Investment Advisor Jobs in Prosper, TX

Drive transformative finance solutions as a strategic advisor and leader. Oversee finance engagements, enhance performance, and foster relationships to elevate client success and organizational value...

Empower our broker-dealer operations by providing expert supervision and support. Leverage your deep knowledge of regulatory requirements and hands-on experience to drive compliance, streamline proces...

Unlock potential by driving financial strategy and analysis, overseeing budgeting and forecasting, and providing critical recommendations to leadership for sustainable growth and organizational succes...

Unlock potential by designing and implementing innovative platform solutions. Collaborate across teams to enhance architecture for scalability and integration, driving automation and continuous improv...

Join a team that's redefining financial analysis and strategy. You'll drive key modeling and forecasting initiatives while collaborating with leaders across the business to deliver insights that impac...

Shape innovative real estate strategies to support dynamic growth initiatives. Collaborate with cross-functional teams and lead critical projects, driving successful program launches and effective lea...

Shape the marketing operations landscape by coordinating technology tools and processes, collaborating with diverse teams, and driving project success to enhance global marketing effectiveness...

Empower your career by leading product strategies and initiatives in asset management. Collaborate with cross-functional teams to deliver impactful outcomes while managing staff and enhancing product...

Empower strategic growth by cultivating relationships within a defined customer portfolio. Drive retention and expansion through a consultative approach, partnering with cross-functional teams to alig...

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...

Lead the charge in transforming Treasury Management strategies by collaborating with relationship managers. Analyze complex challenges and mentor teams to achieve project goals while navigating compli...

Transform real estate management by leading strategic initiatives and maximizing asset performance. Collaborate with diverse stakeholders to drive projects and inspire growth while mentoring future le...

Oversee strategic direction and manage complex real estate leasing transactions, driving initiatives from strategy to execution while enhancing client satisfaction and mentoring the next generation of...

Engage with high-net-worth clients to manage fiduciary and investment accounts, ensuring compliance and driving business development through tailored wealth planning solutions and exceptional client e...

Lead and manage underwriting teams to support asset-based lending transactions, collaborating across departments to ensure effective deal closure and risk management for large credit facilities...

Champion financial analytics by delivering impactful insights and models, supporting budgeting and forecasting, while collaborating across departments to enhance decision-making within a dynamic finan...

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Transform engineering excellence by owning end-to-end delivery of client-facing solutions, setting architectural direction, and driving AI-assisted practices. Collaborate with teams to shape technolog...

Manage ABL credit portfolios to optimize revenue growth and customer relationships. Collaborate closely with teams to mitigate risks, ensure compliance, and execute transactions while mentoring junior...

Take ownership of advisory compliance coverage across multiple business units in Wealth Management, driving effective policy communication and overseeing dashboard analytics to ensure risk mitigation...

Elevate financial strategies by leading budgeting and forecasting, delivering critical insights that power executive decision-making and optimize performance across diverse operations in a dynamic env...

Take ownership of complex credit offerings by independently analyzing risks, structuring loans, and coaching team members. Engage with customers and ensure compliance with regulatory standards while m...

Unlock potential by transforming complex data into actionable insights for senior leadership. Collaborate closely with business teams to enhance data visualization efforts and inform strategic decisio...

Drive the evolution of secure and resilient custody architectures, overseeing key management and cryptographic systems while influencing cross-functional teams in a fast-paced, high-impact environment...