Associate Director - Native American Financial Services PM Huntington Bancshares IncAssociate Director - Native American Financial Services PMColorado, TXRemote$77,000–$154,000 / yearThe Associate Director- Corporate Specialty and Govt Banking Portfolio Manager will manage all aspects of a Native American Financial Services (NAFS) credit portfolio of tribal clients, and/or support a specialty area in a Commercial lending relationship, i.e. Government or Non-profit Finance. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
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.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesDallas, TX$80,000–$115,000 / yearOur 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.
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$24.04–$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).
NewFinancial 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 TIAAFinancial Services Consultant -SIE & Registered - Frisco, TX National Contact CenterFrisco, Texas$24.04–$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).
NewFinancial Services Consultant - Non Registered - Frisco, TX National Contact Center TIAAFinancial Services Consultant - Non Registered - Frisco, TX National Contact CenterFrisco, TexasThis 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 ServicesFORT WORTH, 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.
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.
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.
2 Salesforce Architects (Sales / Field Service vs Sales, Service, Financial Service Cloud) KORE1 Technologies2 Salesforce Architects (Sales / Field Service vs Sales, Service, Financial Service Cloud)Coppell, TXWe are seeking experienced Salesforce Solution Architects to design and implement scalable Salesforce solutions supporting customer engagement, service operations, and enterprise platform modernization initiatives. We are seeking experienced Salesforce Solution Architects to design scalable, high-performance Salesforce solutions supporting enterprise customer engagement and service operations.
Manager, Financial Services Tax (Insurance) Alvarez & Marsal Holdings LLCManager, Financial Services Tax (Insurance)Dallas, TX$145,000–$185,000 / yearAs a member of the Financial Services Tax - Insurance practice, you will play a key role in both client delivery and day-to-day engagement management: Manage the execution of insurance tax consulting engagements, including Subchapter L technical research, issue identification, and development of practical tax solutions. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Financial Services Representative – State Farm Agent Team Member Claudia Salas - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberDallas, TXFull timeSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Consumer Financial Services Litigation Attorney Hinshaw & Culbertson LLPConsumer Financial Services Litigation AttorneyDallas, TX2-4 years of business litigation experience in state and/or federal court, including written discovery, depositions, and brief writing • An excellent academic background; strong research and legal writing skills; and • A high level of academic achievement from an accredited law school. Hinshaw & Culbertson, a national law firm with 24 offices across the US, is seeking a mid-level associate with 2-4 years of litigation experience to join its Consumer Financial Services group in Dallas.
Patient Financial Services Representative Bradford Health Services, LLCPatient Financial Services RepresentativeDallas, TXSkills: The Patient Financial Services Representative utilizes strong communication skills daily to clearly explain complex billing information and insurance details to patients, ensuring they understand their financial responsibilities. Mental Health Support - Improved access to services and a new Employee Assistance Program (EAP) featuring digital wellness tools like Cognitive Behavioral Therapy (CBT) modules and wellness coaching.
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.
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.
Director, HR Business Partner- Financial Services Capital One Financial CorpDirector, HR Business Partner- Financial ServicesPlano, TX$187,300–$213,700 / yearWe are looking for someone to: Provide strategic HR business partnership to one or more business groups as a member of the senior leadership team (led by senior executives); Serve as an integral, data-driven thought partner accelerating problem-solving and driving business outcomes through human capital strategies; Oversee and direct the prioritization and delivery of HR solutions to the business, including: people strategy, culture and belonging, organizational efficiency, workforce planning, and succession management; Partner with the HR leadership team on planning and delivering HR solutions to the business; and. The successful HR Business Partner embraces new challenges, connects dots across industries and functions to generate new insights, drives high-impact results, motivates others, creates followership, and maintains a high bar for talent, while fostering an environment of trust, collaboration, and belonging.
Federal Reserve Financial Services Payment Services Consultant/Expert (Level 3 Support) The Federal Reserve SystemFederal Reserve Financial Services Payment Services Consultant/Expert (Level 3 Support)Dallas, TXFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.