Wealth management jobs in texas

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

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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

Data Engineer (Snowflake, Python, AI/ML Data Pipelines)

Remote

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Today

A leading wealth management technology firm is seeking a Data Engineer to join their growing AI and Data team. This fully remote contract opportunity offers the chance to build modern data solutions leveraging Snowflake, Python, dbt, Airflow, and AI/ML technologies that support enterprise-scale analytics and next-generation AI applications. Candidates who convert to full-time should be in or willing to relocate to one of the organization's hub locations in Atlanta, GA; La Vista, NE; Oakdale, MN;

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Contract

$52 - $60

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

Lead Data Engineer

Remote or Hybrid

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Today

This Senior Cloud Data Engineer will join a team building and supporting a new AWS-based wealth data ingestion platform. The platform receives large vendor data feeds containing brokerage, trust, account, ownership, and transactional information, processes and validates that data, and makes standardized outputs available to downstream enterprise consumers. The environment is heavily AWS-native and currently leverages Python, Lambda, Step Functions, S3, Aurora/Postgres, Terraform, and GitHub Act

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Contract

$90-$00 an hour

Project Manager (Cybersecurity) (100% Remote)

Remote or Birmingham, Alabama

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Yesterday

RESPONSIBILITIES: Kforce has a client that is seeking a Product Manager (Cybersecurity) for a 100% Remote role. Overview: Our client, a large financial services organization, is seeking an experienced IT Security Project Manager to lead and coordinate technology initiatives focused on cybersecurity vulnerability remediation and improving enterprise security posture. This individual will manage approximately 4-5 concurrent projects supporting technology teams across banking, wealth management,

Contract

$70 - $80 hourly

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

Product Owner

Hybrid in Texas City, Texas

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Yesterday

Product Owner - DLTJP00061066 Rate :$48/hr on W2 Level Required for Primary Skill Expert (12+ years of US experience - Minimum 10+ Yrs of US exp required to clear BG) A Product Owner (PO) for corporate finance products owns the day-to-day delivery of finance capabilities within a digital product team, translating business outcomes into a prioritized product backlog and clear user stories. The PO partners with Finance stakeholders, Product Management, Engineering, and Risk/Compliance to refine r

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Full-time

Depends on Experience

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

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 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

Staff Product Designer

Remote

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Today

Staff Product Designer, Internal tools REMOTE Direct Hire 20% fee Up to $200K yearly Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. To achieve this, we leverage a "human-plus-tech" approach, combi

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Full-time

USD 175,000.00 - 200,000.00 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

Policy & Procedure Documentation Specialist

Remote

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Today

Description: Remote Our client seeks a senior technical writer responsible for policy documentation supporting the enterprise risk framework and management within the Canadian Wealth business segment. The specialist will develop, maintain, and enhance policies, procedures, standards, work instructions, and related governance documentation. The role will partner with stakeholders, subject matter experts, risk and compliance teams, and operational leaders to ensure documentation is accurate, com

Full-time

Data Integrations Lead

Houston, Texas

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Today

wealth management / bridge between business and tech This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $150,000 - $175,000 per year A bit about us: We're a growing wealth management organization that partners with advisory firms nationwide, providing the technology, infrastructure, and operational support to help them thrive while preserving their client-first culture. As new firms join us, we're

Full-time

USD 150,000.00 - 175,000.00 per year

Data Integrations Lead

Sunset Valley, Texas

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Today

Full-time

USD 150,000.00 - 175,000.00 per year

Senior ServiceNow Administrator

Remote or St. Louis, Missouri

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Today

Job Description Summary: The Senior ServiceNow Administrator serves as a platform subject matter expert, leading complex administrative initiatives and mentoring junior administrators. This role focuses on platform optimization, governance, stability, and scalability. Job Description: Primary Responsibilities Design and implement scalable administrative and configuration solutionsLead platform upgrades, performance tuning, and health initiativesDefine and enforce configuration standards and gu

Full-time

USD 100,000.00 - 115,000.00 per year

Senior Trading Analyst

Dallas, Texas

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18d ago

Full-time

USD 79,000.00 - 107,000.00 per year

Wealth management jobs in Texas, USA