Investment Advisor Jobs in Dallas, TX

Drive impactful decisions as a Non-QM Mortgage Underwriter VP, leveraging extensive Non-QM expertise to manage vendor relations, communicate with sellers, and oversee credit assessments within a dynam...

Transform the financial landscape by ensuring robust investment accounting practices, preparing detailed reports, and collaborating with asset management teams to enhance operational efficiency while...

Join a high-impact team managing enterprise client relationships in financial services, driving platform adoption and revenue growth while collaborating across teams to enhance client success and deli...

Join a team that's committed to excellence in guiding FedRAMP compliance and cloud security. Leverage your expertise to manage projects, mentor team members, and drive technical discussions while ensu...

Unlock potential by cultivating capital relationships across various investment vehicles. Lead M&A advisory efforts and build essential networks with institutional allocators, family offices, and fina...

Shape the future of executive wealth planning by building deep client relationships and tailoring comprehensive solutions for highly compensated individuals, leveraging your financial and planning exp...

Engage with high-level executives to develop tailored wealth planning solutions. Utilize your financial expertise and relationship management skills to enhance client success and satisfaction within a...

Engage clients by delivering expert tax planning solutions, guiding high net worth families through estate and income tax optimization while collaborating with an exceptional multi-disciplinary team t...

Lead the charge in developing innovative Wealth Management product strategies and partnerships. Collaborate with stakeholders to enhance advisor platforms and market positioning through expert insight...

Join a dynamic team as you oversee multiple Enforcement attorneys, ensuring high-quality case management and strategic collaboration across departments for effective regulatory outcomes. Shape the fut...

Join a dynamic team ensuring exemplary administration for Private Wealth accounts, collaborating with clients and advisors to maintain relationships and oversee portfolio management, while supporting...

Explore your potential as you manage client relationships, implement strategies, and enhance operational efficiency. You'll be the key point of contact for mortgage clients while driving profitability...

Lead the charge in developing comprehensive security architectures and strategies, collaborating with diverse teams to implement secure solutions that balance business objectives, innovation, and regu...

Join our team to drive investment strategies, leveraging market insights and forging relationships to evaluate and execute industrial real estate opportunities that align with organizational goals and...

Empower your career by leading a skilled team focused on oversight of complex investment products. Your expertise will drive regulatory compliance, product knowledge, and training initiatives, ensurin...

Lead the charge in developing and managing long-term investment portfolios for clients. Collaborate with banking teams to enhance client relationships and support wealth management objectives across t...

Explore investment strategies and enhance client relations in a dynamic, team-based environment. Collaborate with professionals to conduct market research and analysis, while gaining valuable experien...

Drive investment data integrity and analytics to enhance operational excellence and foster cross-functional collaboration while leading a team to establish a data-first culture within the investment d...

Grow your career with a collaborative team focused on optimizing asset value through strategic financial analysis and reporting. Contribute to enhancing operational performance and drive tenant satisf...

Transform Brokerage Operations by leading a multi-site team ensuring seamless trade clearance, settlement, and risk management while enhancing client satisfaction and operational efficiency at every l...

Accelerate progress at the forefront of strategic intelligence, leading a team of analysts to identify risks and trends while fostering collaboration across regulatory bodies and member firms to ensur...

Join a team that's empowering clients through expertise in fixed income and credit markets. In this impactful sales role, you will foster client relationships, deliver educational insights, and drive...

Help us drive informed decision-making by analyzing credit risks and managing loan portfolios. You will engage with teams to support the bank’s growth while ensuring a robust process for underwriting...

Shape the future of market strategy by analyzing energy sectors, developing insights, and supporting organizational growth through data-driven models and competitive analysis...

Analyze and contribute to complex securities valuation efforts for top-tier clients. Join a dynamic team to tackle intricate financial models and provide insights into diverse asset classes and market...