Market Manager Private Wealth
3 days ago
The Market Manager position provides leadership of a Private Wealth team in a geographically distinct market or functional area as a Player-Coach with a focus on private banking.
Key Responsibilities- Manage and supervise work of a team of Private Wealth Bankers and Client Service Associates.
- Attract, retain and develop your staff.
- Ensure effective business development and portfolio maintenance activities.
- Manage the Private Wealth sales process, conduct sales meetings, and coordinate officer call schedules for all lending and deposit-gathering activities.
- Provide oversight on complex account relationships and credit structures.
- Define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives.
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience or 14+ years equivalent work experience.
- Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities or accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures.
- Excellent written and verbal communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations; ability to communicate with senior level management, regulators, and executive officers.
- Leadership ability and team building skills.
- Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.
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Private Wealth Market Manager
3 weeks ago
Dallas, Texas, United States BOK Financial Full timeJob DescriptionJob Summary:The Private Wealth Market Manager position provides leadership of a Private Wealth team in a geographically distinct market or functional area as a Player-Coach, with a focus on either investment management or personal trust.Key Responsibilities:Direct and supervise the work of team personnel to ensure effective, compliant...
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Private Wealth Market Manager
1 week ago
Dallas, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Market Manager to lead our Private Wealth team in a geographically distinct market or functional area. As a Player-Coach, you will provide leadership and direction to the team, focusing on either investment management or personal trust.Key ResponsibilitiesDirect and supervise the work of team...
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Private Wealth Market Manager
3 weeks ago
Dallas, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Market Manager to lead our Private Wealth team in a geographically distinct market or functional area. As a Player-Coach, you will focus on either investment management or personal trust, providing leadership and guidance to your team to ensure effective and compliant administration of assigned...
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Private Wealth Market Manager
4 weeks ago
Dallas, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Wealth Market Manager to join our team at BOK Financial. As a key member of our organization, you will be responsible for leading a team of professionals in a geographically distinct market or functional area, with a focus on investment management or personal trust.Key...
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Private Wealth Market Director
5 days ago
Dallas, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled and experienced Private Wealth Market Manager to lead our team in a geographically distinct market or functional area. As a Player-Coach, you will focus on either investment management or personal trust, providing leadership and direction to ensure effective and compliant administration of assigned accounts.Key...
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Investment Manager Research Assistant
5 days ago
Dallas, Texas, United States Corient Private Wealth LLC Full timeInvestment Manager Research InternAt Corient Private Wealth LLC, we're seeking a highly motivated and detail-oriented Investment Manager Research Intern to join our team. As a key member of our investment team, you will assist in the evaluation and selection of investment managers across various asset classes and investment vehicles.Responsibilities:Assist...
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Regional Director
7 days ago
Dallas, Texas, United States Texas Capital Bank Full timeJob Title: Regional Director - Private Wealth AdvisorsAt Texas Capital Bank, we are seeking a highly experienced and skilled Regional Director - Private Wealth Advisors to join our team. As a key member of our Private Wealth group, you will be responsible for leading a team of wealth management professionals in a specific region, ensuring the team executes...
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Private Wealth Management Support Specialist
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Dallas, Texas, United States Advantage xPO Full timeJob SummaryAdvantage xPO is seeking a highly skilled and organized Private Wealth Management Support Specialist to join our team. As a key member of our Private Wealth Management office, you will provide exceptional administrative support to our team, ensuring seamless day-to-day operations and exceptional client service.Key ResponsibilitiesManage travel and...
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Dallas, Texas, United States Corient Private Wealth LLC Full timeInvestment Manager Research Intern, Portfolio StrategyAt Corient Private Wealth LLC, we are seeking a highly motivated and detail-oriented Investment Manager Research Intern to join our team. As a key member of our investment team, you will assist in the evaluation and selection of investment managers across various asset classes and investment...
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Private Wealth Lending Underwriter
4 weeks ago
Dallas, Texas, United States Goldman Sachs Full timeABOUT THIS POSITION:Consumer and Wealth Management (CWM)Goldman Sachs is dedicated to assisting clients globally in achieving their financial aspirations. Our advisor-led wealth management services encompass financial planning, investment management, banking, and comprehensive advisory solutions tailored for a diverse clientele, including ultra-high net...
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Private Wealth Lending Underwriter
4 weeks ago
Dallas, Texas, United States Goldman Sachs Full timeOVERVIEW OF THE ROLE:Consumer and Wealth Management (CWM)Goldman Sachs is dedicated to assisting clients globally in achieving their financial aspirations. Our wealth management services, led by advisors, encompass financial planning, investment management, banking, and comprehensive advisory services tailored for a diverse clientele, including ultra-high...
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Portfolio Strategy Associate
3 weeks ago
Dallas, Texas, United States Corient Private Wealth LLC Full timeAbout Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform that serves high- and ultra-high-net-worth individuals and families. We provide a full range of investment solutions across traditional and alternative asset classes.Job SummaryWe are seeking a highly motivated and detail-oriented Investment Manager Research...
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High Net Worth Private Wealth Manager
1 week ago
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Senior Private Wealth Banker
2 weeks ago
Dallas, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for delivering exceptional client service and building strong relationships with high net worth individuals and businesses.Key ResponsibilitiesFormulate and execute...
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Investment Manager Research Assistant
2 weeks ago
Dallas, Texas, United States Corient Private Wealth LLC Full timeInvestment Manager Research InternAt Corient Private Wealth LLC, we're seeking a highly motivated and detail-oriented Investment Manager Research Intern to join our team. As a key member of our investment team, you will assist in the evaluation and selection of investment managers across various asset classes and investment vehicles.Responsibilities:Assist...
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Senior Wealth Management Advisor
4 weeks ago
Dallas, Texas, United States Citigroup Inc Full timeOverviewAs a key player in the wealth management sector, Private Bankers at Citigroup Inc. are dedicated to cultivating and enhancing client relationships. They strive to gain a comprehensive understanding of each client's unique financial landscape, enabling them to craft personalized wealth management solutions.Core ResponsibilitiesClient Acquisition and...
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Senior Private Wealth Banker
2 weeks ago
Dallas, Texas, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for delivering exceptional client service and building strong relationships with high net worth individuals and businesses.Key ResponsibilitiesFormulate and execute...
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Wealth Management Client Specialist
1 month ago
Dallas, Texas, United States Neuberger Berman Group LLC Full timeOverview:The Wealth Management Client Specialist will deliver extensive operational assistance to a distinguished Senior Wealth Advisory Team managing over $2 billion in assets. This role enhances the client journey by supporting the service, upkeep, and expansion of the team's affluent client portfolio. This position offers insights into Neuberger Berman's...
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Senior Wealth Management Advisor
4 weeks ago
Dallas, Texas, United States Citigroup Inc Full timeOverviewAs a pivotal member of the Private Banking division at Citigroup Inc., the role of a High Net Worth (HNW) Private Banker is to cultivate and enhance client relationships, ensuring a comprehensive understanding of each client's unique financial landscape. This understanding is crucial for devising personalized wealth management strategies that align...
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Senior Wealth Management Advisor
4 weeks ago
Dallas, Texas, United States Citigroup Inc Full timeOverviewAt Citigroup Inc., our Private Bankers play a crucial role in cultivating and enhancing client relationships. They possess a deep understanding of client needs and leverage this insight to craft personalized wealth management solutions. Our Bankers excel at adding value through a robust network of internal resources, often on a global scale, to...