Investment Advisor Jobs in Houston, TX

Join a team shaping investment strategies and driving insights for real estate fund management. Collaborate with senior leaders to analyze opportunities, manage projects, and impact key decision-makin...

Analyze financial performance and manage cash flow in this dual FP&A and treasury role. Collaborate with leadership on reporting, forecasting, and budgeting while ensuring accurate cash management acr...

Deliver innovative hedging analytics and trading strategies while collaborating with institutional clients and cross-functional teams to enhance valuation models and uphold industry best practices...

Discover your potential in managing complex oil, gas, and mineral assets. Ensure compliance and enhance value while working closely with diverse stakeholders. Your expertise in fiduciary responsibilit...

Champion customized lending solutions for affluent clients by collaborating with wealth advisors and risk teams. Drive business development and portfolio management through sophisticated credit strate...

Manage risk-based inspections of RIA and BD branches, identifying compliance issues and improving controls. Collaborate with stakeholders to ensure adherence to SEC and FINRA regulations while optimiz...

Join a dynamic team driving process improvement and operational effectiveness in mortgage servicing. Collaborate with stakeholders to analyze data, enhance controls, and support strategic initiatives...

Engage with primary and swap dealers to integrate USDC into capital markets. Drive adoption in repo and derivatives, ensuring alignment with regulations while advising senior leadership on benefits an...

Unlock growth by leveraging your ETF expertise to drive adoption and sales across diverse channels, collaborating with internal teams and financial advisors while navigating the strategic landscape of...

Optimize business development strategies to drive growth across utility services. Engage key stakeholders to identify opportunities and expand market share, while managing client relationships to achi...

Optimize strategic marketing initiatives to drive growth in annuity products through data-driven campaigns, cross-team collaboration, and impactful content creation, while managing budgets and ensurin...

Lead impactful wealth strategies for high net worth clients, collaborating with teams to optimize financial planning. Engage in complex financial discussions and develop customized plans for diverse c...

Grow your expertise by developing comprehensive financial strategies for clients. Collaborate with senior planners to address complex needs and build lasting relationships while driving client acquisi...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...

Drive your career forward as you design and execute change management strategies aligning people with technology. Collaborate with clients to optimize AI capabilities and enhance business objectives t...

Join a team that's dedicated to enhancing financial wellness by collaborating with advisors and small business leaders. Utilize consultative sales to build relationships and provide strategic retireme...

Manage fund accounting operations, ensuring accurate NAV reporting and exceptional client service. Oversee team performance and engage with external partners to drive quality and efficiency in fund ad...

Champion personalized investment strategies for high-net-worth clients, leveraging expertise in portfolio management, compliance, and risk assessment. Collaborate with teams to enhance client retentio...

Transform client portfolios by managing asset strategy and servicing oversight, ensuring operational excellence, and driving performance improvements across multiple asset classes while collaborating...

Join a team that's dedicated to enhancing client portfolio value through strategic management, performance oversight, and client engagement across diverse asset classes while leading a collaborative A...

Champion data-driven insights by delivering advanced analytics and reporting for the External Workforce, supporting strategic sourcing, workforce planning, and operational decision-making to drive con...

Drive team performance and cultivate a mission-driven culture by leading and coaching licensed advisors, enhancing client relationships, and achieving sales goals across multiple channels and states...

Empower your team's success by leading a national group of licensed advisors, focusing on enhancing client relationships, driving sales productivity, and cultivating a vibrant, mission-oriented workpl...

Unlock new opportunities by expanding relationships with financial institutions. Drive business development partnerships, leverage marketing technologies, and meet key performance targets while promot...

Analyze channel performance and drive data-driven decisions by building models, validating vendor claims, and proactively answering business questions to enhance offline and direct mail strategies...