Investment Advisor Jobs in Dallas, TX

Transform operational performance by leading, mentoring a cross-functional team, optimizing strategy, and enhancing partner relationships to deliver exceptional service in Life New Business operations...

Drive impactful communication strategies to enhance employee engagement and support client goals. Collaborate with cross-functional teams, manage budgets, and deliver presentations to foster positive...

Champion client success by leading commercial card and payables sales initiatives, leveraging your expertise to navigate complex opportunities and deliver innovative solutions that drive business grow...

Transform the financial landscape by leading our accounting and finance functions while building a high-performing team. Drive operational excellence, ensure financial integrity, and collaborate with...

Drive multi-state sales initiatives by leading a team of Sales Executives to achieve sales goals and enhance profitability. Implement strategies for recruitment and product evaluation to ensure compli...

Develop and implement a strategic roadmap for pooled plan products, collaborating across teams to identify market opportunities and ensure alignment on goals. Drive product enhancements that align wit...

Lead the charge in developing and managing broker strategies to drive sales and growth. Collaborate with internal teams, build long-term relationships, and utilize product knowledge to enhance TriNet...

Transform client relationships by leveraging expert teams to deliver comprehensive wealth management solutions. Drive portfolio management while ensuring an exceptional experience for high-net-worth c...

Elevate compliance effectiveness through strategic analysis and collaborative insights. Analyze data-driven opportunities, enhance product compliance, and partner with varied teams to drive customer-c...

Support the evaluation and documentation of annuity sales and transactions, ensuring compliance with suitability standards. Collaborate with stakeholders to promote effective reviews and improve proce...

Drive your career by managing a diverse portfolio of LIHTC projects, ensuring stakeholder engagement and proactive risk management. Collaborate across departments to deliver innovative solutions and e...

Champion innovative clinical trials as a Sub-Investigator, enhancing research through virtual and in-person patient interactions, administering investigational products, and ensuring compliance with p...

Transform data handling processes by leading cross-functional collaboration, optimizing workflows, and ensuring client satisfaction through accurate project delivery and insights in an ever-evolving f...

Drive strategic customer relationships and guide account teams to optimize business value. Collaborate across functions to adapt to market changes, ensuring proactive engagement and effective manageme...

Unlock potential by leading financial analytics projects for pharmacy benefits. Collaborate with cross-functional teams and manage RFP processes while driving data-driven insights to enhance client ou...

Empower organizational compliance by overseeing policy governance, ensuring a clear, navigable framework for corporate standards, driving effectiveness, and mitigating risks while enhancing productivi...

Partner with us to enhance client travel solutions, ensuring satisfaction and retention by leveraging technology and nurturing relationships. Your expertise will drive growth within a diverse portfoli...

Unlock the potential of actuarial solutions through technology as you design and operationalize advanced models, bridging actuarial insights with executive-level business strategies to drive impactful...

Unlock potential by joining our dynamic Financial Advisory team, providing due diligence and advisory services to a diverse client base. Drive impactful financial solutions while developing career opp...

Join a team that's dedicated to maintaining operational excellence in cloud data platforms. Collaborate cross-functionally to enhance system resilience, optimize performance, and ensure data integrity...

Drive excellence in fund administration by overseeing financial operations and leading client relationships, while ensuring compliance with regulatory standards and financial reporting requirements in...

Transform advisor engagement by orchestrating training and development initiatives across regions, ensuring advisors are connected, supported, and thriving in their roles to enhance overall productivi...

Innovate Treasury Management strategies by leading complex projects and guiding senior leaders. Drive large-scale business solutions across functions to meet advanced financial needs, optimizing proce...

Unlock potential by leading compliance efforts in health and welfare benefits. Drive collaboration across national teams while mentoring talent. Contribute to dynamic client solutions with expertise i...

Analyze and shape AI data strategies, governance frameworks, and scalable initiatives. Collaborate with cross-functional teams to enhance data visibility, trust, and innovation across the organization...