CDE II - Apps, Public/Private Cloud, Infra, Security, Workspace, Consulting Focused NTT DATA Group CorpCDE II - Apps, Public/Private Cloud, Infra, Security, Workspace, Consulting FocusedDallas, TX$134,000–$188,000 / yearNTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. We are currently seeking a CDE II - Apps, Public/Private Cloud, Infra, Security, Workspace, Consulting Focused to join our team in Dallas, Texas (US-TX), United States (US).
AMD Private-Dallas-Vice President-Security Engineering The Goldman Sachs Group IncAMD Private-Dallas-Vice President-Security EngineeringDallas, TXTechnical Depth: Expertise in Technology Risk data analytics (metrics reporting and dashboarding) and Reviewing Software Development Lifecycle best practices e.g., code reviews, vulnerability scan report analysis to advise application development teams on for secure practices and frameworks, and other application security best practices. The Lead Information Security Officer for Asset Management is a critical leadership position responsible for defining, implementing, and overseeing the comprehensive information security and cybersecurity risk posture specifically within the Asset Management Private business.
Senior Private Cellular Engineer Tata Consultancy Services LtdSenior Private Cellular EngineerPlano, TX$100,000–$120,000 / yearTravel to radio sites to conduct site surveys, perform system testing, acceptance, maintenance, and provide support for deployments, testing, and validations as needed. Experience on IP-based system configuration and troubleshooting with knowledge on VLANs, QoS, firewalls, and network security in Private Cellular/radio environments.
RedHat Offering Lead - (Private AI, Containers, Automation) Accenture PlcRedHat Offering Lead - (Private AI, Containers, Automation)Irving, TXWe Are: Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. Our Cloud First group of more than 150,000 cloud professionals delivers a full stack of integrated cloud capabilities across data, edge, integrated infrastructure and applications, deep ecosystem skills, culture of change along with a deep industry expertise to shape, move, build and operate our clients' businesses in the cloud.
Principal, Private Credit Risk Management USAAPrincipal, Private Credit Risk ManagementPlano, TX$189,370–$361,950 / yearThis involves analyzing covenant structures, assessing the effectiveness of monitoring processes, identifying potential covenant breaches, and evaluating proposed remediation plans to ensure adherence to agreed-upon terms and protect the institution's assets and investor capital. Market Expertise: Maintain expert knowledge of financial markets, emerging risks, and complex asset classes relevant to private credit, including asset-backed securities, direct lending, and private infrastructure debt.
Private Bank Investment Advisor Texas Capital Bancshares IncPrivate Bank Investment AdvisorDallas, 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. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Data Private Cloud - Principle Engineer Wells Fargo & CoData Private Cloud - Principle EngineerIrving, TX$159,000–$305,000 / yearExperience in financial services or other highly regulated industries • Experience with Kubernetes scheduling frameworks (YuniKorn, Volcano) for batch and AI workload optimization • Contributions to open-source projects in the data or infrastructure • Experience building and deploying applications with enterprise data sources • Hands-on experience with transformer architectures and fine-tuning open-source models • Professional certifications: CKA/CKAD, AWS/Azure/GCP Professional, Terraform Associate • Experience with GitOps practices (ArgoCD, Flux) • Background in platform product management or developer experience. Data Platform Technologies Apache Spark: architecture, tuning, Spark on Kubernetes, dynamic resource allocation Distributed SQL engines (Trino, Presto) including federation and connector development Apache Airflow: DAG design, executor configurations, Kubernetes executor Data catalog and lineage tools (DataHub, Apache Atlas, or similar) Apache Ranger or equivalent fine-grained authorization frameworks Apache Iceberg or similar table formats; Hive Metastore operations.
Senior Counsel - Mutual & Private Fund Distribution (Wealth & Investment Management) Wells Fargo & CoSenior Counsel - Mutual & Private Fund Distribution (Wealth & Investment Management)Irving, TX$139,000–$260,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The ideal candidate will have deep familiarity with the Investment Company Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and related SEC and FINRA rules governing distribution activities across retail, institutional, and intermediary platforms.
Private Equity - Program Associate Neuberger Berman Group LLCPrivate Equity - Program AssociateDallas, TX$125,000–$135,000 / yearPrimary Responsibilities: Analyzing and conducting comprehensive due diligence on potential primary fund investments and direct equity co-investment opportunities Performing in-depth analysis of companies, industries and private equity portfolios Assisting with the diligence and preparation of due diligence materials and investment committee memos Monitoring and reporting on firm's existing investments through regular interaction with fund managers, attending annual meetings of private equity firms, reviewing quarterly financials and performing portfolio analysis Supporting fund marketing and existing client requests Conducting special projects including product development and asset allocation analyses. Experience & Skills Qualifications: Must have excellent academic credentials (both undergraduate school and GPA) Must have 2-3 years of top-tier investment banking or asset management program experience Must be ranked near the top of peers with exceptional quantitative skills Must have strong judgment, critical thinking and written skills; ability to articulate and present ideas effectively both orally and in written form Must show initiative and creativity in approach to problem solving; demonstrated experience in conducting research and interacting with others to develop solutions Must have ability to multi-task with a fine-tuned attention to detail Must have team-player attitude and a desire to work on a wide range of projects.
Private Bank Wealth Advisor III Huntington Bancshares IncPrivate Bank Wealth Advisor IIITXAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
NewHigh-Value Cargo Security Agent First Responder Protective ServicesHigh-Value Cargo Security AgentAddison, TexasFRPS Cargo Security Agents perform specialized security work focused on high-value cargo escort operations. We are seeking professional Part-Time Armed Security Agents to support our expanding high-value cargo escort operations in the DFW area.
U.S. Private Bank - Fund Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Fund Banker - Executive DirectorDallas, TXAs a National Client Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage markets. 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.
Asset & Wealth Management, Private Wealth Management, Equity Structuring, Associate - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Equity Structuring, Associate - DallasDallas, TXAdditional responsibilities include marketing solutions by creating presentation materials, working on projects related to client prospecting and market trends, and partnering with engineering colleagues to build tools that enhance our platform and these workflows, including leveraging the Firm's AI tools to enhance scale and efficiency. Solutions are developed in partnership with the client''s team of internal and external advisors in order to fully consider the client''s investment objectives, risk tolerance, liquidity needs, tax sensitivity, estate planning, time horizon and available market opportunities.
NewSenior 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.
Controllers, AWM Fund Accounting Private, Associate, Dallas The Goldman Sachs Group IncControllers, AWM Fund Accounting Private, Associate, DallasDallas, TXThe Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
AWM, Private Bank, Ultra High Net Worth Underwriter, Vice President- Dallas The Goldman Sachs Group IncAWM, Private Bank, Ultra High Net Worth Underwriter, Vice President- DallasDallas, TXOur lenders and specialists provide bespoke solutions secured by a wide range of asset classes-including marketable securities, alternatives, residential and commercial real estate, and unique assets such as aviation, fine art, and private holdings. Across Asset & Wealth Management (AWM), Goldman Sachs empowers clients worldwide to reach their financial goals through advisor‑led planning, investment management, banking, and tailored lending solutions.
Investment Accounting Manager - Nuveen Private Funds Finance Teachers Insurance and Annuity Association of America (TIAA)Investment Accounting Manager - Nuveen Private Funds FinanceTX$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).
Internal Audit, GBM Private Technology Auditor, Associate, Dallas The Goldman Sachs Group IncInternal Audit, GBM Private Technology Auditor, Associate, DallasDallas, TXWe are organized into global teams comprising business and technology auditors to cover all the firm's businesses and functions, including securities, investment banking, consumer and investment management, risk management, finance, cyber-security and technology risk, and engineering.\n \nRESPONSIBILITIES\n\n 4-8 years of experience as a technology auditor covering IT application and general controls, application development, SQA, information security, technology consulting or other relevant industry experience\n BE/B Tech/MCA/MBA/MSc or equivalent University degree in Information Technology\n Strong written and verbal communication skills\n Understanding of software development concepts and system architecture\n High level understanding of databases, operating systems and messaging\n Proficiency in data analysis using Excel or SQL\n \nSKILLS AND RELEVANT EXPERIENCE\n\n Basic understanding of financial market and products\n Ability to review code (Java, C++, Python, etc.)\n Experience with Data Analytics tools and techniques\n Relevant certification or industry accreditation (e.g. We look for individuals who enjoy learning about audit, businesses and functions, have innovative and creative mindsets to adopt analytical techniques to enhance audit techniques, building relationships and are able to evolve and thrive in teamwork and in a fast-paced global environment.\n \nYOUR IMPACT\n \nAs the third line of defense, Internal Audit's mission is to independently assess the firm's internal control structure, including the firm's governance processes and controls, and risk management and capital and anti-financial crime frameworks, raise awareness of control risk and monitor the implementation of management's control measures.
Asset & Wealth Management, Private Wealth Management, Apex, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Apex, Vice President - DallasDallas, TXWe are looking for a hard-working, organized and client-friendly individual with strong communication skills who will be able to utilize expertise in private markets to drive conversations and cultivate relationships with the firm's largest family offices, while also expanding on firmwide partnerships with Private Wealth Advisors (PWAs) and other divisions. Given Goldman Sach's premier Global Investment Banking franchise and leading alternatives platform, the team sits at the heart of significant efforts aimed at bringing some of the most differentiated solutions to this growing and sophisticated investor base.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Digital Estate Planning, Associate - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Digital Estate Planning, Associate - DallasDallas, TXWe are looking for a client-friendly individual with four or more years of experience in any of the following: U.S. tax, trust and/or estate advisory, law or pre-law, paralegal studies, estate settlement, or trust administration (trust officers); Legal AI, LLM, or automation work experience, and importantly, who has a passion for understanding and accurately interpreting intricate estate plans and models. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Analyst - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Analyst - DallasDallas, TXThe Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. Our Private Wealth Advisors partner with GPO's financial planning arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm's partners, serving as "CIO" and "CFO" to help our clients reach their personal wealth goals.
Human Capital Management, Private Wealth Management Recruiter, Vice President, Dallas The Goldman Sachs Group IncHuman Capital Management, Private Wealth Management Recruiter, Vice President, DallasDallas, TXPartnering with clients and colleagues: solid communication and relationship management skills; client-facing and credible; strong negotiation skills; ability to develop internal and external relationships; ability to manage diverse stakeholders and to build networks quickly. Develop and execute a multi-channel sourcing strategy to identify top-performing advisors at competitor firms (wirehouses, boutiques, and independent RIAs) and build relationships with prospective candidates for current and future roles within private wealth.
AWM, Private Bank, Underwriter, Analyst- Dallas The Goldman Sachs Group IncAWM, Private Bank, Underwriter, Analyst- DallasDallas, TXOur lenders and specialists provide bespoke solutions secured by a wide range of asset classes-including marketable securities, alternatives, residential and commercial real estate, and unique assets such as aviation, fine art, and private holdings. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
AWM, Private Bank, Capital Call Financing (CCF) Underwriter, Associate- Dallas The Goldman Sachs Group IncAWM, Private Bank, Capital Call Financing (CCF) Underwriter, Associate- DallasDallas, TXThe CCF business is an integral part of the Private Bank's alternative asset lending capabilities, enabling the Bank to offer credit facilities at both the GP investor level for personal liquidity and cash flow management and the fund level to enhance financial flexibility throughout a fund's life. Our lenders and specialists provide bespoke solutions secured by a wide range of asset classes-including marketable securities, alternatives, residential and commercial real estate, and unique assets such as aviation, fine art, and private holdings.
Private Bank - Alternative Investment Specialist JPMorgan Chase & CoPrivate Bank - Alternative Investment SpecialistDallas, TXThe team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds.
Software Engineer II - Private Capital McKinsey & Co IncSoftware Engineer II - Private CapitalDallas, TXYou will work with Product Management and Product Design team members to deliver software products with high levels of value, usability, quality and predictability for our clients. Experience with engineering practices such as code refactoring, design patterns, design driven development, continuous integration, building highly scalable applications, or application security.
Asset & Wealth Management Operations Private-Alts Pvt KYC Group-Dallas-Vice President The Goldman Sachs Group IncAsset & Wealth Management Operations Private-Alts Pvt KYC Group-Dallas-Vice PresidentDallas, TXWe''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. The team provides opportunity for a dynamic and risk-aware individual to take part in shaping and ensuring compliance with the control framework related to a broad spectrum of firm policies, including but not limited to Know-Your-Client, Client Implementation and Enhanced Due Diligence.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - DallasDallas, TXThe GPO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele. Our Planning Advisors partner with GPO's Investment Management arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm's partners, serving as "CIO" and "CFO" to help our clients reach their personal wealth goals.
Vice President, Fund Accounting - Private Assets The Citco Group LtdVice President, Fund Accounting - Private AssetsDallas, TXAs a core member of our Private Assets team, you will be working with some of the industry's most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon. Highly successful record of delivering large scale business/technology reengineering initiatives in the private equity, hedge funds and fund of funds businesses.
Associate - Mergers & Acquisitions / Private Equity Advocates Legal RecruitingAssociate - Mergers & Acquisitions / Private EquityDallas, TexasAdvise corporate clients and private equity funds on acquisitions, dispositions, minority investments, and similar transactions . Our AmLaw 100 client is adding associates to its busy Merges & Acquisitions and Private Equity teams in Dallas.
Health Solutions Private Equity Financial Manager/Actuary Aon PlcHealth Solutions Private Equity Financial Manager/ActuaryDallas, TX$110,000–$150,000 / yearHealth and Benefits - Assistant Vice President / Senior Consultant Private Equity Mid-Market Focus - Financial Manager or Actuary Location: Denver, Chicago, St. Louis, Dallas, Omaha, or Salt Lake City Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. This role will serve as the lead financial manager or actuary on assigned private equity and mid-market clients, with a particular emphasis on: Supporting private equity sponsors and portfolio companies with health and benefits strategy and financial management.
Senior Associate, Private Equity/FoF Accounting SS&C Technologies Holdings IncSenior Associate, Private Equity/FoF AccountingDallas, TXJoin a fast-paced private equity and fund-of-funds accounting team where you'll support the end-to-end financial reporting process, including journal entries, reconciliations, capital calls, and investor reporting. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Global Banking & Markets, Private, Infrastructure and Real Asset Finance Group, Credit Analyst/Portfolio Management, Associate - Dallas The Goldman Sachs Group IncGlobal Banking & Markets, Private, Infrastructure and Real Asset Finance Group, Credit Analyst/Portfolio Management, Associate - DallasDallas, TXAs part of the broader Global Banking & Markets division, we manage complex, private credit-driven deals, directly addressing the booming need for AI-related infrastructure and expanding Goldman Sachs'' leadership in the private capital market. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Asset & Wealth Management - Private Operational Risk - Associate - Dallas The Goldman Sachs Group IncAsset & Wealth Management - Private Operational Risk - Associate - DallasDallas, TXThe primary responsibilities include proactive identification of operational risks, conducting root cause analysis, fostering business partnerships, promoting operational resilience, engaging stakeholders, evaluating controls, and implementing firmwide frameworks. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Asset & Wealth Management, Private, Divisional CFO, Associate - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private, Divisional CFO, Associate - DallasDallas, TXWithin AWM, the Finance group supports each asset management business through a variety of functions, including managing the valuation process for each AMW Private business (e.g., recommending appropriate quarter-end equity and debt valuations) and analyzing, budgeting and projecting the performance of each business. As part of one of the world's leading Asset Managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients.
Asset & Wealth Management, Private, Divisional CFO, Analyst - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private, Divisional CFO, Analyst - DallasDallas, TXQUALIFICATIONS / REQUIREMENTS: • Bachelor's Degree in Accounting, Finance or other business discipline • At least 1 year of experience in a similar role • Strong understanding of capital and debt markets • Strong analytical skills and detail orientation • Strong interpersonal and communication skills, oral as well as written • Strong coordination and organizational skills • Ability to multi-task, meet tight deadlines and handle stressful situations • Ability to work independently in a small team, exhibit initiative and be proactive • Ability to organize and analyze large volumes of information • Team player, willing to help in areas not explicitly related to job duties • Comfortable working with a manager in a remote location • Comfortable working in a fast-paced, high-energy environment • Strong Excel and PowerPoint skills. Specific responsibilities may include: • Determining and supporting appropriate fair market values across multiple investing disciplines and geographies • Preparing and maintaining multi-year departmental revenue, balance sheet and other risk metric forecasts, involving multiple investment strategies • Maintaining working knowledge of significant investments and forecasting assumptions • Participating in process improvement initiatives to increase efficiency and effectiveness of the valuation and budgeting process • Responding to ad hoc requests and preparing analyses for same.
Senior Fund Accountant - Real Estate Private Equity TAG EisnerAmper, LLC (Inactive)Senior Fund Accountant - Real Estate Private EquityTXOur 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. As the largest real estate private fund administrator by funds administered, we offer a full suite of financial products to our clients, from general accounting and tax planning to outsourced services and investor relations.
Executive Risk Leader, Private Equity and M&A The IMA Financial Group IncExecutive Risk Leader, Private Equity and M&ADallas, TXLeads executive risk strategy for the firm's National Private Equity & M&A Specialty Practice (including but not limited to the following lines of coverage GPL, VCAP, D&O, EPLI, Crime, Fiduciary, Cyber, Excess lines). Develops and maintains underwriter relationships and an understanding of the executive liability marketplace (including carrier appetite, capabilities, and performance history) in order to effectively represent clients.
Complex Claims Consultant - Private & NFP D&O CNA Financial CorpComplex Claims Consultant - Private & NFP D&OTX$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex Financial Lines claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesDallas, TX$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Global Banking & Markets - Private - Transaction Banking Client Service - Dallas - Vice President The Goldman Sachs Group IncGlobal Banking & Markets - Private - Transaction Banking Client Service - Dallas - Vice PresidentDallas, TXWe manage a wide range of complex processes, with members developing skills and competencies around client service (client on-boarding, first line client support), cash management (including: payment controls, bank account management, virtual account management, cash concentration, payment formatting /settlement, reconciliation and claims), transaction support (FX Payment, Escrow, Money Market and Term Deposits), regulatory requirements, industry trends and change management. Key responsibilities will include managing strategic clients end-to-end as part of the onboarding process, adhering to key controls to meet jurisdictional regulatory requirements, focusing on meeting and exceeding client deadlines and expectations - ensuring an exceptional client experience while contributing to a highly motivated team.
Global Banking & Markets Operations - Private Transaction Banking - Onboarding - Dallas - Vice President The Goldman Sachs Group IncGlobal Banking & Markets Operations - Private Transaction Banking - Onboarding - Dallas - Vice PresidentDallas, TXHave accountability for creating a differentiated client experience throughout the onboarding and due diligence stages: generate client documentation based on client type, scope, and structure; perform end-to-end KYC/CIP due diligence for client, contract negotiation and execution, product setup, client training, and enabling a seamless go-live for the client. Transaction Banking Operations is part of Transaction Banking within the Global Banking Markets Division, comprised of the below primary functions: Combining digital expertise and financial acumen, we provide comprehensive solutions to meet our clients'' complex treasury challenges and needs.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Tax Manager, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office, Tax Manager, Vice President - DallasDallas, TXThe Goldman Partner Office (GPO) planning team are experts at delivering complex and customized tax compliance and planning solutions, including US individual income tax projections, Form 1040 filings, tax computations, and quarterly provisions, to meet the needs of our sophisticated clientele of current and former Goldman Sachs Partners and their families. Analyze and review US Individual Income tax returns (Form 1040) with foreign filings, Expat Taxation, amendments, and correspondence; respond accurately to communications received from various tax authorities.
Security Dev Ops/ Platform Engineer, Lead Toyota Motor CorpSecurity Dev Ops/ Platform Engineer, LeadPlano, TXYou'll own the AWS cloud infrastructure that powers AI-driven security intelligence platform - from data lake architecture and serverless functions, through container orchestration clusters with GPU node groups for model inference. Toyota is proud to have 10+ different Business Partnering Groups across 100 different North American chapter locations that support team members' efforts to dream, do and grow without questioning that they belong.
Private Client Producer Hub International LtdPrivate Client ProducerDallas, TXOther responsibilities of the Private Client Producer role include: Developing Centers of Influence and Lead Source Partners through networking and marketing - Realtors, Mortgage Brokers, Wealth Managers, etc. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
Private Client Banker - Hillside Dallas Branch - Dallas, TX JPMorgan Chase & CoPrivate Client Banker - Hillside Dallas Branch - Dallas, TXDallas, TXBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Cross Timbers and Morriss - Flower Mound, TX JPMorgan Chase & CoPrivate Client Banker - Cross Timbers and Morriss - Flower Mound, TXFlower Mound, TXBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
J.P. Morgan Wealth Management - Private Client Advisor - Carrollton, TX - Bilingual English and Mandarin Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Carrollton, TX - Bilingual English and Mandarin PreferredCarrollton, TXThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Private Client Banker - Southlake & Village Center Branch - Southlake, TX JPMorgan Chase & CoPrivate Client Banker - Southlake & Village Center Branch - Southlake, TXSouthlake, TXBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
J.P. Morgan Wealth Management - Private Client Advisor - Lewisville, TX - Bilingual English and Spanish Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lewisville, TX - Bilingual English and Spanish PreferredLewisville, TXThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.