JobotNewAccounting Manager JobotAccounting ManagerCarrollton, TX$100,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for overseeing all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, as well as development of internal control policies and procedures.
Company ConfidentialNational Account Manager Company ConfidentialNational Account ManagerDallas, TXFull timeThis role serves as the primary commercial lead, partnering with distributors, wholesalers, brokers, and retail customers to expand Swisher’s presence, accelerate distribution, and unlock incremental growth across targeted channels and product portfolios. With a rich history, Swisher serves adult consumers through a diverse range of businesses, including Swisher Sweets Cigar Company, Helme Tobacco Co., Hempire, Rogue Holdings, and Drew Estate: The Rebirth of Cigars.
Swisher International, Inc.Regional Account Manager Swisher International, Inc.Regional Account ManagerDallas, TXLead activation governance by coordinating with field sales, brokers, or distributors where applicable, and merchandising partners to deliver displays, shelf sets, resets, and special programs, with documented follow-up and escalation when execution gaps emerge. Translate plans into actionable execution playbooks with defined timelines, roles, and tracking routines across the field sales organization and merchandising resources, including reset and major initiative coordination when required.
Fidelity InvestmentsNewDigital Assets Risk Manager - Crypto & Blockchain Fidelity InvestmentsDigital Assets Risk Manager - Crypto & BlockchainTrophy Club, TX$80,000–$153,000Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
AccentCare, Inc.NewClinical Manager - Hospice - RN AccentCare, Inc.Clinical Manager - Hospice - RNDallas, TX$90,000–$100,000Overview: Registered Nurse / RN Team Director , HospiceLocation: Dallas, TX Position: Registered Nurse / RN Team DirectorJob ID:2026-82863Remote/Virtual Position: No Coverage Area: DFW Branch . We’re proud to be named one of America’s Greatest Workplaces 2025 by Newsweek — a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place.
First Horizon BankNewSenior Portfolio Manager First Horizon BankSenior Portfolio ManagerDallas, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures, and prepares and presents credit proposals.
First Horizon BankSenior Commercial Relationship Manager First Horizon BankSenior Commercial Relationship ManagerFort Worth, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Senior Commercial Relationship Managers at First Horizon target companies with revenues generally from $5 million to $100 million and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding client experiences.
LSG Sky ChefsNewReal Estate Manager - Commercial LSG Sky ChefsReal Estate Manager - CommercialIrving, TX$95,000–$120,000This role will focus on airport and industrial lease agreements, with particular emphasis on airport authority-governed facilities, capital expenditure solutions, tenant improvement allowances, landlord contributions, facility investment structures, renewal strategy, and long-term occupancy needs. This role reports to the Director of Real Estate and partners with Operations, Finance, Legal, Facilities, Procurement, and business leaders to protect operational continuity, improve lease economics, and support facility-related decisions across the network.
USAANewVP, Risk Management - Property & Casualty (P&C) Risk USAAVP, Risk Management - Property & Casualty (P&C) RiskPlano, TX$257,250–$463,050 / yearOversee and guide an independent Risk Management function in establishing and monitoring compliance with risk limits, identifying and aggregating the firm's risks, assessing the firm's risk positions relative to the parameters of the firm's risk tolerance, and providing key risk information to senior management and the board of directors. The VP, Risk Management - Property & Casualty (P&C) will report directly to the SVP, Chief Risk Officer - P&C and will be responsible for recognizing and reporting strategic and aggregate risks across the P&C business while advancing the Risk Management function for aggregation, quantification, and qualification of risks.
Lincoln Property Company through LinkedInNewInvestment Manager Lincoln Property Company through LinkedInInvestment ManagerDallas, TexasOffering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. At Lincoln Property Company, we are seeking an Investment Manager to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication with internal teams and investors.
AppFolioNewBusiness Development Representative - SMB Investment Manager AppFolioBusiness Development Representative - SMB Investment ManagerDallas, TexasYour impactMake 50 outbound calls per day with the intent to qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts . The Business Development Representative (SMB - Investment Manager) is a key player that will continue to fuel AppFolio’s growth by assisting in pipeline development and enhancing brand awareness.
AppFolio IncBusiness Development Representative - SMB Investment Manager AppFolio IncBusiness Development Representative - SMB Investment ManagerDallas, TXQualifications 3+ years work experience, within a BDR/Sales role preferred Strong prospecting skills Exceptional level of drive and passion for results Willingness to learn new skills and build a career in sales PropTech or FinTech SaaS experience preferred Travel expected. Your Impact Make 50 outbound calls per day with the intent to qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts.
Texas Capital BankPrivate Bank Investment Manager Texas Capital BankPrivate Bank Investment ManagerDallas, TexasHeadquartered 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. .
Texas Capital Bancshares IncPrivate Bank Investment Manager Texas Capital Bancshares IncPrivate Bank Investment ManagerDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRates 2023 list of Best Regional Banks. • Required: Bachelors degree in finance, economics, accounting or related field • Preferred: Certification such as CFA, CAIA or substantial progress toward certification • 5+ years direct experience in municipal bond management and credits • Experience through one or more investment cycles • Understanding of regulatory, legal, and operational requirements for discretionary investment portfolios and fiduciary responsibilities.
AppFolio, IncBusiness Development Representative - SMB Investment Manager AppFolio, IncBusiness Development Representative - SMB Investment ManagerDallas, TXYour impactMake 50 outbound calls per day with the intent to qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts . The Business Development Representative (SMB - Investment Manager) is a key player that will continue to fuel AppFolio’s growth by assisting in pipeline development and enhancing brand awareness.
PepsiCo IncSustainability Investments Manager PepsiCo IncSustainability Investments ManagerPlano, TX$110,700–$185,250 / yearThe Strategic Investments and Partnerships team sits within the Global Sustainability Office and is focused on the intersection of finance and impact, supporting the business by: Integrating & driving a $/Impact mindset across the PEP system enabling better, faster and stronger decision making. From how we source ingredients, make and sell our products in a more sustainable way, inspire consumers through our iconic brands to make better choices for themselves and the planet; to how we support communities and improve livelihoods throughout our supply chain, we are embracing our role as a leader among our peers and in our communities.
Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerDallas, TX$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.
Bank of AmericaConsumer Investments Registered Team Manager Bank of AmericaConsumer Investments Registered Team ManagerFort Worth, TexasKey responsibilities include ensuring schedule adherence and proper call management of all team members in relation to the contact center strategy, promoting work unity improvements to workflow processes, and resolving client issues that are elevated to the supervisory level. The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Dallas Fort Worth TX, Charlotte NC, Jacksonville FL, and Pennington, NJ and is the primary service provider for Consumer Investments Solutions.
The Charles Schwab CorpManager, Investment Compliance and Fiduciary Oversight The Charles Schwab CorpManager, Investment Compliance and Fiduciary OversightWestlake, TXAs an Investment Guidelines Oversight Manager within Schwab Asset Management (SAM), you'll play an important role in protecting shareholder and client interests by helping ensure investment guidelines are accurately applied, monitored, and maintained across Schwab proprietary mutual funds, ETFs, collective trusts, and separately managed accounts. In this role, you'll monitor portfolio manager and sub-advisor trading activity for adherence to investment guidelines and agreements, code and enhance compliance tests within platforms such as Aladdin or comparable systems, and help validate that rules are implemented accurately and monitored effectively.
Texas Capital BankProduct Marketing Manager - Corporate & Investment Banking Texas Capital BankProduct Marketing Manager - Corporate & Investment BankingDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. The marketing product manager will work closely with the Corporate and Investment Banking teams, specifically the Institutional Services, Capital Markets and the Equities teams in developing proactive marketing strategies and campaigns that accelerate business development.
Texas Capital Bancshares IncProduct Marketing Manager - Corporate & Investment Banking Texas Capital Bancshares IncProduct Marketing Manager - Corporate & Investment BankingDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The marketing product manager will work closely with the Corporate and Investment Banking teams, specifically the Institutional Services, Capital Markets and the Equities teams in developing proactive marketing strategies and campaigns that accelerate business development.
Accenture PlcInvestment Banking Manager Accenture PlcInvestment Banking ManagerIrving, TXSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Digital Realty Trust IncSenior Manager, JV/Investment Accounting Digital Realty Trust IncSenior Manager, JV/Investment AccountingDallas, TXPlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 50+ metros across 25+ countries on six continents.
SS&C Technologies Holdings IncManager, Alternative Investment Specialist SS&C Technologies Holdings IncManager, Alternative Investment SpecialistDallas, TXWhat You Will Bring: Bachelor's and/or Master's degree in Finance, Accounting, Economics or related discipline 2 years or more of supervising 2 or more staff 5-10+ years working experience in financial services Experience/knowledge in fund accounting with an understanding of commitment based vehicles and/or fund of funds The ideal candidate should be highly motivated; a self-starter who can establish priorities, meet deadlines, and work independently in a hybrid environment Strong interpersonal and communication skills Team player mentality with ability to partner with various departments and levels Strong Excel knowledge (Pivot Table, Sumif, V-lookup) Tech savvy, ability to quickly learn new technology. What You Will Get To Do: Lead a team of alternative investment specialists Client ownership and interaction Communicate with clients in a proactive & professional manner Monitoring, retrieving, processing, reporting and reviewing alternative investment data Management of workload queues Project ownership for onboarding of new clients Working with various systems across the SS&C landscape Assisting with researching differences between the alternative investment data and systems Identify potential problems and troubleshoot to resolve issues.
JPMorgan Chase & CoCorporate & Investment Bank Risk - Credit Risk Management - Asset Managers & Funds-Vice President JPMorgan Chase & CoCorporate & Investment Bank Risk - Credit Risk Management - Asset Managers & Funds-Vice PresidentPlano, TXServe as principal contact for and partner with colleagues from Sales & Trading, Prime Brokerage, Investor Client Management, Treasury & Security Services, Legal, IB Coverage, Syndicated & Leveraged Finance, Debt Capital Markets, and Ratings Advisory. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
JPIInvestment Ownership Manager JPIInvestment Ownership ManagerDallas, TexasIts team of experts utilizes data – including unparalleled market research, proven business processes, and proprietary models – to ensure that every decision is strategic, focused, and produces exceptional multifamily communities with the best risk-adjusted returns. Lead primary asset management responsibilities for a designated portfolio of multifamily new construction assts (market rate, workforce, tax credit, build-to-rent).
Black & Veatch Holding CoConsulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningDallas, TXRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Mapletree Investments Pte LtdManager, Investment, Student Housing (Based in Dallas) Mapletree Investments Pte LtdManager, Investment, Student Housing (Based in Dallas)Dallas, TXThe Group manages three Singapore-listed real estate investment trusts ("REITs") and nine private equity real estate funds, which hold a diverse portfolio of assets in Asia Pacific, Europe, the United Kingdom ("UK") and the United States ("US"). Manage end-to-end investment transactions including origination, research, deal evaluation and structuring, financial analysis including financial modelling, transaction management and deal negotiation and execution.
U.S. BancorpPWM Investment Portfolio Manager U.S. BancorpPWM Investment Portfolio ManagerDallas, TX$133,365–$156,900 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
Digital Realty Trust IncAccounting Manager, JV Fund Investment Accounting Digital Realty Trust IncAccounting Manager, JV Fund Investment AccountingDallas, TXPlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Strong working knowledge of US GAAP with application to complex transactions, including experience in REIT accounting, with additional emphasis on equity method accounting, fair value accounting, lease accounting, debt structures, and JV agreements.
Morgan StanleyPWM Investment Consultant - Relationship Manager Morgan StanleyPWM Investment Consultant - Relationship ManagerDallas, TexasOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Robinhood Markets IncCustomer Experience Manager, Investment Accounts Robinhood Markets IncCustomer Experience Manager, Investment AccountsWestlake, TX$110,500–$130,000 / yearAs a Customer Experience Manager, Investment Accounts you will lead a high-performing, customer-facing team and play a vital role in coaching, developing, and inspiring team members. The Customer Experience team's mission is to provide exceptional client support across complex financial topics like stock trading, corporate actions, and market mechanics.
Bank of AmericaConsumer Investments Client Services - Sr. Resolution Manager Bank of AmericaConsumer Investments Client Services - Sr. Resolution ManagerFort Worth, TexasResolution manager will resolve client needs through point of call resolution, client outreach, and active floor support for Client Services teammates, providing both reactive and proactive education to coach teammates on how to deliver a world class client experience. US - MA - Boston - 285 Huntington Ave - HUNTINGTON AVENUE BC (MA5141), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541).
Accenture PlcTrading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid) Accenture PlcTrading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)Irving, TXIt fits the candidate who can create structure in a startup-like environment with access to resources from the world's largest professional services organization, stay close to code, architecture and infrastructure, build attractive and effective interfaces for expert users, and seamlessly work with enterprise constraints part of the design rather than an afterthought. Key Responsibilities: Spearhead the full-stack productization path for QuantAI assets, turning quantitative and agentic prototypes into applications, interfaces, workflow tools, services, and packaged products that can hold up with internal senior leaders, expert users, and client stakeholders.
JPMorgan Chase Bank, N.A.Audit Manager, Vice President - Commercial Investment Banking JPMorgan Chase Bank, N.A.Audit Manager, Vice President - Commercial Investment BankingPlano, TXFull timeAs an Audit Manager, Vice President within the Commercial Investment Banking Audit team, you will plan and lead audit engagements, oversee and perform audit testing, document audit reports, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. Lead a variety of audit activities (e.g., audits, change activities, regulatory issue validations, risk assessments), including planning, testing, risk and control evaluation, issue dimensioning and report drafting while ensuring audit activities are completed timely and within budget.
Teachers Insurance and Annuity Association of America (TIAA)Investment Accounting Manager - Nuveen Private Funds Finance Teachers Insurance and Annuity Association of America (TIAA)Investment Accounting Manager - Nuveen Private Funds FinanceFrisco, TX$88,900–$145,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Identifies key financial takeaways and information for joint ventures to ensure compliance with investment accounting policies and procedures (sales, acquisitions, debt refinancing, real estate investment trust (REI) restructuring and financial performance).
TIAAInvestment Accounting Manager - Nuveen Private Funds Finance TIAAInvestment Accounting Manager - Nuveen Private Funds FinanceFrisco, TexasIn 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).
Cetera Financial Group IncInvestment Specialist, TRPG Cetera Financial Group IncInvestment Specialist, TRPGDallas, TX$55,000–$70,000 / yearCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
The PNC Financial Services Group IncDefined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorDallas, TX$80,000–$241,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorpDallas, TX$118,700–$218,600 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinDallas, TX$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
SWMGInvestment Operations Specialist SWMGInvestment Operations SpecialistFort Worth, TXWhat makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.
The Charles Schwab CorpDirector, Offer Management (SWA Discretionary Investment Program) (PL) The Charles Schwab CorpDirector, Offer Management (SWA Discretionary Investment Program) (PL)Westlake, TXSchwabs Wealth and Advice Solutions business line develops and delivers holistic wealth management solutions, including Schwab Wealth Advisory (SWA), Schwab Advisor Network (SAN), the Wealth Strategies Group (WSG), and other full-service offerings. The Director, Offer Management for Schwab Wealth Advisorys (SWA) Discretionary Investment Management Program is a new people leader responsible for designing, developing, and continuously evolving SWAs discretionary and overlay investment management offers.
Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian Clients Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian ClientsPlano, TexasYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
Texas Scottish Rite for ChildrenSr. Investment Analyst Texas Scottish Rite for ChildrenSr. Investment AnalystDallas, TexasPrepare investment portfolio and private investment analysis, including risk decomposition, guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including private equity, private credit, and hedge funds. Research, prepare, and write research pieces (with senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical to portfolio management.
National Life Holding CompanySenior Financial Analyst - Investment Management National Life Holding CompanySenior Financial Analyst - Investment ManagementAddison, TX$75,000–$110,000 / yearWorking closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.
Digital Realty Trust IncGlobal Hyperscale Team - Investments - Senior Analyst Digital Realty Trust IncGlobal Hyperscale Team - Investments - Senior AnalystDallas, TX$120,000–$170,000 / yearPlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. You'll partner closely with Portfolio Management, Design & Construction, Sales, and other stakeholders to gather market insights, evaluate investment opportunities, and build compelling, data‑driven business cases that support strategic decision‑making.
Trinity InvestorsInvestment Sales Associate Trinity InvestorsInvestment Sales AssociateSouthlake, TXDaily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings. Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities.
The Goldman Sachs Group IncAsset & Wealth Management, Urban Investment Group, Head of Asset Management, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Urban Investment Group, Head of Asset Management, Vice President - DallasDallas, TXEstablished in 2001, the Urban Investment Group (UIG) within Goldman Sachs Asset & Wealth Management makes domestic tax credit equity investments and loans and provides senior loan facilities in order to empower underserved communities and enable long-term equitable growth, with a primary focus on affordable housing. UIG manages the investing and lending strategies for GS Bank USAs Community Reinvestment Act requirements and the firms investments in Opportunity Zones, and is a significant contributor to the firms One Million Black Women and 10,000 Small Businesses initiatives.