Vice President, Capital - Investment Banking bdo consultingVice President, Capital - Investment BankingAustin, TX$180,000–$250,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
NewAustin Retirement & Investments Advisor Voya Financial AdvisorsAustin Retirement & Investments AdvisorAustin, TXA leading financial advisory firm in Austin is seeking a Financial Professional to manage plan sponsor relationships and conduct retirement education seminars. Candidates should have experience with defined contribution plans and the necessary licenses, and possess strong relationship management skills.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)TXRemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
Financial Advisor Northwestern MutualFinancial AdvisorAustin, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TXAustin, TXSupport Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Assistant General Counsel, Impact Investments Social Finance, IncSenior Assistant General Counsel, Impact InvestmentsTX$165,000–$195,000 / yearRelevant experience working at a major law firm or equivalent in-house experience ideally with some mix of (i) meaningful exposure to fund structures and governance, (ii) corporate transactional work including capital markets, investment funds, project finance, securities, structured finance, private equity, or public finance law, or (iii) investment adviser or regulatory compliance. Your largest responsibilities will depend on your unique background and strengths, however the scope of responsibilities include: Advise deal teams from initial structuring to drafting and negotiation of final financing and outcome-contingent agreements; oversee external counsel in discussion and negotiation with project stakeholders (within private, nonprofit and public sectors); contribute to deal document negotiations.
Senior Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsSenior Associate, Global Client Group (Independent Advisor Group)Austin, TXThis Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the east coast. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.
J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TXAustin, TXFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Business Systems/Techno Functional Analyst Fixed Income Investments (Investortools Perform) The Charles Schwab CorpBusiness Systems/Techno Functional Analyst Fixed Income Investments (Investortools Perform)Austin, TXThe Business Systems/Techno-Functional Analyst - Fixed Income Investments platform engineering role responsibilities include hands-on requirements gathering, documentation, configuration and customizations related to Investortools Perform, Credit Scope, and Inhouse portfolio construction application. SAMS Technology is aligned to support the technology needs of SAMS which is the investment advisor for Schwab's proprietary mutual funds, referred to as the Schwab Funds; and it includes Schwab's exchange-traded funds, referred to as the Schwab ETFs.
Financial Solutions Advisor - South Austin & North San Antonio Area Bank of America CorpFinancial Solutions Advisor - South Austin & North San Antonio AreaAustin, TXKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
J.P. Morgan Wealth Management - Private Client Advisor - Austin, TX (Georgetown area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Austin, TX (Georgetown area)Austin, TXFull timeUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Central Austin, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Central Austin, TXAustin, TXFull timeUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North and West Austin, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North and West Austin, TXAustin, TXFull timeUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewSr. Manager, Investment Offer Strategy The Charles Schwab CorpSr. Manager, Investment Offer StrategyAustin, TXWithin this organization, the Senior Manager, Investment Offer Strategy will be part of the Investment & Offer Solutions group, a team responsible for shaping strategy across proprietary Separately Managed Account products and third-party product marketplaces, including alternative investments, managed accounts, mutual funds, ETFs, structured products, fixed income, annuities and insurance, and 529 solutions. Schwab's newly formed Investment Platforms, Solutions, and Strategy (SIPPS) organization brings together leaders across existing and emerging investment product areas, including digital assets, private markets, third-party products and platforms, separately managed accounts, digital advice, and product strategy.
U.S. Private Bank - Investment Specialist - Executive Director JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - Executive DirectorAustin, TXPreferred Qualifications, Capabilities, Skills: Ideal candidate has prior experience providing complex investment solutions to individuals In depth experience and/or knowledge of hedge funds, private equity and alternative investments Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals. Required Qualifications, Capabilities, Skills: Bachelor's degree required; MBA or CFA preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Seven plus years' experience in Private Banking or Financial Services industry Demonated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerAustin, TXKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistAustin, TXFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Sr. Financial Advisor -Austin, TX FinTrust Connect CareersSr. Financial Advisor -Austin, TXAustin, TexasFinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a confidential Senior Financial Advisor opportunity focused on high-net-worth wealth management and business development. This role is ideal for an experienced wealth management professional who excels at building trusted client relationships, attracting assets, and delivering comprehensive financial planning and investment solutions.
Vice President, Investments American OperatorVice President, InvestmentsAustin, TexasAmerican Operator is seeking a Vice President of Investments to lead the end-to-end acquisition of small- to medium-sized businesses, shaping American Operator’s portfolio for long-term growth and operational excellence. The ideal candidate for this role has a strong mix of EQ and IQ, are familiar with small business owners, and have experience with closing acquisitions of Main Street- or Lower Middle Market deals.
U.S. Private Bank - Investment Specialist - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Executive DirectorAustin, TXFull timeOur 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. JPMorganChase, 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.
Senior Manager, Investment Management Lightsource BP Renewable Energy Investments LtdSenior Manager, Investment ManagementAustin, TX$160,000–$180,000 / yearIn this role, you will provide critical financial modelling and analytical support across our U.S. renewable energy portfolio, working closely with Structured Finance, Asset Management, Finance, Power Marketing, Legal, and Engineering teams to drive portfolio performance and long-term value. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light investment model - retaining management and equity interest in projects while leveraging third-party capital, including debt, tax equity, and structured equity financing, to fund our growing portfolio.
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.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Professional - AssociateAustin, TXFull timeConsult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates . Preferred Qualifications, Capabilities, and SkillsJPMorganChase, 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.
Financial Solutions Advisor - Austin Area Bank of America CorpFinancial Solutions Advisor - Austin AreaAustin, TXResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Austin Area Austin, Texas; Austin, Texas; Round Rock, Texas; Austin, Texas; Temple, Texas; Austin, Texas; Austin, Texas; Austin, Texas; Austin, Texas; Round Rock, Texas; Austin, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Wealth Advisor Weaver And Tidwell LLPWealth AdvisorAUSTIN, TXThe Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization.
Regional Director, Independent Advisors (RIA''''s) Dimensional Fund AdvisorsRegional Director, Independent Advisors (RIA''''s)Austin, TXJust as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business. Extensive knowledge and network of fee-based Financial Advisors who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it.
Private Client Advisor II- Austin, TX Bank of AmericaPrivate Client Advisor II- Austin, TXAustin, TexasKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
NewFund Advisor Fish NetworkFund AdvisorAustin, TX$75,000–$200,000Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on-chain investment clubs (“Fish Schools”) with built-in custody, governance, and capital formation rails. Unlike traditional crowdfunding portals that act purely as matchmakers (often resulting in poor deal quality and high issuer costs), Fish Network introduces structured coordination, expert-led diligence, and on-chain capital deployment.
NewWealth Advisor (Austin) SWBCWealth Advisor (Austin)Austin, TXWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals.***Why you'll love this role:*** In this role, you will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth.***Essential duties include*** ***the following:**** Develops customer financial profiles to determine suitability of investment products based on financial position, resources, assets available to invest, and financial goals.* ## Wealth Advisor (Austin)Applylocations: Austin, TXtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R0015078SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop an overall comprehensive plan.
Financial Advisor The Perillo GroupFinancial AdvisorPAAs a Financial Advisor, you will be responsible for providing financial guidance and investment advice to clients, helping them achieve their financial goals. If you are a motivated individual with a passion for finance and helping others achieve their financial objectives, we would love to hear from you.
Wealth Advisor (Austin) Southwest Business CorporationWealth Advisor (Austin)Austin, TXWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
Banking Advisor III - PNC Private Bank PNC BankBanking Advisor III - PNC Private BankAustin, TexasIn 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.
Wealth Advisor Services Associate Hub International LtdWealth Advisor Services AssociateAustin, TX$26–$30 / hourAbout 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. Job purpose: The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions.
Wealth Advisor Services Associate Hub International InsuranceWealth Advisor Services AssociateAustin, TexasHUB 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. The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions.
Senior Wealth Advisor Hub International InsuranceSenior Wealth AdvisorAustin, TexasAs a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. 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.
Junior Commercial Real Estate Advisor Sands Investment GroupJunior Commercial Real Estate AdvisorAustin, TexasThe Junior Advisor role is heavily focused on developing skills in cold calling, marketing, and underwriting in addition to CRM/database maintenance and active participation in team role plays, meetings, and training. As a leader in the industry and the first to offer true sub-product type specialization, the firm’s experience in net lease, retail, office, industrial, multi-tenant, self storage and shopping center transactions is unparalleled.
Senior Wealth Advisor Hub International LtdSenior Wealth AdvisorAustin, TXJob Purpose: As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. 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.
Financial Advisor Hilltop Holdings IncFinancial AdvisorAustin, TXWith an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. Knowledge of securities related products including mutual funds, variable and fixed insurance products, unit investment trusts, investment advisory programs and individual securities.
Wealth Advisor III Frost BankWealth Advisor IIILeander, TexasRetain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.
Producer - Life Advisor - Frost Insurance Agency Frost BankProducer - Life Advisor - Frost Insurance AgencyAustin, TexasStay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments. As a Producer – Life Advisor , you’ll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs.
Energy Market Advisor - Energy Advisory Services (Remote) WSP Global IncEnergy Market Advisor - Energy Advisory Services (Remote)TXRemote$106,100–$189,000 / yearThis role focuses on power market modeling, production cost modeling, integrated resource planning, and strategic advisory, helping clients navigate complex market dynamics, regulatory environments, and energy transition challenges. The ideal candidate brings deep expertise in energy systems modeling (e.g., PLEXOS, ProMod, GridView, etc), quantitative analytics, and electricity market operations, along with experience delivering client-facing insights across generation, transmission, and emerging energy technologies.
Scientific Advisor, Director IQVIAScientific Advisor, DirectorAustin, TexasRemoteThe successful candidate will possess deep expertise in protein biomarker technologies, including multiplexed applications, strong client-facing communication skills, and the ability to work effectively across business development, laboratory operations, quality, data sciences, and R&D. The Knowledge, Skills and Abilities Needed for This Role: Strong client-facing communication and presentation skills, including the ability to speak credibly with biopharma partners, leadership teams, and other senior stakeholders on complex scientific topics.
Banking Advisor III - PNC Private Bank The PNC Financial Services Group IncBanking Advisor III - PNC Private BankAustin, TXIn 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.
NewSenior Wealth Advisor Manager - Client-Focused Growth Charles SchwabSenior Wealth Advisor Manager - Client-Focused GrowthAustin, TXThe ideal candidate will demonstrate experience in leading complex client interactions and navigating sensitive conversations, ensuring clients achieve their long-term goals. Successful candidates are expected to work on-site and will benefit from a competitive benefits package and opportunities for continuous growth.#J-18808-Ljbffr.
Scientific Advisor, Director IQVIA Holdings IncScientific Advisor, DirectorAustin, TXRemote$134,300–$374,300 / yearThe successful candidate will possess deep expertise in protein biomarker technologies, including multiplexed applications, strong client-facing communication skills, and the ability to work effectively across business development, laboratory operations, quality, data sciences, and R&D. The Knowledge, Skills and Abilities Needed for This Role: Strong client-facing communication and presentation skills, including the ability to speak credibly with biopharma partners, leadership teams, and other senior stakeholders on complex scientific topics.
Contracts Advisor SailPoint IncContracts AdvisorAustin, TX$92,300–$155,524 / yearDeal Closeout & Quarter-End Execution: Lead the post-execution process (proper tagging/indexing in CLM, Salesforce reconciliation, provisioning handoffs) and show readiness to drive high-volume, high-pressure transactions during Quarter-End and Year-End cycles. Meet the Team: Introduce yourself to key cross-functional stakeholders, including Strategic Account Executives (AEs), regional sales leaders, Contract Operations team members, Finance (especially Revenue Recognition), Security, and Customer Success.
Wealth Advisor III Cullen/Frost Bankers IncWealth Advisor IIILeander, TXWhat you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.
M&A Advisor Vista Equity Partners Management LLCM&A AdvisorAustin, TXBS/BA required • 2-6 years of relevant professional experience, such as private equity, investment banking, corporate development, or consulting • Software investing experience preferred • Knowledge of M&A processes, including sourcing and deal structuring • Proven ability to evaluate markets and companies through financial analysis, competitive landscape assessment, and industry research • Demonstrated track record of success and accountability managing multiple workstreams in a fast-paced deal environment with high attention to detail • Excellent written and verbal communication skills • Ability to engage with senior executives • Collaborative and competitive • Strong desire to achieve goals in a team-based environment • Interest or expertise in B2B software (or technology-related sectors) • Intellectually curious with high analytical horsepower • Coachable, resilient, personable, and self-aware. • Identify new M&A investment opportunities in B2B software • Proactively source and build M&A pipelines via: direct outreach to executives and sponsors, attending industry events and conferences, and tracking market trends • Support the deal team in M&A research around new investment opportunities • Manage and support strategic M&A opportunities for existing portfolio companies.
Wealth Financial Advisor - Austin, TX Corebridge FinancialWealth Financial Advisor - Austin, TXAustin, TexasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
NewPersonal Financial Advisor - Remote YO AI LabsPersonal Financial Advisor - RemoteAustin, TXRemoteThis high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.