NewAccounting Manager JobotAccounting ManagerCarrollton, TX$100,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for overseeing all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, as well as development of internal control policies and procedures.
Regional Account Manager Swisher International, Inc.Regional Account ManagerDallas, TXLead activation governance by coordinating with field sales, brokers, or distributors where applicable, and merchandising partners to deliver displays, shelf sets, resets, and special programs, with documented follow-up and escalation when execution gaps emerge. Translate plans into actionable execution playbooks with defined timelines, roles, and tracking routines across the field sales organization and merchandising resources, including reset and major initiative coordination when required.
Digital Assets Risk Manager - Crypto & Blockchain Fidelity InvestmentsDigital Assets Risk Manager - Crypto & BlockchainTrophy Club, TX$80,000–$153,000Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
NewRetail Construction Project Manager *US AMR-Jones Lang LaSalle Americas, Inc.Retail Construction Project ManagerPlano, TXDemonstrated ability to manage project financials, forecast costs, evaluate change order impacts, review contractor payment applications, and maintain multiple concurrent project budgets while identifying variances and cost-saving opportunities. Exceptional Communication & Stakeholder Management: Excellent interpersonal skills with demonstrated ability to interact effectively with C-level clients, senior management, and external partners including architects, contractors, consultants, and regulatory officials.
NewFund Accounting Manager Vaco LLCFund Accounting ManagerDallas, TX$130,000–$160,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewSenior Tax Manager Vaco LLCSenior Tax ManagerDallas, TX$210,000–$250,000Vaco is partnering with one of our long-time global, PE-backed asset management clients in an effort to onboard a highly analytical Assistant Tax Director to supervise a lean team responsible for managing the companies tax structure, compliance, planning and partnerships. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewFinance Manager Vaco LLCFinance ManagerDallas, TX$115,000–$130,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewFP&A Manager -Projects/Strategy Vaco LLCFP&A Manager -Projects/StrategyDallas, TX$120,000–$130,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Clinical Manager - Hospice - RN AccentCare, Inc.Clinical Manager - Hospice - RNDallas, TX$90,000–$100,000Overview: Registered Nurse / RN Team Director , HospiceLocation: Dallas, TX Position: Registered Nurse / RN Team DirectorJob ID:2026-82863Remote/Virtual Position: No Coverage Area: DFW Branch . We’re proud to be named one of America’s Greatest Workplaces 2025 by Newsweek — a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place.
NewSenior Private Client Relationship Manager First Horizon BankSenior Private Client Relationship ManagerDallas, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience .
Senior Portfolio Manager First Horizon BankSenior Portfolio ManagerDallas, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures, and prepares and presents credit proposals.
NewAVP, Portfolio Credit Manager – Health & Wellness Synchrony FinancialAVP, Portfolio Credit Manager – Health & WellnessDallas, TXSupport creation of presentations to senior leadership team to communicate new product/strategy design and post-launch measurement of credit performance and the differences in effectiveness of alternative credit strategies. Support development and enhancement of new and existing credit strategies across revolving and installment credit products, utilizing advanced underwriting techniques to balance risk-reward tradeoff and drive profitable growth.
Asset Manager, Retail - Dallas, TX Michael Page USAAsset Manager, Retail - Dallas, TXDallas, TX$110,000–$200,000 / yearFull timeThis Asset Manager role offers the chance to take ownership of a high-quality, design-led portfolio and play a key role in driving performance, value creation, and long-term strategy. An exciting opportunity has arisen for an experienced Asset Manager to join a highly regarded, privately held real estate investment and development platform.
NewStaff Accountant Vaco LLCStaff AccountantDallas, TX$85,000–$100,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAssistant Tax Director Vaco LLCAssistant Tax DirectorDallas, TX$250,000–$260,000Vaco is partnering with one of our long-time global, PE-backed asset management clients in an effort to onboard a highly analytical Assistant Tax Director to supervise a lean team responsible for managing the companies tax structure, compliance, planning and partnerships. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewIT Director (ATF/Semiconductor / BLS) (468132) Vaco LLCIT Director (ATF/Semiconductor / BLS) (468132)Richardson, TX$150,000–$225,000JOB REQUIREMENTSIT Director (ATF/Semiconductor or BLS) – Leading Enterprise Environments Supporting Complex Operations (Manufacturing / Semiconductor / BLS, etc.) | Managing Cross-Functional Teams (IT Ops / Infrastructure / Cybersecurity / Helpdesk / End-User Support / Network Administration) | Enterprise-wide Technology Transformations (Migrations / Expansions / Strategic Platform Deployment). Strategic / Operational Leadership – Develop / Execute Multi-Year Strategy / Roadmap | Budgeting / Financial Oversight / Capital Planning (Investment Prioritization / ROI Analysis) | Conducting Risk / Compliance / Business Impact Analysis (DR / BCP).
NewVP, Risk Management - Property & Casualty (P&C) Risk USAAVP, Risk Management - Property & Casualty (P&C) RiskPlano, TX$257,250–$463,050 / yearOversee and guide an independent Risk Management function in establishing and monitoring compliance with risk limits, identifying and aggregating the firm's risks, assessing the firm's risk positions relative to the parameters of the firm's risk tolerance, and providing key risk information to senior management and the board of directors. The VP, Risk Management - Property & Casualty (P&C) will report directly to the SVP, Chief Risk Officer - P&C and will be responsible for recognizing and reporting strategic and aggregate risks across the P&C business while advancing the Risk Management function for aggregation, quantification, and qualification of risks.
Investment Manager Lincoln Property Company through LinkedInInvestment ManagerDallas, TexasOffering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. At Lincoln Property Company, we are seeking an Investment Manager to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication with internal teams and investors.
Business Development Representative - SMB Investment Manager AppFolioBusiness Development Representative - SMB Investment ManagerDallas, TexasYour impactMake 50 outbound calls per day with the intent to qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts . The Business Development Representative (SMB - Investment Manager) is a key player that will continue to fuel AppFolio’s growth by assisting in pipeline development and enhancing brand awareness.
Business Development Representative - SMB Investment Manager AppFolio IncBusiness Development Representative - SMB Investment ManagerDallas, TXQualifications 3+ years work experience, within a BDR/Sales role preferred Strong prospecting skills Exceptional level of drive and passion for results Willingness to learn new skills and build a career in sales PropTech or FinTech SaaS experience preferred Travel expected. Your Impact Make 50 outbound calls per day with the intent to qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts.
Private Bank Investment Manager Texas Capital Bancshares IncPrivate Bank Investment ManagerDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRates 2023 list of Best Regional Banks. • Required: Bachelors degree in finance, economics, accounting or related field • Preferred: Certification such as CFA, CAIA or substantial progress toward certification • 5+ years direct experience in municipal bond management and credits • Experience through one or more investment cycles • Understanding of regulatory, legal, and operational requirements for discretionary investment portfolios and fiduciary responsibilities.
Corporate & Investment Bank Risk - Credit Risk Management - Asset Managers & Funds-Vice President JPMorgan Chase & CoCorporate & Investment Bank Risk - Credit Risk Management - Asset Managers & Funds-Vice PresidentPlano, TXServe as principal contact for and partner with colleagues from Sales & Trading, Prime Brokerage, Investor Client Management, Treasury & Security Services, Legal, IB Coverage, Syndicated & Leveraged Finance, Debt Capital Markets, and Ratings Advisory. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Sustainability Investments Manager PepsiCo IncSustainability Investments ManagerPlano, TX$110,700–$185,250 / yearThe Strategic Investments and Partnerships team sits within the Global Sustainability Office and is focused on the intersection of finance and impact, supporting the business by: Integrating & driving a $/Impact mindset across the PEP system enabling better, faster and stronger decision making. From how we source ingredients, make and sell our products in a more sustainable way, inspire consumers through our iconic brands to make better choices for themselves and the planet; to how we support communities and improve livelihoods throughout our supply chain, we are embracing our role as a leader among our peers and in our communities.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerTX$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Manager, Investment Compliance and Fiduciary Oversight The Charles Schwab CorpManager, Investment Compliance and Fiduciary OversightWestlake, TXAs an Investment Guidelines Oversight Manager within Schwab Asset Management (SAM), you'll play an important role in protecting shareholder and client interests by helping ensure investment guidelines are accurately applied, monitored, and maintained across Schwab proprietary mutual funds, ETFs, collective trusts, and separately managed accounts. In this role, you'll monitor portfolio manager and sub-advisor trading activity for adherence to investment guidelines and agreements, code and enhance compliance tests within platforms such as Aladdin or comparable systems, and help validate that rules are implemented accurately and monitored effectively.
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.
Product Marketing Manager - Corporate & Investment Banking Texas Capital Bancshares IncProduct Marketing Manager - Corporate & Investment BankingDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The marketing product manager will work closely with the Corporate and Investment Banking teams, specifically the Institutional Services, Capital Markets and the Equities teams in developing proactive marketing strategies and campaigns that accelerate business development.
Investment Banking Manager Accenture PlcInvestment Banking ManagerIrving, TXSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Senior Manager, JV/Investment Accounting Digital Realty Trust IncSenior Manager, JV/Investment AccountingDallas, TXPlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 50+ metros across 25+ countries on six continents.
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.
Manager, Investment, Student Housing (Based in Dallas) Mapletree Investments Pte LtdManager, Investment, Student Housing (Based in Dallas)Dallas, TXThe Group manages three Singapore-listed real estate investment trusts ("REITs") and nine private equity real estate funds, which hold a diverse portfolio of assets in Asia Pacific, Europe, the United Kingdom ("UK") and the United States ("US"). Manage end-to-end investment transactions including origination, research, deal evaluation and structuring, financial analysis including financial modelling, transaction management and deal negotiation and execution.
PWM Investment Portfolio Manager U.S. BancorpPWM Investment Portfolio ManagerDallas, TX$133,365–$156,900 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
Accounting Manager, JV Fund Investment Accounting Digital Realty Trust IncAccounting Manager, JV Fund Investment AccountingDallas, TXPlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Strong working knowledge of US GAAP with application to complex transactions, including experience in REIT accounting, with additional emphasis on equity method accounting, fair value accounting, lease accounting, debt structures, and JV agreements.
PWM Investment Consultant - Relationship Manager Morgan StanleyPWM Investment Consultant - Relationship ManagerDallas, TexasOur 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.
Customer Experience Manager, Investment Accounts Robinhood Markets IncCustomer Experience Manager, Investment AccountsWestlake, TX$110,500–$130,000 / yearAs a Customer Experience Manager, Investment Accounts you will lead a high-performing, customer-facing team and play a vital role in coaching, developing, and inspiring team members. The Customer Experience team's mission is to provide exceptional client support across complex financial topics like stock trading, corporate actions, and market mechanics.
Audit Manager, Vice President - Commercial Investment Banking JPMorgan Chase Bank, N.A.Audit Manager, Vice President - Commercial Investment BankingPlano, TXFull timeAs an Audit Manager, Vice President within the Commercial Investment Banking Audit team, you will plan and lead audit engagements, oversee and perform audit testing, document audit reports, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. Lead a variety of audit activities (e.g., audits, change activities, regulatory issue validations, risk assessments), including planning, testing, risk and control evaluation, issue dimensioning and report drafting while ensuring audit activities are completed timely and within budget.
Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid) Accenture PlcTrading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)Irving, TXIt fits the candidate who can create structure in a startup-like environment with access to resources from the world's largest professional services organization, stay close to code, architecture and infrastructure, build attractive and effective interfaces for expert users, and seamlessly work with enterprise constraints part of the design rather than an afterthought. Key Responsibilities: Spearhead the full-stack productization path for QuantAI assets, turning quantitative and agentic prototypes into applications, interfaces, workflow tools, services, and packaged products that can hold up with internal senior leaders, expert users, and client stakeholders.
Investment Accounting Manager - Nuveen Private Funds Finance Teachers Insurance and Annuity Association of America (TIAA)Investment Accounting Manager - Nuveen Private Funds FinanceFrisco, TX$88,900–$145,000 / yearIn 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). Identifies key financial takeaways and information for joint ventures to ensure compliance with investment accounting policies and procedures (sales, acquisitions, debt refinancing, real estate investment trust (REI) restructuring and financial performance).
Investment Specialist, TRPG Cetera Financial Group IncInvestment Specialist, TRPGDallas, TX$55,000–$70,000 / yearCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Director - Payroll/FBA Accounting, Compliance & Investment Oversight Health Care Service CorpDirector - Payroll/FBA Accounting, Compliance & Investment OversightRichardson, TXOversees and directs staff including supervisory/management staff subordinately assigned to these related functions assuring consistent harmonious deployment (and employee-customer relationships) coverage of Payroll Accounting & Compliance Oversight- Direct payroll accounting operations, including reconciliations, general ledger integration, and reporting. Oversees the maintenance of statistical records of all payments for use in company analysis and governmental reporting as well as the forecasting, calculation, record-keeping and monitoring all corporate fringe benefit pool budgets, including active employee, retiree and health pools.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorDallas, TX$80,000–$241,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinDallas, TX$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorpDallas, TX$118,700–$218,600 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
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.
Director, Offer Management (SWA Discretionary Investment Program) (PL) The Charles Schwab CorpDirector, Offer Management (SWA Discretionary Investment Program) (PL)Westlake, TXSchwabs Wealth and Advice Solutions business line develops and delivers holistic wealth management solutions, including Schwab Wealth Advisory (SWA), Schwab Advisor Network (SAN), the Wealth Strategies Group (WSG), and other full-service offerings. The Director, Offer Management for Schwab Wealth Advisorys (SWA) Discretionary Investment Management Program is a new people leader responsible for designing, developing, and continuously evolving SWAs discretionary and overlay investment management offers.
EVP, Portfolio Investments Fay Servicing, LLC.EVP, Portfolio InvestmentsFarmers Branch, TX$225,000–$250,000 / yearThis includes ownership of strategic and financial objectives, strategy execution, and the overall operating plan with the objective to drive scale and incremental revenue while working effectively across the organization to contribute to overall enterprise growth and profitability. The company sources loan portfolios from a diverse network of originators, including banks, credit unions, and independent mortgage lenders, and actively trades these assets to optimize return on capital and manage risk exposure.
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice President JPMorgan Chase & CoWealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice PresidentPlano, TXAcross this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Financial Analyst - Investment Management National Life Holding CompanySenior Financial Analyst - Investment ManagementAddison, TX$75,000–$110,000 / yearWorking closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.
Analyst, Investment Analytics Life InsuranceAnalyst, Investment AnalyticsAddison, TexasThe 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. Build and maintain analytical tools, monitors, and dashboards that organize complex datasets — issuer-level credit data, manager exposures, peer disclosures, market data — into legible and actionable reports for senior decision-makers.
Sr. Investment Analyst Texas Scottish Rite for ChildrenSr. Investment AnalystDallas, TexasPrepare investment portfolio and private investment analysis, including risk decomposition, guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including private equity, private credit, and hedge funds. Research, prepare, and write research pieces (with senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical to portfolio management.