CO-OP Financial Services jobs in Fort Worth, TX - 13027 jobs
Executive Assistant for CEO Team
Q Investments 4.1
Fort Worth, TX job
The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must.
Base plus bonus (with full benefits) competitive with market and depending on experience.
Responsibilities will include:
Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions
Extensive experience scheduling & managing private air travel
Managing vendors and serving as a liaison
Researching and developing new ideas and projects
Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well.
The successful candidate will:
5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise
Be incredibly organized and detail oriented
About The Q Family Office
Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable.
#J-18808-Ljbffr
$96k-127k yearly est. 4d ago
Senior Information Technology Auditor
SNI Financial 4.2
Dallas, TX job
SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position!
This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial.
This position will include a structured path for growth, excellent benefits, and a competitive compensation package.
In order to be considered for this opportunity, you must have the following:
3+ years' experience within IT audit or risk assessment
Having an active, or near completed CISA, CIA, or CISM certification
Previous experience working within a national and public firm
Strong communication and collaboration skills
If you meet the requirements above and are looking to learn more, please apply with an updated resume.
$85k-114k yearly est. 3d ago
Technical Documentation Specialist
Source One Technical Solutions 4.3
Fort Worth, TX job
Top 3 must-have skill sets:
Excellent written and verbal communication in English.
Proficient in Microsoft Office suite.
Prior experience with SAP is a plus.
MBR Preparation & Scanning
Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed).
Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality.
Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness.
Records Control & Retrieval
Manage secure storage and access permissions for scanned and physical MBRs.
Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs
Track requests, turnaround times, and document issuance/return to maintain chain-of-custody.
Compliance & Data Integrity
Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times.
Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability.
Support audits/inspections by preparing document packs, access lists, and evidence of control.
Physical & Inventory Controls
Maintain organized physical archives; perform periodic inventory and reconciliation of records.
Required Qualifications:
High school diploma or equivalent; some college or vocational training preferred.
1-3 years of experience in document control, records management, or manufacturing operations.
Familiarity with GxP/GDP and SOP-driven environments.
Proficiency with scanners and document management systems
Strong attention to detail, accuracy, and time management
$26k-36k yearly est. 2d ago
Truck Driver Regional
21St. Century Personnel 3.2
Dallas, TX job
Class A Regional Truck Driver $4000 new driver bonus Drivers will be delivering reefer (drop and hook/no touch) freight to the following areas: TX, OK, MO, IL and KS EXPERIENCE REQUIREMENTS:
Must have 12 full months of recent solo verifiable OTR driving experience with some prior reefer experience. Must also have a good MVR, stable work history and be able to pass all DOT required testing.
Drivers are out for 5-6 days and home for 2 full days during the week. There may be some occasional weekend home time.
2300-2500 MPW
Drivers will operate newer automatic sleeper trucks with BRAND NEW 2023 53 ft. reefer trailers. All trucks are equipped with co-pilot and GPS navigation systems.
Freight will include: meats, frozen packaged foods, dairy products or pharmaceuticals.
$1350 - $1500 average weekly pay
.56-.57 CPM (based on experience)
Quarterly $250 safety bonus
Monthly and yearly productivity bonuses
Layover ($150), detention ($20) and breakdown pay ($150)
Great benefit package at 90 days including: medical, dental, vision, PTO, paid holidays, 15k in life insurance, short/long term disability, accident/critical illness insurances and 401k retirement with company match.
Pet policy and rider policy
2 day orientation in Grand Prairie. All meals included. Gift card given at orientation. Additional compensation given after orientation.
$1.4k-1.5k weekly 1d ago
Customer Service Representative
Tata Consultancy Services 4.3
Plano, TX job
The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections.
CSAT measurement & improvement:
Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions.
Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership.
Stakeholder collaboration
Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly.
Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences.
Compliance & documentation
Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record.
Outcomes & KPIs (program‑aligned)
Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”)
First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks.
Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents.
Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards.
Qualifications:
2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes.
Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders.
Experience with ticketing/CRM tools and structured survey/feedback collection.
Salary Range: $40,000 - $55,000 per year
$40k-55k yearly 3d ago
FS Insurance Management Consultant - Director
Price Waterhouse Coopers 4.5
Dallas, TX job
At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. Those in customer service at PwC will specialise in improving customer service operations and enhancing customer experiences. You will work closely with clients to analyse customer service processes, identify pain points, and develop strategies to optimise service delivery, increase customer satisfaction, and drive loyalty. Working in this area, you will provide guidance on implementing customer service technologies, designing service models, and developing customer‑centric service cultures.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Lead in line with our values and brand.
Develop new ideas, solutions, and structures; drive thought leadership.
Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
Balance long‑term, short‑term, detail‑oriented, and big picture thinking.
Make strategic choices and drive change by addressing system‑level enablers.
Promote technological advances, creating an environment where people and technology thrive together.
Identify gaps in the market and convert opportunities to success for the Firm.
Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Operations Consulting team you are expected to direct efforts in Insurance operations management, including operationalizing business strategies and transforming the supply chain functions from product development through supply chain, manufacturing, distribution, and product service/support. As a Director you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive‑level client relations. This role involves facilitating people, process, and technology changes for Insurance clients and creating trusted and collaborative relationships with team members.
Responsibilities
Direct efforts in Insurance operations management
Transform process functions from product development to support
Facilitate people, process, and technology changes
Create trusted and collaborative relationships with clients
Maintain executive‑level client relations
Lead business development and client engagement efforts
Oversee multiple projects and make impactful decisions
Mentor and develop team members
What You Must Have
Bachelor's Degree
15 years of combined experience in Consulting and the Insurance industry
What Sets You Apart
Preferred fields of study: Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research
Directing efforts in Insurance operations management
Facilitating people, process, and technology changes for Insurance clients
Creating trusted and collaborative relationships with team members
Delivering significant business results through strategic and creative thinking
Managing and conducting quantitative and qualitative benchmarking
Communicating effectively in written and oral formats
Managing resource requirements, project workflow, and budgets
Developing Insurance thought leadership and operational consulting approaches
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
#J-18808-Ljbffr
$131k-169k yearly est. 4d ago
Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
#J-18808-Ljbffr
$58k-118k yearly est. 5d ago
Operations Analyst for Private Equity Team
Q Investments 4.1
Fort Worth, TX job
PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role.
If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level.
Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed.
About Q Family Office:
Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
About PHI Group:
Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment.
Position Description:
Provide analytical, forecasting, reporting, and project support to the CFO for the businesses.
Produce reports, which include key metrics, financial results, and variance analysis.
Assist in identifying opportunities for performance improvement across the organization.
Assist in analyzing M&A opportunities and evaluate new lines of business.
Develop models that help with decision-making.
Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments
Requirements:
Recent graduate with an interest in financial operations and management
Highly proficient Excel modeling capabilities
Partial VBA experience
Excellent academic credentials
Successful candidates must possess US employment authorization to work.
Must be able to commit to the position for at least three years.
About Scott McCarty:
Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc.
Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
$55k-82k yearly est. 1d ago
Centralized Franchise Trainer
Hana Group Us 4.3
Irving, TX job
About Hana Group
Hana Group is a global leader in ready-to-eat Pan-Asian cuisine, bringing fresh, chef-crafted sushi and Asian-inspired dishes to customers through our in-store kiosks and food service operations. With a presence in major grocery retailers across the U.S., we're committed to delivering high-quality food that's convenient, delicious, and prepared with care. Our culinary teams operate with a passion for food and a dedication to service that drives every customer interaction.
Our Culture
At Hana Group, we believe our people are the heart of our success. We're proud to foster a diverse and inclusive work environment where team members feel empowered, supported, and inspired to grow. Whether you're rolling sushi, managing a kiosk, or supporting operations behind the scenes, your work makes a real impact on the customer experience and the company's success. We invest in our employees through hands-on training, leadership development, and clear pathways for career advancement.
Why Join Us
Joining Hana Group means being part of a fast-paced, entrepreneurial company that's transforming the way people eat. We operate with a focus on food safety, operational excellence, and customer satisfaction, while never losing sight of the people who make it all happen. If you're passionate about food, thrive in dynamic environments, and want to be part of a company that's growing across the U.S., Hana Group could be the perfect fit for you.
Job Description
The Centralized Franchise Trainer is responsible for delivering comprehensive onboarding and operational training to new franchisees, ensuring alignment with the company's brand standards, operational procedures, and culinary excellence. This role plays a critical part in maintaining consistency across all franchise locations by equipping franchisees with the knowledge and skills necessary to successfully operate within the company's framework, with a strong emphasis on sushi and pan-Asian cuisine preparation.
Key Competencies:
Organization & Time Management, Communication & Interpersonal Skills, Attention to Detail, Adaptability to Adapt Training Style to Diverse Learning Needs, Technology Proficiency, Strong Facilitation and Presentation Skills, Culinary Expertise, Cultural Sensitivity and Inclusivity
Duties and Responsibilities:
Conduct in-person training sessions for new franchisees on company policies, operational procedures, and food preparation techniques
Update and maintain training materials, manuals, and SOPs in collaboration with culinary and operations teams
Ensure franchisees understand and can execute recipes, food safety protocols, and customer service standards
Evaluate trainee performance and provide feedback and coaching to ensure readiness for launch
Partner with cross-functional teams (e.g., Operations, Culinary, HR) to ensure training content reflects current practices and business goals
Monitor post-training performance and provide ongoing support as needed
Maintain training records and report on training effectiveness and franchisee readiness.
This describes the general duties and responsibilities for the position. Other duties may be assigned as needed.
Qualifications
Bachelor's degree in Hospitality, Culinary Arts, Business, or related field (or equivalent experience)
3+ years of experience in training, preferably in a franchise or food service environment
Culinary background with hands-on experience in sushi and pan-Asian cuisine
Experience with Learning Management Systems (LMS) and digital training tools is a plus
Willingness to travel to franchise locations as needed
This position is required to be In-Office five days a week (Monday - Friday)
Additional Information
Hana Group North America is an Equal Opportunity Employer
Salary: $75,000 - $80,000 USD Annually
$75k-80k yearly 3d ago
Director, U.S. Deputy CISO
Scotiabank 4.9
Dallas, TX job
Select how often (in days) to receive an alert:
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.
Global Banking and Markets
Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Purpose
The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
What You'll Do
Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise.
Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies.
Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams.
Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators.
Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling.
Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems.
Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities.
Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned.
Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans.
Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits.
Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders.
Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary.
Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners.
Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations.
Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups.
Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally.
Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions.
Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO.
Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Scope includes compliance with information security regulations, user education and access, and cybersecurity.
Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions.
Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations.
Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future.
Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions.
Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team.
Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
What You'll Bring
Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management).
Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential.
Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset.
Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected.
Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills.
Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable.
Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC).
Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP.
Interested?
If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
#DALLAS
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
#J-18808-Ljbffr
$105k-131k yearly est. 5d ago
US Deputy CISO - Technology Risk & Cyber Security Leader
Scotiabank 4.9
Dallas, TX job
A leading American financial institution is seeking a US Deputy Chief Information Security Officer in Dallas, Texas. The role involves supporting the MD & US CISO in building technology risk controls and collaborating with senior executives across different departments. Suitable candidates should possess over 10 years of experience in technology risk management, excellent communication skills, and a relevant advanced degree. This position promotes a strong risk culture and aims to ensure compliance with security policies and regulations.
#J-18808-Ljbffr
$99k-120k yearly est. 5d ago
Commercial Relationship and Servicing Supervisor
Countryplace Mortgage 3.6
Plano, TX job
ABOUT THE ROLE
CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, manufacturing partners, auditors, and vendors.
This position combines high-level commercial account servicing responsibilities with strategic business relationship functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilities.
ESSENTIAL DUTIES & RESPONSIBILITIES
Strategically engage with factories and dealers to manage high-value commitments
Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalability
Identify operational gaps and lead resolution efforts through process redesign and documentation
Develop and maintain SOPs, training guides, and workflow documentation
Monitor KPIs and operational metrics, presenting insights and recommendations to leadership
Lead cross-functional initiatives to align commercial lending operations with broader business goals
Champion system enhancements and automation opportunities, including Solifi optimization
Support internal audits and compliance reviews, ensuring adherence to regulatory and company standards
Serve as a liaison between account management and underwriting to ensure process alignment
Oversee and approve complex invoice and MCO transactions with minimal oversight
Analyze credit line utilization trends and advise on optimization strategies
Lead reconciliation of monthly billing statements and ensure financial accuracy
Facilitate payment processing and troubleshoot exceptions
Coordinate third-party inventory inspections and lead resolution of audit discrepancies
Perform payoff workflows, ensuring compliance and timely document delivery
Lead onboarding for new dealers, delivering expert-level training and support
Review and authorize pending orders, applying advanced credit and curtailment analysis
Ensure accurate and timely data entry into Solifi for approved orders
Provide strategic payoff guidance to dealers and third-party lenders
Perform document distribution upon loan payoff
Implement delinquency management strategies and lead recovery efforts
Partner with underwriting to assess and recommend credit line adjustments
Manage Help Scout communications and ensure timely resolution of escalated issues
Foster long-term dealer and supplier relationships, acting as a strategic consultant
Audit inspection reports and lead resolution of complex unit discrepancies
Lead financial documentation collection for annual reviews, ensuring compliance and completeness
Draft and execute formal collection communications, supporting legal and credit recovery efforts
Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excellence
Mentor peers and junior Account Managers on best practices and process adherence
Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-making
Collaborate with the CPM Business Relationship Managers and CPM Retail Sales team to process and route for approval dealer eligibility for retail financing programs
POSITION REQUIREMENTS, CAPABILITIES & SKILLS
Strategic, self-directed, and highly accountable
Excellent interpersonal skills and ability to build rapport across diverse teams and clients
Proven ability to design and manage complex operational processes
Exceptional interpersonal and leadership skills
Mastery of written, verbal, and presentation communication
Bilingual proficiency preferred
Expert-level proficiency in Solifi preferred
Proven ability to manage high-risk accounts and complex collections
Consultative approach to client service, balancing business goals with relationship management
Comfortable presenting to senior leadership, with the ability to translate operational data into actionable insights
MINIMUM QUALIFICATIONS
Bachelor's degree required, in Finance, Accounting, or Business
3+ years of commercial loan servicing in manufactured housing, auto, RV, or marine
OR
5+ years of commercial loan servicing in finance or banking
Advanced spelling and grammar skills
Working knowledge on applicable computer software systems to include Microsoft Office and internal software
WE OFFER
Competitive Salary
Medical/Dental/Vision Insurance
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
$50k-75k yearly est. 4d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs.
#J-18808-Ljbffr
$54k-88k yearly est. 5d ago
Project Manager
Allegiance Group 4.4
Dallas, TX job
Job Title: Project Manager
Salary: Up to $140,000 + Benefits
We are a well-established commercial general contractor delivering high-quality, ground-up construction projects across the commercial sector. With a strong pipeline of work in retail, industrial, and healthcare, the business is known for taking on complex, high-value developments and delivering them to a consistently high standard.
Due to continued growth, we are seeking an experienced Project Manager to join the team in Dallas. This role will suit someone from a solid commercial construction background who is comfortable owning projects end-to-end and managing multiple stakeholders.
The Role
As Project Manager, you will be responsible for managing 1-2 ground-up commercial projects at a time, typically valued at $10m+, with $30m projects being the core focus. You will oversee the full project lifecycle from pre-construction through to final handover.
Key Responsibilities
Manage ground-up commercial construction projects from pre-construction through completion
Take full ownership of programme, budget, quality, and safety
Coordinate subcontractors, suppliers, and internal project teams
Work closely with clients, consultants, and inspectors to ensure smooth project delivery
Lead project meetings and provide accurate reporting on cost, schedule, and risk
Ensure projects are delivered on time, within budget, and to contractual standards
Requirements
Proven experience as a Project Manager within commercial construction
Background delivering ground-up projects in retail, industrial, and/or healthcare
Experience managing projects $10m+ in value, ideally with exposure around the $30m range
Strong understanding of construction means and methods
Excellent leadership, communication, and organizational skills
Ability to manage multiple priorities across 1-2 concurrent projects
This is a strong opportunity to join a respected commercial contractor with consistent work, high-value projects, and a stable presence in the Dallas market.
$140k yearly 5d ago
Service Dispatcher Coordinator
Malin 3.1
Addison, TX job
Malin is a leading provider of forklift repair and maintenance services. We are dedicated to ensuring our customers' equipment operates efficiently and safely. We are seeking a highly organized and proactive Field Service Coordinator to join our team and organize field service operations.
Job Summary:The Field Service Coordinator will be responsible for scheduling and dispatching technicians to various job sites to perform maintenance and repairs on forklifts. This role requires excellent communication skills, attention to detail, and the ability to manage multiple tasks simultaneously.
Key Responsibilities:
Schedule and dispatch technicians to job sites based on priority and availability.
Communicate with customers to confirm service appointments and provide updates on technician arrival times.
Monitor technician progress and provide support as needed to ensure timely completion of work.
Maintain accurate records of service calls, technician assignments, and job status.
Coordinate with the parts department to ensure technicians have the necessary parts and tools for each job.
Handle emergency service requests and adjust schedules as needed to accommodate urgent repairs.
Use GPS technology to locate and track technicians in the field.
Provide excellent customer service by addressing customer inquiries and resolving issues promptly.
Collaborate with the service manager to optimize technician routes and improve efficiency.
Qualifications:
High school diploma or equivalent; additional education or training in logistics or a related field is a plus.
Previous experience in dispatching or coordinating field service operations, preferably in the forklift or heavy equipment industry.
Strong organizational and multitasking skills.
Excellent communication and interpersonal skills.
Proficiency in using dispatch software and other computer applications.
Ability to work under pressure and handle emergency situations effectively.
Knowledge of forklift repair and maintenance is an advantage.
Benefits:
Competitive hourly rate
Health, dental, and vision insurance after 30 days
Paid time off after 90 days
Paid holidays
Eligible to participate in 401k on day 1
Opportunities for professional development and advancement
$25k-30k yearly est. 4d ago
Lead Software Engineer, Back End
Capital One 4.7
Plano, TX job
Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and disruptors, who love to solve real problems and meet real customer needs. We are seeking Back End Software Engineers who are passionate about marrying data with emerging technologies. As a Capital One Software Engineer, you'll have the opportunity to be on the forefront of driving a major transformation within Capital One.
What You'll Do:
Lead a portfolio of diverse technology projects and a team of developers with deep experience in distributed microservices, and full stack systems to create solutions that help meet regulatory needs for the company
Share your passion for staying on top of tech trends, experimenting with and learning new technologies, participating in internal & external technology communities, mentoring other members of the engineering community, and from time to time, be asked to code or evaluate code
Collaborate with digital product managers, and deliver robust cloud-based solutions that drive powerful experiences to help millions of Americans achieve financial empowerment
Utilize programming languages like Java, Python, SQL, Node, Go, and Scala, Open Source RDBMS and NoSQL databases, Container Orchestration services including Docker and Kubernetes, and a variety of AWS tools and services
Basic Qualifications:
Bachelor's Degree
At least 4 years of professional software engineering experience (Internship experience does not apply)
At least 1 year experience with cloud computing (AWS, Microsoft Azure, Google Cloud)
Preferred Qualifications:
Master's Degree
7+ years of experience in at least one of the following: Java, Scala, Python, Go, or Node.js
2+ years of experience with AWS, GCP, Azure, or another cloud service
4+ years of experience in open source frameworks
1+ years of people management experience
2+ years of experience in Agile practices
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $193,400 - $220,700 for Lead Software Engineer
Plano, TX: $175,800 - $200,700 for Lead Software Engineer
Richmond, VA: $175,800 - $200,700 for Lead Software Engineer
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$193.4k-220.7k yearly 2d ago
Business Development Representative II - Payments - Senior Associate
Jpmorgan Chase 4.8
Plano, TX job
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
**Job Responsibilities**
+ Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry
+ Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm
+ Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client
+ Acquire deep knowledge of company's products and pricing to facilitate sales efforts
+ Negotiate with clients to price products and services competitively while generating revenue
+ Maintain sales records and prepare sales reports as required
+ Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions
+ Develop a vertical market expertise and become industry expert
+ Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations
**Required qualifications, capabilities and skills**
+ Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment
+ Demonstrate critical thinking and problem solving skills
+ Demonstrate ability to build positive interpersonal relationships with business owners
+ Demonstrate ability to prioritize and focus on multiple initiatives
+ Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products
+ Travel to clients and/or attend Trade-shows
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree
+ Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$82k-110k yearly est. 41d ago
Fraud Analyst I
Third Coast Bank 4.1
Dallas, TX job
Job Description
The position is responsible for identifying areas of concern and creating workflows/ reports to mitigate fraud. Must be able to work with outside resources and internal partners on an ongoing basis. Must have a minimum of 2 years in bank fraud.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must have advanced computer skills
Must have excellent organizational skills
Must have excellent communication skills
Will have regular communication with Bank attorney, bank officers, bank customers and management.
Fraud Analyst is responsible for the following tasks:
Must have 2 years of bank fraud knowledge.
Must have extensive knowledge of fraud typologies.
Handle inbound calls and outbound calls regarding usual or suspicious activity.
Must be able to review fraud reported internally and through our transaction monitoring system.
Must be able to communicate and collaborate with internal partners on fraud identifications and mitigations.
Must be able to work under pressure.
Must be able to communicate with bank clients regarding potential and actual fraud perpetrated on their account and how to avoid fraud in the future.
Must have or be willing to obtain certifications in Fraud.
Performs all other duties as assigned.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
Travel is expected for this position.
Education and Experience:
Bachelor's degree preferred; minimum of two (2) years banking/bank fraud experience, related experience and/or training; or the equivalent combination of education and experience. Work-related experience should consist of a financial institution background. Educational experience, through in-house training sessions, formal school, or financial industry related curriculum, should be business or financial industry related.
Experience in branch operation activities, terminology and products and services.
Knowledge of Windows, Microsoft Office, Internet access or the equivalent is required.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Advanced Computer skills including Word, Excel and Power Point as well as other software used by the bank
Intermediate typing skills to meet production needs of the position.
Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Effective organizational and time management skills.
Ability to handle multiple tasks simultaneously in a diverse and growth-oriented environment.
Ability to work without supervision while performing duties.
Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities.
WHO WE ARE Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood's client-first approach has fostered strong, long-term client relationships due to our unwavering commitment to delivering bespoke investment strategies with a vehicle-optimized approach, exceptional counsel and unparalleled client service. Our flexible and agile approach to investing allows us to adapt to constantly changing markets, while continually seeking innovative strategies that meet our investors' short and long-term needs.
Our team at Westwood comes from varied backgrounds and life experiences, which reflects our origins as a woman-founded firm. We are committed to incorporating diverse insights and knowledge into all aspects of our services and solutions. Our culture and approach to our business reflect our core values-integrity, reliability, responsiveness, adaptability, flexibility and collaboration-and underpin our constant pursuit of excellence. For more information on Westwood, please visit westwoodgroup.com. Based in Dallas, Westwood also maintains offices in Chicago and Houston.
ABOUT THE ROLE
The Director, Investor Relations (Alternative Investments) is a member of the Westwood Alternatives Operations team focused on supporting the Westwood Alternatives Investment Platform and delivering best-in-class service to our key internal and external stakeholders. The ideal candidate will manage the buildout and strategically focus on the continual improvement of our institutional investor relations program, provide best-in-class client service to prospective and existing investors, and will be a key member of the team in its early stages of institutionalization.
A DAY IN THE LIFE
Investor Communications
* Serve as a primary liaison for investors, ensuring timely, exceptionally accurate, and transparent communication
* Oversee communication to stakeholders with regards to critical processes, including individual investor calls, quarterly update meetings/calls, and annual meetings
* Manage protocols related to key deliverables, including investor letters, fund commentaries, and ad hoc reports, in collaboration with the Investment team and other members of the Operations team
Fund Launches & Marketing
* Lead launch logistics from an investor relations perspective, including reviewing and/or drafting initial marketing collateral
* Collaborate with the Distribution team to help meet the needs of prospective clients
* Manage the completion of prospective and existing investor DDQs, RFPs, etc.
* Partner with internal marketing team to enhance brand visibility
Data Management
* Oversee investor relations data in internal systems (e.g., IRM, CRM) and other files to ensure it remains up-to-date and exceptionally accurate
* Develop and deliver internal reporting and metrics related to investor relations data
* Manage processes surrounding the maintenance of investment vehicle information on key third party databases (e.g., Preqin, Pitchbook)
* Ensure investor relations data in internal systems (e.g., IRM, CRM) and other files is up-to-date and exceptionally accurate
Event & Conference Management
* Plan and execute investor events, conferences, and networking engagements (e.g., annual investor meetings, Advisory Board meetings)
* Represent the firm at industry events and maintain a strong presence in the alternative investment industry
Cross-Functional
* Collaborate with the Westwood Alternatives Operations team to incorporate best-in-class processes and innovative technology across the team
* Develop strong relationships with key service providers, including fund administrators and systems vendors
* Ensure key documents, materials, and events are managed in compliance with regulatory requirements and Westwood Legal & Compliance guidelines
* Draft and maintain procedure documentation for critical activities and controls
* Assist with requests from key internal stakeholders, including the Investment team, Distribution team, and Legal & Compliance team
* Undertake special projects, as requested
WHAT YOU'LL NEED
Minimum Education Required
* Bachelor's degree in accounting, finance, economics or related field with a strong record of academic success.
Licenses/Certifications Required
* CFA, MBA, and/or CAIA preferred (or a desire to pursue them is a plus)
Minimum Specific Experience Required
* 8+ years of experience in investor relations / client service, ideally at an institutional-caliber investment management firm (e.g., private equity fund, hedge fund, E&F, family office)
* Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
* Must have unrestricted authorization to work in the USA. No visa sponsorship is available.
WHO YOU ARE
* High level of integrity and professionalism
* Strong willingness and desire to learn and grow
* Knowledge of U.S. generally accepted accounting principles, particularly investment fund accounting
* Superior orientation to detail and accuracy
* Robust and demonstrated quantitative and critical thinking skills
* Excellent organizational and multi-tasking capabilities
* Resourcefulness and ability to work effectively under pressure
* Demonstrated ability to be proactive and self-motivated
* Strong interpersonal skills and ability to work well in a team-oriented, collaborative environment
* Effective listening, verbal, and written communication skills
* High degree of proficiency with the Microsoft Suite of products, particularly Excel, Word, and PowerPoint
JOB SPECIFICATIONS
Physical Demands
* The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
Travel
* This position requires