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DTCC jobs in Dallas, TX - 235 jobs

  • Executive Assistant

    DTCC 4.9company rating

    DTCC job in Dallas, TX

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: * Competitive compensation, including base pay and annual incentive * Comprehensive health and life insurance and well-being benefits, based on location * Pension / Retirement benefits * Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. * DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Executive Assistant (EA) enables the team's achievement of their strategic priorities by providing general administrative and secretarial support, project management, analytics and coordination across business lines to the MD and their team. This requires good judgement, strong interpersonal, organizational, and time management skills, as well as a strong attention to detail and a high level of accuracy. The EA will regularly interface with partners, other department leaders, business leaders and colleagues across the firm. The EA must be personable, professional, flexible and able to maintain a high degree of confidentiality. Your Primary Responsibilities: * Support Executive by managing day-to-day matters including, but not limited to, preparing and coordinating communications, taking meeting minutes, complex calendar management, meeting logistics for internal and external appointments, travel arrangements, expense reporting, facilitating changes to daily events as necessary, tracking and helping drive completion of key deliverables and following up on outstanding items by acting as a liaison for direct reports. * Proficiency with Word, Excel and PowerPoint to create, edit, format and proofread letters, presentations, surveys, emails, reports and other documents as vital. Use of Excel for reporting and analytics. * Develop and maintain working relationships with other departments. * Coordinating global meetings, such as Town Hall meetings involving all stages of planning and execution including logistics (whether in person, via telepresence or conference calls), document and agenda preparation, conference rooms, AV needs, mitigating issues, and partnering with departments to bring together best-in-class execution of events while collaborating on and contributing to developing overall event experience. * Participate in special projects and other duties as assigned * Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: * Bachelor's or Associate degree preferred * At least 5 years of experience supporting C-Suite executive(s) and/or senior management in a fast pace, mid-to-large sized legal or other professional services organization. Talents Needed for Success: * Strong proficiency with Microsoft Office skills * Strong written and verbal communication skills * Looking for a self-starter who can self-initiate tasks and follow through * Ability to work seamlessly in a virtual environment and across globally distributed teams. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation
    $54k-71k yearly est. 6d ago
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  • Cybersecurity Standards and Design Oversight Intern [2026 Internship Program]

    DTCC 4.9company rating

    DTCC job in Dallas, TX

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. About our Internship Program: The Summer Internship Program is a unique and challenging 10-week experience for diverse, talented, high-performing individuals interested in different aspects of the financial and technology industry. Contingent upon business needs, performance and completion of degree, our internship serves as a pipeline to our full-time early-career program EDGE. What to expect as a DTCC Intern: * Access to senior leaders * Workshops for skill-building and career development * Participation in employee resource groups * Team volunteering with local charities * A sense of community * Assigned a mentor throughout the summer * A flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: As part of the Cyber Security Risk Office (CSRO), you will contribute to DTCC's mission of safeguarding critical information assets by supporting initiatives that strengthen our security posture, including the following: * Accelerate priority work in AI risk evaluation and assessment, including developing frameworks for identifying and mitigating emerging AI-related threats. * Deliver tangible outputs such as risk assessment artifacts, supporting documentation for AI governance, and analysis to inform oversight dashboards. * Strengthen our early-career pipeline for security design and oversight talent. Operating Model: You will work under established Cyber Security Standards & Design Oversight (CSSDO) guardrails, paired with a mentor for weekly check-ins and structured deliverables. Your Primary Responsibilities: * Assist with AI risk analysis, contribute to evaluation of AI-driven systems, and support compliance documentation for AI governance. * Act as the first point of contact for low-risk infrastructure security findings and perform preliminary technical assessments. * Support documentation efforts for assigned projects and assist in maintaining team documentation related to cloud design oversight. * Conduct research on baseline configurations for cloud services and collaborate with requesters during the baseline review process. * Participate in early-stage stakeholder engagements, including design oversight consultations and request triaging. * NOTE: The Primary Responsibilities of this role are not limited to the details above. * Selection and Program Timeline: (timing may vary) * August - October 2025: Applications open * October - December 2025: Interview and Selection process * January - May 2026: Early engagement and onboarding process * June 2026: Start of program Qualifications: * Candidates must be working towards a bachelor's degree in the following curriculums: Business, Cybersecurity, Computer Science, MIS, Technology Management, or any other related field * Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future) * Candidates must have minimum of a 3.2 GPA to be considered Talents Needed for Success: * Must demonstrate superior analytical and communication skills * Strong interest in the financial services industry, with previous internship experience a plus * Analytical, problem-solving, and decision-making skills * Solid communication, negotiation, and relationship management skill * Knowledge of Excel including pivot tables, charts, and dashboards The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $62k-82k yearly est. 60d+ ago
  • Accounting Manager Advisory Services

    Itc Worldwide 4.7company rating

    Dallas, TX job

    Advisory Practice ITC Worldwide Advisory Practice is a strategic consulting division of ITC Dynamics365, delivering high-impact advisory services across financial transformation, risk management, compliance, and digital finance. We empower organizations to navigate complex regulatory environments and optimize financial performance through data-driven insights and global best practices. --- Role Overview As an Audit Manager, you will lead assurance and advisory engagements, manage client relationships, and provide strategic insights that support financial integrity and operational excellence. You will work closely with cross-functional teams to deliver tailored solutions aligned with client goals and regulatory standards. --- Key Responsibilities · Lead and manage audit and advisory engagements from planning to completion. · Develop audit strategies and execute complex audit procedures in compliance with international standards. · Provide advisory support on financial reporting, internal controls, and risk management. · Supervise, mentor, and develop junior staff, fostering a culture of continuous learning. · Maintain strong client relationships and ensure high-quality deliverables. · Identify and communicate audit findings and recommendations to senior stakeholders. · Stay updated on IFRS, ISA, and local regulatory changes impacting clients. · Collaborate with ITCs digital transformation teams to integrate technology into audit processes. --- What We Are Looking For Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Heres what were looking for in our ideal candidate: · ACA or ACCA qualified or equivalent. · Previous experience of carrying out Assurance-related tasks within a professional services firm, ideally at Manager grade. · Proven experience in client handling and in producing high-quality Assurance. · Experience of analytical review approach desirable. --- Skills and Expertise · Strong analytical and problem-solving skills. · Excellent communication and interpersonal abilities. · Proficiency in audit software and Microsoft Dynamics 365 is an advantage. · Ability to manage multiple priorities and meet deadlines. · Leadership and team management capabilities. · High ethical standards and attention to detail. --- Education & Qualifications · Bachelors degree in Accounting, Finance, or a related field. · ACCA qualification (fully qualified). · Additional certifications (e.g., CPA, CISA, CIA) are a plus. --- Career Path (13 Years) · Year 1: Lead mid-sized audit engagements, develop client portfolios, and mentor junior staff. · Year 2: Manage large-scale advisory projects, contribute to business development, and participate in strategic planning. · Year 3: Progress to Senior Manager or Advisory Lead, overseeing multiple teams and driving innovation in audit and advisory services. --- Additional Benefits · Functional Systems Training & Qualification Classes are provided upon acceptance to ensure seamless integration into ITCs advisory and digital platforms. ---
    $85k-119k yearly est. 60d+ ago
  • Global Financial Crimes - Client Escalations and Reporting Coordinator / Director (AVP)

    Morgan Stanley 4.6company rating

    Dallas, TX job

    We are seeking someone to join our team as a Global Financial Crimes (GFC): Client Escalations and Reporting Coordinator. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Director level position within GFC and be part of a team that focuses on AML and other financial crime related obligations associated with the Firm's Wealth Management (WM) and U.S. Banks coverage team. The Client Escalations and Reporting Coordinator reports to the Head of WM and Bank Program Management and Strategy, Executive Director. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. In Global Financial Crimes (GFC), you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. GFC coordinates the day-to-day implementation of the Firm's financial crime prevention efforts, including governance, oversight, and execution of the Firm's Ant-Money Laundering (AML), Sanctions, Anti-Corruption and Government and Political Activities Compliance programs. If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you. What you'll do in the role: Proven experience managing and reviewing client escalations related to financial crime risk, ensuring timely resolution and accurate reporting. Prepare high-quality summary reports and materials for senior governance forums, including Client Escalations Committee, and collaborate with stakeholders across business units to maintain strong risk management practices. Coordinate with internal stakeholders (GFC Investigations, Client Risk Unit, Advisory teams, 1L GFC Risk, and branch personnel) to gather relevant information and provide clear, concise analysis of client escalation cases. Develop and deliver summary reports and presentation materials for senior committees, including the Client Escalations Committee Ensure accuracy, clarity, and timeliness of reporting for senior management and governance forums/committees Act as a subject matter expert on escalation processes and reporting standards Identify opportunities to enhance escalation review processes and reporting frameworks Contribute to policy updates and best practices for escalation management What you'll bring to the role: Bachelor's degree required; advanced degree or professional certification (e.g., CAMS, CFA) preferred 5+ years of experience in financial services, with a focus on compliance, risk management, or financial crimes Strong understanding of AML, sanctions, and financial crime regulations Exceptional analytical, writing, and presentation skills Ability to manage multiple priorities and deliver under tight deadlines; Experience preparing materials for senior governance committees is highly desirable Strategic thinking with attention to detail Strong interpersonal and communication skills Proficiency in Microsoft Office (Excel, PowerPoint, Word) Ability to influence and collaborate across global teams Where you'll be working: This role will require in office attendance 3 days/week from Dallas, Texas location. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $50k-74k yearly est. Auto-Apply 8d ago
  • Chartered Financial Accountant + Business Central Analyst

    Itc Worldwide 4.7company rating

    Dallas, TX job

    Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects. - CFA/CPA/ACCA We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting. This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365. Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting. Characteristics of an ideal candidate include Experience in the successful implementation of an ERP system. Strong background in finance/accounting, project accounting & reporting Proficiency in multi-currency accounting tasks. Familiarity with Project management principles and cost analysis. In-depth knowledge of business processes within organization Ability to take initiative and self-direct assignments to meet objectives. Strong problem-solving skills. Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred. Routine Accounting Tasks General Accounting: Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts Record all accruals, amortization, and depreciation entries Assist in the Annual Audit process. Perform ad hoc projects, such as account analysis, spending analysis, Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly Review and monitor projects to determine both opportunities and risks related to billings and collections Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services Manage consultant invoices and release as appropriate for payment Prepare monthly consultant accruals Coordinate with office leadership to update monthly cash flow Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services Report monthly billing and contract status for office Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others Prepare special project analyses and provide finance support as requested by PICs, PMs and others Recommend and implement agreed process improvements to finance processes Act as an integrated and collaborative member of the finance team Accounts Receivable: Proper storage of all customer billings and related documentation. Collection of past due accounts. Cash application of incoming customer payments. Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold General Finance Duties (a) Weekly (b) PowerBI Reporting (b) Assist with the Finance database, used for commission calculation and gross margin analysis. Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request. Month End Close: This role will assist in the month-end close process. record month end entries in accordance with company and generally accepted accounting policies. Complete account reconciliations. Bank Recs REQUIRED: MB 800 Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications | Microsoft Learn CFA/CPA/ACCA
    $59k-94k yearly est. 60d+ ago
  • Solution Sales Consultant

    Itc Worldwide 4.7company rating

    Dallas, TX job

    ************************** You will be responsible for helping our clients design and execute technology strategies to solve their biggest challenges in manufacturing, supply chain, and operations. This includes working across all levels of our clients organizations and providing expertise on topics such as: Current-State Technology Assessments Business-Aligned Technology Roadmap Development IT Organization and Operating Model Evaluation Build vs. Buy and Software Selection Decisions IT Spend Analysis and Optimization General IT Strategy EXPERIENCE: 5+ years of SaaS sales experience Pricing Excels at creating pricing proposals, negotiating terms and managing the contract process. Credible - Experience selling to a technical and business audience, building trust and mutual respect. Passionate - Think creatively and possess strong interpersonal and communication skills to make complex contractual, technical, and financial details sound simple. Travel - Must be open to travel to meet with clients. Experience building Playbook ; Pipeline
    $90k-115k yearly est. 60d+ ago
  • Payroll Accountant (Part time)

    Itc Worldwide 4.7company rating

    Dallas, TX job

    As a Payroll Accountant, you will be a key player in our Finance & Accounts Division. Your responsibilities will include: Payroll Management: Handling end-to-end payroll processes, ensuring accurate and timely disbursement of salaries. Financial Reporting: Contributing to the preparation and analysis of financial reports, supporting informed decision-making. Compliance: Ensuring compliance with local and international regulations related to payroll and finance activities. Collaboration: Collaborating with cross-functional teams to streamline financial processes and enhance overall efficiency. Qualifications and Skills To excel in this role, you should possess: Educational Background: A degree in finance, accounting, or a related field. Experience: Proven experience in payroll management and financial reporting. Analytical Skills: Strong analytical and problem-solving skills to interpret financial data. Communication: Effective communication skills to collaborate with internal teams and stakeholders. Software Proficiency: Familiarity with relevant accounting and payroll software: GP/AX /NAV (BC) Experience Preferred
    $55k-77k yearly est. 60d+ ago
  • Physical Therapist - Outpatient - License Required

    ITC 4.7company rating

    Dallas, TX job

    ATTENTION: This position requires graduation as a Doctor of Physical Therapy (or equivalent standing) and a state license as a Physical Therapist. Now Hiring: Physical Therapist - Full-Time Outpatient Orthopedics - Private Practice Innovative Therapy Concepts at Texas Orthopedic Associates 8081 Walnut Hill Ln, Suite 1000, Dallas, TX 75231 Have questions? Call or text Jennifer Dahlin at ************ or email **************************** Position Snapshot: We're seeking a full-time Physical Therapist to join the outpatient orthopedic team at Texas Orthopedic Associates in Dallas, TX. Setting: Outpatient Orthopedics - Non-operative and post-op Caseload: Diverse population, ranging from pediatric to senior patients and recreational to high-level athletes New grads welcome! Starting salary for new grads is approximately $70,000, with higher offers for experienced candidates Must be licensed (or license-eligible) as a PT in Texas Why Join Us? You'll be working alongside a dedicated, experienced team in a beautiful, modern clinic that prioritizes clinical excellence and collaborative care. Texas Orthopedic Associates is known for delivering exceptional results for a wide range of orthopedic diagnoses. Clinic Hours & Schedule: Monday-Thursday: 7+8:00am - 4:30pm Friday: 8:00am - 1:00pm No weekends. No holidays. Perks & Benefits: Competitive salary with growth potential Full benefits package - many start on Day 1 Continuing education reimbursement Work-life balance in a positive, therapist-led environment About Innovative Therapy Concepts: Founded in 2006 by Physical Therapist Joe Sapp, Innovative Therapy Concepts (ITC) is a therapist-owned and therapist-driven company. ITC was built on the belief that excellent patient care starts with empowered clinicians. Headquartered in Hawkinsville, GA, ITC continues to raise the bar for what's possible in outpatient therapy. CTN3
    $70k yearly Easy Apply 11d ago
  • Infrastructure Tech Analyst

    Citigroup 4.6company rating

    Irving, TX job

    **FinOps at Citi** is dedicated to the strategic financial management, planning, procurement, and optimization of Citi's global technology infrastructure. We ensure technology is resilient, scalable, fiscally responsible, and aligned with business and regulatory requirements. Our focus spans from procurement through utilization, covering cost management, capacity planning, resource allocation, and operational efficiencies. We drive business intelligence, reporting, and dashboard development, leveraging data analytics and automation to enhance financial decision-making, cost efficiency, innovation, and security across the technology landscape. The **Estate Management Service Delivery** organization comprises sector-aligned Infrastructure Service Delivery (ISD) groups, supporting Technology and Business areas (CTS, SMB/F). Our responsibilities include service quality, application & CMDB hygiene, configuration management, infrastructure funding, and portfolio management. We align with Citi's strategic technology goals by governing core workflow processes, partnering with application teams, and foundational services to provide infrastructure fulfillment oversight, optimize technology resources, and promote strategic platforms. **Job Summary** The Infrastructure Senior Technology Analyst is a key intermediate-level role responsible for optimizing Citi's technology infrastructure across various applications and platforms. Leveraging strong technical and analytical skills, you will collaborate globally with technology leaders and teams to enhance infrastructure products and services, lead new projects, and deliver impactful results. This position requires solid expertise in infrastructure support and maintenance. **Key Responsibilities** + **Infrastructure Optimization & Delivery:** + Lead initiatives to optimize technology infrastructure, focusing on efficiency, resilience, and scalability. + Drive the delivery of key projects, managing planning, coordination, and ensuring successful outcomes. + Oversee work planning, task management, and coordination in JIRA, including sprint planning and daily operations. + **Data Analysis & Business Intelligence:** + Perform advanced data analysis, database management, and create impactful data visualizations and dashboards using tools like Tableau. + Identify and monitor Key Performance Indicators (KPIs) to assess performance, analyze trends, and inform strategic business decisions. + Develop business intelligence insights on operations and project portfolio delivery. + **Stakeholder Engagement & Advisory:** + Act as a trusted partner and advisor to business and technology leaders, identifying solutions aligned with organizational goals and promoting transparency in financials, service delivery, and operations. + Effectively communicate progress, updates, and insights on complex challenges to senior clients and partners. + Engage with partners to gather direct feedback on service performance and drive client-approved delivery. + **Risk Management & Compliance:** + Identify and analyze factors impacting task completion, delivery, or customer satisfaction, implementing controls to mitigate negative outcomes. + Assess and manage risks (error, fraud), ensuring regulatory compliance and adherence to Citi policies. + Apply sound ethical judgment in business decisions, safeguarding Citigroup's reputation, clients, and assets, and transparently escalating control issues. + **Innovation & Team Leadership:** + Drive innovation with an inquisitive technical mindset, actively participating in upcoming AI initiatives. + Lead and motivate virtual teams, fostering connection, productivity, and clear goal alignment. + Employ a holistic, systems-thinking approach to review data, apply business process improvement methodologies, and design processes supporting remote leadership. **Experience:** + 5+ years of progressive experience in technology infrastructure, FinOps, or a related service delivery role within a large, complex, and/or global enterprise, preferably in the Financial Services sector. + Proven experience in applying initiatives to improve portfolio experience. + Well-rounded technical abilities, including infrastructure and applications development. + Demonstrated ability to influence and negotiate with senior leaders across functions to achieve tactical and strategic objectives. + Strong communication, presentation, and analytical skills for effective stakeholder articulation and client expectation management. + Detail-oriented with confidence in analyzing and interpreting data for reports, metrics, and presentations. + Self-starter with strong problem-solving skills and a continuous improvement mindset. + Accountable for end results, ensuring procedure adherence and contributing to organizational standards and strategic goals. + Broad, comprehensive understanding across multiple client function areas. **Skills:** + **Technical Tools:** + SQL, Python (for data analysis/automation) + Tableau (or other data visualization tools) + JIRA, Confluence, SharePoint + MS PowerPoint, Microsoft Project Plan, Excel + **Core Competencies:** + Effective written and verbal communication. + Strong analytical and diagnostic skills. **Education:** + Bachelor's degree or equivalent experience. ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Infrastructure ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Irving Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $96,400.00 - $144,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 11, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $96.4k-144.6k yearly 47d ago
  • Project Accountant Advisory Services

    Itc Worldwide 4.7company rating

    Dallas, TX job

    Advisory Practice ITC Worldwide Advisory Practice is a strategic division of ITC Dynamics365, delivering high-impact advisory services across financial transformation, risk management, compliance, and digital finance. We support clients in managing complex projects with financial precision and strategic insight. Role Overview As a Project Accountant, you will be responsible for managing the financial aspects of client and internal projects. You will ensure accurate budgeting, forecasting, reporting, and compliance with financial controls. This role is critical in supporting project delivery teams with real-time financial insights and ensuring the financial success of each engagement. Key Responsibilities Monitor and manage project budgets, forecasts, and actuals. Prepare financial reports and dashboards for project stakeholders. Track project costs, revenue recognition, and profitability. Ensure compliance with IFRS and internal financial policies. Collaborate with project managers to align financial planning with project milestones. Perform variance analysis and recommend corrective actions. Support billing, invoicing, and cash flow tracking for projects. Maintain accurate records of project-related financial transactions. Assist in financial audits and internal reviews related to project accounting. What We Are Looking For Are you detail-oriented, analytical, and passionate about financial accuracy in dynamic project environments? Do you enjoy working cross-functionally and supporting teams to deliver successful outcomes? If so, this role is for you! We value diverse experiences and perspectives. Heres what were looking for in our ideal candidate: ACA, ACCA, or CIMA qualified or equivalent. Minimum 35 years of experience in project accounting or financial management. Strong understanding of budgeting, forecasting, and financial reporting. Experience with ERP systems (e.g., Microsoft Dynamics 365) is highly desirable. Ability to manage multiple projects and deadlines simultaneously. Excellent communication and stakeholder management skills. Skills and Expertise Budgeting and forecasting Financial reporting and analysis Project cost control and variance analysis ERP and financial systems (preferably Microsoft Dynamics 365) Cash flow and revenue tracking Strong Excel and data visualization skills Attention to detail and problem-solving mindset Education & Qualifications Bachelor's degree in Accounting, Finance, or a related field. ACCA, ACA, or CIMA qualification (fully qualified). Additional certifications (e.g., PMP, PRINCE2) are a plus. Career Path (3-5 Years) Year 3: Manage financials for multiple projects and support advisory teams. Year 4: Lead financial planning for strategic projects and mentor junior staff. Year 5: Progress to Senior Project Accountant or Finance Business Partner. Additional Benefits Functional Systems Training & Qualification Classes are provided upon acceptance to ensure seamless integration into ITCs advisory and digital platforms.
    $57k-73k yearly est. 60d+ ago
  • Assistant Vice President, Project Manager - Business Transformation Services

    Morgan Stanley 4.6company rating

    Dallas, TX job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers / Divestitures / Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion. As a member of the Business Transformation Services (BTS) team, this individual will support initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions. This contributor will provide support, and work with project teams to build out a project's governance, reporting and tracking, and overall execution model from initiation to scale. The candidate will be expected to think analytically and critically, be detail oriented, and client centric. Key responsibilities include: -Working with all functional disciplines impacted by the project to ensure ‘end to end' planning is comprehensive and results in a project plan that will achieve stated goals of the initiative -Conduct analysis on program dependencies, progress through the various phases to inform timelines, execution, and business strategy. -Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed -Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project -Ensure effective communication and reporting to functional teams, manager, stakeholders, and senior leadership. Develop program dashboards that articulate project status and timeline -Support key program leads and resources in executing key deliverables -Independently identify opportunities to drive project/ programs forward -Maintain strong partnerships with business and technology teams to drive successful project execution Qualifications: -BS/BA degree required. Advanced degrees a plus. -A minimum of 3-5 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management -Ability to quickly turn around high-quality work in a fast-paced environment -Ability to drive delivery/execution of a wide range of tasks and initiatives -Ability to work independently, proactively and possess a strong sense of accountability / ownership -Ability to lead and influence cross-functional teams to meet delivery timelines -Ability to highlight key risks and issues that may impact the project / program health, and manage the risk to closure -Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately -Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management -Independent self-starter who can manage multiple activities to aggressive deadlines -Eagerness to learn the business and understand detailed requirements -Organizational skills and ability to organize information in a meaningful way -Experience managing one or various workstreams -High attention to detail; follows through to ensure accuracy of materials -Highly skilled in Excel, PowerPoint, Word, Project, Visio, SharePoint, and JIRA This role will be filled in one of the following locations: -Dallas, TX -Westchester, NY WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. *Please note, final base compensation may vary based on location. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $85k-140k yearly Auto-Apply 15d ago
  • UHNW Private Banker, Director

    Citi 4.6company rating

    Dallas, TX job

    The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought leader who develops new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely to involve external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas that are key to the business. Decisions made at this level will determine technical developments and the general technical strategy of the whole technical area. Responsibilities: Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and cannot be executed on their behalf. Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. Uncover needs that are not articulated or clearly expressed by the client. Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. Help clients achieve broad financial/investment goals related to the creation and management of wealth. Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. Establish a referral network and gain introductions to potential clients which generate new sales. Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. Help team members acquire the experience necessary to establish credibility with clients and intermediaries. Demonstrate strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to deepen client relationships and exceed sales goals. Align complementary experiences and skill sets of team members to maximize client effectiveness. Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. Ensure strong controls and effective operational and administrative services. Set an example of behaviour to all staff. Partner with colleagues across the Citi network to leverage capabilities and share expertise. Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. Ensure clients are presented with seamless execution of internal processes and Citigroup services. Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. Understand and communicate the risk involved with various investment strategies. Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. Persevere in delivering what is promised, even when obstacles arise. Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. Understand the broad array of products and services under the Citi umbrella. Apply an in-depth level of knowledge in key investment and financing products. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: 15+ years of experience Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Private Banker ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Dallas Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $250 000,00 - $500 000,00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: dic 15, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $141k-226k yearly est. Auto-Apply 45d ago
  • Cyber Resiliency Recovery Engineer

    DTCC 4.9company rating

    DTCC job in Dallas, TX

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance. Pay and Benefits: * Competitive compensation, including base pay and annual incentive * Comprehensive health and life insurance and well-being benefits, based on location * Pension / Retirement benefits * Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. * DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: As a member on the Cyber Resiliency Recovery Team, you will play a crucial supporting role in building, maintaining, and testing our organization's recovery capabilities. You'll work closely with senior team members to help ensure DTCC's ability to recover from cyber disruptions, safeguard critical systems, and maintain trust across the financial sector. In addition, the Cyber Resiliency Recovery Engineer will be key to strengthening our cyber resilience through preparation, collaboration, and continuous learning. Your Primary Responsibilities * Assist in the development and regular update of cyber recovery runbooks and documentation * Support the coordination and execution of recovery exercises and simulations with IT and cybersecurity teams * Help monitor and track the completion of recovery drills, capturing lessons learned and improvement opportunities * Collaborate with peers and stakeholders to keep recovery plans current and aligned with regulatory standards * Participate in scenario analysis to identify potential risks and document recommended recovery actions * Contribute to maintaining effective communication channels within the Cyber Resiliency team and with external partners * Assist with data collection, reporting, and review of recovery testing outcomes and process enhancements * Proactively seek learning opportunities to develop technical and procedural knowledge related to cyber recovery NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: * Minimum 4 years of related experience * Bachelor's degree (preferred) or equivalent experience Talents Needed for Success: * Basic understanding of key regulations and industry principles related to cyber recovery and resumption * Ability to follow high-level requirements and collaborate with senior team members to create and execute action plans * Clear written communication skills for documenting analysis, reporting findings, and recommending improvements * Foundational familiarity with private cloud, public cloud, and mainframe technologies, including concepts like virtualization, cloud infrastructure, and core networking * Keen interest in cyber resiliency, disaster recovery, and incident response, with a willingness to learn and grow technical expertise * Basic experience or coursework related to IT operations, security operations, data center fundamentals, or systems administration * Ability to work independently and effectively with peers, stakeholders, and external partners to ensure recovery plans align with current standards * Preference for a foundational familiarity with project management tools such as Jira or Microsoft Project, as well as creation of process and technical diagrams. * Proactive in seeking learning opportunities and keeping up to date with emerging recovery solutions and industry developments We offer top class training and development for you to be an asset in our organization! The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $77k-105k yearly est. 60d+ ago
  • Application Penetration Tester

    DTCC 4.9company rating

    DTCC job in Coppell, TX

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: Technology Risk Management (TRM) is responsible for setting strategic direction in the areas of IT Risk and Information Security. Maintains corporate security policies and control standards, acts as a second line of defense via a robust collection of risk and control assessments, reports to leadership and the Board on the status of the IT Risk and Information Security Programs, acts as an operational arm for monitoring threat intelligence, understanding when threats are being targeted against the firm, and responding to potential incidents, and serves as the main interface for Regulatory and Client reviews that focus on IT Risk and Information Security. The Application Security Assurance program implements a variety of AppSec (Application Security) technologies, controls, tools and processes to ensure delivery teams are able to adhere and align with the Secure System Development Lifecycle to protect DTCC applications from existing and emerging security risks & improve application risk posture. Primary Responsibilities: Perform Ethical Application Penetration Testing (EAPT) on web applications and APIs in alignment with DTCC processes and control standards. Provide assistance to developers by detailing reported vulnerabilities and recommending remediation steps. Ensure excellent coordination across various teams within DTCC to support security initiatives. Conduct application security assessments, risk analysis, vulnerability testing, and security reviews across DTCC's businesses. Monitor and mitigate risk, escalating issues as required. Contribute to and maintain secure coding best practices and related guidelines. Perform industry research on emerging application security technologies and trends to improve detection and reporting of security risks. Mitigate risk by following established procedures, monitoring controls, spotting key errors, and demonstrating strong ethical behavior. Collaborate with developers and AppSec teams to ensure adherence to Secure System Development Lifecycle (SDLC). Contribute to testing efforts across a large portfolio (~300 applications annually) as part of the AppSec Defensive team. Qualifications: Minimum of 4 years of related experience. Bachelor's degree preferred or equivalent experience. Talent needed for success Hands-on experience in manual application penetration testing for web apps and APIs. Strong proficiency with penetration testing tools (Burp Suite, OWASP ZAP, etc.). Knowledge of secure coding practices, dynamic analysis, and vulnerability identification. Ability to communicate technical findings and remediation steps clearly to developers. Understanding of Secure SDLC and regulatory compliance requirements. Research-oriented mindset to adopt emerging security trends. Strong collaboration and communication skills. Additional Qualifications - At least one certification would be preferred - Penetration testing professional Licensed Penetration Tester Practical Web Pentest Associate The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $78k-98k yearly est. Auto-Apply 47d ago
  • Mortgage Specialist

    Morgan Stanley 4.6company rating

    Dallas, TX job

    Morgan Stanley has earned a worldwide reputation for the excellence of its advice and execution in financial markets. With offices in more than 41 countries, the firm is truly global-and a market leader in the U.S., Europe and Asia as well as in emerging markets. Morgan Stanley's success rests on the talents and passion of our people, who share a common set of values and bring excellence and integrity to everything they do. Morgan Stanley Private Bank, National Association ("MSPBNA") a division within Morgan Stanley Wealth Management (MSWM). Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with more than $2 trillion in client assets and more than 16,000 financial advisors. Our financial advisors deliver tailored solutions designed to help clients achieve their financial goals. We provide individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. MSPBNA is seeking to hire candidates for the position of Mortgage Specialist for the Morgan Stanley Home Loans team. As a Mortgage Specialist (MS), you will use your in-depth industry knowledge and experience to provide excellent client experience to our Financial Advisors and their wealth management clients throughout the home loans mortgage origination cycle. The ideal candidate will be a subject matter expert in jumbo mortgages, complex income and assets and have a high degree of comfort engaging with affluent clients and their advisors. An individual that exhibits high energy, takes ownership and demonstrates a collaborative pro-active approach is critical for this role. Position can be based: (a) in our Dallas, TX office or (b) Tempe, AZ office Job Description/Position Responsibilities: * Serve as primary point of contact for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers * Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process * Act as the initial escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate * Manage and oversee the pipeline to ensure all loans are progressing in accordance with established expectations * Request, review, and validate all loan processing documents such as income, credit, appraisal, insurance and title * Coordinate with various processing, underwriting, credit risk and other internal/external business partners to complete fulfillment and ensure timely closings * Provide comprehensive reviews and recommend solutions/options regarding credit risk of high-net-worth clients (i.e., complex income, asset, and vesting scenarios) * Obtain documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary * Provide perspective and feedback relative to client experience enhancements and process efficiencies Qualifications * Requires 2 years in Morgan Stanley Associate Mortgage Specialist role. * Established track record of developing and maintaining Client relationships * Proven track record of meeting individual and organizational loan production goals while maintaining a large client base * High school diploma or equivalent required * Eligible for employment with an FDIC-insured institution and able to register with the Nationwide Mortgage Licensing System & Registry ("NMLS") as a mortgage loan originator Skills/Abilities: * Extensive knowledge of mortgage products and client service experience * In depth knowledge of the compliance regulations and laws that govern consumer mortgage lending, including fair lending, privacy, RESPA, and TRID * Strong communication skills, both written and verbal, and interpersonal skills required * Self-starter with a strong sense of ownership; ability to manage time, prioritize and plan accordingly * Proficient in the use of a variety of systems for accurate reporting and tracking; including MS Office (Word, EXCEL, Outlook, PowerPoint) * Achieve high levels of Client and Financial Advisor satisfaction * Proactively manage loan escalations as needed to ensure a timely resolution while providing an enhanced client experience * Effectively manage a complex pipeline that includes Core, Complex (>$2M), and Unique (Entity) transactions as well as Employee, UHNW and PWM Channel Loans. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $39k-80k yearly est. Auto-Apply 14d ago
  • Industrial Sewing Specialist

    Morningstar Recruitment 4.5company rating

    Denton, TX job

    Sewing Specialists ALL SHIFTS AVAILABLE Are you a Sewing Specialist that would be excited to join a company that is helping to launch humanity into a new era of space exploration. MorningStar's client is a precision aerospace part manufacturer that is extremely technology driven. Are you someone with industrial sewing experience that is looking for a refreshing employee-owned company to join, where everyone's contribution counts significantly and everyone pulls together to help each other succeed? Maybe you have been in the designer clothing / film set industry with costume design or the automotive industry working on industrial sewing machines. This could be a great change for you. If you are excited about aerospace and using your talents to promote excellent workmanship in this industry, let's chat! Are you a patient person who has an ability to teach others your expert industrial sewing skills? Our client is seeking a master of technical hand and machine sewing who thrives on meticulousness and craftsmanship. You'll be part of an elite, cutting-edge team, working with confidential, non-conventional materials to create the critical components that power rockets into space. This is your chance to make a direct impact on missions that will shape the world for generations. MorningStar's client is an ESOP company, and this means they promote a solid culture with synergistic teams! Great benefits and collaboration! POSITION SUMMARY Our client is seeking highly skilled and meticulous Industrial Sewing Specialist with the highest level of competency in walking foot sewing. The successful candidate will be responsible for the precise, complex assembly and specialized fabrication of critical components for aerospace and other high-performance applications, where people's lives rely on high-quality production. This role demands exceptional attention to detail, a strong commitment to quality, and strict adherence to safety and regulatory standards, including the ability to make heavy impactful decisions in a short amount of time. Additional PREFERRED Qualifications/Skills : Unwavering commitment to elevating quality standards and spearheading continuous improvement initiatives within a high-stakes manufacturing setting Exceptional attention to detail and an unyielding commitment to precision and accuracy in all facets of fabrication and documentation. Proven track record of superior job performance complemented by advanced communication skills, essential for fostering a collaborative team environment and effectively contributing to critical soft goods programs. Exceptional proficiency in industrial sewing machine operation and a comprehensive understanding of material fabrication are paramount for excelling in this position All applicants must be eligible to work on military contracts.
    $65k-91k yearly est. 60d+ ago
  • Director Test Engineering

    DTCC 4.9company rating

    DTCC job in Dallas, TX

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance. Pay and Benefits: * Competitive compensation, including base pay and annual incentive * Comprehensive health and life insurance and well-being benefits, based on location * Pension / Retirement benefits * Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. * DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Test Engineering Director will oversee and execute integration and validation efforts across FICC applications and their upstream and downstream systems. The Enterprise Test Engineering (ETE) group is responsible for ensuring that all applications and systems adhere to defined quality standards. This role is pivotal in maintaining data integrity, functional accuracy, and operational readiness throughout the full trade lifecycle. The Director will lead an end-to-end testing team and work closely with cross-functional partners to coordinate business cycle runs, support performance and resiliency testing, and validate readiness for client-facing environments. Responsibilities include developing, conducting, and evaluating testing processes while collaborating with developers to remediate system defects. The position requires deep expertise in automated testing tools and quality assurance methodologies, including the creation of reusable, foundational test automation frameworks for the organization. The Test Engineering function provides centralized, independent quality assurance services across the firm, encompassing both functional and non-functional testing for all products, services, and applications. The Director will design, develop, and maintain automated testing solutions, offering testing expertise, oversight, and strategic direction to ensure solutions meet design specifications and deliver intended functionality. Your Primary Responsibilities: * Coordinate and perform end-to-end testing across FICC applications and related LOBs. * Validate trade data flow between systems and LOBs. * Certify readiness for client testing in PSE environments. * Attend FICC-specific project and scrum meetings to understand scope and proactively plan testing activities. * Execute FICC Business Cycle runs in QA environments to verify integration across squads. * Support coordinated testing in lower environments across FICC and all other interfacing systems. * Maintain intermediate data stores for regression test reuse and orchestration. * Act as a single point of contact for integration testing across systems. * Engage with upstream and downstream teams to ensure test data availability and flow. * Support external testing coordination with clients and partners. * Directs and ensures smooth workflow within the team by staying informed with key elements of the organization and communicating key messages in a timely manner. * Oversees and influences the professional development of team personnel by cultivating programs and initiatives to augment skills and capabilities * Control the Demand Management process, supporting leadership in the planning the required resources for future projects, smoothing supply peaks and troughs * Manages team's budget by supervising planned versus actual expenditures and identifying root causes of noted variances * Cultivates a strong organizational network by prioritizing relationships across the enterprise * Influence designs towards re-usable IT components and services keeping in mind test validation and automation principles * Accountable for the preparation and execution of end-to-end and automated test plans and execution activities * Contribute SME insights and collaborate with teams to identify the root cause of application issues * Ensure team's adherence to departmental and organizational policy and procedures * Review test strategies with collaborators to validate comprehensive coverage and obtain feedback * Responsible for the provisioning of test environments for the team, and assist with coordination to resolve issues * Mitigates risk by following established procedures, spotting key errors and demonstrating strong ethical behavior. NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: * Minimum of 10 years of related experience * Bachelor's degree preferred or equivalent experience * Proven experience in integration testing across multiple environments. * Strong background in designing and implementing end-to-end automation testing frameworks * Familiarity with AI-driven tools for testing (strongly preferred) * Excellent communication and coordination skills across technical and business teams. Talents Needed for Success: * Inspires different approaches or ways of working. * Inspires teams to constructively challenge established views. * Presents information clearly in writing and orally in larger group settings. * Convinces others on key topics by presenting persuasive arguments and alternative approaches. * Sets an example for others by personally embracing change; Builds ownership for change by empowering others to lead change initiatives. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $86k-110k yearly est. 43d ago
  • Public Cloud - Operational Support Engineer

    Citi 4.6company rating

    Irving, TX job

    We are seeking a detail-oriented and proactive Cloud Operations Support Engineer to join our growing Cloud Infrastructure team. The public cloud operational support engineer is responsible for ensuring the stability performance and availability of cloud-based infrastructure and services across platforms such as AWS and GCP. This role supports day-to-day operations including incident response monitoring access management provisioning and troubleshooting of cloud resources. The engineer will work closely with application teams your team, and cloud architecture to enforce operational best practices, implement automation, and drive service reliability. The ideal candidate will have hands on experience supporting cloud platforms and a strong focus on incident response, automation and continuous improvement. The engineer to also play a vital role in promoting a culture of accountability, continuous improvement and operational maturity across the cloud support function Responsibilities: Monitor AWS/GCP infrastructure and services to ensure availability, performance and reliability. Lead Incident management, including triage, impact assessment and coordination with engineering teams to resolve issues. Participate in on-call rotation for high severity / major incidents support coverage. Collaborate with stakeholders to resolve chronic issues, reduce toil and lead Root Cause Analysis (RCA) post restoration of service. Design testing approaches, complex processes, reporting streams, and assist with the automation of repetitive tasks Provide technical/strategic direction to team members Create, Maintain and enhance operational runbooks, SOPs and knowledge base articles. Support provisioning and configuration of Cloud resources across multiple environments. Implement and maintain monitoring, logging and alerting tools ( ex: CloudWatch, Stackdriver, Prometheus etc). Ensure ongoing compliance with regulatory requirements Has the ability to operate with a limited level of direct supervision. Acts as SME to senior stakeholders and /or other team members. Collaborate with Product, engineering, security and other stakeholders and lead value adding outcomes. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 8-10 plus years of experience in roles centered around infrastructure delivery (application hosting and/or end user services) with a proven track record of operational process change and improvement. Experience in Cloud Operations/ support and site reliability. Hands on experience with AWS and/ or GCP. Proficiency with Infrastructure as code (IaC) tools like Terraform, CloudFormation, Working knowledge of scripting ( bash, Python or similar), Strong understanding of networking, DNS, IAM, load balancing & cloud native services, Familiarity / expertise in EKS/GKE. Ability to develop projects required for design of metrics, analytical tools, benchmarking activities and best practices Ability to work with virtual / in-person teams, and work under pressure / to a deadline Experience in a Financial Services or large complex and/or global environment preferred Effective written and verbal communication skills Effective analytic/diagnostic skills Ability to communicate technical concepts well to non-technical audience Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Infrastructure ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Irving Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $125,760.00 - $188,640.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 24, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $125.8k-188.6k yearly Auto-Apply 36d ago
  • Counterparty Credit Risk Analyst [2026 EDGE Program]

    DTCC 4.9company rating

    DTCC job in Dallas, TX

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. About the EDGE Program: The Exploration, Development, Growth and Experience (EDGE) Program supports DTCC's commitment to identify and select diverse early career talent across the organization, ensuring you have a comprehensive understanding of our industry, our company, the technical / functional skills needed for the various business areas, and the leadership competencies needed for overall success within DTCC. What to expect as an EDGE Analyst: * A program that provides accelerated development opportunities designed to cultivate the future leaders for DTCC * Week-long orientation * A comprehensive learning and engagement plan * Assigned to your own mentor and EDGE buddy to gain a well-rounded view of the company * Networking and exposure to senior management Pay and Benefits: * Competitive compensation, including base pay and annual incentive * Comprehensive health and life insurance and well-being benefits, based on location * Pension / Retirement benefits * Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. * DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: The Counterparty Credit Risk (CCR) team is responsible for assessing the financial stability of DTCC's member firms, treasury investment counterparties, line of credit providers, and critical third parties. CCR reviews financial statements and other relevant information to assess these firms' credit risk profiles. The Counterparty Credit Risk Analyst will be responsible for monitoring the credit risk profile of firms consisting primarily of banks and broker-dealers. This credit risk monitoring process includes annual reviews, ongoing surveillance of monthly/quarterly financial data, ongoing surveillance of negative news, maintenance of the credit risk rating matrix (CRRM) model, and other ongoing monitoring. The CCR Analyst will also become familiar with new accounting and regulatory developments, as well as macroeconomic trends, which impact member firms. The CCR Analyst will also assist on various projects such as gathering and reviewing financial statements, analyzing current procedures to identify opportunities to streamline processes, and coordinating with other departments on initiatives such as automating processes. Your Primary Responsibilities: * Analyze financial documents to identify credit risks and mitigants, and to assess trends in financial institutions (e.g., banks, broker-dealers, insurance companies, hedge funds, etc.) capital adequacy, profitability, asset quality, and liquidity/funding management * Work with internal departments, including Market Risk, Product Management, Relationship Management, Legal, and Compliance, to maintain visibility when assessing potential risks or concerns with new applicants * The analyst will be the main point of contact for the new applicant and will be responsible for running and coordinating due diligence calls * Review new member full-service applications to assess whether the applicants' financial condition meets DTCC member requirements * Adhere to risk-related policies and standard processes of CCR * Analyze and assess Investment Counterparties and Line of Credit Providers and occasionally Third-Party Vendors * Demonstrate the behaviors and proficiencies that build a risk management mentality in the organization * Demonstrate regulatory awareness and compliance and ensure adherence to risk-related policies and standard methodologies * Ensure compliance with CCR's policies and procedures * NOTE: The Primary Responsibilities of this role are not limited to the details above. * Qualifications: * Candidates must be working towards a bachelor's degree in the following curriculums and graduating no later than May 2026: Business, Economics, Finance or Accounting * Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future) * Candidates must have minimum of a 3.2 GPA upon graduation Talents Needed for Success: * Excellent knowledge of financial statement analysis for various financial institutions, particularly banks, broker-dealers and hedge funds. * Fundamental credit analysis skills, including knowledge of CAMELS and other rating systems * In-depth understanding of regulatory rules and regulations * Effective interpersonal skills, both oral and written Selection and Program Timeline: (timing may vary) * August - October 2025: Applications open * October - December 2025: Interview and Selection process * January - July 2026: Early engagement and onboarding process * July 2026: Start of program The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $59k-83k yearly est. 60d+ ago
  • Senior Talent Sourcer

    DTCC 4.9company rating

    DTCC job in Coppell, TX

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Human Resources is a strategic partner to the business, dedicated to managing DTCC's human capital initiatives, sustaining a work environment that promotes excellent performance across the organization and developing and retaining a global workforce that contributes to DTCC's strategy and business imperatives. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: As members of the Talent Acquisition department, we are stewards of DTCC's greatest asset - our people. You will play a key role in the continued growth and success of DTCC; by finding exceptional talent. The Sourcer will partner closely with the Talent Advisors to develop creative and tailored strategies to engage passive candidates. Being a member of the Talent Acquisition Team means you will be a part of a collaborative and professional team. You will facilitate the intersection of talent meeting opportunity; connecting candidates and hiring managers. We are a team, and together we achieve great things. Your Primary Responsibilities: Understand the needs of the business, research talent market conditions and effectively develop sourcing strategies to facilitate the recruitment process Maintain relationships with key stakeholders by using talent market expertise, data, and business acumen to educate and influence them on how to identify and acquire the best talent Knowledge of current market conditions and influencers, creative sourcing strategies, business drivers and ability to embrace digital tools and technology to enhance your sourcing efforts, including job posting optimization, recruiting marketing channel development, job board procurement, and comprehensive recruitment campaign planning Identify and source appropriate talent for current open roles within while also identifying future talent needs and proactively recruiting and sourcing; develop talent pool or social engagements Be a champion for diversity and inclusion. Embrace innovative sourcing strategies that will identify and attract top diverse talent. Constantly generating pipeline, while being closely aligned with Recruiters and business stakeholders Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately Qualifications: Minimum of 5 years of Sourcing experience Bachelor's degree preferred or equivalent experience Talents Needed for Success: 5+ years of sourcing experience within a agency and corporate setting Experience sourcing for Product, Marketing, Client Services and Operations roles Excellent sourcing strategy and research skills to produce target prospects Strong proficiency in Linkedin Recruiter, Boolean search and other sourcing tools Proficient with Microsoft Office, social media platforms and digital tools Ability to thrive in a fast-paced, dynamic environment The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation
    $97k-129k yearly est. Auto-Apply 60d+ ago

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