Wealth Management jobs in Plano, TX

Business Analyst (Wealth/Investment Management)

Remote

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7d 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

Easy Apply

Contract

$60 - $70

Asset & Wealth Management - Software Engineering - Associate - Dallas

Dallas, Texas

•

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

Senior Fintech Integration Engineer

Hybrid in Dallas, Texas

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4d 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

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

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

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

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

Product Specialist, Rebalancing

Dallas, Texas

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6d 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

Senior Trading Analyst

Dallas, Texas

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18d ago

Full-time

USD 79,000.00 - 107,000.00 per year

Advisor Support Representative

Dallas, Texas

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7d ago

Full-time

USD 54,000.00 - 71,000.00 per year

Senior Business Analyst, Growth Operations Reporting & Analytics

Dallas, Texas

•

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

2027 Early Talent Internship: Risk & Compliance

Hybrid in Frisco, Texas

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Today

Intern Throughout the intensive 10-week summer program, participants engage in a structured professional development curriculum featuring: Comprehensive training modulesExecutive speaker seriesEducational workshopsMentorship programsCohort-based learning experiences This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, L

Full-time

Compensation information provided in the description

Software Engineer II - Data Engineer/Applied AI (LLMs)

Plano, Texas

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Today

Job Description You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you. As a Data Engineering & Applied AI Software Engineer II at JPMorganChase within the Asset & Wealth Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, yo

Full-time

Senior Growth Strategy Analyst

Dallas, Texas

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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

Sr Lead Software Engineer- Java Back End, AWS

Plano, Texas

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30+d ago

Job Description Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products. As a Senior Lead Software Engineer at JPMorganChase within the Asset & Wealth Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. Drive significant business impact through your capabilities and contributions, and apply d

Full-time

Lead Software Engineer- Java Back End, AWS

Plano, Texas

•

Today

Job Description Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products. As a Lead Software Engineer at JPMorganChase within the Asset & Wealth Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. Drive significant business impact through your capabilities and contributions, and apply deep te

Full-time

Sr Lead Software Engineer- Java Back End, AWS

Plano, Texas

•

Today

Full-time

Senior Director, GCM Product, GCM Transformation

Dallas, Texas

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Today

Requisition ID: 277068 Salary Range: - 12,500.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Senior Director, GCM Product, contributes to defining and executing the product vision, roadmap and delivery strategy for one or mo

Full-time

Wealth Management jobs in Plano, TX, USA