Investment Advisor Jobs in Houston, TX

Support transaction advisory efforts by managing due diligence engagements, analyzing financial outcomes, and leading strategic interactions with clients and C-level executives. Enhance service qualit...

Join a team that's focused on optimizing the bank's balance sheet through strategic warehouse lending and capital markets initiatives. Collaborate to enhance operational efficiencies and credit risk m...

Contribute to financial planning, budgeting, and forecasting by collaborating with stakeholders across segments. Drive strategic initiatives and enhance reporting efficiencies for informed decision-ma...

Unlock potential by joining a dynamic tax advisory team focused on M&A transactions. Collaborate globally to deliver tailored tax advice, manage the engagement process, and evaluate financial models...

Innovate complex software solutions while leading a talented team of engineers. Drive the development of AI-driven applications and reliable data pipelines using Python, Databricks, and Postgres, enha...

Join a team that drives financial strategy and operational efficiency, partnering with cross-functional leaders to support R&D investments and resource allocation, ensuring alignment and accountabilit...

Support and enhance business applications management, ensuring integration and improvement across systems like NetSuite and Salesforce while driving automation initiatives for greater efficiency and u...

Optimize business processes by gathering requirements, analyzing systems, and ensuring IT solutions align with organizational objectives. Collaborate effectively with stakeholders and technical teams...

Drive strategic partnerships by optimizing large channel accounts and accelerating revenue growth. Leverage insights, align cross-functional teams, and enhance customer experiences for sustainable dev...

Lead a dynamic remote team of licensed Life Insurance Agents, driving performance, coaching talent, and surpassing sales targets while fostering a positive, growth-oriented culture in a fast-paced env...

Elevate client service by managing insurance programs, fostering relationships, analyzing coverage needs, and ensuring effective communication with clients and carriers. Focus on proactive solutions i...

Join a dynamic team to manage and enhance client insurance programs, ensuring excellence in service through effective communication, policy analysis, and proactive relationship management. Drive clien...

Lead strategic initiatives as a senior consultant in healthcare, driving client satisfaction and retention while mentoring a dynamic client service team. Collaborate across departments to enhance serv...

Optimize market research and forecasting processes to drive strategic site selection decisions and project financing. Lead a team of analysts to provide vital commercial insights that enhance the orga...

Launch your actuarial career through our rotational program, gaining diverse experiences across valuations, product development, and experience analysis in a collaborative team environment, dedicated...

Lead a dynamic team to deliver high-impact finance transformation and FP&A services. Partner with CFOs and private equity leaders, enhancing decision-making through innovative financial solutions and...

Drive the compliance program at a fast-growing fintech, overseeing BSA/AML, KYC, and privacy regulations while collaborating with cross-functional teams to enhance controls and growth strategies in a...

Empower executive leadership with strategic financial insights to drive growth initiatives. Collaborate on M&A, pricing, and R&D investments while delivering actionable recommendations in a fast-paced...

Drive growth by identifying and developing strategic partnerships with banks and credit unions, leveraging Upstart’s technology and market insights to create meaningful capital solutions and enhance a...

Drive credit risk management strategies in a dynamic environment, balancing risk and reward for America's Trading portfolio. Collaborate across functions to optimize credit terms and ensure compliance...

Elevate your career by leading technical and team excellence in Salesforce. Drive innovation and deliver impactful solutions in the Wealth space while managing stakeholders and ensuring high-quality a...

Tackle high-impact M&A projects, advancing growth through strategic acquisitions. Collaborate with a dynamic team, employing analytical skills and financial modeling to enhance enterprise value and dr...

Grow your career with an influential team that enhances client relationships, consults on strategic planning, and manages vendor interactions to drive revenue and improve overall client experience...

Partner with us to drive construction risk management excellence across diverse projects, ensuring comprehensive insurance strategies and contractual protections mitigate risks and enhance operational...

Transform financial analytics by collaborating with cross-functional teams to enhance project reporting, optimize inventory processes, and drive productivity improvements through insightful analysis a...