Top 38 Wealth advisory manager Jobs in Houston, Tx

Account Manager, Wealth Management Advisory
Northern Trust Corp. —Houston, TX
- Full-time
- Mid-level
- Office
- Continuous improvement
Senior Tax Manager
Leoforce —Houston, TX
- $110,000 - $150,000 a year
- Hybrid work
- CPA
- Research
- Finance
Quick Apply
8d
Relationship Manager - Private Wealth
CIBC —Houston, TX
- $175,000 - $225,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health savings account
- Health insurance
Investment Management - Business Strategy Manager
Deloitte —Houston, TX
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Research
- Analysis skills
Accounting Consultant - Engagement Director
CliftonLarsonAllen —Houston, TX
- Full-time
- Hybrid work
- CPA
- Finance
- Bachelor's degree
- Paid parental leave
- Health insurance
Manager, Price Reporting - Environmental Markets
S&P Global —Houston, TX
- $85,000 - $135,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Public speaking
- Health insurance
- Referral program
Wealth Strategist
Bank of America —Houston, TX
- Full-time
- 7 years
- Microsoft Excel
- Office
Private Banking Group Market Executive Director
Morgan Stanley —Houston, TX
- $150,000 - $250,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Health savings account
- Paid holidays
Senior Manager | Sales Reinvention | Insurance
Accenture —Houston, TX
- $122,700 - $317,200 a year
- Full-time
- 5 years
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
Framework Developer Lead
CliftonLarsonAllen —Houston, TX
- Full-time
- Azure
- 5 years
- AWS
- Health insurance
- Dental insurance
Strategic Account Manager, Enterprise Vertical Markets
Crown Castle USA Inc. —Houston, TX
- $147,900 - $203,400 a year
- Remote
- Up to 50% travel
- 5 years
- Bachelor's degree
- Profit sharing
- Health savings account
Quick Apply
8d
Senior Wealth Associate
Westwood Management Corp —Houston, TX
- Hybrid work
- 18 years or older
- 11+ years
- Office
- Paid time off
- Parental leave
Quick Apply
Sr. Commercial Associate - Global Commercial Banking
Bank of America —Houston, TX
- Full-time
- Microsoft Outlook
- 5 years
- Writing skills
6d
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager
Deloitte —Houston, TX
- $189,200 - $372,900 a year
- Full-time
- 6 years
- Up to 50% travel
- Data analysis skills
Manager - Transaction Advisory - Financial Due Diligence
Alvarez and Marsal —Houston, TX
- $160,000 a year
- Full-time
- CPA
- Sales
- Master's degree
- AD&D insurance
- 401(k)
Private Equity Mergers & Acquisitions Strategy & Diligence Manager
Deloitte —Houston, TX
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Doctor of Philosophy
Global Key Account Manager – Connectivity
SGS —Houston, TX
- $103,000 - $115,000 a year
- Full-time
- Mid-level
- Master's degree
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Merrill Financial Solutions Advisor (Partially Licensed)- Houston Market
Bank of America —Houston, TX
- Full-time
- Background check
- Military
- Mid-level
Private Wealth Advisor I/II/III
Trustmark Bank —Houston, TX
- Full-time
- Remote
- CPA
- Mid-level
- Office
Business Banking Senior Relationship Manager - Central Houston Market
Bank of America —Houston, TX
- Full-time
- 5 years
- Office
- Finance

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Account Manager, Wealth Management Advisory

Northern Trust Corp. -
Houston, TX

Apply Now

Job Details

Full-time

Qualifications

Optimizing workflow processes
Opening bank accounts
Managing customer accounts
Investment advisory support
Staff supervision
Customer relationship building
Portfolio performance analysis
Investment performance monitoring
Team supervision
Account maintenance
Financial transaction processing
Investment operations
Investment management software
Regulatory compliance
Mid-level
Managing clients in a customer support role
Managing financial planning clients
Continuous improvement
Fiduciary duties
Risk analysis
Customer relationship management
Investment account customer support
Presentation preparation
Account management
Process management
Customer service problem-solving
Communication skills
Technical Proficiency
Regulatory compliance management
FactSet

Full Job Description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Account Manager, Wealth Management Advisory

Under general supervision (but works independently most of the time), responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. The Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. Organizing and executing on operational processes, required to manage client portfolios, including follow up. Monitor key portfolio investment and risk metrics. Coordinate creation of presentation materials for existing and prospective clients.

The key responsibilities of the role:

1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.

2. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.

3. Develops and maintains working knowledge of governing documents and account agreements.

4. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.

5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.

6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.

7. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.

8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.

9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.

10. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).

11.Coordinate and support investment teams’ monthly REV and new account Processes.

12. Act as expert on investment tools and systems (eg., CRA, WealthBench, GPS, WM Alternatives, IWS, FactSet and Fee Proposal Tool).

13. Demonstrate engagement and enthusiasm for investment discipline.

14. Increase depth and expertise in the investment function.

15. Work on special projects as assigned.

Qualifications

A College or University degree and/or relevant proven work experience

Prior years’ experience in financial servicing or related experience/credentials

Excellent oral and written communication skills

In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience

Knowledge of internal bank trust functions

Analytical, problem solving, and organizational skills

Highly flexible and adaptable to change

Technical skills / systems knowledge

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

2501 N. Harwood, Dallas, 75201

#LI-LG1

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Apply Now

Refine Your Search

wealth advisory manager jobs in houston, tx

Account Manager, Wealth Management Advisory

Senior Tax Manager

Relationship Manager - Private Wealth

Investment Management - Business Strategy Manager

Accounting Consultant - Engagement Director

Manager, Price Reporting - Environmental Markets

Wealth Strategist

Private Banking Group Market Executive Director

Senior Manager | Sales Reinvention | Insurance

Framework Developer Lead

Strategic Account Manager, Enterprise Vertical Markets

Senior Wealth Associate

Sr. Commercial Associate - Global Commercial Banking

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

Manager - Transaction Advisory - Financial Due Diligence

Private Equity Mergers & Acquisitions Strategy & Diligence Manager

Global Key Account Manager – Connectivity

Merrill Financial Solutions Advisor (Partially Licensed)- Houston Market

Private Wealth Advisor I/II/III

Business Banking Senior Relationship Manager - Central Houston Market

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