Investment Advisor Jobs in Dallas, TX

Analyze complex financial models and support valuations of commercial real estate investments. Collaborate with senior leadership and teams to evaluate performance metrics while driving innovative str...

Engage in regulatory reporting excellence by owning and optimizing bank filings. Collaborate cross-functionally as you build the reporting function from scratch, ensuring compliance within a dynamic a...

Join a team that's dedicated to driving process improvements, collaborating cross-functionally to enhance efficiency, and delivering innovative solutions that elevate the user experience in a dynamic...

Take ownership of Servicing Accounting functions by leading reconciliations, improving processes, and overseeing investor reporting for Residential Credit. Drive innovation with analytical expertise a...

Transform the securities landscape by conducting thorough branch examinations, ensuring compliance with regulations and internal policies while mentoring colleagues and enhancing operational effective...

Transform your career by driving data risk strategies that enhance decision-making. Collaborate across teams to analyze data lineage, mitigate risks, and operationalize key metrics, ensuring robust da...

Join a team that drives strategic technology initiatives to influence business outcomes and executive decision-making. Lead a team to shape recommendations, mentor junior members, and navigate complex...

Drive effective portfolio management initiatives, providing governance, prioritization, and insights for strategic alignment across Digital Marketing and Technology functions, ensuring transparency an...

Lead the charge in building strategic relationships within the private equity ecosystem. Drive new business opportunities, deepen market insights, and enhance connectivity among key participants to fu...

Innovate by leading financial strategies and analyses that shape capital deployment across M&A, organic growth initiatives, and portfolio optimization, partnering with senior leaders to drive alignmen...

Unlock potential by leading high-stakes financial due diligence engagements, guiding clients to navigate complex transactions with strategic insights and exceptional execution, while fostering team de...

Transform operational effectiveness by partnering with leadership to align business strategies and drive process improvements across a large technology workforce, ensuring optimum performance and tran...

Join our team as a Senior Estate and Tax Specialist to deliver exceptional estate and tax planning services, influence wealth strategies, and provide expert guidance to high-net-worth clients and advi...

Champion strategic partnerships and drive innovation in the payments sector by managing a diverse client portfolio, ensuring exceptional service and fostering long-term relationships with key stakehol...

Lead architectural strategy for investment and research platforms, driving modernization and cloud adoption. Collaborate cross-functionally to align technology initiatives with business goals while gu...

Transform high-stakes transactions by leading buy-side and sell-side due diligence engagements. Deliver critical financial insights that enhance investment decisions and negotiation strategies while m...

Drive revenue growth by establishing strategic relationships with enterprise accounts in the banking sector. Lead comprehensive sales initiatives focusing on multi-year engagement and effective territ...

Join us in delivering impactful data insights! As a Data Analyst, you will analyze complex data, optimize workflows, and create powerful dashboards to support decision-making across various projects a...

Join us to develop and manage complex client relationships in Commercial Banking, leveraging your expertise to provide tailored financial solutions and strategic guidance while collaborating with seni...

Analyze and enhance compliance in 7(a) and 504 loan file reviews, supporting risk management for SBA. Collaborate with lenders and deliver concise findings to safeguard against compliance deficiencies...

Drive advanced financial analysis and strategic consulting for self-funded health plans, enhancing cost management and risk evaluation. Collaborate with teams to deliver insights on healthcare trends...

Lead the creation and delivery of custom credit solutions for HNW and UHNW clients, ensuring strategic alignment with their unique financial needs while driving business development and portfolio prof...

Join our team as a Senior Fair and Responsible Banking Analyst to drive compliance initiatives and execute data analysis, supporting regulations and fair lending activities across the organization whi...

Accelerate progress at the forefront of HPC technology by managing the lifecycle of vital computing assets. Collaborate across departments to drive asset optimization, compliance, and operational effi...

Analyze and support compliance with broker-dealer regulations and policies, ensuring adherence to necessary standards. Collaborate with internal teams to resolve inquiries, educate on compliance matte...