Private Client Advisor II

Job Title: Private Client Advisor IIThis role is responsible for driving new business development and deepening client relationships to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of...

Job SummaryThis role is responsible for driving new business development, deepening client relationships, and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including...

Job SummaryWe are seeking a highly motivated and results-driven Client Advisor to join our team at Giorgio Armani Corporation. As a Client Advisor, you will play a key role in driving sales and providing an exceptional client experience that represents the brand.About the RoleAs a Client Advisor, you will be responsible for executing merchandising and client...

Key ResponsibilitiesThis role is responsible for driving business growth through new client acquisition and deepening existing client relationships. The Private Client Advisor will lead the client management process, building upon an internal and external network to achieve business development goals.Key Skills and QualificationsStrong business development...

Unlock Your Potential as a Client Success Specialist IAt Corient Private Wealth LLC, we're dedicated to empowering our clients to achieve their financial goals. As a Client Success Specialist I, you'll play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Serve as the primary point of contact for...

Job Title: Regional Director, Private Wealth AdvisorsAt Texas Capital Bank, we are seeking a highly experienced and skilled Regional Director to lead our Private Wealth group. This role will be responsible for managing a team of wealth management professionals within a specific region, ensuring the team executes on our strategic and operational plans to meet...

Job SummaryBottega Veneta is seeking a skilled Client Advisor to join our dynamic team in Dallas Neiman Marcus. As a Client Advisor, you will play a key role in delivering exceptional customer service and driving sales growth.Key ResponsibilitiesMeet and exceed monthly sales targets through effective client outreach and relationship-buildingUtilize the...

Business Title: Senior Manager, Business Tax Services - Private ClientsRequisition Number:Function: Tax ServicesArea of Interest:State:TXCity: DallasDescription:At KPMG, you will have the opportunity to work with a dynamic team at one of the world's top tax firms, providing high-quality tax services and advice to ultra-high net worth individuals and family...

Fund Accountant Job DescriptionGen II Fund Services, LLC is seeking a highly skilled Fund Accountant to join our team. As a Fund Accountant, you will be responsible for providing accounting services, including the preparation and processing of transactions and financial statements with supporting schedules and work papers.Key Responsibilities:Cash processing...

Fund Accountant Job DescriptionGen II Fund Services, LLC is seeking a highly skilled Fund Accountant to join our team. As a Fund Accountant, you will be responsible for providing accounting services, including the preparation and processing of transactions and financial statements with supporting schedules and work papers.Key Responsibilities:Cash processing...

Job Summary:The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. This role will enhance the client experience by assisting with the service, maintenance, and growth of the team's high net worth book of business. The Client Associate will provide a perspective on...

Job Summary:The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. This role will enhance the client experience by assisting with the service, maintenance, and growth of the team's high net worth book of business. The Client Associate will also gain a perspective...

Job SummaryBottega Veneta is seeking a skilled Client Advisor to join our dynamic team in Dallas Neiman Marcus. As a Client Advisor, you will be responsible for meeting and exceeding monthly sales goals and KPIs through client outreach, developing new clients, and providing exceptional customer service.Key Responsibilities:Meet and exceed monthly sales goals...

Job SummaryGen II Fund Services LLC is seeking a highly skilled Fund Accountant to join our team. As a Fund Accountant, you will be responsible for providing accounting services, including preparation and processing of transactions and financial statements with supporting schedules and work papers.Key ResponsibilitiesCash processing and bank...

Job SummaryBottega Veneta is seeking a skilled Client Advisor to join our dynamic team in Dallas Neiman Marcus. As a Client Advisor, you will be responsible for providing exceptional customer service, driving sales growth, and building strong relationships with clients.Key ResponsibilitiesMeet and Exceed Sales Goals: Develop and implement strategies to meet...

About Rockefeller Capital Management:Rockefeller Capital Management is a leading independent financial advisory services firm. Established in 2018, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office...

Job SummaryBottega Veneta is seeking a skilled Client Advisor to join our dynamic team in Dallas Neiman Marcus. As a Client Advisor, you will be responsible for providing exceptional customer service, driving sales growth, and building strong relationships with clients.Key ResponsibilitiesMeet and Exceed Sales Goals: Develop and implement strategies to meet...

Job SummaryBottega Veneta is seeking a skilled Client Advisor to join our dynamic team in Dallas Neiman Marcus. As a Client Advisor, you will be responsible for providing exceptional customer service, driving sales growth, and building strong relationships with clients.Key ResponsibilitiesMeet and Exceed Sales Goals: Develop and implement strategies to meet...

About Rockefeller Capital Management:Rockefeller Capital Management is a leading independent financial advisory services firm. Established in 2018, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office...

Unlock Your Potential as a Private Market Clients AssociateJoin Third Bridge, a market-leading investment research firm, as a Private Market Clients Associate. In this exciting role, you'll work with top investors and business leaders to help them make smarter and faster decisions.About the RoleAs a Private Market Clients Associate, you'll be responsible for...