638 Asset Wealth Management Client Coverage jobs in Dallas,TX

Apply Directly

Tax Manager, Asset Management (Remote Option)

KPMG

Dallas, TX 75217

RemoteHealth InsuranceRetirement Benefit

Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
Bachelor's degree from an accredited college/university
Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing
Any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials
Prior experience with pass-through entities, partnerships and corporations
Experience managing multiple client engagements and client service teams
Excellent verbal and written communications skills with the ability to articulate complex information

SmartExplore AI is experimental.

Apply Directly

Inside Sales Consultant (Central Region)

Southern Glazer’s Wine & Spirits

Addison, TX 75001

$22/hr

~ 19 min OnsiteUrgently HiringEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

High School Diploma or GED
Must be at least 21 years of age
Physical demands with activity or condition for a considerable amount of time may include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or mobile device
Physical demands with activity or condition may include walking, bending, reaching, standing, squatting, and stooping
May require lifting/lowering, pushing, carrying, or pulling up to 48lbs

SmartExplore AI is experimental.

Apply Directly

Tax Manager, Asset Management

KPMG

Dallas, TX 75217

Health InsuranceRetirement Benefit

Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
Bachelor's degree from an accredited college/university
Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials
Prior experience with pass-through entities, partnerships and corporations
Experience managing multiple client engagements and client service teams
Excellent verbal and written communications skills with the ability to articulate complex information

SmartExplore AI is experimental.

Recommended

iHire

Client Success Representative (Hybrid)

The Phoenix Insurance

Dallas, TX 75240

New, Posted 18 hours ago

Apply Directly

Mid Market Account Executive, Spectrum Business

Spectrum

Coppell, TX 75019

~ 31 min Onsite

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.
High school diploma or general education degree required (GED)
Experience in a consultative sales role
Read, write, speak and understand English
Working knowledge of computer networking, LAN and WAN technologies, high-capacity and fiber-connected networks
Proven networking, negotiation and closing abilities
Valid and active State driver's license with safe driving record

SmartExplore AI is experimental.

Recommended

Apply Directly

Store Manager Trainee

Dollar Tree

Richardson, TX 75080

New, Posted 17 hours ago

Apply Directly

Property Adjuster Specialist - Field CAT Claims

USAA

Addison, TX 75001

Hybrid~ 19 minHealth InsurancePaid Time OffRetirement Benefit

High School Diploma or General Equivalency Diploma.
2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
Advanced knowledge of estimating losses using Xactimate or similar tools and platforms.
Proficient knowledge of residential construction.
Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations.
Proficient negotiation, investigation, communication, and conflict resolution skills.
Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills.
Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
Successful completion of a job-related assessment may be required.
May require travel to resolve claims, attend training, and conduct in-person inspections.
Physically capable of crouching and stooping to inspect confined spaces, attics, crawl spaces; ability to lift a minimum of 35 pounds; ability to climb ladders and traverse roofs.

SmartExplore AI is experimental.

Apply Directly

Senior Manager, Digital Assets Operations

Fidelity Investments

Coppell, TX 75019

$89,000-$180,000/yr

~ 31 min OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

Bachelor's degree or equivalent with 8 plus years of experience (or Masters with 6 plus years of experience) in asset management operations, fund operations, product operations, project delivery, or a related financial services role
Experience in investment and fund operations, including awareness of administration, accounting, valuation, custody, reconciliation, trading operations, performance, compliance, and related service line responsibilities
Strong understanding of how operating models function across asset management, including the importance of clear ownership, documented handoffs, procedures, controls, and escalation paths
Understanding of digital asset products and ability to build depth in cryptocurrencies, tokens, staking, wallets, digital custodians, blockchain-based transaction flows, and related operational considerations
Experience coordinating across multiple systems, platforms, vendors, and process owners to support operational readiness and ongoing change
Strong project coordination and execution skills, including the ability to maintain readiness plans, dependency trackers, issue logs, RACI documents, service catalogs, process maps, and operating playbooks
Ability to identify gaps, overlaps, unclear ownership, and operational risks, and to drive follow-up with the appropriate accountable teams

SmartExplore AI is experimental.

New, Posted 1 day ago

Recommended