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We are also looking for someone who thinks beyond simply completing tasks — someone who naturally looks for ways to improve processes, solve problems, and help the firm operate more effectively. This is a client-facing role for someone who enjoys building strong client relationships, partnering closely with advisors, and making sure the details behind the scenes are handled thoughtfully and efficiently.

Maslow Wealth Advisors

Senior Operations Specialist

Trinet ATS Feed

Assists in providing special requests for customers such as daily individualized service, accounting of credit/debit balances, providing stock quotes, price histories, news and various information available. Oxbow Advisors is an independent, Registered Investment Advisor that provides distinctive capital management strategies to high-net-worthindividuals and families.

Free Accounts

Client Service Associate

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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.

Athene Holding LTD

AVP Strategy & Innovation

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Apollo Global Management

Athene Holding Ltd

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Possess a deep understanding on a variety of topics such as safe harbor designs, equity plan types, PEPs/MEPs, fiduciary support, participant education, managed accounts, payroll integration, financial wellness, and retirement income solutions along with understanding competitor capabilities and Schwab's differentiators in these areas. The role partners closely with external sales executives, relationship managers, internal product owners, sales operations, consultant relations, advisors, and plan sponsors to build a robust sales pipeline and advance opportunities through the sales cycle.

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

Business Development Consultant for Workplace Services

YEAR

This vision is implemented through an innovative approach focusing on processes automation and aiming to place people at the heart of every decision, every day, in line with our values: kindness, honesty, respect, and integrity. Preparation of individual, estate and fiduciary tax returns for US and non-US residents under the supervision of senior staff, mostly servicing entrepreneurs and co-founders of our corporate clients with net worth over $10M.

Orbiss

Tax Associate - Private Client

Workable

Translate client business objectives and commercial targets (e.g., asset growth and net flows, advisor engagement, new accounts, qualified pipeline, customer lifetime value) into clear media strategies, investment frameworks, and budget and channel allocations. Cross-channel fluency across paid social, search, programmatic, CTV and online video, audio, and content partnerships, with enough platform knowledge (e.g., LinkedIn, Meta, Google, DV360, The Trade Desk) to direct and pressure-test activation.

Prophet

Associate Media Director

Nice to have: experience reaching financial advisors and institutional audiences; experience growing client relationships or supporting new business; familiarity with ABM, intent data (e.g., 6sense, Bombora), and CRM platforms (e.g., Salesforce, Marketo). The right person thinks like a business advisor first: someone who can explain to a CMO or head of distribution how media is moving the numbers they care about, who uses AI-powered tools to work faster and smarter, and who builds a team that does the same.

Senior Media Director

The SVP, Training is a visionary and results-driven executive responsible for leading the Training Institute, developing exciting new content, migrating from free to fee based training, and building out a robust Learning Management System (LMS) with new content. iA American Warranty LP, American Amicable Group of Companies, iA American Life Insurance Company and Industrial Alliance Portfolio Management LLC are all part of iA Financial Group, one of the largest insurance and wealth management groups in North America.

iA American

SVP, Training

Role Overview: The RFP (Request for Proposal) Team Analyst plays a key role in supporting the business development and client acquisition processes by creating compelling, accurate, and timely responses to RFPs and RFIs (Request for Information). This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously while collaborating with subject matter experts and sales teams.

NFP Corp

RFP Analyst

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Reporting directly to the Head of Relationship Management, this role is designed to build and enhance profitable relationships with strategic client accounts, ensuring the delivery of tailored financial solutions that meet their unique needs.

Apex Fintech Solutions

Director, Relationship Management

Apex Fintech Solutions LLC

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

Prophet Brand Consulting

PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

Hilltop Holdings Inc

Commercial Banking Relationship Manager - Austin

The Regional Director will leverage a strong knowledge of investments, capital markets, and asset allocation theory to partner with clients and prospects and effectively position Dimensional's investment solutions. The candidate will work directly with Retirement Group teammates, along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional client service.

Dimensional Fund Advisors

Regional Director - Retirement Group (Remote/In-Territory eligible)

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial Services

Svp, Head Of Identity & Access Management

With a new multi-year cycle underway and an active acquisition pipeline, this leader owns direct capital raising from high-net-worth and ultra-high-net-worth investors across Rex’s private equity real estate platform, ensuring every deal is fully funded and on time. Throughout, this leader hunts new capital through outbound, events, and high-return channels, feeds market signal back to marketing, and keeps Rex well inside the lines on SEC and FINRA compliance, including Regulation D offerings and accredited investor verification.

Wealth Advisor Jobs in Austin, TX

Senior Operations Specialist Maslow Wealth Advisors

Client Service Associate Free Accounts

AVP Strategy & Innovation Athene Holding LTD

AVP Strategy & Innovation Apollo Global Management

AVP Strategy & Innovation Athene Holding Ltd

Business Development Consultant for Workplace Services The Charles Schwab Corp

Tax Associate - Private Client Orbiss

Associate Media Director Prophet

Senior Media Director Prophet

SVP, Training iA American

RFP Analyst NFP Corp

Director, Relationship Management Apex Fintech Solutions

Director, Relationship Management Apex Fintech Solutions LLC

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Senior Media Director Prophet Brand Consulting

Associate Media Director Prophet Brand Consulting

Commercial Banking Relationship Manager - Austin Hilltop Holdings Inc

Regional Director - Retirement Group (Remote/In-Territory eligible) Dimensional Fund Advisors

Svp, Head Of Identity & Access Management LPL Financial Services

Director, Capital Formation High Net Worth Rex

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