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We''re hiring a Manager, Trading Credit Risk (Margin & Options) to own the credit and market risk framework that keeps these products safe: house margin requirements, stress testing, concentration and liquidity surveillance, and the escalation decisions that protect clients and the firm. Genuinely curious about AI: you actively experiment with AI tools to triage exceptions, analyze risk data, draft documentation, and automate repetitive surveillance, and you want to help define how AI is used in credit risk.

Altruist Corp

Manager, Trading Credit Risk Margin & Options

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4+ years hands-on in account transfers at a self-clearing broker-dealer, clearing firm, or custodian, with deep command of transfer types, status codes, cycle timing, and asset level handling. Actively monitor metrics including individual productivity and quality, straight-through processing rate, rejection rates by transfer type and reason code, SLAs, and processing times, and use them daily for workforce management and innovation prioritization.

Manager of Transfer of Assets ACATS

At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. As Altruist enters an expansion phase for our revolutionary product offering, we're seeking an experienced Senior Settlements Operations Analyst to help position us for future growth and success.

YEAR

Senior Settlements Analyst

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel Financial Corp

Client Service Associate Non Registered

They will possess in-depth experience in high-performance networking, exchange colocation ecosystems, ultra-low latency switching, multicast market data distribution, and hardware acceleration platforms, providing robust network services across private cloud data centers, colocation facilities, and hybrid cloud environments, integrating orchestration and automation to rapidly deliver infrastructure solutions. Hardware Expertise: Demonstrated expertise in low-latency switching and routing platforms (e.g., Arista 7130 / MetaWatch / 7050 / 7060, Cisco Nexus 3500 / 9000 series, ExaNIC, SmartNICs, and FPGA-accelerated network interface cards) with practical experience in high-volume, mission-critical environments.

Citigroup Inc

Sr. Low Latency Enterprise Solutions Architect - VP

Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.

HOUR

WEDBUSH, Inc.

Registered Client Service Associate

10+ years hands-on in account transfers at a self-clearing broker-dealer, clearing firm, or custodian, with deep command of transfer types, status codes, cycle timing, and asset level handling. Actively monitor metrics including individual productivity and quality, straight-through processing rate, rejection rates by transfer type and reason code, SLAs, and processing times, and use them daily for workforce management and innovation prioritization.

Director of Transfer of Assets ACATS

6+ years hands-on in account transfers at a self-clearing broker-dealer, clearing firm, or custodian, with deep command of transfer types, status codes, cycle timing, and asset level handling. Actively monitor metrics including individual productivity and quality, straight-through processing rate, rejection rates by transfer type and reason code, SLAs, and processing times, and use them daily for workforce management and innovation prioritization.

Senior Manager of Transfer of Assets ACATS

Serve as the First Responder to event alerts triggered when monitored applications, hardware, services, procedures, jobs, and file transmissions reach a pre-defined threshold that indicates an exception which must be responded to and resolved. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Endpoint Support Technician II

Fluency across the operational mechanics: bulk account opening, ACAT and non-ACAT transfers, NIGO resolution, billing setup, multi-DBA and sub-firm hierarchy, and reporting and integration dependencies - enough to spot risk early and escalate well. Own end-to-end onboarding for the most complex Enterprise engagements, staying the primary point of contact from Sales handoff through operational readiness, training completion, and a documented handoff to the team supporting the firm long term.

Onboarding Program Lead, Enterprise

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Wealth Data & Analytics (DnA) Production Management team operates a unified platform, providing essential data for wealth management services to Ultra High Net Worth clients globally, including Citi Private Bank, Citi Gold, and Wealth at Work.

Applications Support Sr Analyst - Asst Vice President

ADAPTED_NOW

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. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.

Apex Clearing Corporation

HR Business Partner

Ivy Exec

Applications Support Sr Analyst - Asst. Vice President

The ideal candidate brings a rare combination of deep technical mastery and systems-level thinking - someone who can architect resilient, AI-powered microservices that power real-time sanctions screening across high-volume payment transactions, and translate that work into meaningful outcomes for Citi's clients, regulators, and partners across the globe. Resilient Microservices Architecture: Design and build fault-tolerant, loosely coupled microservices using patterns like circuit breakers, bulkheads, and active-active replication to ensure 99.99% continuous availability for mission-critical, real-time sanctions screening of payment transactions.

Engineering Lead - Payments Sanctions Platform

The ideal candidate brings a rare combination of deep technical mastery and systems-level thinking - someone who can simultaneously architect resilient, AI-powered microservices that power mission-critical payment transaction processing at scale, and translate that work into meaningful outcomes for Citi's clients and partners across the globe. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Senior Engineering Lead - Payments Platform (SVP)

Own the function's controls: daily cash and bank reconciliations with exception escalation, SEC Rule 15c3-3 reserve inputs, principal approval of disbursements, and AML, OFAC, and fraud escalation. Deliver accurate, on-time cash positioning and funding inputs for liquidity forecasting and bank account funding, and partner with Finance and Treasury on funding decisions and escalations.

Director of Cashiering & Treasury

Senior Manager of Cashiering & Treasury

Manager of Cashiering & Treasury

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Establish governance practices for Business Data Owners and Data Stewards, facilitate stewardship forums to prioritize requirements, resolve cross-domain ownership and accountability issues, and ensure governance, data quality, and master data management practices are aligned with enterprise priorities, strategic initiatives, and business value.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Director, Data Trust

Identify and engage with potential clients—including law firms, private equity sponsors, wealth advisors, corporate legal teams, and c-suite professionals—to understand needs and align solutions with the Valuation and Forensic services practice area. We are seeking a Director of Business Development to drive growth within our Valuation and Forensics practice, with a primary focus on business valuation, real estate appraisal, commercial litigation, dispute consulting, and investigative services.

Wealth Advisor Jobs in Dallas, TX

Manager, Trading Credit Risk Margin & Options Altruist Corp

Manager of Transfer of Assets ACATS Altruist Corp

Senior Settlements Analyst Altruist Corp

Client Service Associate Non Registered Stifel Financial Corp

Sr. Low Latency Enterprise Solutions Architect - VP Citigroup Inc

Registered Client Service Associate WEDBUSH, Inc.

Director of Transfer of Assets ACATS Altruist Corp

Senior Manager of Transfer of Assets ACATS Altruist Corp

Endpoint Support Technician II Stifel Financial Corp

Onboarding Program Lead, Enterprise Altruist Corp

Applications Support Sr Analyst - Asst Vice President Citigroup Inc

HR Business Partner Apex Clearing Corporation

Applications Support Sr Analyst - Asst. Vice President Citigroup Inc

Engineering Lead - Payments Sanctions Platform Citigroup Inc

Senior Engineering Lead - Payments Platform (SVP) Citigroup Inc

Director of Cashiering & Treasury Altruist Corp

Senior Manager of Cashiering & Treasury Altruist Corp

Manager of Cashiering & Treasury Altruist Corp

Director, Data Trust Cetera Financial Group Inc

Business Development Director, Fraud & Forensics Armanino

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