High Net Worth Investment Manager

Job OpportunityWe are seeking an experienced High Net Worth Producer to join our team at Novatae Risk Group. As a key member of our organization, you will be responsible for overseeing the preparation of submissions, presenting accounts to insurance carriers, and utilizing your expertise to secure high net worth clients.Key Responsibilities:Prepare and...

Job OpportunityWe are seeking an experienced High Net Worth Producer to join our team at Novatae Risk Group. As a key member of our organization, you will be responsible for overseeing the preparation of submissions, presenting accounts to insurance carriers, and utilizing your expertise to secure high net worth clients.Key Responsibilities:Prepare and...

Job Title: Executive Personal AssistantJob Summary: We are seeking a highly organized and proactive Executive Personal Assistant to support a busy CEO in the Dallas area. The ideal candidate will have excellent communication skills, a positive attitude, and the ability to handle multiple tasks while staying organized.Responsibilities:Coordinate and schedule...

Investment Advisory AssociateInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill this key role. The firm specializes in providing customized investment management and advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.Key Responsibilities:Partner with the Client...

Investment Solutions Consultant**About International Search Consultants**At International Search Consultants, we specialize in partnering with prominent Wealth Managers (RIA) to provide customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. Our team of Financial...

Job DescriptionInvestment Advisory AssociateInternational Search ConsultantsInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families,...

{"title": "Investment Advisory Associate", "description": "Job SummaryInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill the role of Investment Advisory Associate. This position offers tremendous long-term career development and continued growth opportunities as the firm continues to expand.Key...

Job SummaryWe are seeking a highly experienced and strategic leader to serve as the Director of Philanthropic Investments. This role will be responsible for overseeing the development and execution of a comprehensive philanthropic strategy to secure funding for our organization.Key ResponsibilitiesDevelop and execute a strategic philanthropic plan to secure...

Job Description:This role is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts, working with team members to assure trust product awareness and...

The Opportunity:You will be the voice of Fisher Investments to prospective Canadian clients, reviewing their personal financial situation and providing solutions to help qualified private investors become clients.The Day-to-Day:Engage with high-net-worth individuals throughout Canada over the phonePartake in ongoing training in advanced phone sales...

About Trinity REISWe're a leading real estate investment sales firm dedicated to serving developers, funds, and high-net worth individuals. Our team of experts specializes in the investment sales of retail and industrial properties nationwide.Job SummaryWe're seeking a highly motivated and experienced Investment Sales Associate to join our team in Dallas,...

Job SummarySunflower Bank is seeking a highly motivated and experienced Wealth Management Advisor to join our team in Dallas, TX. As a Wealth Management Advisor, you will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.Key...

Job Title: Managing Director of Philanthropic InvestmentsCommit Partnership seeks a seasoned professional to lead our Philanthropic Investments department. As a trusted advisor to our executive leadership team, you will be responsible for developing and executing a comprehensive strategy to secure philanthropic investments totaling $40M+ annually.Key...

Investor Relations AnalystAbout the RoleSelby Jennings is seeking a highly skilled Investor Relations Analyst to join our team. As an Investor Relations Analyst, you will be responsible for building and maintaining relationships with investors, supporting client meetings, and creating promotional marketing materials.Key ResponsibilitiesEstablish and maintain...

Job Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a highly motivated and experienced Wealth Management Advisor to join our growing Wealth Management team in Dallas, TX.Job SummaryThe Wealth Management Advisor will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth...

About Trinity REISWe're a dynamic real estate investment sales brokerage that's passionate about delivering exceptional results for our clients. Our team is dedicated to building long-term relationships with developers, funds, and high-net worth individuals, providing them with expert guidance and strategic advice on their real estate investments.Job...

Job SummarySunflower Bank is seeking a highly motivated and experienced Wealth Management Advisor to join our team in Dallas, TX. The ideal candidate will have a strong background in financial planning and investment management, with a focus on providing exceptional service to high-net-worth individuals and families.Key ResponsibilitiesDevelop and implement...

About UsStronghold Investment Management is a technology-driven investment manager focused on real-assets and related private markets. Our investment framework features rapid transaction velocity, deep technical expertise, creative financial structuring, and objective decision making.Job SummaryWe are seeking a highly skilled Investment Associate to join our...

Business Title:Senior Manager, Business Tax ServicesRequisition Number: Function:Tax ServicesArea of Interest: State: City:DallasDescription:At KPMG, you will have the opportunity to become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's...

About Trinity Real Estate Investment ServicesWe're a commercial real estate brokerage team headquartered in Fort Worth, dedicated to building strong relationships with our clients and team members. Our goal is to be a brokerage people enjoy working with and within.Job DescriptionWe're seeking a highly motivated and experienced sales professional to join our...