Wealth Management jobs in Dallas, TX

Business Analyst (Wealth/Investment Management)

Remote

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6d ago

Only Citizen We are looking for individuals who can connect wealth management business needs with data and analytics, working with the Strategic Initiatives Office to translate priority business needs into rigorous analysis, insights, and decision support. Successful candidates will understand the wealth management business, be highly analytical and data savvy, and be comfortable working with Strategy and business leaders to understand the questions they are trying to answer, determine how data

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Contract

$60 - $70

Senior Fintech Integration Engineer

Hybrid in Dallas, Texas

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3d ago

Senior Fintech Integration Engineer (2 Positions)Location:Hybrid, 1 day/week onsite (Dallas or Mountain View)Any Visa will work Key Requirements: 8-10 year experience, recent hands-on experience within fintech, wealth management, brokerage, or banking environments. Strong experience integrating financial platforms and third-party APIs.Experience with BNY Mellon Pershing APIs including trade execution, clearing, and account integration.Experience integrating Conquest Planning or similar financia

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Contract, Third Party

Depends on Experience

Asset & Wealth Management - Software Engineering - Associate - Dallas

Dallas, Texas

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Today

Job Description What we do At Goldman Sachs, our Engineers don't just make things - we make things possible. We change the world by connecting people and capital with ideas and solve the most challenging and pressing engineering problems for our clients. Our engineering teams build scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into ac

Full-time

Product Specialist, Rebalancing

Dallas, Texas

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5d ago

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and wan

Full-time

USD 107,000.00 - 136,000.00 per year

Senior Growth Enablement Analyst

Dallas, Texas

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Today

Job Description The Senior Growth Strategy Analyst supports Cetera's Growth Organization by turning data into insights that help leaders evaluate growth initiatives, advisor productivity, and operational performance. This role builds financial models, reporting, dashboards, and presentations that make complex information clear and actionable for business leaders. The analyst partners with Growth Operations and cross-functional teams to improve reporting accuracy, automate recurring analysis, and

Full-time

USD 85,000.00 - 131,000.00 per year

Information Security Program Manager

Plano, Texas

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Today

Fisher Investments is looking for a Cyber Resilience & Assurance Program Manager to help establish and mature a strategic cybersecurity program. With the capability focused on validating the effectiveness of security controls, operational readiness, technology platforms, AI security safeguards, and cyber resilience programs. The Opportunity: You will have the unique opportunity to build a program from the ground up while partnering across the firm to develop assessment methodologies, governanc

Full-time

Institutional Trust Sales Consultant

Hybrid in Frisco, Texas

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Today

Trust Consultant The Trust Consultant job contributes to the growth of TIAA Trust, N.A.'s trust administration business by direct interaction with internal partners (Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants) to identify, manage and move through acceptance, those TIAA clients that could benefit from having TIAA Trust, N.A. serve as trustee or co-trustee of new or established trusts. Key Responsibilities and DutiesTrains internal partners on t

Full-time

USD 118,000.00 - 159,000.00 per year

Sr. Trust Administrator

Hybrid in Frisco, Texas

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Today

Trust Administrator The Sr. Trust Administrator serves as subject matter expert on fiduciary matters and high net-worth client specific issues focused on growth, retention and client satisfaction communicating with clients, agencies, advisors, and other partners on the laws and options concerning trusts and estate matters. Key Responsibilities and DutiesFocuses on administering and growing Trust, Investment Agency and Custody accounts for our high net-worth clients and serves as an SME.Participa

Full-time

USD 81,400.00 - 118,000.00 per year

Enterprise Architect

Plano, Texas

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Today

It\'s an exciting time to join Fisher Investments! We\'re continuing to invest in the future of our firm\'s technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight-knit teamwork. We help support our firm\'s diverse businesses, and we are excited to continue solidifying that foundation as we add more accomplished technologist

Full-time

Senior Trading Analyst

Dallas, Texas

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17d ago

Full-time

USD 79,000.00 - 107,000.00 per year

Senior Business Analyst, Growth Operations Reporting & Analytics

Dallas, Texas

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Today

Job Description The Senior Business Analyst will support Cetera by aggregating data from disparate enterprise sources, build advanced financial models, and deliver insights that spearhead growth initiatives, advanced analytics, and operational efficiencies in support of the Head of Growth Operations and the broader Growth Organization. This analyst will sit at the intersection of business strategy and modern data/AI tooling - leveraging financial modeling, data analytics, agentic development on

Full-time

USD 75,000.00 - 105,000.00 per year

Advisor Support Representative

Dallas, Texas

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6d ago

Full-time

USD 54,000.00 - 71,000.00 per year

Senior Growth Strategy Analyst

Dallas, Texas

•

Today

Job Description The Senior Growth Strategy Analyst will aggregate data from disparate enterprise sources, build advanced financial models, and deliver insights that spearhead growth initiatives, advanced analytics, and operational efficiencies in support of the Head of Growth Operations and the broader Growth Organization. This analyst will sit at the intersection of business strategy and modern data/AI tooling - leveraging agentic development on Snowflake, Claude, and Microsoft Copilot Studio,

Full-time

USD 106,000.00 - 141,000.00 per year

Enterprise Testing and Deployment Consultant

Hybrid in Irving, Texas

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17d ago

Title: Enterprise Testing and Deployment Consultant Location: Hybrid 3 days a week in Irving, TX ResponsibilitiesOwn review of the Project Scope document (PTS) and Project Feature document (Confluence) to determine whether End-to-End (ETE) testing is required.Where ETE testing is required, schedule and lead alignment conversations with Business Analysts and the Business Sponsor to build shared understanding of ETE scenarios and identify all impacted teams early.Bring testing teams into scenario

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Contract, Third Party

$50 - $65

Senior Product Manager, Portfolio Reporting

Dallas, Texas

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6d ago

Full-time

USD 147,000.00 - 200,000.00 per year

Estate Settlement Manager

Hybrid in Frisco, Texas

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Today

The Lead Trust Administrator is responsible for the administration, retention, and growth of the Trust business by leading a team of Trust Administrators and Trust Specialists that develop and maintain a portfolio of important revenue generating client relationships within the defined affluent and high net worth market segments and/or Estate Settlement providing thought leadership and ultimately a superior customer experience. Develops the Trust Team through practice management including educati

Full-time

USD 120,000.00 - 123,000.00 per year

Senior Java Developer

Addison, Texas

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Today

Job#: 3053363 Job Description: Senior Java Developer Location: Addison, Texas (Onsite) Role Overview This is an opportunity to join a global payments technology team. The role involves developing, enhancing, debugging, and testing software applications that support various business functions within payments technology. The successful candidate will actively support application development and maintenance, participate in system requirements discussions, drive application design, and work with

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Full-time

$55 - $60 per hour

Cyber Defense Analyst VP

Irving, Texas

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Today

Please note: This role is only open to internal candidates who are actively supporting the Foundational Service Technology Organization at the time of application. Overview of the Role: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corpor

Full-time

USD 125,760.00 - 188,640.00 per year

Applications Support Tech Lead Analyst - Vice President

Irving, Texas

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Today

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsib

Full-time

USD 125,760.00 - 188,640.00 per year

Scrum Master

Dallas, Texas

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Today

RESPONSIBILITIES: Kforce has a client in Dallas, TX that is seeking Scrum Masters to support strategic Data & Analytics initiatives across the enterprise. These individuals will partner closely with Product Owners, Data Engineers, Architects, Business Analysts, Governance teams, and business stakeholders to facilitate Agile delivery and enable successful execution of key data transformation programs. Key Responsibilities: * Facilitate all Agile ceremonies including Sprint Planning, Daily Standu

Contract

$55 - $75 hourly

Wealth Management jobs in Dallas, TX, USA