UNKNOWN

FEED

Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees. Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary.

Mariner

Client Service Associate

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YEAR

HeadOfSales #HeadOfDistribution #WealthTech #InvestmentTechnology #WealthManagement #InstitutionalInvesting #RIA #FamilyOffice #AssetManagement #PortfolioManagement #InvestmentAnalytics #FinTech #SalesLeadership #DistributionStrategy #BusinessDevelopment #GTM #GoToMarket #RemoteJobs . If you’re an experienced wealth-management or investment-technology commercial leader who has built sales motions from the ground up, personally generated and closed meaningful business, and developed relationships across RIAs, family offices, institutional investors, and strategic distribution partners , we’d love to hear from you.

Pavago

Head of Sales & Distribution - WealthTech & Investment Technology | Remote

Workable

REQUIRED SKILLS: 10+ years of insurance and risk advisory, advanced insurance planning, wealth planning, or related financial-services experience, including significant hands-on experience advising high-net-worth clients on complex life insurance and risk-management strategies. SKILLS FOR SUCCESS: Qualified candidates will possess an advanced degree of proficiency across a suite of skills including, but not limited to: Professional Designations: CLU, ChFC, CFP or comparable advanced insurance or wealth-planning designation.

Fifth Third Bank

Director, Risk Advisory

PART_TIME

This position works closely with Wealth Advisors throughout the planning engagement-from initial onboarding through plan preparation and delivery-ensuring information is organized, workflows remain on schedule, and clients receive exceptional customer service throughout the planning process. At Goud Steward Advisors, our advisors are empowered to build successful, independent practices within a collaborative environment supported by comprehensive financial planning resources, advanced technology, operational excellence, and a culture of continuous professional development.

Goud Steward Advisors

Client Support Operations Coordinator

This role focuses on developing and managing strategic referral and partner relationships, engaging high-quality prospective clients, and collaborating closely with Advisors to ensure a seamless transition and exceptional client experience. EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals.

EP Wealth Advisors LLC

Vice President, Client Development

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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management. This job drives asset retention and growth by engaging clients, prospects, and plan participants through assigned leads and proactive retention outreach, delivering a blend of retirement education and on-demand financial advice across a broad range of TIAA products and services.

Teachers Insurance and Annuity Association of America (TIAA)

Client Engagement Consultant

In this high-profile business development role, you will be the most prominent client- and prospective-client-facing individual-responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management-to drive the continued growth of assets and relationships for the Registered Investment Adviser (RIA) channel of SEI's Wealth and Advisor business. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

SEI Investments Co

Business Development Director

FULL_TIME

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

NFP Corp

Plan Administrator - Special Projects

[AW]-iCims

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. In this role, you will have the opportunity to make a meaningful impact by helping clients and prospective clients navigate complex compliance challenges, resolve difficult plan issues, and protect the long-term health of their retirement plans.

Aon Plc

Plan Administrator

Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. Successful candidates bring a structured, user-centric approach to understanding advisor needs, identifying process inefficiencies, and supporting the development of solutions that create value for both advisors and their clients.

HOUR

LPL Financial

Intern 2027 - Product Analyst

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Plan Administrator Special Projects

OTHER

Success in this role is demonstrated through higher client retention, stronger client satisfaction, more client referrals, greater share of wallet, improved advisor capacity, and better service consistency across offices, teams, and segments. Our vision is a client experience that is personal, proactive, seamless, and consistently excellent across the firm, where every client feels known, valued, and confident that Allworth understands their goals, anticipates their needs, and brings the full strength of the firm to help them make better decisions for their life, family, and legacy.

Allworth Financial

Head of Client Experience

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The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.

Edelman Financial Engines LLC

Director, Financial Planning San Antonio, TX

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.

Hub International Ltd

Billing Specialist

Head Of Sales & Distribution - Wealthtech & Investment Technology

The successful candidate will bring strong knowledge of annuity and retirement products and work across insurance, capital markets, and asset management to develop sophisticated financial solutions, leveraging Athene and Apollo''s investment capabilities while advancing new opportunities from concept through launch. Product Development & Execution: Own the product lifecycle from concept through approval and launch, translating product designs into specifications and leading cross-functional execution with Athene's existing product manufacturing, investment, actuarial, risk, legal, and operations teams.

Athene Holding Ltd

VP Product Strategy

Head Of Sales & Distribution - Wealthtech & Investment Technology | Remote

Deep, demonstrable expertise across the Microsoft Power Platform - Power Automate, Power Apps, Dataverse, and AI Builder - together with Microsoft 365 Copilot extensibility (declarative agents, API plugins, connectors, and the CoPilot Studio agent builder). The Architect partners with business and technology stakeholders to translate priority use cases into secure, scalable, production-grade copilot experiences aligned with Invesco's AI strategy, risk posture, and regulatory obligations.

Invesco Ltd

Associate Director, CoPilot Studio Solution Architect

The Territory Manager is accountable for helping PURE profitably and sustainably achieve its membership and premium growth targets in the assigned geography by maintaining highly productive trading relationships with independent brokers and other centers of influence. Explore/advance new partnerships and programs to grow the PURE membership including; Family Offices, Wealth Management Firms, Risk Management firms, Real Estate, etc.  .

PURE Insurance

Territory Manager - Houston/Austin

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You will combine CRM solution architecture expertise with an understanding of financial services workflows and technology ecosystems to advise clients on platform strategy, solution design, data models, technology selection, and end-to-end implementation. Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.

Wealth Management Advisor Jobs in Texas

Client Service Associate Mariner

Head of Sales & Distribution - WealthTech & Investment Technology | Remote Pavago

Director, Risk Advisory Fifth Third Bank

Client Support Operations Coordinator Goud Steward Advisors

Vice President, Client Development EP Wealth Advisors LLC

Client Engagement Consultant Teachers Insurance and Annuity Association of America (TIAA)

Business Development Director SEI Investments Co

Plan Administrator - Special Projects NFP Corp

Plan Administrator Aon Plc

Intern 2027 - Product Analyst LPL Financial

Plan Administrator Special Projects NFP Corp

Head of Client Experience Allworth Financial

Director, Financial Planning San Antonio, TX Edelman Financial Engines LLC

Billing Specialist Hub International Ltd

Head Of Sales & Distribution - Wealthtech & Investment Technology Pavago

VP Product Strategy Athene Holding Ltd

Head Of Sales & Distribution - Wealthtech & Investment Technology | Remote Pavago

Associate Director, CoPilot Studio Solution Architect Invesco Ltd

Territory Manager - Houston/Austin PURE Insurance

CRM Solution Architect West Monroe Partners, LLC

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