Investment Advisor Jobs in Dallas, TX

Provide strategic oversight and manage key client relationships in mortgage servicing, ensuring operational efficiency, risk management, and profitability for diverse third-party clients through effec...

Join a team that delivers expert broking solutions, manages complex accounts, and builds client relationships while driving innovative risk management strategies for diverse clients in a dynamic envir...

Champion client relationships by providing tailored risk management strategies, overseeing complex accounts, and delivering expert solutions in a collaborative, dynamic environment. Drive growth for c...

Join our team to develop expertise in privacy, AML, and cybersecurity law while partnering with various departments. Contribute to navigating regulatory landscapes and crafting solutions that impact m...

Shape the future of strategic intelligence at a leading regulatory organization. Lead, analyze, and communicate risks impacting member firms and investors, while collaborating across departments to dr...

Champion growth and talent development as an area leader, driving advisor success and community trust while expanding market presence and strengthening brand relationships for optimal financial servic...

Drive brokerage operations by overseeing account setup and maintenance, ensuring regulatory compliance and leading a team to enhance efficiency and service quality in financial services management...

Lead the charge in designing and optimizing scalable data pipelines and streaming solutions. Collaborate with cross-functional teams to drive complex data initiatives while ensuring performance, gover...

Elevate client experiences by providing expert mortgage solutions while managing all stages of the loan process. Build strong relationships with financial advisors to drive business growth and enhance...

Join a dynamic team as you guide clients in achieving their financial goals through expert counseling on TIAA products. Utilize your financial acumen to provide personalized advice, essential for enha...

Join a dedicated team providing virtual financial counseling to clients. Leverage your expertise in financial planning to guide clients on diverse investment options across multiple channels, ensuring...

Lead collaborative software development efforts, ensuring best practices in architecture, code quality, and problem-solving while delivering complex, innovative solutions to enhance team efficiency an...

Lead and innovate software development for scalable enterprise applications, focusing on microservices and real-time streaming solutions. Drive best practices and mentor teams to build robust, high-pe...

Join our dynamic team to lead the development of high-performance backend solutions. Leverage your expertise in Java, microservices, and real-time data streaming to drive innovation and mentor a talen...

Join a team that's pivotal in strengthening data risk management by analyzing data flows, assessing risks, and enhancing governance practices to drive informed decision-making and business outcomes ac...

Analyze data flows and risks to enhance business outcomes, collaborating to document lineage and develop insights that inform critical remediation efforts while building expertise in data risk and gov...

Strategize innovative financial solutions for senior executives, delivering personalized financial planning and asset management support. Collaborate with a dynamic team to enhance client engagement a...

Empower the AML Officer Services team by providing key support and ensuring compliance with AML/CFT regulations through effective communication and detailed documentation of all related policies and p...

Engage with Financial Advisors to expand J.P. Morgan's presence in asset management, leading a coordinated team to deliver tailored investment solutions and ensure exceptional client experiences acros...

Join a team that's expanding client relationships through consultative investment solutions, driving growth in financial advisory services across a dynamic territory with an emphasis on collaboration...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Deliver innovative hedging analytics and trading strategies while collaborating with institutional clients and cross-functional teams to enhance valuation models and uphold industry best practices...

Lead and oversee a team of Supervision Specialists, managing projects and ensuring effective execution of supervision activities while supporting risk management and compliance initiatives across the...

Drive the management of a diverse portfolio of equity investments, analyzing financial performance and supporting strategic initiatives while enhancing operational efficiency and mentoring junior anal...

Help us optimize workplace benefits for executives by providing tailored financial planning and building strong client relationships. Leverage your expertise to enhance participant engagement and driv...