- Charles Schwab (Westlake, TX)
- **Your opportunity** The Senior Wealth Regional Trust Consultant is responsible for collaborating both with internal and external partners to identify, ... for directed trusts, relevant Nevada statutes, advantages of Schwab Wealth Trust Services, and all procedural aspects...trust business + Collaborate with internal partners (eg Wealth Strategists, Schwab Wealth Advisors, Regional… more
- Truist (Fort Worth, TX)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- First Horizon Bank (Dallas, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed ... $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates… more
- TIAA (Frisco, TX)
- Regional Director The Senior Director, Portfolio Management, is responsible for managing a team of approximately 17-20 Portfolio Managers and support Wealth ... of overall client management by leading the partnership with Wealth Management and Office of CIO that will ensure...portfolios, while meeting compliance standards + Ensure adherence to Trust Company policies and procedures as mandated by the… more
- First Horizon Bank (Dallas, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed ... your clients with our team, including Financial Planning, Brokerage, Trust , Insurance, and the Family Office as appropriate. *...assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients,… more
- First Horizon Bank (Dallas, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed ... $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates… more
- First Horizon Bank (Dallas, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed ... real estate product types (ie retail, office, multi-family, lodging, industrial, ALF/ senior living, etc.). In addition, the Portfolio Manager will be responsible… more