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FEED

Working within the Orion platform and coordinating with custodians including Charles Schwab, Fidelity, and TIAA-CREF, this individual will assist with the full billing cycle for wealth advisory fees - including invoice creation and distribution, fee reviews against client contracts, reconciliation, and reporting. About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

HOUR

Hub International Ltd

Billing Specialist

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Working within the Orion platform and coordinating with custodians including Charles Schwab, Fidelity, and TIAA-CREF, this individual will assist with the full billing cycle for wealth advisory fees — including invoice creation and distribution, fee reviews against client contracts, reconciliation, and reporting. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Hub International Insurance

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At this level, employees typically receive a $2,500 salary increase annually and are eligible to participate in our firmwide annual bonus program (bonuses are typically between 5-10%, though bonuses are not guaranteed and are dependent on both organizational and individual performance). Through our Public Sector practice, we work alongside impact-focused leaders to build innovative funding structures and implement data-driven practices that deliver better results for people and communities.  .

YEAR

Social Finance

Associate, Public Sector Practice

This role is important because WC&C requires strong engineering execution across core platform services, client and advisor experiences, third-party integrations, data movement, workflow automation, and production resiliency. Successful candidates will help build resilient, scalable, secure, and production-grade technology solutions supporting advisor, brokerage, custody, clearing, trading, onboarding, servicing, and operational workflows.

State Street Corporation

Software Engineer - Backend Platforms, Assistant Vice President (Wealth Custody & Clearing)

Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. As the newest member of the Home Lending Compliance team, you will partner directly with the Head of Home Lending Compliance to manage day-to-day regulatory requirements while actively identifying opportunities to improve and modernize our compliance workflows.

Wealthfront Corp

Home Lending Lead Compliance Analyst

Experience partnering with software engineering teams as a product owner, product analyst, business analyst or similar contributor, including writing requirements and acceptance criteria, refining backlogs and making priority trade-offs. Map current-state systems, data flows and transaction paths; define target-state workflows; document decisions and coordinate dependencies with West Des Moines teams and external partners.

Athene Holding LTD

Product Analyst

What You Need to Bring: 10+ years of designing, building and operating enterprise software platforms or relevant professional experience including 5+ years of formal or informal leadership, preferred. Demonstrated success building an engineering team or platform from an early stage, including recruiting technical talent, developing leaders, managing performance and scaling delivery.

VP Engineering

At this level, employees typically receive a $2,500 salary increase annually and are eligible to participate in our firmwide annual bonus program (bonuses are typically between 5-10%, though bonuses are not guaranteed and are dependent on both organizational and individual performance). Through our Public Sector practice, we work alongside impact-focused leaders to build innovative funding structures and implement data-driven practices that deliver better results for people and communities.

Social Finance, Inc

Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.

Wealthfront

Senior Data Scientist, Home Lending

Maintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Senior Banker

Bachelor's degree from four-year College and 6-8 years related experience and/or training; or five to seven years related experience and/or training; or equivalent combination of education and experience. Job Summary: The Rep Relationship Manager will manage the relationship of new financial representatives to Integrity Alliance and Integrity Advisor Solutions from the beginning of the recruiting process through the transition on-boarding process.

Insurance Administrative Solutions LLC

Rep Relationship Manager

Based in Athene and Apollo's Austin strategic growth hub, the AVP, Strategy & Innovation will work directly with Athene's C-suite and senior leaders across Athene and Apollo to translate high-priority strategic opportunities into operating capabilities, commercial partnerships and launched solutions. Demonstrated success moving complex initiatives from strategy through launch, including developing business cases, defining operating and capability requirements, establishing roadmaps and coordinating implementation across business and technology teams.

AVP Strategy & Innovation

Apollo Global Management

Apollo Global Management Inc

Athene Holding Ltd

Integrity Marketing Group, LLC

The team's scope includes audit execution and oversight for Schwab's: (i) client-facing activities supporting retail investors and independent investment advisors on Schwab's platform and their clients; (ii) client product solutions and market expertise; (iii) portfolio advisory services and research; (iv) asset management functions; (v) corporate client services, including stock plan services, retirement plan services, and compliance and employee trade monitoring solutions; and (vi) middle and back office operational functions. The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the efficiency of governance processes, risk management, and internal controls.

Investment Advisor Jobs in Austin, TX

Billing Specialist Hub International Ltd

Billing Specialist Hub International Insurance

Associate, Public Sector Practice Social Finance

Software Engineer - Backend Platforms, Assistant Vice President (Wealth Custody & Clearing) State Street Corporation

Home Lending Lead Compliance Analyst Wealthfront Corp

Product Analyst Athene Holding LTD

VP Engineering Athene Holding LTD

Associate, Public Sector Practice Social Finance, Inc

Senior Data Scientist, Home Lending Wealthfront

Home Lending Lead Compliance Analyst Wealthfront

Senior Banker The Charles Schwab Corp

Rep Relationship Manager Insurance Administrative Solutions LLC

AVP Strategy & Innovation Athene Holding LTD

AVP Strategy & Innovation Apollo Global Management

AVP Strategy & Innovation Apollo Global Management Inc

VP Engineering Athene Holding Ltd

Product Analyst Athene Holding Ltd

Rep Relationship Manager Integrity Marketing Group, LLC

AVP Strategy & Innovation Athene Holding Ltd

Senior Auditor, Broker Dealer/Asset Management The Charles Schwab Corp

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