Vice President, Financial Advisor Jobs in Houston, TX

Lead the charge in financial reporting and analysis, ensuring accurate monthly closes and compliance. Collaborate with stakeholders to deliver insights and support strategic decision-making in a dynam...

Drive the integration and growth of a newly acquired business, overseeing P&L, client relationships, and operations. Collaborate with teams to ensure seamless transition and performance against revenu...

Shape the finance and accounting infrastructure, ensuring accurate financials and compliance. Collaborate with teams to manage bordereaux data, oversee reinsurance accounting, and establish robust fin...

Transform your career by driving wealth management growth across the Pacific West. Collaborate with advisors and leaders to enhance product adoption and sales, leveraging market insights and relations...

Lead the due diligence and ongoing monitoring of private capital investment opportunities, serving as a subject matter expert while educating advisors and clients on portfolio construction and private...

Help us expand our commercial lending portfolio by building client relationships and delivering tailored financing solutions. You'll play a key role in driving business growth while ensuring an except...

Develop and manage commercial banking relationships to drive growth, enhance customer success, and achieve strategic goals. Cultivate new business while maintaining a balanced portfolio of loans and d...

Unlock your potential by driving sales of retirement plans in a dynamic market. Build relationships with financial intermediaries and plan sponsors while managing a targeted territory to achieve ambit...

Elevate customer experiences by driving consumer lending initiatives, fostering relationships, and ensuring sound credit decisions. Collaborate with management and community leaders to enhance busines...

Accelerate capital relationships by building networks with allocators and family offices. Drive fund raises and support M&A mandates while educating investors on private market structures. Own your im...

Provide oversight for insurance accounting and reporting, driving process improvements and leveraging technology to enhance financial operations. Collaborate with teams to ensure compliance and accura...

Drive the future of fiduciary excellence by leading a statewide team in trust and estate management, ensuring compliance, and enhancing client experiences while contributing to growth and operational...

Join us to drive revenue growth by engaging senior finance leaders, executing full-cycle sales, and delivering tailored software solutions that address financial challenges and enhance operational eff...

Transform sales training and enablement by developing innovative strategies and AI tools to enhance agent performance, optimize customer interactions, and drive measurable improvements across direct-t...

Lead the charge in overseeing M&A tax strategies, providing expert guidance on domestic and international deals while mentoring a dynamic team to exceed client expectations and drive practice growth...

Shape the future of financial strategy by delivering critical insights, forecasts, and analyses that drive business decisions and optimize corporate finance processes at all levels, collaborating clos...

Champion advanced trading strategies while enhancing customer relationships through insightful engagement, education, and market analytics. Help drive brokerage growth by leveraging Fidelity's trading...

Shape the future of fund administration by leading complex private equity accounting and reporting. Collaborate with clients and auditors to ensure accuracy and compliance while driving operational ex...

Unlock potential by leading financial strategy and analysis for new market expansions. Collaborate with executives to drive capital allocation decisions, manage forecasting cycles, and build financial...

Analyze and lead enterprise-wide financial planning and analysis, driving capital efficiency, operational excellence, and strategic insight throughout the organization. Collaborate with cross-function...

Build a robust in-house fund operating system, architecting financial infrastructure to support multiple funds. Design accounting policies, manage investor relations, and ensure scalability while main...

Lead the charge in maintaining financial integrity by overseeing accounting operations, ensuring compliance with nonprofit standards, and managing audits. Collaborate with finance leadership to produc...

Lead the charge in underwriting credit products and managing client portfolios, ensuring risk/return strategies align with client needs. Collaborate with partners to execute high-quality analyses and...

Lead the charge in delivering expert accounting advisory services for complex transactions. Collaborate with diverse teams to enhance client value while mentoring future leaders in a dynamic, client-f...

Drive strategic financial insights as a key partner to the go-to-market teams, owning revenue forecasts and investment economics. Collaborate with leadership to shape long-term growth strategies and e...