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Keywords: Senior Wealth Manager, Location: Dallas, TX

Page: 1

Senior Wealth Manager

Senior Wealth Manager will actively manage client relationships, grow their practice, and collaborate with product... Wealth Manager to build and grow their book of business in Dallas, TX. As a modern and technology-first RIA, the client...

Location: Dallas, TX
Posted Date: 07 Feb 2025

Private Wealth Services - Tax Senior Manager

Job Description: Private Wealth Services Tax Senior Manager As the Private Wealth Services Tax Senior Manager... resources, environment, and support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...

Company: Grant Thornton
Location: Dallas, TX
Posted Date: 31 Jan 2025

Tax Senior Manager - Financial Services - Wealth and Asset Management

structuring, tax minimization planning, on-call advice, and tax compliance. Your key responsibilities As a Senior Manager... across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...

Company: EY
Location: Dallas, TX
Posted Date: 29 Jan 2025

Senior Wealth Advisor

, communication, and problem-solving skills. Role Overview Savvy Wealth is seeking a Senior Wealth Manager to build and grow...-impact role is foundational in shaping the future of wealth management through a Fintech lens. The Senior Wealth Manager...

Location: Dallas, TX
Posted Date: 05 Feb 2025

Senior Wealth Advisor

, communication, and problem-solving skills. Role Overview Savvy Wealth is seeking a Senior Wealth Manager to build and grow...-impact role is foundational in shaping the future of wealth management through a Fintech lens. The Senior Wealth Manager...

Company: KOB Solutions
Location: Dallas, TX
Posted Date: 05 Feb 2025

Senior Wealth Advisor

, communication, and problem-solving skills. Role Overview Savvy Wealth is seeking a Senior Wealth Manager to build and grow...-impact role is foundational in shaping the future of wealth management through a Fintech lens. The Senior Wealth Manager...

Location: Dallas, TX
Posted Date: 05 Feb 2025

Senior Wealth Advisor

, communication, and problem-solving skills. Role Overview Savvy Wealth is seeking a Senior Wealth Manager to build and grow...-impact role is foundational in shaping the future of wealth management through a Fintech lens. The Senior Wealth Manager...

Posted Date: 05 Feb 2025

Senior Wealth Advisor

, communication, and problem-solving skills. Role Overview Savvy Wealth is seeking a Senior Wealth Manager to build and grow...-impact role is foundational in shaping the future of wealth management through a Fintech lens. The Senior Wealth Manager...

Posted Date: 05 Feb 2025

Senior Wealth Advisor

, communication, and problem-solving skills. Role Overview Savvy Wealth is seeking a Senior Wealth Manager to build and grow...-impact role is foundational in shaping the future of wealth management through a Fintech lens. The Senior Wealth Manager...

Posted Date: 04 Feb 2025

Senior Wealth Strategist

and pro-active About us UBS is the world's largest and the only truly global wealth manager. We operate through four...Business Divisions Global Wealth Management Your role Are you an experienced income tax professional? Does...

Company: UBS
Location: Dallas, TX
Posted Date: 04 Dec 2024

Asset & Wealth Management Operations - Asset Servicing - Senior Analyst -Dallas

, Compliance, Treasury, Asset Manager, etc., on transaction closing and during life cycle events SKILLS AND EXPERIENCE WE'RE... Ability to effectively interact and build relationships with senior management and global stakeholders Commercially savvy...

Company: Goldman Sachs
Location: Dallas, TX
Posted Date: 19 Jan 2025

Asset & Wealth Management - Asset Servicing - Senior Associate - Dallas

, Compliance, Treasury, Asset Manager, etc., on transaction closing and during life cycle events SKILLS AND EXPERIENCE WE'RE... judgments Ability to effectively interact and build relationships with senior management and global stakeholders Commercially...

Company: Goldman Sachs
Location: Dallas, TX
Posted Date: 04 Dec 2024

Wealth Client Service Manager

Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Client Services Manager who will lead a team... successful candidate will supervise a client services team focused on working with clients in our Wealth Management division. Primary...

Company: CAPTRUST
Location: Dallas, TX
Posted Date: 07 Feb 2025

Wealth Client Service Manager

protected statuses and does not tolerate harassment or discrimination. #mid-senior...

Company: CAPTRUST
Location: Dallas, TX
Posted Date: 07 Feb 2025

Asset & Wealth Management Operations - Asset Servicing - Associate - Dallas

Job Description: Asset & Wealth Management is responsible for front-to-back operational support to the Goldman..., Compliance, Treasury, Asset Manager, etc., on transaction closing and during life cycle events SKILLS AND EXPERIENCE WE'RE...

Company: Goldman Sachs
Location: Dallas, TX
Posted Date: 04 Jan 2025

Wealth Management-Private Bank- Dallas-Vice President-Scrum Master

Job Description: Scrum Master / Technology Project Manager Vice President Asset & Wealth Management Engineering... Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals...

Company: Goldman Sachs
Location: Dallas, TX
Posted Date: 19 Dec 2024

Senior Manager, Mgt Consulting

Job Description: Job Summary: The Management Advisory Services (MAS) Senior Manager will work under the authority... risks to the Firm. The MAS Senior Manager is responsible for ensuring exceptional client service and high quality engagement...

Company: BDO
Location: Dallas, TX
Posted Date: 16 Feb 2025
Salary: $100000 - 200000 per year

Senior Manager, Mgt Consulting

Job Description: Job Summary: The Management Advisory Services (MAS) Senior Manager will work under the authority... risks to the Firm. The MAS Senior Manager is responsible for ensuring exceptional client service and high quality engagement...

Company: BDO
Location: Dallas, TX
Posted Date: 16 Feb 2025
Salary: $100000 - 200000 per year

Senior Product Manager (Data Platform)

from you. The Senior Product Manager (Data Platform) will be responsible for building Apex’s data warehousing, processing, and data...WHO WE ARE Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing...

Location: Dallas, TX
Posted Date: 15 Feb 2025
Salary: $134400 - 168000 per year

Senior Manager, Specialized Tax Services Partnerships

Job Description: Job Summary: As a Tax Senior Manager, Partnerships, you will be responsible for advising clients...) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In this role, the Tax Senior Manager...

Company: BDO
Location: Dallas, TX
Posted Date: 11 Jan 2025