizing that our diverse workforce is our greatest asset. We believe in the principle that "everyone counts" and strive to create an environment where all employees can flourish.Role Overview:Wealth Management is a vital segment of our organization, dedicated to providing extensive...

Position Overview:The Junior Wealth Management Consultant will collaborate closely with Senior Wealth Management Consultants, acting as a key intermediary in identifying high net worth clientele.Key Responsibilities:Formulate strategies alongside Senior Wealth Management Consultants and Regional Directors for both local and remote events.Supervise the...

Job Posting:Position Overview The Senior Private Banking Director serves as a key advisor to high net worth clients, focusing on understanding and fulfilling their comprehensive banking and financial requirements. This role involves collaboration with various Wealth Management and Banking divisions to ensure all aspects of the client's financial needs are...

About Northern Trust:Northern Trust, a distinguished Fortune 500 entity, is a globally esteemed financial institution with a legacy of excellence since 1889.We take pride in delivering innovative financial solutions and guidance to the world's most affluent individuals, families, and institutions, grounded in our core principles of service, expertise, and...

About Northern Trust:Northern Trust, a Fortune 500 organization, is a globally esteemed, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is dedicated to delivering innovative financial services and expert guidance to the world's most successful individuals, families, and institutions by adhering to our...

Job Description If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for youAs a Senior Client Service Manager within the Private Bank Client Service Group you will be at the forefront of delivering premier client service. You will lead teams focused on providing top-tier service to Single...

Position Title: Senior Client Relations Coordinator Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: CLTSRV Overview The Senior Client Relations Coordinator (Senior CRC) exhibits a superior level of expertise in all Client Relations Coordinator responsibilities, collaborating with both new and established client partnerships, as well as...

Senior Tax Consultant in Wealth ManagementOverview: This distinctive role combines elements of public accounting while providing a comprehensive perspective on tax strategy and planning.Responsibilities: The tax division frequently engages with clients and works in tandem with the esteemed wealth management team to deliver continuous tax planning aimed at...

At CIBC, we are dedicated to fostering a relationship-driven banking experience for our clients. We seek skilled and passionate professionals who prioritize the best interests of our clients.We value your unique strengths and aspirations, empowering you to make a significant impact in your role. Our team members are recognized for their contributions and the...

WelcomeWe invite you to discover the exceptional culture, dedicated individuals, and rewarding opportunities that define our organization. Make your next career decision a confident one.Position QualificationsBachelor's degree from an accredited institution10 years of experience in sales related to personal trust, investment, or financial products5 years of...

H&P Executive Search is collaborating with a prominent middle-market private equity firm to recruit a talented Associate for their team. This firm specializes in Energy and Infrastructure investments and seeks an individual with pertinent experience in these sectors.Key Responsibilities:Perform in-depth financial and market analysis within the relevant...

Job OverviewThe Investment Manager is responsible for overseeing investment portfolios in accordance with established corporate policies, utilizing a pre-approved list of strategies sanctioned by the BOKF Investment Committee. This role involves collaboration with Wealth Advisors and/or Trust Officers, as well as direct engagement with clients to formulate...

H&P Executive Search is partnering with a prominent middle-market private equity firm to recruit a skilled Associate for their team. This firm specializes in Energy and Infrastructure investments and seeks a candidate with pertinent experience in these sectors.Key Responsibilities:Perform in-depth financial and market analysis within the relevant...

At CIBC, we are committed to establishing a client-focused banking experience for the contemporary landscape. We seek dedicated and skilled professionals who prioritize the best interests of our clients.Our organization values your unique strengths and aspirations, empowering you to make a significant impact in your role. Each team member is appreciated for...

Job Posting:Position Overview The Senior Private Banking Director will serve as a key advisor to high net worth clients, ensuring their banking and financial requirements are thoroughly understood and met. This role involves collaboration with various Wealth Management and Banking divisions to provide comprehensive solutions for clients, encompassing...