Senior Director of Major Gifts & Legacy Planning First Liberty InstituteSenior Director of Major Gifts & Legacy PlanningPlano, TXo Leverage financial expertise (CFP or CFA) to navigate and fluently discuss various giving vehicles, tax-advantaged strategies, and philanthropic trusts (we do not engage in planning or offer estate tax advice). Founded in 1997 and based in Plano, Texas, our legal team partners with elite volunteer attorneys across the country to secure religious freedom, from local matters to the Supreme Court, at no cost to our clients.
Director, Product Strategy Wealth Integrity Marketing GroupDirector, Product Strategy WealthDallas, TXServe as the senior product point of contact for Wealth Management custodian and platform technology partnerships - representing Integrity's product capabilities, integration roadmap, and advisor platform strategy in technology-focused partner conversations. This role heavily influences direction of the Insurtech and Fintech through deep domain expertise, technology partnership with custodians and advisor platforms, and strategic collaboration with GPMs and Sales leadership.
Business Analyst ApTaskBusiness AnalystDallas, TX$38 / hourAs an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services.
Client Service Associate - Non-Registered StifelClient Service Associate - Non-RegisteredFrisco, TexasFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Director, Estate and Gift Planning - DFW American Cancer SocietyDirector, Estate and Gift Planning - DFWDallas, TexasESSENTIAL FUNCTIONS: Meet personally (in-person {60%+}, via phone, and at times virtually) with prospects, donors, and professional advisors to share information and materials about the American Cancer Society, Inc.'s (Society's) planned giving program as well as the life-saving program of work. The director builds, cultivates, and stewards relationships with planned giving prospects and donors as well as estate and financial planning professionals to secure and retain planned gifts that support the life-saving work of the organization.
Field Compensation Senior Manager of Product Wells Fargo & CoField Compensation Senior Manager of ProductIrving, TX$139,000–$239,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. About this role: The Advisor Platform group within the Wealth and Investment Management (WIM) Chief Product Office is seeking a Field Compensation Senior Manager of Product to lead the enterprise strategy, roadmap, and execution of compensation product capabilities across advisor channels.
NewSenior Tax Associate Macpower Digital Assets Edge Private LimitedSenior Tax AssociateFrisco & Dallas, TX$70,000–$85,000 / yearJob Summary: You would be indirectly reporting to the Tax Advisors or Tax Analyst and would be responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization. Essential Functions: Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065).
Sr. Specialist, Service Concierge Schwab Wealth Advisory The Charles Schwab CorpSr. Specialist, Service Concierge Schwab Wealth AdvisoryWestlake, TXAs a Concierge, you will support high net-worth clients, Wealth Advisors, Associate Wealth Advisors, and key internal business partners by managing operational requests, delivering exceptional service, and helping create positive client outcomes. Schwab Wealth Advisory is Schwab's premier fee-based wealth management program, dedicated to helping clients achieve their financial goals through personalized advice and tailored solutions.
Senior Trading Analyst Altruist CorpSenior Trading AnalystDallas, TX$79,000–$107,000 / yearAs we launch Margin and Options and expand fixed income, we''re hiring a Senior Analyst, Trading as a desk generalist to execute daily order monitoring, break resolution, and advisor support across equities, options, and fixed income, while supporting Credit Risk functions. As Senior Analyst, Trading, you will be the daily engine of a multi-asset desk: monitoring order flow, resolving breaks, supporting advisors, and escalating issues with sound judgment.
Trading Manager Altruist CorpTrading ManagerDallas, TXAs we launch Margin and Options and expand fixed income, we''re hiring a Manager, Trading as a desk generalist to run daily workflows and the trade lifecycle across equities, options, and fixed income, while supporting Credit Risk functions. As Manager, Trading, you will be accountable for the accuracy, timeliness, and reliability of daily desk operations across equities, options, and fixed income, and for supporting Credit Risk when accounts must be brought back into compliance.
Trading Manager AltruistTrading ManagerDallas, TXAs we launch Margin and Options and expand fixed income, we're hiring a Manager, Trading as a desk generalist to run daily workflows and the trade lifecycle across equities, options, and fixed income, while supporting Credit Risk functions. As Manager, Trading, you will be accountable for the accuracy, timeliness, and reliability of daily desk operations across equities, options, and fixed income, and for supporting Credit Risk when accounts must be brought back into compliance.
Controller J&J Snack FoodsControllerCarrollton, TexasAs a leader and innovator in the snack food industry for over 50 years, J&J Snack Foods provides branded snack foods to foodservice and retail supermarket outlets across the U.S. Its products include such icons as SUPERPRETZEL, ICEE, and Dippin’ Dots along with other key brands like LUIGI’S Real Italian Ice, The Funnel Cake Factory Funnel Cakes, and Hola Churros. This role also requires the ability to work independently to process financial transactions and maintain, update, and reconcile various records, including daily production, bills of material, inventories, and general ledger accounts.
Finance Professionals - AI Training - Dallas, US Prolific Academic LtdFinance Professionals - AI Training - Dallas, USDallas, TXWe've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioural data and feedback. We're looking for Finance Subject Matter Experts to join our Expert Network to help train and evaluate cutting-edge AI models using professional financial insight.
Wealth Specialty Finance Underwriter Wells Fargo & CoWealth Specialty Finance UnderwriterDallas, TX$119,000–$187,000 / yearIn this role, you will: Spearhead financial analysis and due diligence around UHNW sponsors; distill complex credit situations into key risks/mitigants and clear and concise underwriting memos for consumption by senior leaders and credit-risk decision makers; Develop subject matter expertise in the LIPF space to ensure seamless presentation and analysis of key sponsor and collateral considerations. Lead loan structuring and as well as negotiations of legal documentation of loan transactions with outside counsel; Ensure compliance with company/regulatory policies and procedures; Manage a loan portfolio to ensure loan performance and compliance with key financial reporting and covenant requirements, premium funding/draw schedules, maintenance of risk rating accuracy, and escalation of any developing issues.
Project Controls Analyst- Reporting & Analytics WSP Global IncProject Controls Analyst- Reporting & AnalyticsDallas, TX$130,000–$159,000 / yearReporting & BI Tools: Demonstrated hands-on expertise building Power BI dashboards and reports; strong working knowledge of Power Apps for workflow/data collection tools; advanced Excel, Word, and PowerPoint skills. Any unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service.
Building Technology Systems - Intermediate Consultant WSP Global IncBuilding Technology Systems - Intermediate ConsultantDallas, TX$79,300–$104,000 / yearAny unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service. WSP USA is providing the compensation range that the company in good faith believes it might pay and/or offer for this position within the state of Colorado, based on the successful applicant's education, experience, knowledge, skills, and abilities in addition to internal equity and specific geographic location.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementMcKinney, TXPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Senior Analyst - Client Risk Prevention Royal Bank of CanadaSenior Analyst - Client Risk PreventionDallas, TX$77,000–$143,000 / yearAs a Senior Analyst, Client Risk Prevention in the Business Risk Oversight team, you will be responsible for the intake and case management of incidents of fraud, financial exploitation, and vulnerable client support, providing proactive and responsive advice to advisors, business partners, and functional groups. Partner closely with legal, compliance and risk colleagues to fulfill overall business risk objectives, including with respect to risk programs (e.g., Risk Culture and Conduct, Reputational Risk, Third Party Risk, Issues Management, Privacy, Operational Risk Events and Root Cause Analysis).
International Finance Expert - AI Trainer MercorInternational Finance Expert - AI TrainerDallas, TexasRemoteFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Provide insights to improve user experiences in cross-border financial activities.
Loan Servicing Specialist - Dallas, TX - Hybrid eTeam Inc.Loan Servicing Specialist - Dallas, TX - HybridDallas, TX$37–$39 / hourInterfacing with sub-servicer Cenlar to drive the appropriate action and demand the high service level that advisors and *** clients expect. • Strong Computer skills- must be familiar with how to navigate a Microsoft Windows environment and have a working knowledge of Microsoft Office software.