Executive Assistant for CEO Team
Fort Worth, TX Job
The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 20-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must.
Base plus bonus (with full benefits) competitive with market and depending on experience.
Responsibilities will include:
Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions
Extensive experience scheduling & managing private air travel
Managing vendors and serving as a liaison
Researching and developing new ideas and projects
Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well.
The successful candidate will:
Bachelor's degree required
5+ years of experience in an executive admin role supporting a CEO, CFO, or other senior executive at a substantial business enterprise
Be incredibly organized and detail oriented
About The Q Family Office
Established in 1994, the Q Family Office is an organization that combines an almost 30 year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
Trading & Operations Associate
San Antonio, TX Job
Trading and Operations Associate at Financial Life Advisors
San Antonio, TX
Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive purposeful planning with guidance and resources needed to reach their life aspirations. We are a well-established, multi-advisor, fee-only financial planning firm located in central San Antonio.
We are looking for an analytical and data-driven (full-time) Trading and Operations Associate to join our growing team. You can learn more about our talented team here. If you have a passion for hard work, critical thinking, service, and life-long learning, please keep reading to learn more about this exciting opportunity!
Position Overview:
The mission of the Trading and Operations Associate is to demonstrate their commitment to excellence through their accurate and efficient portfolio trading and daily operational activities as a key member of the operations team.
The Trading and Operations Associate is a full-time position. This person is eligible for excellent benefits including the Company 401(k) Plan with matching contributions and flexible PTO plan. This position requires candidates to reside within driving distance to San Antonio, TX for in-office work. Remote flexibility is available on a limited basis. Office hours are typically 8:30 - 5:30 CT, Monday-Friday.
Responsibilities:
The key responsibility of the Trading and Operations Associate is to provide meticulous execution, documentation, and communication of back-office operations, portfolio trading, and associated activities. This person will support the objectives of our clients and the initiatives of our firm in delivering exceptional experiences with the highest level of enthusiasm, accuracy, confidentiality, and efficiency.
The Trading and Operations Associate will be energized, engaged, and a trusted partner to the team by:
· Supporting the Operations, Compliance, and Portfolio Trading functions of the firm
· Daily monitoring client accounts and rebalancing to prescribed tolerances in assigned EFT and mutual fund models
· Executing and documenting securities trading activities in a timely and efficient manner
· Implementing Asset Location and Tax Loss Harvesting trading strategies
· Collaborating with Financial Planners to implement Investment Policy Statements for each client
· Researching, preparing reports, and following instructions of the Investment Committee
· Entering and organizing tasks and coordinating with Team Members to prioritize and complete workflows in the company CRM
· Organizing and maintaining electronic operational filing systems and databases
· Entering and managing information in company data gathering tools
· Integrating and maintain data across the firm's technology stack
· Preparing and gathering documentation for annual client tax planning
· Preparing and executing monthly client advisory fee billings
· Complying with guidelines of the SEC and firm
· Ensuring a safe and clean environment for clients and team members
· Performing other duties and special projects independently or in conjunction with FLA Team members
Proficiencies:
· Strong curiosity, attention to detail, data analytic skills, and knowledge of Excel advanced functions
· Demonstrates an affinity for gathering and organizing data and ensuring the accuracy of reporting
· Able to coordinate multiple projects at one time and prioritize tasks for each to ensure done with precision in a timely manner
· Demonstrates a powerful sense of urgency about getting work done and problem solving with a proactive, goal-oriented, collaborative approach
· Creates trusted relationships through quality and effective communication in written, oral, and presentation form
· Provides a superior level of discretion, demonstrates high ethical standards, compliance to regulations, and applies integrity through maintaining objectivity
· Technologically savvy and familiarity with advisor industry platforms
Requirements:
· Experience:
o Basic understanding of fundamentals and concepts of operations, compliance, portfolio construction, risk management, and Excel tools
o 2+ years of investment operations or trading related experience preferred.
· Location: Ability to reliably commute to office in San Antonio, TX 78232
· Education: CFP Professional and/or CFA Charterholder/Candidate a plus
Physical: Ability to bend, reach, and lift boxes and office supplies up to 30 lbs
IT Support Specialist
Lewisville, TX Job
Performs IT services including testing, development, system administration, troubleshooting, and customer application support. Responsible for delivering services as per customer SLAs defined in the frame contract. Works as part of the customer team, either onsite or remotely.
Responsibilities:
Administer IT systems, including installation/configuration of customer infrastructure under third-party supervision.
Monitor, optimize, and tune installed infrastructure.
Perform dimensioning, capacity planning, and support product selection.
Create technical documentation.
Test IT systems, including:
Preparation and verification of system integration and test environments.
Definition of test planning, case dependencies, and priorities to meet SLA coverage.
Execution of tests using a Test Object List and Test Strategy specifications.
Documentation of results using test reporting tools and preparation of test reports.
Develop code and interfaces for IT systems. Debug and resolve software faults.
Support Service Assurance through incident management, restoring service operations within SLA limits.
Plan, design, and develop scripts to monitor business process KPIs (volume/performance).
Analyze KPI and data quality outcomes, troubleshoot, and implement improvement or resolution processes.
Plan, design, and develop scripts or data for technical job execution (recurring or one-time).
Model volume growth and plan future hardware/software license needs.
Experience and Qualifications:
Experience with technologies and customer systems/products for administration.
Knowledge of System Administration (OS, Network, DBMS).
Familiarity with software development processes and test automation.
Infrastructure knowledge including OS, network, and scripting.
Ability to identify and configure KPIs.
Experience with trouble ticketing, incident, and problem management tools.
Entry-level Drivers
Austin, TX Job
Source One is a staffing services company and we're currently looking for the following individuals to work as drivers for our client, a major AI technology company developing autonomous vehicles (AVs).
Title: Vehicle Operator - Data Collection (Driver)
Location: Austin, TX
Pay Rate: $25/hr (W-2)
Assignment length: 2-3 years
Shifts are available 7 days a week for weekdays or weekends, so please indicate preference.
Day Shift: 6:45AM-3:15PM or 7:45am-4:15pm
Night Shift: 2:45pm-11:15pm or 3:45pm-12:15am
Days: Wednesday-Sunday, Thursday-Monday, Friday-Tuesday or Saturday-Wednesday
Initial training for 6 weeks will be M-F during daytime business hours.
Job description: These are full-time, ongoing contract positions open to candidates local to Austin. Our client is partnering with a leading technology company to advance the future of autonomous vehicle development. We are seeking Vehicle Operators to play a critical role in testing, collecting data, and refining cutting-edge autonomous driving technology. As part of this program, you will operate test vehicles to do mapping, gathering crucial data that directly impacts innovation.
If you are highly observant, safety-conscious, and eager to contribute to the next generation of mobility, this role is for you. Join a fast-paced, dynamic team that values precision, collaboration, and continuous learning.
Responsibilities:
- Drive test vehicles for 6-8 hours daily on predefined routes, ensuring strict adherence to safety protocols
- Perform routine vehicle inspections to confirm roadworthiness and address any maintenance needs
- Conduct basic software operations to support real-time data collection
- Accurately document observations, issues, and anomalies encountered during test runs
- Collaborate with engineers, providing valuable feedback to enhance system performance
- Assist with vehicle logistics, maintenance coordination, and storage
Requirements:
- Junior candidates with some driving experience and a passion for autonomous vehicles are ideal
- Candidates must have a valid driver's license with at least 3 years of driving history (valid since 2022 at the earliest)
- Basic vehicle knowledge with a clean driving record (no DUIs and no more than 2 points)
- Candidates must pass a pre-employment motor vehicle record check, criminal background check, and a drug test
- Candidates must sign a non-disclosure agreement (NDA)
- Candidates must pass a driving test and an onsite typing test
- Must be comfortable driving for extended periods (6-8 hours per day)
- Must be able to type above 45 wpm
- Strong critical thinking and problem-solving skills
- Excellent written and verbal communication abilities
- Ability to follow detailed instructions and strict safety guidelines
Competitive benefits and opportunities for advancement within the company:
- Pre-tax commuter benefits
- Employer subsidized health care benefits
- Flexible Spending Account for healthcare-related costs
- Covers all costs for short and long-term disability and life insurance
Designer CADWorx Piping Structural Vessels
Spring, TX Job
The piping, structural and vessels designer has primary responsibility for creating mechanical, piping, vessel and structural designs and drawings using Autodesk CADWorx for manufacturing oil and gas production and processing equipment. Job includes creating new designs and modifying existing drawings to generate issue for approval and fabrication drawings with full Bill of Materials (BOM's).
Reporting to the Engineering Manager, the Designer's duties are as follows:
Job Description:
Review scope of work and client specifications to take into consideration during design phase
Produce P&IDs of common process equipment used in oil & gas industry
Modify and adapt existing go-by drawings for new projects
Create 3D models using Autodesk CADWorx depicting accurate details of all components and parts
Generate fabrication drawings and piping isometrics with complete bills of materials
Use pressure vessel calculations provided by the engineer to produce ASME code pressure vessel drawings
Ensure quality of drawings according to department and industry standards
Perform basic calculations and uses charts and tables during design process
Analyze effect of proposed changes for proper fit and/or interference problems; confers with engineers to resolve issues; recommends possible solutions or alternate construction; modifying drawings as required.
Familiar with human engineering factors and design for manufacturing and serviceability
Work within budget constraints and track time to each project
Consult with engineers to ensure correct part number selections and identify layout problems
Export bill of materials directly into ERP system for purchasing
Review completed jobs and create “As-Built” drawings using lessons learned
Perform other duties as assigned and assists with shop work instructions or problems
An Ideal Candidate will:
Must have experience using AutoCad and CADWorx (AutoCad Plant 3D and Codeware Compress experience helpful)
Have worked for a business fabricating pressure piping, vessels and structural steel
4 years designing and documenting piping, vessel, and structural equipment or equivalent combination of education and experience
Experience in oil and gas facilities and construction of production equipment
Strong creative ability to design and develop mechanical, structural, piping and vessel drawings. Familiarity with electrical schematics and control panels a plus
Good organizational, planning, verbal and written communication skills
Use MS Office Suite, including Excel and Word.
Familiar with Global Shop Solutions or other ERP systems is a plus.
Associates Degree or Technical School Training in Computer Aided Design Technology or related field equivalent or equal combination of education and experience
Physical Strain:
Must be able to work under pressure
Must be able to work with the team in developing improved work processes for the department
Must wear all required PPE in the shop
Benefits
1.5x overtime pay
401k with 4% match
Paid time off: 10 holidays, 3 personal days, 10 vacation days, 23 days total
Covered health and medical insurance with plan options to fit your situation best
Flexible work schedules to accommodate life's challenges
Piping Superintendent
Corpus Christi, TX Job
We are actively looking for a Piping Superintendent for one of our major Oil & Gas clients located in Corpus Christi, TX.
Piping Superintendent
Type: 12 months (contract-to-possible perm conversion)
Job Summary: The Piping Superintendent oversees and directs operations within the piping discipline, managing piping craft workers, subordinate supervisors, and other team members. This role ensures that all construction work meets specifications, stays on schedule, and adheres to the established budget. Flexibility in work hours, including nights, split shifts, or day shifts, is required.
Key Responsibilities:
Lead the safety initiatives within the piping department, including the creation and enforcement of safety procedures, and lead both company and subcontractor safety meetings.
Identify and address unsafe conditions and practices on-site, taking corrective action when necessary.
Coordinate and enforce safety training and practices in collaboration with the Environmental Safety and Health Supervisor.
Champion a "ZERO Accident" philosophy, ensuring full compliance with local, national, and company-specific safety regulations.
Monitor craft activities to ensure adherence to specifications and project timelines.
Manage labor costs, schedules, and equipment utilization, ensuring alignment with project goals and keeping up with 90-day and four-week labor and equipment forecasts.
Collaborate with Labor/Industrial Relations for recruitment and training of craft workers.
Review and approve time records for craft personnel using automated tools.
Oversee subcontractor mobilization and demobilization of equipment and personnel.
Ensure adherence to corporate policies and procedures in piping operations.
Coordinate with the General Foreman to hire appropriate piping craft labor for the job.
Provide input on quantity tracking applications and submit weekly updates on installed quantities to Project Controls.
Prepare material requisitions for tools and consumables, working with Procurement for acquisition.
Assist with construction testing as needed.
Prepare progress reports, forecasts for personnel, and expenditure predictions.
Plan manpower and equipment requirements for project execution.
Conduct employee reviews and identify training and development needs for subordinate personnel.
Perform other duties as directed by management.
Education and Experience:
Bachelor's degree in Engineering or Construction Management (or equivalent industry experience of 9-12 years in place of degree).
Required Knowledge and Skills:
Proven ability to motivate and lead teams effectively in a collaborative environment.
Strong problem-solving skills under pressure.
Experience in a supervisory role within heavy industrial construction.
Expertise in oil, gas, refinery, petrochemical, minerals processing, or power generation projects.
Proficient in word processing, spreadsheets, and database software.
Familiar with industry codes and standards.
Experience in developing pneumatic and hydrotest packages and verifying test acceptance.
Experience in LNG construction, particularly in the U.S. Gulf Coast region.
Familiarity with company work processes and industry-standard tools (e.g., Setroute, Unifier, Aconex, DSCS, PTR, Agile, Navisworks).
Experience managing technical services subcontracts.
Physical Requirements: The role requires field inspections, including walking long distances across construction sites in varying weather conditions, climbing ladders and scaffolding, and working in elevated or confined spaces. Ability to lift and wear appropriate PPE for specific tasks is necessary.
Clinical Research Associate (Ophthalmology)
Fort Worth, TX Job
Source One is a consulting services company and we're currently looking for the following CRA to work as a consultant to our direct client, a global medical device company.
** A strong background in the ophthalmology therapeutic area is essential for this role.
Job Title: Clinical Research Associate (Contractor)
The contract duration is initially 2 years
Pay Range: $80/hr-$85/hr (W-2)
This role is field based/remote with regular travel to client sites
Locations needed: Northeast, Southeast, Midwest, Southwest and California regions
40 hours/week, Mon-Fri
Summary: As a Contract CRA in ophthalmology, you will be responsible for monitoring and managing clinical trials, at the sites under your responsibility, related to eye diseases, ophthalmic treatments, and ophthalmic devices. You will ensure that these trials are conducted in compliance with international guidelines, local regulations, industry standards, and study protocols. This position is regionally based and involves working with multiple clinical trial sites across multiple protocols.
Key Responsibilities:
1. Site Selection and Initiation:
• Assist in the selection of investigative sites for clinical trials.
• Conduct site initiation visits to verify that site staff are properly trained and delegated to perform protocol assessments, are familiar with regulatory requirements, and understand proper handling and storage of ophthalmic drugs / devices.
• Ensure recruitment strategies are in place to meet enrollment targets.
• Confirm that the site meets requirements to begin screening subjects.
2. Monitoring and Site Management:
• Conduct on-site and remote monitoring visits according to the protocol monitoring plan to ensure data quality and regulatory compliance.
• Review source documents, case report forms, and patient records.
• Verify the informed consent process is properly executed and adherence to the study protocol.
• Ensure that instruments / equipment used in the clinical trials are correctly calibrated, maintained, and utilized according to the study protocol and regulatory standards.
• Collaborate with Clinical Operations Lead and Clinical Trial Team (CTT) to identify and resolve site quality or study execution issues.
3. Regulatory Compliance:
• Ensure that the clinical trial sites are compliant with applicable regulatory requirements (e.g., FDA, ICH, GCP, ISO) regarding ophthalmic drugs / devices.
• Ensure that study sponsor and Investigator Site File is maintained and audit ready.
• Assists sites and CTT with internal and external audit / inspection-related activities including preparation, defining CAPAs, and ensuring CAPA targets are met.
4. Investigational Product (IP) and Clinical Supplies Oversight:
• Verify subject qualification and correct IP was dispensed / implanted.
• Ensure masking has been maintained, if applicable.
• Confirm full reconciliation of IP at the site level.
• Monitor drug / device-related safety and performance concerns and report them to the study sponsor.
• Ensure proper handling, storage, and accountability of investigational drugs and/or devices.
• Ensures appropriate clinical supplies are available, within expiry date and adequate for clinical trials.
5. Data Management:
• Verify data accuracy and completeness, including instrument / equipment generated data. Ensure data is securely stored.
• Collaborate with the data management team to resolve data-related issues.
6. Safety Reporting:
• Ensure all safety issues are communicated and managed by the Principal Investigator according to regulatory and protocol requirements.
7. Close-Out Visits:
• Conduct close-out visits to ensure study documentation is complete, finalize data collection, and ensure all study-related activities are completed in accordance with the study protocol and regulatory requirements.
• Review Investigator obligations.
9. Documentation and Reporting:
• Complete comprehensive and accurate monitoring reports, including site follow-up letters.
• Ensure CTMS and eTMF are up to date and audit ready.
Preferred Qualifications:
• Bachelor's degree in a related field (life sciences, nursing, etc.)
• Previous experience as a Clinical Research Associate, preferably in ophthalmology or a related therapeutic area
• Knowledge of ophthalmic diseases, treatments, and related medical terminology, including ophthalmic devices
• Strong understanding of clinical research regulations and Good Clinical Practice (GCP) guidelines
• Excellent communication and interpersonal skills
• Attention to detail and the ability to work independently and as part of a team
• Willingness to travel as needed for on-site monitoring visits
• Certification as a Certified Clinical Research Associate / Professional (CCRA / CCRP) or similar credential is a plus
Private Client Adviser - Inside Sales (CFA Level 1 or Above Required)
Plano, TX Job
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.
The Day-to-Day:
Be the voice of Fisher Investments to prospective Canadian clients
Review prospects' personal financial situation and provide solutions
Help qualified Canadian private investors become clients of Fisher Investments
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications:
2+ years experience working in financial services
CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
Bachelor's degree
Multi-year track record of success
Success persuading and educating prospects
Compensation:
This role offers uncapped performance-based compensation
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Corporate Paralegal - Contracts/Corporate Governance - Financial Services
Dallas, TX Job
Location: Flexible Workstyle (Hybrid/Remote to New York/Dallas/Tampa offices). Preferred that candidates are within a commutable distance.
About MUFG Fund Services (USA)
MUFG Fund Services (USA) provides asset servicing solutions to the global investment management industry. For nearly half a century, established and emerging investment companies and asset managers around the world have turned to us for the administration and servicing of multiple alternative asset classes. Our teams, comprised of seasoned professionals deeply rooted in the financial industry and equipped with industry-leading technologies, are able to tailor solutions designed to successfully navigate the complexities of a constantly evolving landscape. With exceptional people and outstanding end-to-end services, we have both the backing and the brainpower to help our clients - and their investors - thrive for the long run.
Requirement:
MUFG Fund Services (USA), the U.S. fund administration arm of MUFG, is seeking an experienced paralegal. This is a unique opportunity to join a dynamic, fast-growing organization within a large bank infrastructure. This role will join an experienced Legal team providing legal services across the firm in the private equity/real estate and 40' Act fund administration space.
Core responsibilities:
Assist with corporate governance and corporate secretarial duties including drafting board agendas, and resolutions; arranging/coordinating quarterly board and board committee meetings; maintaining corporate records; compiling board presentations, assembling and disseminating board books; Managing and maintaining electronic board portal as official repository of the firm's corporate records.
Assist attorneys in the preparation, negotiation, consummation and execution of all corporate contracts including client contracts, vendor agreements, confidentiality agreements, and various ad hoc agreements as necessary.
Assist and support the Legal team in complying with all internal policies and procedures, parent-Bank regulatory reporting, and internal and external audits.
Assist and support attorneys in connection with legal advisory services to all relevant internal clients including business operations, finance, IT, risk, compliance, etc.
Interact with all levels of management across the firm, the Bank-parent, and Tokyo Headquarters.
Requirements:
Bachelor's degree or equivalent from a 4-year college or university.
5+ years of direct paralegal experience either in house or law firm.
Proficient in MS-Office.
Experience within a financial services organization is an advantage.
Superior attention to detail.
Excellent written, verbal, presentation and communication skills.
Flexible, adaptable and self-starter.
Ability to multi-task.
Understanding of legal language and principles.
Paralegal certificate required.
The above description reflects the principle functions of the job and should not be construed as a detailed description of all the work requirements that may be performed.
Please submit your resume to *********************. Please quote the position title in the subject of your email. We thank all candidates for applying however only those proceeding to the interview stage will be contacted.
MUFG Fund Services (USA), LLC is an equal opportunity employer.
Equity Research Associate
Dallas, TX Job
Job Title: Equity Research Associate - Industrial Technology and Energy Transition
Cantor is looking for an Equity Research Associate to join its Industrial Technology and Energy Transition Team. We are looking for a motivated individual to join a small team and work directly with the Senior Research Analyst on analyzing Large cap and Smid cap companies in the industrial technology (automation, supply chain) and alternative energy sectors (batteries, solar, nuclear), composing company-specific and thematic research reports, building and maintaining financial models, interviewing key opinion leaders across various areas, conducting deep industry due diligence, and interacting with Cantor's institutional sales force, traders, and investor clients.
The associate will have lots of autonomy and room for increased responsibility, will be joining a small team with broad exposure to company management teams and access to Cantor's leadership, will attend industry and investor conferences, and will join a culture that focuses on learning and mentorship.
Job Requirements and Qualifications:
The following are the minimum requirements for the position:
Exceptional academic pedigree in finance, accounting, or a related field.
Clear demonstration of financial modeling and valuation methodologies through prior experience, coursework, part-time work, and/or internships.
Outstanding analytical skills. Ability to do deep primary research, analyze and draw conclusions from information.
Strong work ethic, attention to detail, curious, optimistic, tenacious with a desire to learn about the Technology industry.
Good verbal and written communication skills.
Proven ability to work well on teams, self-motivated, showing initiative, and a willingness to incorporate constructive feedback to continually improve work product.
Educational Qualifications:
BA/BS degree required; Business concentration preferred.
Salesperson
Fort Worth, TX Job
Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment.
Key Responsibilities:
Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting.
Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions.
Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences.
Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention.
Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information.
Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review.
Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards.
Qualifications:
Proven experience in sales, preferably within the insurance or financial services industry.
Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
Outstanding presentation and negotiation skills.
Self-motivated with a results-driven mindset and the ability to work independently.
Willingness to travel within the assigned territory and manage a flexible schedule.
Valid driver's license and reliable transportation.
High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus.
Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed).
Benefits:
Competitive compensation with the most attractive commission and bonus structure in the industry.
Comprehensive training and continuous professional development.
A supportive team environment with access to seasoned mentors.
Opportunities for career advancement within the company.
Compensation:
Range is based on the average rep in current markets
Bonuses, are performance based and paid every month on the 15th
Residuals are paid on the anniversary date of the clients sale.
Accounts Payable Specialist
Houston, TX Job
We are currently hiring an Accounts Payable Specialist for our client in the Houston, TX area. This will be a long term contract position.
Responsibilities;
• Manage Utility accounts payments processing including downloading, coding and processing of utility statements as required;
• Accurately validate and process invoices; this includes PO invoices, non-PO invoices, as well as rush payment requests, manage heavy workload volume as required;
• Interact with Supply Chain colleagues and BU Clients, and Suppliers and other internal and external stakeholders as applicable;
• Follow-up on invoice exceptions as required;
• Participate in daily huddles, monitor and track performance to KPI's;
• Assist with the review/processing of invoices with holdbacks and withholding tax;
• Support management of inquiries and issue resolution for invoices and payments as required;
• Assist with other Accounts Payable tasks such as incoming mail review, etc as required.
Required Skills and Experience;
• Strong working knowledge of SAP;
• Working knowledge of Vendor Invoice Management (VIM) preferred;
• Strong problem-solving skills; excellent data entry skills and attention to detail;
• Superior oral and written communication skills, team player with strong communication skills;
• Ability to work with a large volume of transactions within tight deadlines;
• Ability to react in a fast paced and changing environment while not losing focus on priorities;
• Ability to work with various internal and external stakeholders as required;
• Ability to manage confidential and sensitive information;
• Basic accounting knowledge including knowledge of withholding tax, taxes, and holdbacks;
• Superior organizational and interpersonal skills;
• Demonstrate excellence in delivering superior customer service;
• Demonstrate ethical business practices and integrity, ensure compliance to all policies and procedures related to AP;
• Oil and gas experience;
• Preferred 5+ years direct AP processing or related experience.
Director of College Scouting (License Owner)
Dallas, TX Job
Business Opportunity - Self-employed (not a salaried role)
Potential Earnings:
$135,000 - $750,000 annually
Are you passionate about sport? Do you want to run your own business, be your own boss, and make a lasting difference in young athletes' lives?
Join FirstPoint USA - the world leader in college sports recruitment - as a Director of College Scouting.
Why Choose FirstPoint USA?
NCAA-Compliant agency, established in 2001
Over 40,000 athletes placed at NCAA, NAIA, & NJCAA colleges
High-touch, tailored support to student-athletes and families
$2.4 billion in scholarships secured
Work across 16 sports including soccer, volleyball, football, basketball, rugby, golf, and more
What You'll Do:
Represent FirstPoint USA in a defined region or sport
Recruit and guide aspiring student-athletes
Partner with schools, clubs, and coaches
Collaborate with FirstPoint's Talent ID Scout Network
Deliver a proven recruitment process using our tools and support
Build a flexible, scalable business with strong earning potential
We're Looking For:
A background in sport, education, business, or coaching
Entrepreneurial mindset and strong people skills
Passion for youth development and college sport
Financial readiness to invest in a business opportunity
Apply now to join the FirstPoint USA global network and launch your own sports recruitment business.
* This is not a salaried role. It's a business opportunity for ambitious individuals ready to grow a rewarding venture in the sports industry.
The Company:
FirstPoint USA is a NCAA-compliant scouting and recruitment service, and recognised as one of the world's leading college pathway agencies. Founded in 2001, we have supported the recruitment of over 40,000 student-athletes to member institutions, creating pathways from over 30 countries and 16 sports, into US collegiate athletics. Founded by student-athletes, for student-athletes - FirstPoint has 178 full-time staff operating within our Scouting, Admissions, Compliance & Eligibility, Talent Management, Marketing, and Leadership teams - across our US, UK, and Asia office locations.
Injection Molding Process Engineer
Houston, TX Job
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant to our direct client, a global medical device company in Houston, TX.
Job Title: Injection Molding Process Engineer (Contractor)
Pay Range: $44.85/hr - $51.75/hr (W-2)
The contract duration is initially 12 months with possible extension
40 hours/week, Mon-Fri
Job Description:
- Develop and sustain optimum molding process for medical manufacturing device components
- Develop injection molding process per the decouple scientific principles
- Run Projects from start to finish
- Improve and troubleshoot areas in the molding department
- Validation IQ/OQ/PQ
Requirements:
- Plastic manufacturing industry experience required
- Master Molder certification preferred
- Decoupled Molding Principles
- Project Management
- Requires good communication, people skills to work well with other departments, customers
- Ability to write technical reports and prepare and make effective presentations
- Engineering degree a plus but not required
Corporate Counsel
Dallas, TX Job
Skyview Group ("Skyview") is an employee-owned professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance sectors. Skyview offers a range of integrated services across finance, accounting, tax, legal support, compliance, human resources, communications, information technology, and other back- and middle-office functions. Skyview is headquartered in Dallas and driven by a team of experienced financial services veterans.
Description
Skyview Legal is seeking an exceptional attorney with 4-8 years of experience with either a top tier law firm or leading financial services/money manager/investment advisor to join the in-house legal team in its Dallas office to work with its asset manager clients.
Responsibilities
Act as Corporate Secretary for client fund complex
Assist with required regulatory filings for public and private funds
Participate in and prepare reporting in connection with monthly and quarterly in-person and telephonic retail fund complex board meetings
Support the compliance functions of the client broker / dealers (BDs) and retail registered investment advisors (RIAs)
Drive legal side of special projects (e.g., fund conversions, corporate actions, M&A activity, financings, etc.)
Interface with external counsel on behalf of clients
Qualifications
4-8 years' experience with a top tier law firm in Corporate/Securities/Investment Funds or leading financial services/money manager/investment advisor
JD and undergraduate degree from highly regarded institution
Experience with mergers and acquisitions, capital markets, or leveraged finance
Investment fund experience, including familiarity with the Investment Company Act and Advisers Act, is preferred
Understanding of financial services industry
Excellent writing/drafting, communication, and organizational skills
The ability to manage multiple projects efficiently
Hard driving work ethic
Compensation and Benefits
Skyview offers a competitive base salary and discretionary bonus based on performance. Skyview has an industry leading health insurance plan with no premiums or deductibles. Skyview's talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm's work in the professional services sector. Skyview is an Equal Opportunity Employer.
Linux Engineer, Trading Infrastructure
Austin, TX Job
Hudson River Trading (HRT) is seeking a Trading Systems Support Engineer to join our dynamic Systems team, which develops and maintains the fast, reliable infrastructure that powers our trading. This team is responsible for deploying and managing all servers in our trading environment, ensuring optimal performance and uptime.
Your responsibilities might include installing and configuring hardware and software, remote administration, monitoring system performance, testing new hardware and software, and fine-tuning system performance. Each day presents opportunities to tackle diverse technical challenges that directly impact HRT's live trading and research operations.
The ideal candidate is a dedicated and innovative technologist with a passion for learning and a drive to contribute to impactful projects in a fast-paced, collaborative environment. If you're excited to work on cutting-edge systems that are critical to HRT's success, we'd love to hear from you!
Responsibilities
Write detailed documentation and instructions for server installation and patching
Operating system installation and upgrading
Script solutions to automate repetitive tasks
Help evaluate demo systems from vendors
Join on-call rotation and Linux troubleshooting
Performance testing and tuning
Work with vendors to resolve issues
Interface closely with data center techs to complete hardware installations
Plan and execute technical projects to make our Linux trading systems (hardware, network, OS, etc.) faster, adaptable, and more maintainable
Manage and optimize worldwide trading infrastructure
Automate and troubleshoot a broad range of technical infrastructure
Troubleshoot hardware and software issues
Deploy, configure, and test internal and external applications
Server break/fix and troubleshooting
Qualifications
2+ years of relevant experience among the following:
Installation, configuration, and troubleshooting of Linux systems, especially Debian and its derivatives
Using Linux/UNIX command line tools and configuration management tools
Python or comparable programming experience focusing on automation and integration
Shell (bash or comparable) scripting
Supporting a live production environment (especially trading)
Configuration management tools, particularly SaltStack but also Puppet, Ansible, Chef, or CFEngine
Cloud experience in AWS or GCP is desirable but not required
Strong attention to detail to manage and debug production services
Exceptional communication skills - this role will require cross-collaboration with various stakeholders across HRT
Ability to manage projects efficiently
The estimated base salary range for this position is $130,000 to $170,000 per year, based on job-related skills and experience. This role will also be eligible for discretionary performance-based bonuses and a competitive benefits package.
Culture
Hudson River Trading (HRT) brings a scientific approach to trading financial products. We have built one of the world's most sophisticated computing environments for research and development. Our researchers are at the forefront of innovation in the world of algorithmic trading.
At HRT we welcome a variety of expertise: mathematics and computer science, physics and engineering, media and tech. We're a community of self-starters who are motivated by the excitement of being at the cutting edge of automation in every part of our organization-from trading, to business operations, to recruiting and beyond. We value openness and transparency, and celebrate great ideas from HRT veterans and new hires alike. At HRT we're friends and colleagues - whether we are sharing a meal, playing the latest board game, or writing elegant code. We embrace a culture of togetherness that extends far beyond the walls of our office.
Feel like you belong at HRT? Our goal is to find the best people and bring them together to do great work in a place where everyone is valued. HRT is proud of our diverse staff; we have offices all over the globe and benefit from our varied and unique perspectives. HRT is an equal opportunity employer; so whoever you are we'd love to get to know you.
Commercial Loan Closer
Dallas, TX Job
Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank Capital, Inc. (the “Company”), a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. Our clients include large corporations, real estate investors, middle-market companies, small businesses, and banks as well as some of the largest institutional clients in the capital markets. Our divisions provide commercial banking, mortgage banking, investment banking and corporate advisory services to clients throughout the U.S.
POSITION SPECIFICATIONS:
NexBank is seeking a motivated individual to join the growing Commercial Loan Operations group to assist with the operational and processing responsibilities throughout the closing and funding of varying loan types primarily originated through the Commercial Banking Group. Loan types include: commercial real estate acquisition and term loans, as well as commercial and industrial related financings that include revolving lines of credit, letters of credit, and shared national credits, for-sale housing A&D/ construction loans, SBA, and consumer loans. The candidate must have a strong banking background regarding loan originations and skills to learn, understand, and navigate loan origination systems and processes. Experience in loan origination systems such as Finastra-LaserPro, Jack Henry Silverlake, and CT Lien Solutions is preferred. An ideal candidate will possess excellent verbal/written communication skills and proficiency in Microsoft Office tools (MS Outlook, Excel, Word, and PowerPoint). The company headquarters is in Dallas, Texas.
KEY RESPONSIBILITIES:
Coordinate and complete the loan closing/funding process by working with inter-departmental team members, which include loan officers and credit analysts, and external customers, attorneys, title companies, and third-party vendors with the utmost customer service attitude
Process tasks daily in order to close/fund loans in a timely and accurate manner using the core loan systems in accordance with bank policy, procedures, loan documentation requirements, and regulatory requirements
Collect, compile, record, and build the loan closing files in accordance with the proper approved loan closing procedures
Review, analyze and interpret commercial loan documentation and closing disclosures to ensure accurate loan set-up by completing the loan worksheets by following the proper approved structure and procedure, then submit for final approval
Understand the requirements to enter loan information into the core loan accounting system ensuring that all required information is complete and data accuracy and integrity are established and maintained
Prepare exception worksheets for further follow-up by the department for the purpose of collateral perfection
Initiate wires for loan funding activities in accordance with the bank wire policy, procedure, and other applicable requirements
Process loan payments, payoffs, and advance/draw requests, in a timely and accurate manner
Assist team members with solving internal and external customer service issues
Assist with all internal and external audits and loan reviews
Cross train with other loan closers and loan servicers to better understand the department as a whole, and in order to maintain the business continuity of the department. Teamwork and internal cooperation with other departments are vital to the efficiency of the department as a whole, and it's expected in all daily exchanges
Assist the commercial loan operations department in other activities as needed including but not limited to; reviewing loan advances, preforming wire verifications for funding, loan exception management, and departmental data integrity
Independently research and resolve issues as they present themselves
Assist with various projects as required by the commercial loan operations department
PROFESSIONAL EXPERIENCE/QUALIFICATIONS:
3-5+ years of increasing responsibilities within commercial loan closing, funding and administration; or
A bachelor's degree with 3-5+ years of experience in commercial loan closing, funding and administration
Knowledge of commercial loan documentation and collateral perfection, .
Jack Henry Software Suite Experience preferred
Understand regulatory guidelines and requirements from bank governing entities, including FDIC
Ability to coordinate and communicate with various individuals in the bank, such as loan officers and senior officers of the company in addition to your direct supervisor, to be a professional in the work environment
Ability to meet assigned deadlines in order to close and fund loans as promised to the client
Ability and willingness to work the appropriate time needed per the workload of the department
Ability to work independently, responsibly, and effectively with minimal required supervision
Ability to prioritize and manage multiple projects and responsibilities
Compensation and Benefits:
NexBank offers a competitive base salary and bonus based on experience and performance. NexBank offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles, for employee or family, employer paid short- and long-term disability, life insurance, dental insurance, and a 401(k) plan with employer match and profit sharing. NexBank also provides free lunch and pantry provisions to employees working on-site. NexBank's talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm's track record in the banking industry. NexBank is an Equal Opportunity Employer.
Nizari Progressive Federal Credit Union - Chief Lending Officer
Sugar Land, TX Job
Nizari Progressive Federal Credit Union is a member-owned financial institution founded in 1989 with over $422 million in assets today. The credit union has locations in Sugar Land, Austin, and San Antonio and serves over 18,400 members throughout the United States through more than 5,000 Shared Branches as well as online services. It is the mission of Nizari Progressive FCU to be a member-focused financial institution committed to providing a wide array of quality financial services to its members and the preferred financial institution of the Ismaili community. The credit union offers its members competitive rates on a variety of savings and loans, personal and business checking accounts, credit cards, IRAs, and more.
Nizari Progressive Federal Credit Union, located in the Houston metropolitan area, in Sugar Land, Texas, is currently in search of a seasoned lending executive to serve as their Chief Lending Officer. Reporting directly to the President/CEO, this individual will be responsible for the strategic oversight of a diverse lending portfolio consisting of consumer, mortgage, and commercial loans. Primarily responsibilities will include new product development, taking an active role in promoting the credit union's services in the communities they serve, and guiding a lending team of approximately 18 individuals. The successful candidate will be well versed in mortgage, commercial, and consumer lending as well as experienced in overseeing collections operations and have a fundamental understanding of participation loans and SBA lending. The ideal candidate will have five plus years of experience leading lending operations for a credit union or retail bank and have a minimum of a bachelor's degree.
Consulting Controller
Houston, TX Job
vcfo is seeking a Consulting Controller
We are growing and adding a highly experienced Consulting Controller to our team in Houston. You'll have the opportunity to make a difference working on multiple small to mid-sized client companies ($5-100M), being a part of a collaborative organization and working in a variable hours environment. If this structure sounds like something you would enjoy, there is no better team to join than vcfo.
What does this role look like? You will interact with other Controllers on our team to build the practice and communicate effectively with all levels of the organization. Our Consulting Controllers usually work with each client 1-2 days a week and serve on the leadership team of 2 or 3 clients at once.
If you are a problem solver who likes change, variety, taking risks and are results-oriented, this position is right for you, there is no better team to join than vcfo.
Key Responsibilities:
Work with vcfo team members and partner with leadership teams at companies based in and around Houston
Engage with the client's team, adapting to a variety of client environments and industries
Generation of timely and accurate monthly financial statements.
Manage full accounting cycle
Creation and maintenance of corporate forecasts.
Experience managing other accounting staff and/or working in a team environment.
Work on multiple, significantly varied client engagements at one time
Development of financial policies and procedures.
Providing guidance and leadership in the enhanced use of ERP systems, conversions, and/or the selection of future software as required to support financial operations.
Requirements - Successful candidates will have:
Bachelor Degree in Finance or Accounting with preferred CPA license
7+ years of progressive leadership experience
Providing guidance in the enhanced use of ERP systems, selection/conversion support
Project lead experience and/or oversees other Controllers
Manage full accounting cycle
Leadership in development of financial policies and procedures
In depth experience with accounting software packages including QuickBooks, NetSuite, Intacct, or other mid-market accounting packages
As a Consulting Controller for vcfo, you will serve as a respected and trusted advisor to our clients. Our culture supports diversity, giving every employee a voice, and we band together to give back to the community through our vcfo gives™ program. Our employees have opportunities to work alongside the best in the business and increase their knowledge through work with varied clients and projects, while enjoying flexibility for quality work/life balance
Benefits:
Competitive hourly rates plus commissions
Company paid employee medical, dental, vision insurance
401k matching contributions
Company paid ST/LT disability and life insurance
Paid Time Off and company holidays
Location:
Houston, Texas
vcfo is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. Please visit our recruiting information on our website at ********************* to learn what our employees say about working for vcfo.
If you require alternative methods of application or screening, please let us know by contacting us directly at *******************.
Instrumentation Engineer
Corpus Christi, TX Job
We're currently staffing for an Instrumentation Field Engineer for one of our Oil & Gas clients located in Portland, TX.
Instrumentation Field Engineer
12 months contract (possible perm conversion)
Position Overview:
Reporting to the Lead Instrumentation Field Engineer, the Instrumentation Field Engineer provides technical support, direction, and oversight for the construction and installation of instrumentation systems across multiple disciplines. This role involves close collaboration with field supervision teams to ensure projects are executed efficiently and in compliance with specifications and standards. Flexibility in scheduling is essential, with availability to work night shifts, split shifts, or day shifts as needed.
Key Responsibilities:
Conduct regular inspections and prepare documentation to support ongoing instrumentation installations.
Assist field supervisors in determining labor, tools, equipment, and material needs for specific work activities.
Develop short- and long-term work schedules in coordination with superintendents and other engineering disciplines.
Perform material takeoffs from “Issued For Construction” drawings to support procurement and installation planning.
Provide data for quantity tracking systems and report weekly installation progress to Project Controls.
Generate material requisitions for instrumentation equipment and monitor procurement and delivery timelines.
Troubleshoot design issues and coordinate solutions with engineering teams and fabricators, using established field documentation procedures.
Ensure all installations adhere to the latest design drawings, codes, specifications, and standards.
Serve as the technical liaison for select on-site contractors, ensuring alignment with project instrumentation scope.
Complete quality assurance documentation according to inspection and test plans.
Lead system walk-downs, track deficiencies, and manage system close-out processes.
Review and finalize as-built documentation.
Monitor work progress against project budget and schedule targets.
Qualifications and Skills
Minimum Requirements:
Bachelor's degree in Engineering with 3-5 years of relevant experience, or 6-9 years of equivalent industry experience in lieu of a degree.
Preferred Qualifications:
Hands-on experience in field construction, including familiarity with technical specifications, vendor documents, procedures, and industry codes.
Strong background in heavy industrial direct-hire construction environments.
Proven leadership and team collaboration abilities in fast-paced field conditions.
Skilled in identifying and resolving technical challenges under pressure.
Prior work in oil & gas, refinery, petrochemical, power generation, or minerals processing construction.
Proficiency in MS Office tools (Word, Excel, Visio, PowerPoint) and common construction applications.
Familiarity with applicable industry codes and standards.
Experience managing technical subcontractors or service providers.
Prior experience on LNG construction projects, particularly in the U.S. Gulf Coast region.
Working knowledge of company-standard work processes and tools (e.g., Setroute, Unifier, Aconex, DSCS, PTR, Agile, Navisworks).
Additional Requirements:
Must be physically able to perform field duties, including walking long distances, climbing ladders/scaffolding, working at heights or in confined spaces, and operating in hot, humid environments.
Capable of lifting moderate loads and wearing standard PPE (e.g., harness, life vest, lift bucket gear) as required by the task.