Financial Advisor Associate StifelFinancial Advisor AssociateHouston, TXStifel 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. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
Financial Advisor Bok FinancialFinancial AdvisorHouston, TXYou will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.
Tax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesHouston, TX$146,000–$200,000 / yearThe Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Manager, Commercial Real Estate Banking Bok FinancialManager, Commercial Real Estate BankingHouston, TXYou will assist team members with complex account relationships, and guide less-experienced member of the team in matters relating to credit policy and complex financial arrangements; you will approve credit beyond the lending limits of team members and serve as a resource to team loan officers in the areas of marketing, new business development, and loan analysis and servicing. The Manager, Commercial Real Estate Banking is primarily responsible for managing commercial loan portfolios comprised of Multi—family, Industrial, Retail, and Office assets within a geographical region; coordinates the lending activities of a team of commercial loan officers.
NewStrategic Payments Partnerships Director Lightspeed HQStrategic Payments Partnerships DirectorHouston, TXRemoteThe Strategic Payments Partnerships Director will own the relationships with Lightspeed’s key financial services partners, including all major card brands and the world’s largest payments acquirers. Were looking for candidates who have experience with the following: o Managing major payments providers (5+ years): Building and deepening relationships with payments providers such as Fiserv, Stripe, Adyen, PayPal, and Worldpay.
Partnership Executive Consultant ComplySciPartnership Executive ConsultantHouston, TX$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
Relationship Manager IV - Corporate Banking Bok FinancialRelationship Manager IV - Corporate BankingHouston, TXThe Relationship Manager IV – Corporate Banking is primarily responsible for making and servicing business and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured, which are the most complex in nature. They offer a comprehensive range of solutions, including term loans, lines of credit, capital market access, deposits, and cash management, supported by strategic advice and an extensive network.
Senior Trust Officer Bok FinancialSenior Trust OfficerHouston, TXBOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related and professional certification or post-graduate degree and 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience.
Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdFinance Managed Services Manager - Controllership & Record-to-Report | Financial Services IndustryHouston, TX$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
PEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Holdings LLCPEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)Houston, TX$125,000–$190,000 / yearAdditionally, 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. Alvarez & Marsal is aware of various employment scams involving interviews and offers of employment through the use of imposter websites, social media profiles, spoofed email addresses, and other fraudulent means.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateHouston, 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.
NewState And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociateHouston, 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.
Audit Senior Associate - Financial Services Weaver And Tidwell LLPAudit Senior Associate - Financial ServicesHOUSTON, 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.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateHouston, 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 .
Vice President, Sales Executive - Servicenow (Financial Services) - C_Mat DeloitteVice President, Sales Executive - Servicenow (Financial Services) - C_MatHouston, 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.
Student Financial Services Counselor, Enrollment Services-State (onsite) University of Texas Medical Branch at GalvestonStudent Financial Services Counselor, Enrollment Services-State (onsite)Galveston, TXJob Summary: Assists students and families with the funding of their education by counseling them on options (grants, loans, scholarships, work-study, student accounts), assisting with applications (FAFSA, scholarship applications, etc.), determining eligibility based on federal/state rules, managing aid packages, ensuring compliance, and providing budgeting advice, all while staying current on regulations and collaborating with other campus offices to support enrollment. Communicates and coordinates processes with other leaders, the Associate Director of Admissions and Records, the Director of Admissions and Records, the Associate Vice President of Student Services and University Registrar, the Financial Aid Director, the Associate Deans, and other academic leaders and staff in the schools.
Tax Senior Associate - Financial Services WeaverTax Senior Associate - Financial ServicesHouston, 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.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATHouston, 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.
Audit Senior Manager - Financial Services Weaver And Tidwell LLPAudit Senior Manager - Financial ServicesHOUSTON, 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.
PAS Manager - Transplant Financial Services Houston Methodist HospitalPAS Manager - Transplant Financial ServicesHouston, TXAt Houston Methodist, the Manager Patient Access Services position is responsible for the daily management of the staff and operations for one or more of the following areas of Patient Access Services: scheduling, pre-registration, insurance verification, emergency department registration, hospital registration, inpatient admission, financial counseling, admission/ discharge, transfer and bed control process to optimize patient flow. Ability to identify and understand issues, problems and opportunities, comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriate solutions; taking action that is consistent with available facts, constraints and probable consequences.