Strategic Private Client Investment Team Lead

Job ID: 8887Req ID: 2077Location: Houston, TX, USAPosted: Pay Type: Salary Your Future Team Presidio Wealth Partners (“Presidio”), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $3billion of assets on behalf of our clients; about $1billion in...

Trustmark Bank is seeking a Senior Private Wealth Client Executive I/II to lead a team managing a large client book. He/she will ensure accurate administration of accounts, perform daily fund and asset movements, and collaborate across operations and risk to maintain service quality. The role requires advanced MS Office skills, strong communication, and...

Blackline Engineering, LLC is looking for a Land Development Team Lead in Houston, Texas. This position involves overseeing land development projects from concept through construction while managing client relationships and mentoring a team of engineers. The ideal candidate will have a Bachelor’s degree in Civil Engineering and a Texas PE license, along...

Closet Digitizer Editorialist is seeking a detail-oriented Closet Digitizer to support our Private Client services. In this role, you will work in a client's home to photograph and digitally catalog their wardrobe, helping create a complete and organized digital record of their closet. This is a hands-on, in-home position that requires

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Texas Capital Bank Job Opportunity Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success today and tomorrow. While we are rooted in

About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive...

About EnteraEntera is the leading SaaS and Services platform for Enterprise and Mid-Market single-family investors, empowering them to buy, sell and operate their real estate investments seamlessly. Powered by Artificial Intelligence (AI), Entera’s online marketplace offers the best combination of data, technology, services, and expertise to real estate...

Trustmark Bank is seeking a Senior Private Wealth Client Executive I/II to lead a team managing a large client book. He/she will ensure accurate administration of accounts, perform daily fund and asset movements, and collaborate across operations and risk to maintain service quality.The role requires advanced MS Office skills, strong communication, and...