Investment Advisor Jobs in Dallas, TX

Elevate your career by leading innovative retirement planning initiatives. Leverage your expertise in ERISA and IRC to guide strategy and empower financial professionals in enhancing client services a...

Shape the future of fiduciary management by overseeing client accounts, ensuring compliance, and collaborating with partners to enhance services and develop business opportunities. Leverage your exper...

Shape product vision and strategy while leading a high-performing product management team. Drive innovations, oversee product lifecycles, and collaborate across departments to deliver impactful soluti...

Lead the charge in developing and executing industry-specific marketing strategies, translating insights into engaging content and integrated campaigns to drive growth and strengthen market presence a...

Empower industry marketing initiatives by creating targeted strategies, driving engagement, and executing integrated campaigns. Collaborate with stakeholders to produce impactful content and thought l...

Empower state 529 education savings programs through strategic marketing excellence. Oversee integrated campaigns, foster consumer engagement, and drive relationships to optimize budget and achieve ke...

Oversee and cultivate a member-focused mortgage sales environment, leading a team of Mortgage Loan Originators through coaching, performance management, and goal-setting to enhance loan growth and str...

Manage complex reinsurance accounting tasks, ensuring timely financial reporting and process improvements while leading a team in a dynamic environment. Drive initiatives for efficiency and accuracy i...

Join a dynamic team as you spearhead DSCR originations, engaging directly with investors and industry professionals. Drive growth and client success through innovative lending solutions backed by comp...

Engage as a senior revenue driver in enterprise sales, leveraging your established network to close significant deals within retail commercial real estate, impacting revenue growth by managing relatio...

Unlock potential by strategizing investment analysis and cashflow modeling, while collaborating on performance tracking and industry research. Join a dynamic team to advance our investment program wit...

Manage the presentation of investment solutions and capital market strategies, enhancing advisor development and client relations. Collaborate across disciplines to drive results, while covering multi...

Engage with high-value law firms to drive strategic sales growth. Leverage AI solutions and consultative techniques to cultivate executive relationships and close complex deals, contributing to long-t...

Take ownership of client finance management and forecasting, guiding a team in project accounting, contract assessments, and stakeholder reporting to enhance financial operations and drive efficiencie...

Champion growth by developing and executing strategic account initiatives across healthcare systems and academic institutions, fostering executive relationships, and driving enterprise-wide adoption o...

Elevate the sales organization by coaching and inspiring teams to surpass revenue targets, driving accountability, and leading strategic sales initiatives within a defined regional market...

Drive growth by cultivating strategic retail accounts, utilizing consultative selling to exceed revenue targets while managing key relationships and ensuring customer satisfaction, with a focus on inn...

Join a team that's shaping urban living through strategic multi-family developments and acquisitions. Collaborate across functions to drive project success and maximize returns while making impactful...

Partner with us to generate new business in payer technology services. Build a qualified pipeline from the ground up while managing full-cycle sales. Collaborate with leadership to position offerings...

Solve complex claims issues by generating new business for payer technology services. Lead full-cycle sales efforts autonomously, building a pipeline and closing deals in a dynamic environment with st...

Drive the charge in enhancing U.S. FinTech's internal audit processes by executing audits and providing advisory services, ensuring compliance and operational excellence across financial and operation...

Transform finance leadership within middle-market and private equity-backed firms. Drive strategic advisory solutions, improve financial processes, and lead dynamic teams while ensuring top-tier clien...

Elevate the strategic vision and market positioning for family office risk management solutions, serving as a trusted advisor and industry authority while driving innovation and business development i...

Drive customer success by leading technical discovery and aligning Microsoft solutions with business challenges. Collaborate with sales teams to accelerate opportunities and enhance adoption through w...

Champion financial integrity by managing day-to-day accounting and reporting for multiple family entities, ensuring meticulous record-keeping, timely reconciliations, and collaboration with financial...