Top Finance Jobs in Austin, TX

Develop and manage personalized wealth management strategies for clients, grow relationships through prospecting and partner referrals, perform proactive outreach, and coordinate with internal specialists on investments, insurance, financial planning, and estate planning.

Perform moderately to highly complex internal appraisal reviews for 1-4 family residential properties to ensure compliance with USPAP, Fannie Mae, Freddie Mac, and HUD guidelines. Evaluate reported values, identify salability issues, communicate with appraisal vendors, and escalate inconsistencies. Meet daily and monthly goals while adhering to bank policies and regulatory requirements.

Develop and manage a personalized wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships via partner referrals and outreach, and leveraging internal specialists for investment management, insurance, estate planning, and other services to meet client goals.

Branch-based advisor who builds personalized wealth management plans, grows client relationships through referrals and outreach, partners with internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Manage end-to-end private bank loan processes: analyze client financials, determine eligibility, present loans for approval, coordinate closings, ensure regulatory compliance and document accuracy, monitor pipeline, and mentor lending team members.

Branch-based advisor delivering tailored wealth management strategies for individuals and families. Conduct client discovery, develop financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists for investments, insurance, and estate planning.

Lead CRA strategy and community development initiatives across assigned markets. Build partnerships with nonprofits, government, and internal business lines to generate CRA-qualified lending, investment, and service opportunities. Manage CRA reporting, exam documentation, market planning, and outreach programs to support affordable housing, workforce development, small business, and financial empowerment.

Build and manage a branch-based wealth management practice for high-net-worth clients. Conduct financial discoveries, create tailored financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists on investments, insurance, and estate planning.

Lead and manage a Client Service Team supporting high-net-worth clients and Wealth Managers. Coordinate meetings, onboarding, reporting, hiring, training, performance management, and risk escalations (client complaints, fraud, KYC). Develop career paths, optimize workflows, assist advisor integrations, and provide solutions to improve operating efficiency and compliance.

Manage and grow a portfolio of commercial customers ($10M–$50M revenue) through advisory-led selling, cross-selling credit, liquidity, treasury, and wealth solutions. Drive new loan and deposit generation, fee income, customer satisfaction, and community engagement while collaborating with internal partners to uncover opportunities and manage risk and compliance.