Investment Advisor Jobs in Dallas, TX

Oversee compliance testing initiatives to ensure adherence to regulatory standards, managing and guiding teams through complex projects while delivering strategic solutions to operational challenges i...

Transform client service delivery by leading a skilled team to ensure exceptional operational efficiency, proactive issue resolution, and adherence to performance metrics while fostering a collaborati...

Drive exceptional client service by leading a team focused on operational excellence, workflow management, and issue resolution. This hands-on role emphasizes team performance, client satisfaction, an...

Unlock compensation strategies to attract and retain talent, partnering with various teams to ensure competitive and equitable pay practices while analyzing market trends and administering key compens...

Help us strengthen financial performance by enhancing reporting processes for diverse clients, supporting finance leaders with analytics, reporting, and performance improvement initiatives, while fost...

Help us enhance financial processes! Join our team in improving reporting for diverse clients and empowering CFOs with technology and insights to drive business growth and efficiency...

Empower financial executives with insights and process enhancements that drive performance. Collaborate with diverse clients, leveraging your expertise to streamline operations and deliver exceptional...

Unlock growth opportunities in the E&S marketplace by underwriting diverse technical risks and fostering relationships with brokers and industry groups to drive business success in a collaborative env...

Champion the strategy for managed investment solutions, leading product development and performance analysis across financial services, leveraging data to enhance competitiveness and drive growth...

Champion the strategy for managed investment solutions, leading product development and performance analysis while collaborating across multiple teams to enhance our investment advisory programs and c...

Manage revenue growth for a leading Enterprise Portfolio Solutions team, driving client acquisition and strategic outsourcing solutions while collaborating with diverse experts in the Commercial Real...

Lead, coach, and develop a team focused on enhancing life insurance and annuity sales, ensuring high service quality and aligning operations with business goals while promoting a collaborative and acc...

Champion customer-centric strategies by leading a team of Treasury sales experts to enhance client relationships, drive performance, and ensure risk management in a dynamic commercial banking environm...

Drive innovation by designing and supporting AI solutions that enhance product offerings and streamline business processes, utilizing advanced engineering practices and cloud technologies for scalable...

Elevate the Healthcare practice by generating $3M+ in new business revenue through developing client relationships and executing strategic business development initiatives. Drive growth while collabor...

Shape the future of automotive financing by expanding dealer relationships and market share. Drive business growth through education, collaboration, and strategic outreach, ensuring exceptional dealer...

Oversee licensing operations to ensure compliance, mitigate risks, and enhance efficiency. Lead a team while managing licensing processes to support business growth and safeguard regulatory adherence...

Lead the charge in driving business growth by developing tailored working capital solutions. Build and manage client relationships while advocating for your deals through the lifecycle, all within a d...

Drive financial success by partnering with project leaders to analyze performance, maintain accurate financial data, manage invoicing, and enhance project profitability through insightful guidance and...

Shape our compliance program, ensuring regulatory compliance across HIPAA, HITRUST, and SOC 2. Drive policy creation, audit readiness, and vendor risk management while supporting M&A integration effor...

Unlock potential by leading and mentoring a high-performing Upmarket Business Development team. Drive outbound strategies, refine sales methodologies, and foster a collaborative environment focused on...

Innovate as you manage and expand strategic Public Sector accounts, building executive relationships and delivering tailored technology solutions that support long-term growth and customer success acr...

Join a team that's dedicated to driving operational excellence in loan servicing. Take ownership of complex issues, enhance client experience, and collaborate across functions to improve processes and...

Unlock potential by providing expert due diligence and onboarding for new trust and estate business, balancing risk with commercial opportunities while collaborating effectively with internal and exte...

Shape the future of financial innovation by leading transformative initiatives. Collaborate with cross-functional teams to improve processes and systems, build lasting relationships, and drive perform...