Investment Advisor Jobs in Dallas, TX

Join us to lead and scale innovative contracting operations for Advisory Solutions. Collaborate with leadership to ensure efficient processes while mentoring your team and improving workflows that dri...

Drive revenue growth by managing customer relationships through business development, credit quality assessment, and financial advisory services in commercial banking, maximizing opportunities for new...

Drive exceptional client service through effective recordkeeping and administration, ensuring compliance with regulations while enhancing productivity and satisfaction across your book of business...

Transform client operations by managing private equity fund services, ensuring timely financial reporting, and nurturing key relationships while leading a team in a dynamic environment...

Grow your career with us to manage private equity client deliverables, overseeing financial reporting and capital calculations while fostering relationships and providing guidance to a dynamic team in...

Unlock your potential as a leader in Private Equity Fund Services, overseeing operations and client deliverables. Manage financial reporting, capital calculations, and team performance while enhancing...

Join a team that's responsible for overseeing complex private equity fund operations, managing client relationships, fostering team development, and ensuring accurate financial reporting and complianc...

Partner with us to lead tax and preferred equity investments, executing complex transactions while mentoring junior team members and collaborating across teams to drive sustainable energy solutions...

Champion sustainable finance initiatives in fisheries & aquaculture, leveraging market innovation and project management expertise to drive environmental impact and support global conservation efforts...

Transform client experiences by delivering tailored software solutions and ensuring successful project execution through collaboration, training, and ongoing support for maximum software value and sat...

Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...

Pioneer secure client access by leading a product team that enhances enterprise authentication capabilities across various channels, driving innovation while protecting clients from fraud and ensuring...

Unlock potential by supporting hedge activities and enhancing data accuracy. Collaborate with team members to improve processes and resolve issues in a fast-paced environment, driving effective risk m...

Join our Key & Strategic Client Success Management team to maximize client value, drive adoption and ensure retention through strategic partnerships and advocacy, offering a seamless experience while...

Manage and administer personal trust accounts, leading projects and resolving complex issues while collaborating with senior management and financial advisors to meet client objectives and ensure comp...

Engage with customers to drive RQI Portfolio adoption, ensuring account health and achieving financial goals through a consultative approach while building strong relationships for successful implemen...

Optimize customer relationships by driving RQI portfolio adoption and renewals. Achieve new order targets while ensuring customer account health through consultative methodologies and relationship bui...

Accelerate advisory firms’ growth by optimizing talent strategies and leadership development. Utilize deep expertise to drive sustainable scalability and efficiency through tailored practice managemen...

Unlock the potential of client relations and fund accounting by leading a dynamic team in applying your extensive private equity expertise to drive exceptional service and growth for high-profile clie...

Take ownership of financial analysis and modeling to streamline operations, support budgeting processes, drive reporting, and optimize financial strategies across projects while ensuring compliance wi...

Unlock potential by joining our dynamic team as an Analyst in data preparation and analytics, supporting financial crime risk investigations with data wrangling, validation, and insightful reporting t...

Unlock potential by driving detailed financial analyses of transactions, evaluating operational metrics, and identifying areas for strategic improvements and growth throughout the transaction lifecycl...

Unlock potential in the martech landscape by managing and optimizing marketing tools. Collaborate cross-functionally to drive project success, enhance technology performance, and deliver insights that...

Lead the charge in managing complex software implementations and enhancing client success through strategic onboarding, relationship management, and tailored product training. Drive impactful outcomes...

Drive operational excellence by leading a diverse Loan Servicing and Asset Management platform, setting strategic direction while fostering talent and ensuring compliance across commercial real estate...