NewDirector, Transaction Advisory Services // Financial Services Portage Point Partners LLCDirector, Transaction Advisory Services // Financial ServicesDallas, TX$550,000–$800,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise.
Financial Services Representative TransGlobal Holdings Co.Financial Services RepresentativeFrisco, TexasRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
NewSenior Services Executive - Financial Services Industry Workday IncSenior Services Executive - Financial Services IndustryFrisco, TX$143,000–$214,600 / yearWe work closely with Account Executives, Sales Directors, Pre-sales, Value Engineering, Partners, and Customer Success to shape services strategy, differentiate Workday's deployment approach, and set customers up for successful implementations. This team acts as trusted advisors to Financial Services customers and prospects, connecting Workday's services, partners, and platform capabilities to real deployment and value-realization outcomes.
Partner, Assurance Services | Financial Services (Broker-Dealer) Aprio Technologies, Inc.Partner, Assurance Services | Financial Services (Broker-Dealer)Dallas, TXAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term strategic direction.
Partner, Assurance Services | Financial Services (Broker-Dealer) AprioPartner, Assurance Services | Financial Services (Broker-Dealer)Dallas, TXAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term strategic direction.
Financial Services Associate AILFinancial Services AssociateGarland, TXRemoteIn this fully remote role, you will connect with prospective clients, complete virtual needs-based conversations, and explain available life, supplemental health, and accident insurance coverage. You will receive the tools, warm leads, training, and mentorship needed to focus on building trusted relationships and advancing your skills.
Audit Senior Associate - Financial Services Weaver And Tidwell LLPAudit Senior Associate - Financial ServicesDALLAS, TXEngagements will primarily service a variety of clients within the Financial Services Industry (Alternative Investment Funds, Financial Institutions, Broker/Dealers, and others) along with periodically assisting on client engagements in other industries. Audit Investment Funds Senior Associates will perform in-charge responsibilities as assigned on larger and more complex engagements and manager responsibilities on smaller and less complex engagements.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociateDallas, TX$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateDallas, TX$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Tax Senior Associate - Financial Services WeaverTax Senior Associate - Financial ServicesDallas, TX$90,000–$130,000 / year2 - 4+ years of investment partnership tax experience, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.
Financial Services Consultant - Non Registered - Frisco, TX National Contact Center Teachers Insurance and Annuity Association of America (TIAA)Financial Services Consultant - Non Registered - Frisco, TX National Contact CenterFrisco, TX$22.60–$28.85 / hourThis is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center Teachers Insurance and Annuity Association of America (TIAA)Financial Services Consultant -SIE & Registered - Frisco, TX National Contact CenterFrisco, TX$22.60–$28.85 / hourThis is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Assurance Senior Associate - Financial Services EisnerAmperAssurance Senior Associate - Financial ServicesDallas, TXOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Audit Senior Manager - Financial Services Weaver And Tidwell LLPAudit Senior Manager - Financial ServicesDALLAS, TXWeaver is seeking an experienced and motivated Audit Senior Manager to join our growing Financial Services practice, focusing on investment fund clients, including Venture Capital, Private Equity, and Real Estate funds. As the firms largest individual practice group and one of its fastest-growing service lines, Financial Services offers professionals the opportunity to work with a premier client base while building a rewarding career in a high-growth environment.
Dallas Technology Audit & Advisory (Financial Services) Manager ProtivitiDallas Technology Audit & Advisory (Financial Services) ManagerDallas, TX$107,000–$171,000 / yearA passion for: The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Financial Services Consulting Senior Manager Weaver And Tidwell LLPFinancial Services Consulting Senior ManagerDallas, TX$155,000–$265,000 / yearThis role combines regulatory advisory experience spanning the SEC, CFTC, NFA, the Investment Advisers Act, the Investment Company Act and other relevant U.S. financial services regulatory regimes with balanced data-enabled advisory delivery across data governance, regulatory reporting, analytics, dashboards, tooling and transformation. Experience advising across the full spectrum of investment fund types, including hedge funds, private equity, private credit, venture capital, real estate funds, registered investment companies (mutual funds, ETFs, BDCs), funds of funds and other alternative investment vehicles.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATDallas, TX$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Retirement and Financial Planning Services Manager Hilltop Holdings IncRetirement and Financial Planning Services ManagerDallas, TXThis role is responsible for consulting with Hilltop Securities Private Client Group and Momentum Independent Network group of financial professionals to grow retirement plan and financial planning services. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateDallas, TX$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Bilingual Financial Services Professional - San Antonio, TX Thrivent Financial for LutheransBilingual Financial Services Professional - San Antonio, TXSan Antonio and Surrounding Areas, TXThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.