Investment Advisor Jobs in Prosper, TX

Transform the Public Funds division through strategic business development, nurturing client relationships while driving new opportunities in the public sector. Leverage your expertise to analyze port...

Lead strategic partnerships with affluent clients while leveraging in-house experts to provide tailored financial solutions. Enhance client satisfaction and retention through expertise in financial pl...

Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Lead the charge in delivering customized credit solutions for high-net-worth clients, leveraging expertise in alternative assets. Collaborate with cross-functional teams to drive successful financial...

Elevate client experiences by providing tailored fiduciary advisory services and complex financial planning for high net worth individuals and families. Lead cross-functional strategies while deliveri...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

Empower high-net-worth clients by providing exceptional onboarding support, fostering investment education, and collaborating with internal teams to enhance service delivery, all while contributing to...

Lead and advance multi-region projects, aligning teams to deliver high-impact solutions that enhance client service and operational efficiency, while ensuring execution consistency across various doma...

Shape the future of wealth management by leveraging warm leads in a full-cycle sales role, supported by dedicated teams and ongoing training to empower your success with high-net-worth clients...

Accelerate business growth by managing B2B custodian relationships, enhancing service quality, and driving impactful custody programs, ensuring alignment with regional priorities and operational excel...

Join a team that's dedicated to delivering exceptional investor services. Oversee transaction processes, provide client support, and supervise a dynamic team to enhance operational efficiency and comp...

Shape client relationships and leverage your expertise to drive new business and manage reinsurance processes effectively while collaborating with internal teams to deliver innovative solutions and me...

Analyze loan servicing activities to ensure compliance and mitigate risk. Collaborate with cross-functional teams, manage complex portfolios, and conduct property inspections to safeguard assets and e...

Manage comprehensive loan servicing operations, ensuring compliance and mitigating risk for a diverse portfolio, while collaborating with cross-functional teams and external partners to enhance loan p...

Explore your potential in a dynamic team that merges technology with investment expertise, ensuring data accuracy while supporting wealth managers with alternative investments through efficient data p...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Join a team that's dedicated to developing rich client relationships within the affluent business segment. Utilize your financial planning expertise to deliver tailored wealth solutions and ensure exc...

Partner with us to manage complex trust accounts and build long-term client relationships. You'll ensure compliance, mentor others, and drive excellence through effective communication and integrity...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Unlock potential by joining a dynamic sales team focused on high-net-worth clients. Navigate your territory with established leads while supported by comprehensive resources to drive your success in f...

Drive client success by implementing and optimizing SS&C Advent’s financial solutions. Leverage financial expertise and technical skills to enhance client workflows and deliver tailored training while...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...