Investment Advisor Jobs in Dallas, TX

Lead product risk management initiatives by collaborating with cross-functional teams to identify and mitigate risks affecting the global financial platform. Drive strategic insights, ensuring product...

Lead FTZ operations by managing compliance, optimizing processes, and collaborating with cross-functional teams to enhance operational efficiency and cut costs while ensuring adherence to customs regu...

Make your mark at the forefront of HR technology by leading the global strategy and evolution of Workday HCM. Collaborate with cross-functional teams to enhance employee experiences and drive innovati...

Engage directly with senior leaders to guide them through an AI curriculum, managing inquiries, closing enrollments, and ensuring a high-quality experience from first contact to completion...

Empower financial decision-making by conducting in-depth credit analysis and underwriting for complex Equipment Finance transactions. Collaborate with teams to ensure robust portfolio management and c...

Reimagine treasury solutions by collaborating with clients to design innovative payables strategies that drive business growth and optimize working capital. Leverage your extensive expertise to influe...

Grow your career with impactful audit leadership, overseeing engagements and developing staff to ensure thorough evaluations and compliance across business operations and risks...

Lead impactful M&A tax strategies, overseeing due diligence, structuring, and negotiations for complex transactions while mentoring a dynamic team and collaborating cross-functionally to drive success...

Lead the charge in enhancing compliance and audit management strategies to uphold organizational integrity while fostering a culture of excellence across clinical operations and regulatory practices...

Shape the future of funding and liquidity management, executing daily strategies and ensuring robust financial sustainability while collaborating with cross-functional teams to optimize resource alloc...

Drive impactful business solutions as a Senior Analyst, enhancing workflows and implementing complex projects in the loan market. Leverage 8-10 years of experience to shape client solutions and mentor...

Transform dealer relationships by managing day-to-day operations and ensuring portfolio performance. Collaborate cross-functionally while assessing risks and providing integrated banking solutions to...

Transform the future of safety technologies by architecting data-driven strategies. Collaborate across teams to drive predictive analytics, automate decision-making, and enhance product intelligence...

Drive critical financial insights by collaborating with cross-functional teams to enhance forecasting, analysis, and reporting. This role optimizes performance through strategic decision-making and co...

Innovate within finance as you drive forecasting, analysis, and reporting. Collaborate across teams to develop models and insights that enhance performance and strategic decision-making for impactful...

Analyze and drive compensation strategies by leveraging data insights, ensuring alignment with organizational objectives. Partner with leadership to support equity and efficiency in compensation pract...

Pioneer exceptional client experiences by managing complex loan portfolios, supervising a team, and ensuring accurate financial processes within a robust control environment for optimal operational su...

Champion commercial credit underwriting, analyzing customer financials, and recommending loan structures. Collaborate across teams to manage risks and deliver strategic insights in equipment finance w...

Contribute to impactful content strategy and execution across diverse platforms, translating complex financial concepts into engaging materials for advisors and investors. Collaborate with stakeholder...

Contribute to a cutting-edge FinOps practice, optimizing cloud financial management across multi-cloud environments while collaborating with cross-functional teams to enhance cost governance and drive...

Unlock financial excellence by partnering with leaders to optimize budgets, provide insights, and guide strategic spending decisions. Lead a team in driving effective resource allocation aligned with...

Grow your career with a dynamic team focused on driving business growth through strategic sales initiatives, client relationship management, and market presence enhancement...

Support client tax strategies by analyzing federal income tax issues, structuring M&A transactions, and providing training. Collaborate with teams to deliver innovative solutions in a hybrid, dynamic...

Drive your career with this vital role that leads product delivery, combining project management and analysis to streamline operations and enhance technology solutions. Collaborate across teams to ali...

Lead a dynamic team of Dealer Success Managers, fostering a culture of coaching, performance, and continuous improvement while ensuring excellent service delivery and collaboration with sales partners...