Investment Advisor Jobs in Dallas, TX

Drive your career forward by overseeing essential accounting activities, ensuring compliance with GAAP and government contracting regulations. Leverage your expertise in financial reporting, general l...

Transform data into impactful strategies by developing analytical solutions. Drive decision-making through advanced BI reports, automate processes, and ensure data integrity, all while enhancing busin...

Explore data-driven insights by transforming raw data into actionable decisions. Collaborate across teams to define business questions, optimize queries, and create impactful reports and dashboards th...

Drive partner success by providing strategic delivery advisement across enterprise implementations. Collaborate closely with Global Consulting Partners to enhance Salesforce solutions, mitigate risks...

Support the Asset Management platform by providing actionable analysis and maintaining cash flow models, while effectively liaising with clients and borrowers to ensure compliance and timely responses...

Engage with a dynamic team overseeing claims management, conducting audits, and negotiating settlements. Shape strategic directions by providing critical insights on loss impacts across multiple juris...

Lead and coordinate project teams to successfully complete construction projects on time and within budget, ensuring effective communication and stakeholder engagement throughout the project lifecycle...

Shape the future of underwriting by leading strategies and teams. Enhance profitability and compliance through effective risk selection and market analysis while fostering collaboration and growth amo...

Unlock potential by leading the budgeting and forecasting process for financial performance. Collaborate with teams to deliver insightful analysis and impactful reports to management, ensuring effecti...

Accelerate franchise growth by coaching owners in operational excellence and robust sales strategies. Partner with franchisees to enhance their business, drive revenue, and optimize systems through co...

Partner with us to elevate finance functions across middle-market and private equity-backed organizations. Lead interim finance leadership and transformative projects, enhancing reporting, controls, a...

Drive impactful financial analyses and client interactions to facilitate complex syndicated loan transactions, partnering effectively with senior associates and various cross-functional teams to maxim...

Drive strategic technology risk management solutions to ensure compliance and stability by overseeing and enhancing critical technology control processes across the organization while fostering contin...

Drive compliance and accuracy in tax applications through research, analysis, and ongoing maintenance of ONESOURCE™ content, ensuring alignment with U.S. tax laws and facilitating effective communicat...

Help us protect revenue as a Senior Retention Closer by engaging with high-value clients, navigating complex negotiations, and implementing tailored retention strategies to minimize churn. Your expert...

Lead the charge in providing expert technical support during sales cycles, specializing in security architecture, cloud infrastructure, and integration. Serve as a key resource for the Sales Engineeri...

Elevate the customer experience by facilitating workshops and mapping end-to-end journeys. Collaborate across teams to identify improvement opportunities and create visual service artifacts supporting...

Champion client relationships and drive fundraising initiatives in this pivotal role, enhancing service infrastructure and producing high-quality marketing materials for a leading multi-manager hedge...

Join our team to oversee critical risk management functions enhancing product valuation and regulatory compliance. Drive the integrity of price data, support margin programs, and contribute to system...

Partner with us to drive data governance efforts, enhance analytics capabilities, and ensure data quality across the enterprise by engaging stakeholders and managing metadata effectively within our da...

Champion growth by leading the commercial surety business across Texas, Oklahoma, Louisiana, and Arkansas. Elevate regional objectives and build lasting partnerships to position the organization as a...

Contribute to data-driven decisions in funding by analyzing merchant bank activity. Monitor portfolio health, identify growth opportunities, and collaborate with Pricing and Credit teams to optimize a...

Deliver impactful solutions by partnering cross-functionally, translating complex marketing processes into actionable IT requirements, and driving system improvements in a collaborative environment fo...

Engage and drive regional growth for comprehensive due diligence services in the Midwest. Build strategic relationships with key stakeholders in commercial real estate, delivering actionable insights...

Create impactful turnaround strategies as a key leader in restructuring services, guiding teams in the automotive sector to maximize stakeholder value through strategic planning, financial modeling, a...