NewFinancial Solutions Advisor Consumer Investments - Dallas North Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Dallas North MarketDallas, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor Consumer Investments - Greater DFW Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Greater DFW MarketCarrollton, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningDallas, TXRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Senior Investment Strategist - Private Wealth UMB Financial CorpSenior Investment Strategist - Private WealthDallas, TX$141,354–$207,900 / yearFrom both a top-down and bottom-up perspective --- from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight --- teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division's outlook for the upcoming cycle, in the manner best suited to the clients' goals and objectives. The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Manager, Alternative Investment Specialist SS&C Technologies Holdings IncManager, Alternative Investment SpecialistDallas, TXWhat You Will Bring: Bachelor's and/or Master's degree in Finance, Accounting, Economics or related discipline 2 years or more of supervising 2 or more staff 5-10+ years working experience in financial services Experience/knowledge in fund accounting with an understanding of commitment based vehicles and/or fund of funds The ideal candidate should be highly motivated; a self-starter who can establish priorities, meet deadlines, and work independently in a hybrid environment Strong interpersonal and communication skills Team player mentality with ability to partner with various departments and levels Strong Excel knowledge (Pivot Table, Sumif, V-lookup) Tech savvy, ability to quickly learn new technology. What You Will Get To Do: Lead a team of alternative investment specialists Client ownership and interaction Communicate with clients in a proactive & professional manner Monitoring, retrieving, processing, reporting and reviewing alternative investment data Management of workload queues Project ownership for onboarding of new clients Working with various systems across the SS&C landscape Assisting with researching differences between the alternative investment data and systems Identify potential problems and troubleshoot to resolve issues.
Director, Investment - Central Region ProLogisDirector, Investment - Central RegionDallas, TX$141,600–$200,000 / yearRequired: 7+ years minimum relevant experience, including 5 years minimum experience in supporting and leading complex industrial acquisitions and developments, preferably for a large developer. This role serves as a critical partner to the VP, Regional Lead, helping drive deal velocity, manage execution risk, and translate customer requirements into executable development outcomes.
PWM Investment Consultant - Relationship Manager Morgan StanleyPWM Investment Consultant - Relationship ManagerDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Investment Banking Managing Director (lower middle market) Prospect Rock PartnersInvestment Banking Managing Director (lower middle market)Dallas, TexasAs the firm's Technology practice continues to expand, the firm is seeking an experienced Managing Director to help grow its technology franchise by originating and executing transactions across software, tech-enabled services, IT services, digital infrastructure, cybersecurity, and related technology sectors. This role is best suited for an entrepreneurial investment banker with a proven history of generating revenue, developing trusted client relationships, and successfully advising middle-market technology companies on strategic transactions.
Associate Director, Investment Publicis Groupe SAAssociate Director, InvestmentPlano, TX$97,375–$139,965 / yearQualifications 7-9 years of cross channel media management experience is required Digital media agency experience is preferred Strong analytical thinking skills Excellent communication and writing skills Strong project and time management skills Strong desire to contribute to a team Strong Proficiency in Microsoft Office solutions, specifically Excel and Microsoft PPT Additional information The Power of One starts with our people! With more than 7,000 employees in over 100 offices around the world, Starcom partners with the world's leading marketers and brands, including Bank of America, Best Buy, Kellogg Company, McDonald's, Novartis, Samsung, Visa and more.
Investment Banking Expert - Evaluator - AI Trainer MercorInvestment Banking Expert - Evaluator - AI TrainerDallas, TexasRemote$150–$220 / hourDesign precise, task-specific grading criteria for real-world banking deliverables such as financial models and valuation analyses. For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome.
Senior Accountant - GSIS (GuideStone Investment Services) Operations Guidestone Financial ResourcesSenior Accountant - GSIS (GuideStone Investment Services) OperationsDallas, TXThe Senior Accountant - GSIS (GuideStone Investment Services) Operations is responsible for the day-to-day ownership, execution, and integrity of data including Books of Record maintenance, comprehensive data reconciliation, an emphasis on correct treatment of private fund manager data, and client reporting with a high degree of independence in support of the Portfolio Accounting & Trading Manager. The role ensures accurate alignment across internal systems, custodians, private investment manager data, and client records by proactively identifying and resolving discrepancies while also overseeing client deliverables, fee calculation processes, and ongoing improvements to data quality, documentation, and operational workflows.
Senior Associate, Private Credit Investment Analytics National Life GroupSenior Associate, Private Credit Investment AnalyticsAddison, TX$140,625–$206,250 / yearThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. This hands-on quantitative role supports Direct Lending, Asset-Based Finance, and Structured Credit by transforming investment and portfolio data into meaningful insights that inform origination, underwriting, portfolio monitoring, risk oversight, and strategic decision-making.
Sr. Investment Reporting Accountant (Hybrid) Globe Life IncSr. Investment Reporting Accountant (Hybrid)McKinney, TXThis role is responsible for delivering accounting and reporting support for Globe Life's $20 billion investment portfolio, which consists of fixed income securities, equities, commercial and residential mortgage loans, investments in limited partnerships, and other alternative assets. Perform periodic reviews of the internal control environment (SOX), critically evaluating existing controls to determine which remain necessary and which can be streamlined or eliminated to improve operational efficiency without increasing risk.
Financial Solutions Advisor Registration Candidate Consumer Investments - Highway 121/Coit Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate Consumer Investments - Highway 121/Coit Financial CenterPlano, TexasWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
NewFinancial Solutions Advisor Registration Candidate Consumer Investments - Dallas South Market Bank of AmericaFinancial Solutions Advisor Registration Candidate Consumer Investments - Dallas South MarketDallas, TexasWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentDallas, TXCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Investor Relations Multifamily Investments Scale IRInvestor Relations Multifamily InvestmentsDallas, Texas$5–$10 / hourWe are investors first and sponsors second, our principle backs the company with a 30 million dollar balance sheet and we invested 8 figures of our capital before deciding bringing in outside investors. Seeking a candidate with proven capital raising experience (must have raised at least $5-10 million) and a history of managing investor relations and shareholder communications.
Investment Pipeline Research Associate Initio CapitalInvestment Pipeline Research AssociateDallas, TXThis is a strong fit for candidates interested in consulting, finance, investment research, product strategy, software, AI/data, business operations, corporate development, private markets, or entrepreneurship. Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.
Real Estate Investments Associate QTS Realty Trust, Inc.Real Estate Investments AssociateIrving, TXCoordinates, collaborates and administers key activities for the Corporate Real Estate team to ensure operational efficiency and streamlined communications between the internal team, external consultants, public entities, brokers, economics development agencies, municipalities (and any other relevant stakeholders) as required, to coordinate all facets of real estate activities for QTS. This rewritten version positions the role as an exempt job by emphasizing strategic responsibilities, autonomy, decision-making, and project management elements while reducing task-oriented or purely administrative language.
Investment Sales Agent Marcus & Millichap Real Estate Investment ServicesInvestment Sales AgentDallas, TexasCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .