Vice President, Financial Consultant Jobs in Dallas, TX

Lead the charge in driving execution and commercialization of critical growth initiatives. Collaborate across teams to align resources and ensure strategic priorities translate into impactful business...

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...

Drive sales and develop relationships with financial advisors across various channels to enhance market share and revenue for investment products, while collaborating with team members to leverage dat...

Optimize investment strategies and manage portfolio performance, supporting senior executives. Ideal for an analytical candidate with 3+ years in fixed income, ready for growth in a dynamic, detail-or...

Join a team that's making an impact by originating SBA loans, building networks, and managing the loan process from intake to closing. Use your expertise to provide tailored financial solutions to cli...

Grow your career managing high net worth portfolios while mentoring junior talent. Design and implement tailored investment strategies, enhance client relationships, and drive business development as...

Lead the charge in developing a robust Advice & Planning strategy that enhances teammate capability and client engagement. Ensure seamless execution and continuous improvement through innovative proce...

Drive your career as you manage and optimize investment portfolios, consulting with clients to develop tailored strategies that align with their objectives while adhering to compliance and risk manage...

Join a dynamic team as you guide clients in achieving their financial goals through expert counseling on TIAA products. Utilize your financial acumen to provide personalized advice, essential for enha...

Join a dedicated team providing virtual financial counseling to clients. Leverage your expertise in financial planning to guide clients on diverse investment options across multiple channels, ensuring...

Join a team that provides strategic leadership in Mortgage Insurance Claims, overseeing compliance and operational excellence. Drive a culture of collaboration and accountability while managing a high...

Lead complex credit underwriting and portfolio management for key clients, ensuring effective deal structuring and risk analysis. Collaborate with internal partners, drive client relationships, and me...

Elevate your career by leading strategic growth in financial planning outsourcing. Drive business development, cultivate relationships, and enhance client service delivery while fostering a culture of...

Innovate customer experiences in servicing and collections by leading strategy, operations, and performance management. Collaborate with cross-functional teams to ensure compliance, process efficiency...

Join a dynamic team to drive the sales journey, engage prospects, and convert opportunities into lasting client relationships within the wealth management sector...

Champion strong relationships with C-suite and decision makers to enhance employee benefit programs. Collaborate with internal teams to provide consultative solutions, drive client satisfaction, and s...

Lead product vision and strategy, owning the end-to-end lifecycle from discovery to delivery. Collaborate cross-functionally to enhance small-business solutions while fostering a culture of innovation...

Elevate sales performance by providing product expertise, training, and insights to support life insurance sales strategy and business growth through effective relationship-building and market targeti...

Support public companies as a trusted advisor in SEC reporting and XBRL tagging. Manage complex filings, mentor team members, and deliver quality solutions while navigating regulatory changes and enha...

Lead the charge in expanding trust administration services by engaging internal partners and clients, facilitating smooth acceptance processes, and providing expertise in trust solutions to enhance cl...

Take ownership of day-to-day account management for a block of National Accounts. Collaborate with teams to enhance client experience, identify improvement areas, and ensure consistent support while n...

Advance your career by managing a high-stakes credit portfolio, underwrite complex relationships, and mitigate risks while providing strategic solutions to clients. Collaborate with internal partners...

Champion financial strategy to enhance GTM performance; collaborate cross-functionally to drive insights into user acquisition and profitability while navigating complex operational challenges in a dy...

Accelerate progress at our organization by driving growth and retention for a portfolio of 250 advisors. Leverage practice development expertise and value-add services to enhance client assets and imp...

Create and nurture capital relationships across fund types and client networks. Drive M&A advisory and investment vehicle fundraising, building partnerships and educating stakeholders to enhance priva...