Wealth Management Advisor Jobs in Plano, TX

Lead client relationships and enhance fund operations by managing financial reporting, audits, and team development within a dynamic fund administration environment, ensuring exceptional service and e...

Drive operational excellence by managing fund administration, overseeing client deliverables, and enhancing reporting processes for private equity clients, while mentoring junior staff and ensuring to...

Own the FP&A analysis process, ensuring accuracy in expense tracking, variance analysis, and model integrity within Workday Adaptive, while collaborating with finance leaders to support strategic deci...

Transform financial analysis into impactful insights as a Senior Financial Analyst, driving strategic decision-making and performance optimization for Leasing operations in a dynamic real estate envir...

Empower fund operations as a key leader, enhancing client relationships and driving process improvements in the private equity and hedge fund space while managing audits and mentoring junior staff for...

Partner with us to shape the future of HR initiatives across client groups. You will guide strategic workforce solutions, align HR practices with business goals, and coach leaders on effective people...

Engage as a Lending Specialist to expertly support Financial Advisors and clients, ensuring seamless lending solutions that drive growth and foster strong relationships in Wealth Management. Contribut...

Transform the data landscape by leading WLS Data & AI Strategy initiatives. Drive adoption of AI and advanced analytics across teams, ensuring quality governance while promoting innovation and measura...

Accelerate growth through strategic partnerships in the IMO channel by driving sales, enhancing market presence, and delivering innovative solutions tailored to the needs of Broker Dealers and Indepen...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Drive risk management for multifamily loans, collaborating with borrowers and stakeholders to address emerging risks. This role requires proactive problem-solving and strategic planning to enhance ass...

Accelerate progress at closing complex SBA loans while ensuring compliance with regulatory standards and internal policies. Lead a high-volume pipeline, mentor junior staff, and collaborate with cross...

Pioneer the future of retirement solutions! Lead and inspire a dynamic team of sales professionals in a high-impact role to maximize qualified retirement plan sales across diverse financial channels w...

Champion strategic investor relationships across Texas and the southern U.S., driving capital raising efforts in private markets. Collaborate effectively with institutional investors, enhancing the fi...

Lead the charge in managing client relations and training fund accountants, ensuring quality service and accurate financial reporting while coordinating with auditors and tax advisors to meet tight de...

Elevate your career by managing client relationships and leading a team of fund accountants. Drive service excellence while preparing financial statements and collaborating with auditors to ensure cli...

The Financial Professional/Advisor role at New York Life involves helping individuals, families, and small businesses achieve their financial goals through insurance and investment products. This posi...

Oversee a dedicated team driving strategic business management initiatives, ensuring effective policy implementation, process improvements, and performance analysis to achieve operational results in y...

Join a dynamic team, driving AI, Data & Tech growth through executive relationships, strategic solutions, and impactful client engagement. Lead high-stakes pursuits and innovate client-focused solutio...

Help us enhance member experiences by leading a team focused on core and voluntary benefits, ensuring service quality, operational performance, and continuous process improvement for optimal employee...

Drive portfolio performance by owning the credit underwriting process and collaborating with teams to assess risks and opportunities. Lead initiatives to enhance service delivery while ensuring best p...

Engage with our dynamic privacy team to lead compliance initiatives, enhance privacy programs, and manage risks across processes in a regulated environment. Your expertise will shape effective policie...

Join a team that's at the forefront of cybersecurity and risk management, assessing technology risks in digital assets. Collaborate with leaders in a fast-paced environment to enhance risk frameworks...

Lead the charge in business development for a sizable client portfolio while fostering advisory relationships with C-suite executives. Collaborate with partners to strategize and implement tailored ba...

Elevate your career by leading end-to-end servicing for complex commercial loans, enhancing operational efficiency, and collaborating with cross-functional teams to deliver exceptional asset-based len...