Investment Advisor Jobs in Dallas, TX

Empower investment strategies as a Senior Portfolio Engineer. Collaborate with peers to inform decisions, develop innovative approaches, and enhance fixed income portfolios for diverse global clients...

Unlock innovation in technology strategies and engineering excellence. Lead teams to develop cutting-edge solutions that enhance client experiences in wealth management while driving organizational gr...

Join a team that's dedicated to providing strategic retirement plan consulting services, ensuring compliance and education while delivering exceptional client support and oversight across various reti...

Engage in a pivotal role to develop sales strategies for at-risk plans, ensuring client retention and satisfaction while leading RFP processes and negotiations in the recordkeeping industry...

Lead the Estate Planning team to implement strategic solutions for high-net-worth clients. Collaborate with wealth management professionals, advising on complex estate matters while maintaining compli...

Shape investment strategies by supporting the team in acquisitions and asset management, managing project timelines, and ensuring seamless transitions for multifamily and industrial portfolios in a dy...

Lead client acquisition initiatives by collaborating with financial advisory teams to drive business growth and enhance wealth management solutions for high net worth individuals, ensuring exceptional...

Drive growth by acquiring new high net worth clients, collaborating with financial advisory teams to enhance service and retention while demonstrating strong expertise in wealth management and client...

Lead the charge in managing wealth managed accounts products, driving product strategy, market analysis, and collaboration with teams to enhance client solutions that meet financial goals while ensuri...

Lead the full enterprise sales cycle, engaging with C-suite stakeholders and driving strategic partnerships in WealthTech. Leverage relationships to overcome complex business challenges and deliver me...

Join a team that's dedicated to guiding investors in securing optimal loans for diverse real estate projects while maintaining compliance and professionalism throughout the lending process...

Shape the future of client mortgage solutions by leveraging expertise in jumbo mortgages and elevating client experiences through collaborative relationships with Financial Advisors and Personal Banke...

Shape the future of wealth management by leading a regional team delivering tailored investment solutions to High Net Worth clients while ensuring risk management and fostering client relationships...

Serve as the main liaison for executives, providing integrated financial and wealth planning strategies while collaborating with specialists to navigate complexities and enhance client experiences thr...

Lead a high-performing team of 20+ associates, driving digital engagement and financial planning for advisors. Ensure effective training, performance monitoring, and adherence to standards, while fost...

Transform the way investment solutions are delivered by leading a high-performing tech organization. Drive portfolio construction innovation through technology and technical leadership while managing...

Elevate your career by leveraging expertise in jumbo mortgages and client relationships. As a Mortgage Specialist, you'll support affluent clients through the complex loan origination process while en...

Manage comprehensive investment accounting processes, ensuring compliance with GAAP, while leading a team through month-end financial analysis and reporting to enhance decision-making and asset evalua...

Drive the annuity business strategy and product management, enhancing advisor experiences and fostering partnerships across diverse annuity solutions to drive growth and operational efficiency, ensuri...

Develop and manage client relationships in Wealth Management, leveraging investment strategies and compliance knowledge to meet clients' financial goals while leading a high-performing team toward exc...

Lead a team to enhance Trust administration, ensuring client satisfaction and compliance while optimizing processes for high net-worth clients and estates. Foster relationships and develop best practi...

Join a team that drives innovative technology solutions and optimizes business processes. Lead cross-functional collaborations in an Agile environment, analyze complex issues, and influence strategic...

Drive asset growth by accelerating adoption of investment solutions through strategic relationship-building and commercialization initiatives in the RIA, broker-dealer, and asset management channels...

Unlock potential by leveraging advanced analytics and financial modeling to drive growth initiatives and enhance operational efficiency through innovative data solutions and AI tooling...

Drive daily trading operations across equities, options, and fixed income while enhancing risk compliance. Contribute to product development and scale desk workflows in a fast-paced environment with l...