Investment Advisor Jobs in Dallas, TX

Grow your career with a dynamic team leading tax strategy and client relations. Oversee compliance, mentor staff, and drive business development while ensuring tax laws are met and deadlines achieved...

Transform your analytical expertise into actionable insights, leading key data initiatives that enhance business decision-making and operational efficiency. Collaborate across teams to drive impactful...

Champion client success by delivering operational support and insights to enhance service quality. Collaborate with Client Managers and engage in skill development to streamline processes, resolve cli...

Join a team that's transforming workspace environments through innovative occupancy planning and design. Leverage your expertise to optimize space across portfolios, driving efficiency while fostering...

Join a team that's dedicated to excellence in contract management. You'll collaborate with stakeholders to draft, negotiate, and manage agreements that safeguard business interests while driving procu...

Drive innovative GenAI solutions for the financial services sector, focusing on AI application development, agent orchestration, and data pipelines to enhance client interactions and operational effic...

Drive impactful AI-driven solutions in financial services, collaborating with stakeholders to enhance operations and advisor productivity, while leading product development in a hands-on role focused...

Lead a high-performing Machine Learning Engineering team to create scalable AI solutions, partnering with diverse stakeholders to enhance financial advice and product experiences, while fostering engi...

Join us to drive customer engagement and operational excellence within multifamily real estate lending, leveraging your expertise to foster relationships and provide strategic solutions for enhanced c...

Engage with multifamily owners and lenders to customize financing strategies. Oversee customer support activities and collaborate with cross-functional teams to deliver exceptional service while manag...

Unlock growth and deepen client relationships in Fixed Income sales while leveraging market insights and a proven leadership background to identify new business opportunities and drive strategic initi...

Engage with a select portfolio of ~40 high-value accounts, delivering tailored consulting experiences. Oversee the entire post-sale journey, focusing on deep relationships, revenue retention, and cust...

Drive remediation projects for compliance with SOC 2, ITGC, and emerging regulations. Collaborate with cross-functional teams to ensure project execution, stakeholder reporting, and enhance GRC proces...

Join a team that's defining product strategy and delivering innovative solutions in enterprise SaaS. Engage with customers, drive growth, and collaborate across functions to create impactful products...

Advance your career by managing tax compliance and advisory for partnerships and pass-through entities. Lead teams and engage with a diverse client portfolio while ensuring high-quality service and fi...

Join a team that's redefining information security by engaging with stakeholders, managing risk, and overseeing IAM compliance initiatives that support enterprise applications and innovative security...

Optimize audit processes in a dynamic environment by leveraging data analytics, building strong client relationships, and driving assurance across financial and operational audits, while collaborating...

Lead the charge in building and owning tax and treasury infrastructure. Partner with cross-functional teams to ensure compliance, manage banking relationships, and develop scalable processes as we nav...

Accelerate your career by ensuring accurate SEC disclosures and financial reports. Collaborate with cross-functional teams, drive compliance, and refine accounting practices in a dynamic public compan...

Shape the customer journey by optimizing growth strategies from acquisition to conversion. Collaborate across teams to enhance product experiences, boost engagement, and drive user retention for our f...

Accelerate growth by leading strategic ETF distribution initiatives, building relationships with professional buyers, and delivering innovative solutions to enhance the Virtus ETF platform's market pr...

Optimize outcomes by managing a team of claim professionals handling complex claims. Oversee all aspects of claims processing while providing mentorship, setting objectives, and ensuring adherence to...

Drive innovative solutions by partnering with clients and teams to define and execute the product strategy for Private Markets, enhancing investment professionals' capabilities across various asset cl...

Shape the future of financial technology sales by driving new business opportunities. You will manage the complete sales cycle, leveraging strong communication and negotiation skills to exceed quotas...

Design impactful high-end hospitality spaces. Collaborate with teams to meet project schedules and budgets, ensuring luxury and detail are prioritized while navigating complex design challenges. Lead...