Senior Director Wealth Management Strategy Teachers Insurance and Annuity Association of America (TIAA)Senior Director Wealth Management StrategyDallas, TX$192,000–$269,000 / yearSenior Directors on the WM Strategy team are instrumental in driving projects forward, responsible for overall project execution, review of analyses completed by junior team members, and development of comprehensive presentations related to strategic planning, business improvement, and other internal consulting initiatives. Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Director of Artificial Intelligence Akerman LLPDirector of Artificial IntelligenceDallas, TexasThe successful candidate will have personally architected and shipped production AI applications, including agentic systems, can read and write code, and understands the practical realities of running AI on confidential, privileged data in a regulated professional-services environment. Develop production-grade pipelines and tools that collect and process information from diverse sources including public and subscription websites, REST and streaming API feeds, MCP servers and feeds, email systems, document management systems, and SQL and vector databases.
Memory Care Program Director Pennant ServicesMemory Care Program DirectorLewisville, TexasOur senior living community is currently seeking an Memory Care Program Director to join our team of dedicated professionals who want to make a difference in the lives of our residents, their families, and our community. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US.
HR Director, Client Service CliftonLarsonAllen LLPHR Director, Client ServiceDallas, TX$105,600–$181,000 / yearCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Own the billing process for your client engagements and collaborate with CLA Client Relationship Leaders (CRLs) to ensure that project work billings are accurate and up to date, ensuring that they are compliant with client contracts and CLA policies and procedures.
Sr Finance Director Cbre ValuationSr Finance DirectorDallas, TXCBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). This role requires strong executive presence, deep commercial acumen, and the ability to translate complex financial and operational data into clear strategic narratives that inform direction setting and drive alignment across senior stakeholders.
Director of Finance and Accounting Merit Advisors LLCDirector of Finance and AccountingDallas, TXFull timeManage the annual budgeting process, including directing team members on historical research and future estimation, incorporating final budgets into Merit’s ERP system, and ensuring the budget schedule stays on track. This is a highly visible position requiring executive presence, strategic thinking, and the operational discipline to maintain precision across both forward-looking financial analysis and day-to-day accounting functions.
Sr. Director, Insurance Portfolio Management National Life GroupSr. Director, Insurance Portfolio ManagementAddison, TX$206,250–$302,500 / yearThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. This role monitors asset allocation including fixed income and alternative investments, liquidity management, and asset-liability matching strategies to support the company's long-term financial stability.
Director, Professional Services Chrome River Technologies, Inc.Director, Professional ServicesDallas, TXEnd-to-End Delivery Leadership: Own the implementation lifecycle for Enterprise-tier accounts, ensuring high-quality, predictable, and repeatable delivery from SOW execution through go-live. Pre-Sales & Scoping Partnership: Collaborate with Sales and Solutions Engineering on complex pursuits to ensure SOWs are realistic, properly estimated, and protect services margins.
Director of Member Experience Operations InvitedDirector of Member Experience OperationsIrving, TXThe ideal candidate is a strong business thinker who can interpret data, identify meaningful trends, and translate insights into practical actions, while also providing the structure and leadership required to drive initiatives through execution. Our Clubs offer first-class amenities, including championship golf courses, modern workspaces, handcrafted cuisine, resort-style pools, state-of-the-art racquet facilities, fitness centers, and much more.
Senior Director of Security and Facilities Operations Planned Parenthood of Greater TexasSenior Director of Security and Facilities OperationsDallas, TexasFull timeResponsible for significant security and facilities-related projects and physical security technologies including but not limited to; facilities access systems, alarm systems, video surveillance systems, security services, and various other related systems; and provides technical expertise and facilitates implementation. • Recovery Skills: Responds effectively and acknowledges responsibilities when clients (internal or external) experience problems or mistakes; rectifies the situation to restore client satisfaction; seeks information and collaborates with others to take action to implement permanent fixes.
NewSr Director of Infra Engineering- Corp Network JPMorgan Chase Bank, N.A.Sr Director of Infra Engineering- Corp NetworkPlano, TXFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. You will work cross-functionally to promote the adoption and implementation of technical methodologies across various teams, helping the firm stay at the forefront of industry trends, best practices, and technological advancements.
Senior Director Chief of Staff - Alliances NTT DATA Group CorpSenior Director Chief of Staff - AlliancesPlano, TX$155,081–$287,188 / yearAs part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. This high-visibility leadership role serves as a trusted advisor, strategic partner, and operational leader responsible for driving strategic initiatives, business performance, operational rigor, and cross-functional alignment across NTT DATA's global alliance ecosystem.
Director of Workflow Engineering Thomson Reuters CorpDirector of Workflow EngineeringFrisco, TX$158,900–$295,100 / yearFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
Director, Cybersecurity Operations Celanese International CorporationDirector, Cybersecurity OperationsIrving, TexasFull timeThis role provides strategic and operational leadership across security monitoring and incident response, exposure management, business continuity and disaster recovery, security awareness, and managed security service providers, ensuring cyber risks are effectively identified, managed, and remediated. The Director partners closely with executive leadership, IT, business stakeholders, and external partners to enhance cyber resilience, drive continuous improvement, and deliver a high-performing security operations program aligned with business objectives and risk tolerance.
Director of Maintenance Heartis Mid CitiesDirector of MaintenanceBedford, TexasMonitor and maintain all building systems, testing as needed or required by code, including fire drills, generators, replacement of filters and bulbs, HVAC systems, and kitchen equipment, plumbing, carpentry, health department regulations, and OSHA. Directly supervise Housekeeping staff and potentially Maintenance Technicians, Painters, Floor Care Specialists, and Porters/Janitors.
Sr Continuous Improvement Manager Keurig Dr Pepper IncSr Continuous Improvement ManagerIrving, TX$130,700–$180,000 / yearJob Overview: The Sr Manager of Rapid Continuous Improvement (RCI) will drive value throughout KDP by enabling all levels to drive breakthrough change and Lean daily management through the core belief that change should be (1) Rapid, (2) Breakthrough, and (3) From the People. In their chosen strategic track, Sr Manager will drive strategic analysis, execution, and organizational development to achieve both financial and non-financial goals in addition to creating a Lean mindset throughout his/her area of influence.
Senior Project Manager MossSenior Project ManagerMckinney, TXThey work in conjunction with the project staff to oversee day-to-day contract administration to include subcontract negotiations, review and processing of change requests, processing of monthly monetary draws, final review of shop drawings, procurement, commissioning, and weekly jobsite coordination meetings. The company's diverse portfolio encompasses a wide range of sectors, including luxury high-rise residential, landmark mixed-use developments, hospitality, K-12 and higher education, justice, solar energy and battery storage, and sports.
RN Case Manager HCA Healthcare IncRN Case ManagerDallas, TXThe RN Case Manager is responsible for promoting patient-centered care by coordinating the plan of care for the patient stay, managing the length of stay, ensuring appropriate resource management, and developing a safe appropriate discharge plan in collaboration with the multidisciplinary team. Considers patient's readmission status or risk of readmission and develops strategies to mitigate including education on appropriately accessing healthcare resources, preventative education, and community based resources.
Registered Nurse Case Manager PRN HCA HealthcareRegistered Nurse Case Manager PRNPlano, TXThe RN Case Manager is responsible for promoting patient-centered care by coordinating the plan of care for the patient stay, managing the length of stay, ensuring appropriate resource management, and developing a safe appropriate discharge plan in collaboration with the multidisciplinary team. Considers patient’s readmission status or risk of readmission and develops strategies to mitigate including education on appropriately accessing healthcare resources, preventative education, and community based resources.
Registered Nurse Case Manager HCA HealthcareRegistered Nurse Case ManagerDallas, TXThe RN Case Manager is responsible for promoting patient-centered care by coordinating the plan of care for the patient stay, managing the length of stay, ensuring appropriate resource management, and developing a safe appropriate discharge plan in collaboration with the multidisciplinary team. Considers patient’s readmission status or risk of readmission and develops strategies to mitigate including education on appropriately accessing healthcare resources, preventative education, and community based resources.
Director of Nursing Outpatient Surgery United Surgical Partners InternationalDirector of Nursing Outpatient SurgeryIrving, TXThe Outpatient Surgical Center Clinical Director will oversee staff credentialing, preventative safety measures, risk management duties, and use their clinical and leadership experience to enhance patient care and improve clinical outcomes. Professional Specialization: As a dedicated GI center we offer streamlined care that is not only efficient, but patient centered to provide the safest operative experience possibleDirector of Nursing Outpatient Surgery at Las Colinas:
Director of Facilities ConnexFMDirector of FacilitiesDallas, TXCollege degree or equivalent experience required, preferably in one of the following disciplines: Industrial Management, Construction Management, Project Management, Civil, Mechanical or Electrical Engineering, or Architecture. Proven personnel management skills and contractor management experience, with aptitude to judge quality of performance in all major technical trades and personal experience in at least one technical trade (carpentry, mechanical, electrical, structural).
Associate Director, Digital Strategy & Business Process Management Wolters Kluwer N.V.Associate Director, Digital Strategy & Business Process ManagementCoppell, TX$111,200–$198,650 / yearThis role partners closely with senior leadership, sales and commercial teams, and cross‑functional stakeholders to streamline operations, reduce complexity, and enable scalable, digitally supported ways of working. Success in this role requires strong business and commercial acumen, experience working closely with sales or revenue‑generating teams, and the ability to influence and lead change across multiple levels of the organization.
VP, Information Technology & Security Boingo Wireless IncVP, Information Technology & SecurityFrisco, TXYou should have deep experience operating mixed enterprise environments spanning Microsoft 365 / Entra ID, Google Workspace, and Mac and Windows endpoints, while building and maturing programs aligned to NIST, GRC, and SOC 2. The ideal candidate understands how to scale security beyond the corporate perimeter - supporting secure network deployments and security product offerings in complex, multi-tenant venue environments. Experience applying security controls and governance in complex network or multi-site operational environments; experience in telecommunications, venue, or service-provider environments strongly preferred.
Advisory Manager, Management Consulting Pariveda Solutions, Inc.Advisory Manager, Management ConsultingDallas, TX$139,100–$151,000 / yearWe Look For: The successful candidate possesses the following critical qualifications: 5+ years of professional consulting, client-facing, or highly relevant industry experience, with meaningful time spent in management consulting, organizational change, operating model, or transformation work. Our Advisory team delivers strategically connected management consulting services at moments of critical change to solve root challenges, discover breakthrough opportunities, and guide the decisions that define our clients enterprise-wide initiatives.
Senior Manager, Sales Training Simpson Strong-TieSenior Manager, Sales TrainingPlano, Texas$123,700–$252,300 / yearBenefits: We provide a wide range of benefits for eligible full-time employees including: medical, dental, vision, retirement contributions, employee stock purchase and bonus plans, pay for holidays, vacation, sick days, funerals and jury duty, years of service awards, employee discounts, employee referral bonuses, charitable contribution matching, education reimbursement and more. The Senior Manager, Sales Training is a strategic and operational leader responsible for designing, delivering, and continuously improving enterprise-wide sales training initiatives that drive sales excellence and business performance across North America.
Pre Construction Manager Southland IndustriesPre Construction ManagerCarrollton, TXPosition Summary: Obtain new electrical work for Brandt by establishing and maintaining effective contact with existing accounts and potential buyers of electrical construction services. Coordinate with Estimating and Engineering to provide conceptual estimating services, value engineering analysis of alternatives, and any other support client needs to make decisions and achieve their goals.
Risk Management - Auto Risk - Executive Director JPMorgan Chase Bank, N.A.Risk Management - Auto Risk - Executive DirectorPlano, TXFull timeProvides and directs complex analysis on credit risk and collections strategy effectiveness in order to identify emerging risks, assess effectiveness of existing strategies, ensure adherence to regulatory guidance and establish a culture of intentional testing in strategic change. Knowledge of Credit Risk Management Processes, Risk Appetite Setting, Credit Strategy Change review and approval, Loss Forecasting, Credit Portfolio Management, Credit Modeling and Model Risk Management.
Product Director, Business Capability Owner TAG EisnerAmper, LLC (Inactive)Product Director, Business Capability OwnerDallas, TX$175,000–$225,000 / yearOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. Through business capability ownership, agile product management, and continuous improvement, the ETO partners with Service Lines, Corporate Functions, Artificial Intelligence, and Enterprise Technology & Information to deliver scalable, sustainable business outcomes across the Firm.
Finance Director Farnsworth Group IncFinance DirectorFrisco, TXThe Finance Director plays a critical role in mergers and acquisitions, capital planning, captive insurance modeling, real estate financial management, and enterprise-wide budgeting and forecasting. This role partners closely with the CFO, executive leadership, and business unit leaders to drive financial performance, support growth initiatives, and ensure the integrity of financial operations.
Director, Business Management - Tax Services Armanino McKenna LLPDirector, Business Management - Tax ServicesDallas, TX$154,200–$210,000 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Review complex corporate, partnership, trust, and individual tax returns for entertainment industry professionals, athletes, high-net-worth individuals, family offices, and their related entities.
Clinical Director United Surgical Partners InternationalClinical DirectorFRISCO, TXAdvanced Facilities: With 4 Operating Rooms and 2 Treatment Rooms, our equipment enables surgeons to excel in specialties including Colon & Rectal Surgery, ENT, Gastroenterology, General surgery, Ophthalmology, and more. The Clinical Director will oversee staff credentialing, preventative safety measures, risk management duties, and use their clinical and leadership experience to enhance patient care and improve clinical outcomes.
Director, Enterprise Platform Engineering (Mac & Windows Endpoints) Vanguard GroupDirector, Enterprise Platform Engineering (Mac & Windows Endpoints)Plano, TXThis position serves as the senior leader accountable for the strategy, engineering, and operational excellence of our global Windows Endpoint ecosystem-physical devices (Windows 10/11), hardware, peripherals, virtual desktops (Azure Virtual Desktop), and the supporting management platforms (Intune, Autopilot, GPO modernization, endpoint security, and automation). Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Strategy & Operations Manager Caterpillar IncStrategy & Operations ManagerIrving, TX$128,470–$192,710 / yearThe position complements formal Product and Portfolio Management functions by focusing on organizational effectiveness, business operations, executive readiness, and leadership-level execution support rather than direct ownership of program delivery. The incumbent serves as the operational integrator for the organization-enabling effective leadership execution through business planning, performance management, leadership operating cadence, executive decision support, and cross-functional coordination.
Director, Environmental Health & Safety - Data Centers RelatedDirector, Environmental Health & Safety - Data CentersDallas, TexasFounded by Related Companies, one of the most prominent, privately-owned real estate development firms in the United States, Related Digital uniquely combines Related’s 50-year+ history of executing complex real estate and infrastructure projects with its track record in real estate investing and clean energy solutions. Strategic Advantage: Related Digital harnesses expertise across real estate development and investment, data center development, complex infrastructure construction and clean energy development to bring differentiated solutions to hyperscale technology companies.
Director, Employment and Benefits Counsel The Charles Schwab CorpDirector, Employment and Benefits CounselWestlake, TXReporting directly to the lead employment counsel, this role will partner closely with HR, Employee Relations, Payroll, Operations, Health & Safety, Total Rewards/Benefits, and other cross-functional stakeholders to support employment-related compliance initiatives, policy development, investigations, day-to-day counseling, and adjacent benefits matters. Supporting M&A due diligence and integration; Developing scalable processes, templates, playbooks and knowledge management resources; Monitoring regulatory and legislative developments and proactively advising internal stakeholders on emerging employment risks and trends; and.
Director Product Engineering Cbre ValuationDirector Product EngineeringRichardson, TXAs a Director of Product Engineering, you will be at the center of that transformation-leading teams that ship software reaching real clients, driving measurable revenue, and redefining how a global business operates. Our Data & Technology organization sits at the intersection of real estate expertise and digital innovation, building the platforms, data products, and AI capabilities that give CBRE and its clients a decisive competitive edge.
Director of Special Education Specialized Programs and Behavioral Supports KIPP FoundationDirector of Special Education Specialized Programs and Behavioral SupportsDallas, TXThe Director also leads network-wide systems for Functional Behavioral Assessments (FBAs), Behavior Intervention Plans (BIPs), behavioral consultation, crisis response, and mental health collaboration, and partners closely with the Director of Special Education Academics to ensure curriculum, instructional practices, accommodations, and progress monitoring are implemented consistently across specialized settings. This role provides strategic leadership for the implementation and evaluation of specialized special education programs across KIPP Texas - including GAIN, SEAS, SLC, ECSE, and other self-contained environments - and oversees service delivery, instructional quality, staffing supports, behavioral systems, and program effectiveness.
Director Of Medical Services Prestonwood Baptist Church IncDirector Of Medical ServicesRichardson, TXOversees medical services and provides advanced medical care and direction within the Nurse Practitioner ("NP") scope of practice at all Prestonwood Pregnancy Center ("PPC") locations. Collaborate with PPC leadership to develop and implement improvements to existing PPC protocols, including new service lines.
Director of Medical Services Prestonwood Baptist Church IncDirector of Medical ServicesRichardson, TXOversees medical services and provides advanced medical care and direction within the Nurse Practitioner ("NP") scope of practice at all Prestonwood Pregnancy Center ("PPC") locations. Collaborate with PPC leadership to develop and implement improvements to existing PPC protocols, including new service lines.
Zone Transportation Manager CCP - Irving, TX Matheson Tri-Gas IncZone Transportation Manager CCP - Irving, TXIrving, TXWork cooperatively with the Logistics Center to ensure the highest level of customer service to our customers. Accountable for Distribution Manager activities such as managing all parts, fuel, and material purchasing and inventory tracking.
Government Accounts Manager - Irving TX Matheson Tri-Gas IncGovernment Accounts Manager - Irving TXTXManage and track bid processes and documentation requests for key customers across bulk and packaged gas as well as other applicable business lines in coordination with regional and strategic account sales teams. The Government Accounts Manager is responsible for managing existing accounts, preparing bids, and growing specific business segments with Governmental and Municipal customer bases.
Manager, Corporate Financial Planning and Analysis (B2B, GTM, SaaS) Chrome River Technologies, Inc.Manager, Corporate Financial Planning and Analysis (B2B, GTM, SaaS)TXThis role sits at the intersection of financial modeling, board-level storytelling, and cross-functional decision support - owning the analytical work that underpins Emburse's most consequential financial decisions, including new product launches, investment cases, headcount and program ROI analysis. The Manager, Corporate FP&A will operate with significant autonomy, manage a Lead Financial Analyst, and work directly with the Vice President, FP&A to enhance the financial rigor and architecture that supports Emburse's growth strategy.
Manager, Consumer Insights Keurig Dr Pepper IncManager, Consumer InsightsFrisco, TX$98,600–$145,000 / yearThis person will report directly to the Vice President, Consumer Insights and will serve as the strategic consumer thought partner for the Juice, Snacks, and Mixers portfolio, translating consumer understanding into growth opportunities, innovation strategies, portfolio decisions, and marketplace action. Support the Brand and Innovation teams in the development of long-term product and brand strategy and annual brand marketing plans including business objectives, consumer and channel strategies, and translation of strategies to the consumer through all elements of the marketing mix.
Phase II Construction Manager - Prosper, TX Perry Homes LLCPhase II Construction Manager - Prosper, TXProsper, TXAcquire and apply the appropriate knowledge of Perry Homes construction procedures regarding the Phase II process (from sheetrock tape and float to home completion) and perform warranty service according to Company procedures. Factors critical to success include management of time under construction, construction supervision, direct overhead costs, budget variances, and change orders.
Phase II Construction Manager - Frisco, TX Perry Homes LLCPhase II Construction Manager - Frisco, TXFrisco, TXAcquire and apply the appropriate knowledge of Perry Homes construction procedures regarding the Phase II process (from sheetrock tape and float to home completion) and perform warranty service according to Company procedures. Factors critical to success include management of time under construction, construction supervision, direct overhead costs, budget variances, and change orders.
Senior Manager, Go-To-Market Strategy Keurig Dr Pepper IncSenior Manager, Go-To-Market StrategyFrisco, TX$130,700–$160,000 / yearReporting to the Vice President of Licensing and a cross functional leadership team, the Senior Manager, Licensing Strategy and Analysis will play a key role in optimizing KDP's route-to-market through near-term and long-term strategic analysis, portfolio route-to-market optimization, emerging route-to-market development, financial analysis, distributor M&A support and project leadership of key route-to-market initiatives. The licensing team is at the core of that vision, amplifying our route-to-market advantage by utilizing both company-owned distribution and the licensed bottling networks (Pepsi, Coke, and Independent bottlers) to ensure KDP efficiently and effectively markets our products to meet every consumer occasion.
Zone Transportation Manager Western - Irving, TX Matheson Tri-Gas IncZone Transportation Manager Western - Irving, TXIrving, TXWork cooperatively with the Logistics Center to ensure the highest level of customer service to our customers. Accountable for Distribution Manager activities such as managing all parts, fuel, and material purchasing and inventory tracking.
Executive Assistant & Office Manager (Dallas) DKSH Holding Ltd.Executive Assistant & Office Manager (Dallas)Dallas, TXBased in our Dallas, Texas office, this role is critical in enabling efficient leadership operations, overseeing the smooth running of day-to-day office management, ensuring alignment across functions, and driving administrative excellence at the executive level. We are seeking a highly organized and proactive Executive Assistant to support the North America Vice President & General Manager (VPGM) and Country Leadership Team (CLT) at DKSH.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA) Financial Industry Regulatory Authority IncSenior Advisor: Market Regulation & Regulatory Service Agreement (RSA)Dallas, TX$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.