Investment Advisor Jobs in Dallas, TX

Optimize market research and forecasting processes to drive strategic site selection decisions and project financing. Lead a team of analysts to provide vital commercial insights that enhance the orga...

Lead the charge in financial planning and analysis for a regional unit, optimizing forecasting and decision support while providing high-quality insights to senior leadership and enhancing growth init...

Drive the compliance program at a fast-growing fintech, overseeing BSA/AML, KYC, and privacy regulations while collaborating with cross-functional teams to enhance controls and growth strategies in a...

Help us enhance communities by managing capital improvement projects for multifamily and senior living assets. Oversee project lifecycles from planning to closeout while ensuring quality, budget, and...

Join a team that's driving growth by identifying key opportunities and leading cross-functional initiatives across Marketing, Product, Sales, and Engineering, ensuring teams execute with clarity to ma...

Elevate your career by ensuring compliance in loan documentation for Commercial Loans. Collaborate with teams to resolve issues and streamline processes, directly impacting multifamily housing finance...

Champion all accounting functions and financial reporting for the Mortgage Company, ensuring compliance with GAAP and regulations. Lead a team in managing month-end closes and complex transactions, wh...

Transform the retail distribution landscape by leading a high-performing team, fostering agency relationships, and executing strategies that drive growth and profitable market presence while aligning...

Champion the standardization and commercialization of Enhanced Fraud offerings, ensuring quality risk management operations and high client advocacy. Propel revenue growth while identifying new opport...

Empower data-driven marketing strategies by leveraging insights and analytics to optimize customer journeys and enhance campaign performance within a collaborative, fast-paced digital landscape...

Elevate your career by leading technical and team excellence in Salesforce. Drive innovation and deliver impactful solutions in the Wealth space while managing stakeholders and ensuring high-quality a...

Collaborate with executive leaders to drive financial strategy, optimize performance, and enhance decision-making. Oversee budgeting, forecasting, and analytics while leading a high-performing FP&A te...

Empower our growth by developing and optimizing product assortments across multiple channels, leveraging data-driven insights and strategic vendor partnerships to enhance customer experiences and driv...

Unlock potential by delivering strategic actuarial insights in the Workers' Compensation sector. Collaborate with clients and internal teams to drive data-driven solutions and enhance regulatory compl...

Transform AI product capabilities by driving development, strategy, and collaboration. Ensure compliance with responsible AI practices while aligning product offerings with business goals to deliver m...

Lead the review and analysis of residential appraisals, ensuring accuracy, consistency, and compliance with regulations. Provide critical insights to support lending decisions while managing multiple...

Unlock strategic growth as you lead the Financials product category, driving innovation and aligning product roadmaps with business objectives while mentoring a high-performing product team...

Drive client acquisition and sales success in a dynamic startup environment. Manage leads from qualification through to close, gaining invaluable experience in both inbound and outbound sales strategi...

Develop and deliver tailored equipment finance solutions, fostering client relationships and managing complex transactions within a dynamic commercial banking environment to achieve business objective...

Unlock potential by driving strategic growth through M&A initiatives, analyzing investment opportunities, and collaborating with leadership across multiple functions to advance the company’s objective...

Contribute to a dynamic team focused on enhancing global financial products. Leverage user insights and business goals to drive innovation, ensuring product quality and aligning with stakeholder needs...

Join a dynamic team as a Product Manager to drive innovative solutions, ensuring alignment with leadership goals. You'll lead the development of our product, impacting our clients and the global econo...

Inspire growth by developing comprehensive financial plans and strategies, enhancing the client experience for advanced wealth management. Collaborate with financial professionals to address needs and...

Innovate financial management strategies for a diverse client portfolio, overseeing monthly project accounting, revenue forecasting, and compliance processes to enhance operational efficiency and clie...

Discover a rewarding opportunity in strategic client relationship management, where your expertise in commercial insurance will drive innovative risk solutions while leading complex projects in a dyna...