U.S. Private Bank – Private Banker – Vice President
Dallas, Texas, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
6+ YOESix+ years in private banking or financial services; bachelor’s degree; Series 7, 66 and insurance licenses required; strong sales and client network; knowledge of investments, wealth planning, credit, and banking; client-focused.
Series 7, Series 66, Insurance, Investments, Wealth planning, Credit
Lee Financial: Independent wealth management and investment advisory services.
5+ YOEBachelors in finance/economics, 5+ years private markets due diligence experience, strong private markets knowledge, advanced Excel/financial modeling, due diligence and reporting experience, and strong communication and analytical skills.
SouthState BankNASDAQ: SSB: Regional bank providing commercial and personal financial services.
15+ YOE15+ years private or business banking experience, bachelor’s degree or equivalent, strong lending/sales skills, regulatory knowledge, excellent communication, and high proficiency with Microsoft Office.
Tata Consultancy ServicesNational Stock Exchange of India: TCS: Global provider of IT services, consulting, and business solutions.
8+ YOEBachelor's in CS/telecom or equivalent,8+ years experience,experience with private 4G/5G (CBRS),Nokia/Ericsson systems,RF and DAS,NDAC,CPS,Wireshark/iPerf,IP networking and troubleshooting.
Philadelphia or Princeton or Austin or Pittsburgh or Los Angeles or Harrisburg or Boston or Berwyn or Houston or New Orleans or Detroit or Portland or Dallas or Charlotte or New York or Washington, D.C. or Atlanta or Cincinnati or Stamford or San Francisco or San Diego or Providence or Orange County or Hartford or Richmond or Virginia Beach or Chicago or Wilmington or Miami or Raleigh or Rochester or West Palm Beach
$140k-$180k/yrHybridFull Time
Troutman Pepper Locke: Provides legal representation and advisory services to global businesses.
5+ YOE5+ years practicing law and/or writing about private equity legal matters; 3+ years writing client-facing thought leadership; advanced PE industry knowledge; excellent writing, research, and communication skills; J.D. preferred.
Extraco Banks: Provides personal banking, mortgage loans, and wealth management solutions.
Bachelor's in Business required. Strong relationship management, sales, communication, organizational, regulatory knowledge, and quantitative skills. Ability to deliver client financial solutions and collaborate cross‑functionally.
Eataly: Operates large-scale Italian food marketplaces with restaurants and retail.
1+ YOE1+ year in a similar role, high school diploma or equivalent, hospitality or retail experience, strong communication, computer proficiency, available nights/weekends, ability to lift 20 lbs.
DIRECTOR, PRIVATE MARKETS - REAL ESTATE & REAL ASSETS
Chicago or Dallas
$150k-$200k/yrOnsiteFull Time
Cresset: Cresset provides personalized wealth management and family office services.
5+ YOE5+ years in private real estate or real assets; advanced financial modeling in Excel; strong communication; undergraduate degree; experience with deals, diligence, and underwriting.
First HorizonNYSE: FHN: Operates a regional bank providing commercial and consumer financial services
10+ YOE10+ years private banking/financial services experience, bachelor\u0002s degree required, proven sales success, knowledge of investments/wealth planning/credit, strong communication and community network.
Alvarez & Marsal: Provides management consulting, restructuring, and business advisory services.
5+ YOEBachelor's in Accounting, CPA, 5+ years relevant private client/family office experience, QuickBooks and Microsoft Excel proficiency, proven leadership and tax/advisory skills.
Discovery Senior Living: Operator of senior living communities and home health services.
5+ MgmtRequires Texas CNA, 5+ years management experience in private duty/healthcare, strong interpersonal skills, knowledge of personal care and confidentiality, EMR use, on-call availability.
Henley & Partners: Advising on global residency and citizenship by investment programs.
3+ YOE3+ years in customer-facing sales in investment/wealth sectors; undergraduate degree in business/economics/marketing; multilingual; strong communication; extensive international network; proficient in CRM and research.
Dallas or New York City or Raleigh or United States or Cayman Islands or Ireland or Poland or Bulgaria or Luxembourg or Philippines or Australia
$110k-$115k/yrHybridFull Time
HedgeServ: Provides tech-enabled fund administration and investment operations services.
3+ YOE3+ years finance experience, degree in Accounting/Economics/Finance/Mathematics/Business, supervisory experience, strong communication and analytical skills, willingness to pursue accounting qualification (ACCA/CIMA/CPA/ACA).
IQ-EQ: Provides administration and compliance services for the investment sector.
3+ YOEBachelor's in Accounting/Finance,3+ years private equity or related experience,advanced accounting skills,proficiency in QuickBooks,Microsoft Outlook,Excel,Word;Investran preferred,strong client service and communication.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran, PowerU, MyCampus