Investment Operations Analyst Lead USAAInvestment Operations Analyst LeadSan Antonio, North Carolina$114,080–$218,030 / yeardiv>Leverages subject matter expertise to provide guidance and implement process improvements on valuing complex new securities and completing securities transactions data entry (sector, security type, collateral type, issuer, obligor, sponsor, guarantor). . Leverages subject matter expertise to facilitate discussions with Asset Managers or Custodian Banks to discuss operational matters, including vendor management, scorecard reviews, and engaging vendors for problem resolution. .Investment Operations & Portfolio Administrator EmploYou, LLCInvestment Operations & Portfolio AdministratorSan Antonio, TX$75,000–$90,000 / yearSuccessful candidates will collaborate closely with advisors, clients and external vendors to resolve issues, streamline workflows and support seamless portfolio implementation and client onboarding. This role provides ownership of core operational workflows, including new account setup, trading logistics, asset transfers, portfolio rebalancing, platform execution, billing file preparation and advisor support.Investment Management Specialist Bank of America CorpInvestment Management SpecialistSan Antonio, TXp>This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FAs or FA teams overall investment management philosophy through portfolio analysis and performing business management and business development activities. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.NewInvestment Advisor (401K Retirement Plans) Southwest Business CorporationInvestment Advisor (401K Retirement Plans)San Antonio, TXli>Generate sales of advisory services for retirement plans directly to employers through product knowledge, networking, referrals, and/or attending national conferences to promote SWBC services which include, but is not limited to, fee benchmarking, investment reviews, fiduciary oversight, and vendor searches. Represents SWBC at financial and investment conferences to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results to management.Corporate Marketing Manager (Investment & Retirement Services - Onsite) Southwest Business CorporationCorporate Marketing Manager (Investment & Retirement Services - Onsite)San Antonio, TXWrites, edits, and produces content including, but not limited to, thought leadership, blogs, marketing collateral, presentations, email campaigns, digital content, and advertising copy tailored to investment and retirement audiences. You'll play a key role as a trusted partner, shaping strategy, owning execution, and delivering high-quality, high-impact marketing that supports business growth and client success within a respected financial services organization.AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)San Antonio, TX$224,250–$403,650 / yearli>Deep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.NewDirector, Investment Sales Marcus & Millichap IncDirector, Investment SalesSan Antonio, TXp>Founded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.Senior Investment Operations Contractor Kforce IncSenior Investment Operations ContractorSan Antonio, TXExecute transaction processing, data entry, exception handling, and routine operational tasks to support day-to-day investment activities. Support daily processing of equity and fixed income transactions, including stocks, bonds, repurchase agreements, and private credit.J.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TXSan Antonio, TXp>• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.Investments Financial Operations Associate I Cullen/Frost Bankers IncInvestments Financial Operations Associate ISan Antonio, TXIn this role, you will assist in the preparing and processing of financial transactions and reports with the brokerage line of business to maintain and clear chain of communication throughout the department. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.Acquisition Agent-Investment Real Estate Watters International Realty IncAcquisition Agent-Investment Real EstateSan Antonio, TXBuild relationships with homeowners, local agents, wholesalers and other sourcesEvaluate properties to determine value and ROI (repair costs, neighborhood comps, ARV etc.)Negotiate price and secure contracts with owners or sellersWork with Sales Agents to ensure a quick and easy transaction for the sellersRequirementsYou must have a current active real estate license1+ years of experience in residential real estate, wholesaling, fix-and-flip, deal making, or property managementSelf Motivated, coachable and strategic thinkingExcellent communication and negotiating skillsComfortable making decisions in a fast paced environmentHigh level of personal accountability and self-direction. Acquisition Agents work in a fast paced environment, with unsurpassed marketing and support, to make dozens of offers on properties each month.Real Estate Investment Representative/Disposition Agent RebuiltReal Estate Investment Representative/Disposition AgentSan Antonio, TexasRebuilt (www.rebuilt.com) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt (www.rebuilt.com) is an industry leader in the real estate investment space that simplifies the buying process for landlords, builders, flippers, and institutional buyers.Real Estate Investment Representative/Acquisitions Agent RebuiltReal Estate Investment Representative/Acquisitions AgentSan Antonio, TexasRebuilt (www.rebuilt.com) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.Load moreResume ResourcesFree Resume TemplatesFree Resume Builder
Investment Operations & Portfolio Administrator EmploYou, LLCInvestment Operations & Portfolio AdministratorSan Antonio, TX$75,000–$90,000 / yearSuccessful candidates will collaborate closely with advisors, clients and external vendors to resolve issues, streamline workflows and support seamless portfolio implementation and client onboarding. This role provides ownership of core operational workflows, including new account setup, trading logistics, asset transfers, portfolio rebalancing, platform execution, billing file preparation and advisor support.
Investment Management Specialist Bank of America CorpInvestment Management SpecialistSan Antonio, TXp>This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FAs or FA teams overall investment management philosophy through portfolio analysis and performing business management and business development activities. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
NewInvestment Advisor (401K Retirement Plans) Southwest Business CorporationInvestment Advisor (401K Retirement Plans)San Antonio, TXli>Generate sales of advisory services for retirement plans directly to employers through product knowledge, networking, referrals, and/or attending national conferences to promote SWBC services which include, but is not limited to, fee benchmarking, investment reviews, fiduciary oversight, and vendor searches. Represents SWBC at financial and investment conferences to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results to management.
Corporate Marketing Manager (Investment & Retirement Services - Onsite) Southwest Business CorporationCorporate Marketing Manager (Investment & Retirement Services - Onsite)San Antonio, TXWrites, edits, and produces content including, but not limited to, thought leadership, blogs, marketing collateral, presentations, email campaigns, digital content, and advertising copy tailored to investment and retirement audiences. You'll play a key role as a trusted partner, shaping strategy, owning execution, and delivering high-quality, high-impact marketing that supports business growth and client success within a respected financial services organization.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)San Antonio, TX$224,250–$403,650 / yearli>Deep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
NewDirector, Investment Sales Marcus & Millichap IncDirector, Investment SalesSan Antonio, TXp>Founded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Senior Investment Operations Contractor Kforce IncSenior Investment Operations ContractorSan Antonio, TXExecute transaction processing, data entry, exception handling, and routine operational tasks to support day-to-day investment activities. Support daily processing of equity and fixed income transactions, including stocks, bonds, repurchase agreements, and private credit.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TXSan Antonio, TXp>• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Investments Financial Operations Associate I Cullen/Frost Bankers IncInvestments Financial Operations Associate ISan Antonio, TXIn this role, you will assist in the preparing and processing of financial transactions and reports with the brokerage line of business to maintain and clear chain of communication throughout the department. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
Acquisition Agent-Investment Real Estate Watters International Realty IncAcquisition Agent-Investment Real EstateSan Antonio, TXBuild relationships with homeowners, local agents, wholesalers and other sourcesEvaluate properties to determine value and ROI (repair costs, neighborhood comps, ARV etc.)Negotiate price and secure contracts with owners or sellersWork with Sales Agents to ensure a quick and easy transaction for the sellersRequirementsYou must have a current active real estate license1+ years of experience in residential real estate, wholesaling, fix-and-flip, deal making, or property managementSelf Motivated, coachable and strategic thinkingExcellent communication and negotiating skillsComfortable making decisions in a fast paced environmentHigh level of personal accountability and self-direction. Acquisition Agents work in a fast paced environment, with unsurpassed marketing and support, to make dozens of offers on properties each month.
Real Estate Investment Representative/Disposition Agent RebuiltReal Estate Investment Representative/Disposition AgentSan Antonio, TexasRebuilt (www.rebuilt.com) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt (www.rebuilt.com) is an industry leader in the real estate investment space that simplifies the buying process for landlords, builders, flippers, and institutional buyers.
Real Estate Investment Representative/Acquisitions Agent RebuiltReal Estate Investment Representative/Acquisitions AgentSan Antonio, TexasRebuilt (www.rebuilt.com) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.