Tolleson Wealth Management jobs

Job Description This posting is for General Applications. Must consent to and have favorable consumer report, background check and drug/alcohol test #LI-DNP NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

Are you passionate about investigating fraud, identifying root causes, and presenting findings and recommendations? If so, you might be the right candidate for the Manager, Fraud Response and Recovery position within Fidelity's Fraud Risk and Control team. The Role Fidelity's Fraud Risk and Control (FRC) team is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Fraud Response and Recovery will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigations of fraud events involving our clients This position will have an enhanced focus on Fidelity's Digital Assets (FDAS) business and crypto-related transactions. The Fraud Response and Recovery team contributes to these operations through their management on incident response, intelligence gathering, and root cause analysis. The Team The Fraud Risk and Control team, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC's Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and build cases to present to law enforcement and prosecutive agencies. The Value You Deliver In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include: Triage fraud events and perform root cause analysis. Conduct in-depth investigations of suspicious financial activity. Provide expertise reviewing crypto transactions and blockchain analysis for known fraud incidents. Gather and analyze evidence of fraudulent activity and other relevant information and data Create and maintain case files of fraudulent activity. Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies. Communicate fraud-related findings and recommendations to stakeholders. Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes. The Expertise and Skills You Bring Bachelor's degree and 4+ years' experience in the financial services industry 2+ years of risk related experience. Experience in crypto trading and/or block chain analysis. Experience in researching financial transactions and customer activities. Strong analytical skills to analyze data and identify patterns. Problem solving skills to identify and resolve complex problems. Possess the ability to multi-task across a variety of responsibilities in a constantly evolving environment. Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events. Strong focus on execution and identifying, communicating, and removing impediments to progress. You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment. Willingness to expand your expertise continually learning new skills. Note: Fidelity is not providing immigration sponsorship for this position Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. Certifications:Category:Risk Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Legal

Job Description:The Role The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 12+ years of relevant work experience in the financial industry Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Strong understanding of blockchain technology. Executive level presentation skills required Project management and/or consultative experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Promote a culture of experimentation to ensure continuously learning Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk Organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk

Director, Data Architect Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities. The Expertise and Skills You Bring Education - BS or MS required Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality Ability to evaluate, prototype and recommend emerging data technologies and platforms Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS Experience architecting large complex systems with large volume and high-performance requirements Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike Expertise in programming languages such as SQL and Python, Java a plus ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies Analytical reporting experience, preferably Snowflake and PowerBI Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology

The Role Digital Assets Shareholder Reporting is GROWING at Fidelity! Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies? As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s). This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success! Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The Expertise and Skills You Bring Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed) Demonstrated success in leading teams to perform at their best for our Senior Manager role Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements Advanced excel skills and experience translating accounting data into financial statement presentation Ability to lead independently and in an operations-focused, fast paced team environment Strong working knowledge of project and relationship management Excellent written and verbal communication skills and strong presentation capability MBA or CPA preferred for the Manager and Senior Manager roles. Note: Fidelity is not providing immigration sponsorship for this position The Team In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success! #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

We are currently staffing for a Construction Operations Professional to work on an LNG project in Brownsville, TX. Construction Operations Professional Pay Rate: $45-$57/hr Duration: 12 months (contract to possible direct conversion) Client: Oil & Gas / LNG Job Summary The Construction Operations Coordinator supports a wide range of construction engineering activities requiring strong technical knowledge and practical field experience. This role applies professional judgment within broad guidelines and may provide direction to junior engineers or project office staff. The coordinator may focus on a specific technical area or lead defined segments of construction work. Key Responsibilities Assist Construction Superintendents in developing construction methods, plans, and work procedures. Coordinate with Superintendents to troubleshoot and resolve construction or engineering challenges. Interpret design drawings and create construction working drawings as needed, including temporary facility layouts, field revision sketches, and “as-built” documentation. Review design documents, vendor drawings, and installation requirements; identify and resolve potential interference issues. Prepare or oversee preparation of field material requisitions, including quantity estimates and material takeoffs. Track commodity quantities using project tracking systems or related software tools. Support coordination of vendor deliveries, material receiving and storage, expediting, and related schedule reporting. Develop projections and schedules for labor, materials, and equipment needs. Prepare field change notices, extra work orders, and back-charge documentation. Review and monitor project controls documentation for accuracy and progress. Support automation and digital tools to ensure project controls are fully utilized in the field. Prepare cost estimates and review engineering bills of materials for completeness and accuracy. Maintain cost and quantity records, analyze data, and generate reports for project management using established digital tools. Monitor subcontractor performance for compliance with project drawings, specifications, and standards. Administer change notices and amendments; review and audit subcontractor progress payment requests. Maintain current subcontractor schedules as assigned. Oversee installation of materials and equipment to ensure adherence to design and quality requirements. Contribute to constructability reviews and capture lessons learned. May provide input for performance reviews of assigned personnel. Education & Experience Requirements Bachelor's degree in engineering or a related scientific discipline, accompanied by experience that supports understanding of construction engineering principles. Additional coursework in construction management, contract law, or mathematics is preferred, along with experience that supports the technical competencies of the role. Required Knowledge & Skills Working knowledge of at least one engineering discipline, as well as contract administration, cost control, and scheduling for large industrial construction projects. Proficiency with word processing, spreadsheet, and database applications aligned with company software standards. Awareness of environmental regulations and compliance requirements. Understanding of the company's “Zero Accident” safety program. Familiarity with current industry quality standards.

The Customer Service Representative plays a key role in supporting the life insurance application process. This position is responsible for contacting applicants to schedule medical examinations and ensuring smooth workflow handoff to Case Associates and Underwriters once appointments are confirmed. The representative will provide exceptional customer service while maintaining accuracy, efficiency, and compliance throughout the process. Key Responsibilities Applicant Engagement & Welcome Calls Make professional, courteous welcome calls to life insurance applicants. Provide clear guidance on next steps in the application process and respond to initial questions. Application & Case Review Review applications and case notes regularly to ensure adherence to medical, financial, and regulatory requirements. Identify missing information or requirements and take appropriate action to support timely case progression. Outbound Communication & Scheduling Support Conduct proactive outbound calls to assist applicants in scheduling their medical examinations with approved vendors. Offer support and resources to help applicants complete outstanding requirements. Underwriting & Workflow Support Work closely with Underwriters and Case Associates to expedite case closures. Communicate updates effectively and ensure smooth handoff of scheduled cases to the appropriate teams. Qualifications & Skills Strong telephone communication skills with a professional and friendly demeanor. Excellent interpersonal, verbal, and written communication abilities. Ability to follow conversation flows and document interactions accurately and thoroughly. Strong organizational and time-management skills; able to multitask effectively in a fast-paced environment. Familiarity with life insurance processes preferred. Salary Range:: $38,000 - $43,000 per year

You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Now Hiring: Mission Critical OFCI/Commissioning Lead Schedule: 5/10's + 8 hours on Saturdays Start Date: As soon as a qualified candidate is identified Project Type: Mission Critical Data Center If you excel at coordinating complex equipment deliveries, managing vendor relationships, and ensuring commissioning activities stay on schedule, this role offers the chance to support high-visibility data center projects. What You'll Do: You'll serve as the central point of coordination for OFCI equipment from delivery through installation and commissioning. Your work helps keep testing phases (L2-L5) on track and ensures all vendors, subcontractors, and site teams are aligned. Key responsibilities include: OFCI & Commissioning Coordination Manage the OFCI log, including equipment deliveries and push/pull ticket requests. Request deliveries from offsite storage and integrators; resolve delivery conflicts and delays. Use the Star Tool to request vendor resources for L2-L5 testing. Vendor & Subcontractor Collaboration Build and maintain a Smartsheet contact list for OFCI vendors and subcontractors. Coordinate equipment deliveries with site superintendents to align with project schedules. Drive communication between subcontractors and OFCI vendors to resolve installation concerns. Inspection & Documentation Management Oversee QC/Cx inspection documentation and ensure completion one week before H2C. Manage Procore documentation, including equipment testing reviews and inspection tracking. Validate that received OFCI equipment matches approved engineering submittals. Project Tracking & Reporting Maintain a delay log for delivery impacts, vendor responsiveness, and schedule issues; escalate as needed. Track repairs and damages (including part reallocations and trade-related equipment damage). Manage the generator fuel log and coordinate readiness notifications. Track MCM dates in Smartsheet. Meetings & Cross-Team Coordination You'll lead or participate in several recurring project meetings, including: Weekly OFCI Vendor Call: Delivery tracking, trades alignment, replacement coordination, schedule impacts, push/pull tickets. Weekly meetings with site superintendents and electrical contractors: Installation alignment, concern resolution, and schedule coordination. Weekly L2/L3 meetings: Drive observation resolutions, ensure documentation compliance, and update schedule needs. Daily L4/L5 commissioning meetings: Support resolutions and ensure vendor/subcontractor resources are available. Additional: Daily coordination, weekly client meetings, weekly OAC, and weekly MCM meetings. If you're highly organized, thrive in fast-paced construction environments, and enjoy being at the center of project coordination on mission critical builds, this role offers a strong opportunity to contribute to impactful data center projects.

Bachelor's degree in Computer Science, Cybersecurity, or related field. 3+ years of experience in DevOps, Security Engineering, or related roles. 2-3 years of security experience. Overall, 6 years Strong understanding of CI/CD tools (e.g., Jenkins, Harness). Development knowledge on Java, Python, .Net, etc Experience with security tools (e.g., Veracode, GHAS, Orca). Proficiency in scripting languages (e.g., Python, Bash). Familiarity with containerization and orchestration (Docker, Kubernetes). Knowledge of cloud platforms (AWS, Azure, GCP) and their security features. Understanding of secure coding practices and application security principles. Knowledge of Infrastructure as Code (Terraform, Ansible).

CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, and manufacturing partners. This position combines high-level commercial account servicing responsibilities with strategic business relationship and sales functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilitie s. ESSENTIAL DUTIES & RESPONSIBILIT IES Strategically engage with factories and dealers to manage high-value commitm ents Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalabi lity Identify operational gaps and lead resolution efforts through process redesign and documenta tion Develop and maintain SOPs, training guides, and workflow documenta tion Monitor KPIs and operational metrics, presenting insights and recommendations to leader ship Lead cross-functional initiatives to align commercial lending operations with broader business g oals Champion system enhancements and automation opportunities, including Solifi optimiza tion Support internal audits and compliance reviews, ensuring adherence to regulatory and company stand ards Serve as a liaison between account management and underwriting to ensure process align ment Oversee and approve complex invoice and MCO transactions with minimal overs ight Analyze credit line utilization trends and advise on optimization strate gies Lead reconciliation of monthly billing statements and ensure financial accu racy Facilitate payment processing and troubleshoot except ions Coordinate third-party inventory inspections and lead resolution of audit discrepan cies Perform payoff workflows, ensuring compliance and timely document deli very Lead onboarding for new dealers, delivering expert-level training and sup port Review and authorize pending orders, applying advanced credit and curtailment anal ysis Ensure accurate and timely data entry into Solifi for approved or ders Provide strategic payoff guidance to dealers and third-party len ders Perform document distribution upon loan pa yoff Implement delinquency management strategies and lead recovery eff orts Partner with underwriting to assess and recommend credit line adjustm ents Manage Help Scout communications and ensure timely resolution of escalated is sues Foster long-term dealer and supplier relationships, acting as a strategic consul tant Audit inspection reports and lead resolution of complex unit discrepan cies Lead financial documentation collection for annual reviews, ensuring compliance and complete ness Draft and execute formal collection communications, supporting legal and credit recovery eff orts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excell ence Mentor peers and junior Account Managers on best practices and process adher ence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-ma king Collaborate with the CPM Retail Sales team to process and route for approval dealer eligibility for retail financing prog rams Drive floorplan sales for new and existing territories, managing the full sales pipeline from prospecting to c lose Develop new and expand personal property and mortgage retailer relationships and loan vo lume Scout and onboard new retailers in emerging territories, contributing to market develop ment Represent CountryPlace Mortgage at trade shows, coordinating booth setup and marketing mater ials Assist in developing internal training programs to support cross-functional collabora tion Create compelling and compliant marketing flyers and trade show banners to support sales eff orts Strengthen relationships with Regional Sales Managers (RSMs) and manufacturers to drive strategic align ment POSITION REQUIREMENTS, CAPABILITIES & SKILLSStrategic, self-directed, and highly accou ntable Excellent interpersonal skills and ability to build rapport across diverse teams and c lients Proven ability to design and manage complex operational pro cesses Exceptional interpersonal and leadership skills Mastery of written, verbal, and presentation communi cation Bilingual proficiency pre ferred Expert-level proficiency in Solifi pre ferred Proven ability to manage high-risk accounts and complex colle ctions Consultative approach to client service, balancing business goals with relationship mana gement Comfortable presenting to senior leadership, with the ability to translate operational data into actionable in sights MINIMUM QUALIF ICATIONS Bachelor's degree required, in Finance, Accounting, or Business3+ years B2B sales experience in manufactured housing, RV, or marine; floorplan and retai l lending5+ years of Commercial manufactured housing floorplan experience in loan servicing, collections, and lending o perations7+ years of experience in commercial loan servicing, collections, lending operations, banking or project m anagement Advanced spelling and gramm ar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal softwar e WE OFFERCompeti tive SalaryMedical/Dental/Visio n InsurancePa id Holiday s401K MatchG enerous PTOFS A/HSA PlansLife /Disability/Accidental Insurance and much more!

* Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels * Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority. * Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact * Cross-sell bank services and products * Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task * Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels * Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures * Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures * Establish and maintain solid working relationships with all levels, departments, and locations within FCBI * Consistently meets critical deadlines and other performance targets or requirements * Must be available to work all weekdays and holidays, within Bank operating hours * Perform other tasks requested by supervisors as they relate to the bank and its functions Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FNBT is an equal opportunity employer.

RSI Logistics, recently acquired by Trinity Industries Inc., is looking for a Rail Network Supervisor. The Rail Network Supervisor's primary objective is to provide the oversight of the team that handles proactively monitoring loaded and empty railcars from the point of release at the origin to final placement at destination, as well as the storage of railcars. This role is responsible to ensure exceptions are identified, escalated and handled, while informing business partners of any variations to planned trip. Key Responsibilities: Supervise and train the team of railcar coordinators Monitor workload and ensure daily tasks are being accomplished Escalate issues to stakeholders as appropriate Prepare and provide reporting and metrics that demonstrate service levels and areas to improve Understand railcar operations in order to identify potential issues. Take charge of client service issues through to resolution Utilize a cloud-based railcar tracking system to monitor, identify problems, and provide updates to stakeholders Communicate with railroads to troubleshoot issues and delayed railcars. This would involve phone and email communication as logging issues on railroad websites Ensure railcars are travelling along the correct route and going to the correct destination, and on time Understand bill of lading, waybilling, clms, the North American railroad network, and railroad terminology Exude a Goal-driven and continuous improvement mindset Communicate and present information to internal and external stakeholders Qualifications: Bachelor's degree specializing in Business Administration, Supply Chain, Transportation, Logistics or equivalent work experience 5 or more years of experience required in Rail Logistics (rail management/marketing, or rail procurement) with at least 3 years managing employees Proficient in technical writing, good communication skills- attention to detail is critical System savvy (prior ERP experience or Rail TMS experience is highly preferred) Ability to work in a fast paced/dynamic environment and lead a team to accomplish goals Strong MS Office skills Excellent communication and problem-solving skills

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Talent Acquisition Partner (Mid-Level), you will be instrumental in shaping USAA's talent acquisition strategy by fostering and maintaining exceptional relationships with hiring leaders, prospective candidates, internal partners, and third-party vendors. Your main focus will be on delivering a superior experience for both candidates and our clients (hiring leaders), ensuring every interaction reflects USAA's commitment to excellence. You will proactively develop and recommend innovative recruiting strategies to identify and attract a diverse pipeline of top talent, championing a positive and engaging experience throughout the entire hiring journey by managing the full cycle recruiting process. This includes everything from sourcing candidates to screening, interviewing, and extending offers. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the Plano, Texas office location. Relocation assistance is not available for this position. What you'll do: Identifies and builds community partnerships to generate candidates in alignment with the organization's hiring and program objectives. Develops and implements creative sourcing strategies to proactively identify candidates and assemble pipeline of talent for open positions. Performs full life cycle recruiting applying various recruitment methods. Partners with internal and external partners to establish community networks and relationships in support of our military, diversity and college hiring requirements with minimal direction. Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and maintains compliance with all Federal, State and Regulatory requirements. Employing defined job descriptions, develops compelling job posting descriptions to attract talent and strives to differentiate USAA from our competitors. Keeps candidates continually advised with high-touch communication throughout the entire hiring process Negotiates salary per job requisition within approved range maintaining a fiduciary responsibility to the company. Forecasts and handles talent pool size to fulfill workforce plans and hiring objectives. Collaborates with hiring leaders and/or coworkers through the recruiting process while maintaining compliance within external and internal regulatory agencies. Builds candidate pools to meet hiring requirements through leveraging their technical expertise to identify sourcing and networking strategies and tools. Consults with hiring leaders and internal partners to proactively identify strategies to understand business requirements and meet hiring requirements. Serves as a resource to team members. Applies knowledge of relevant human resources discipline(s), specifically employment law, policy and procedures. Ensures risks associated with business activities are successfully identified, measured, assessed, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of progressive work experience in staffing, general human resources, and/or account relationship management, to include knowledge of applicable employment laws. Demonstrates understanding of recruiting methods and standard methodologies. Knowledge of applicable policies and federal, state, and local employment laws and regulations. Demonstrates knowledge and application of effective screening and interviewing techniques. Proficient knowledge and use of Microsoft Office products and other software to support sourcing tools and techniques. What sets you apart: At least 1 year of experience with full-cycle recruiting for Banking, Property and Casualty, Life and/or Agency lines of business. At least 2 year of experience building and implementing innovative sourcing strategies using a variety of tools and platforms including Applicant Tracking Systems (ATS) and Candidate Relationship Management (CRM) systems. At least 1 year of experience using AI-powered recruiting tools to improve sourcing and screening efforts. Use of data and analytics and reporting tools to track key recruiting metrics and advise decision-making. Experience with the Workday Recruiting module. Certification in recruiting or human resources (e.g., PHR, SHRM-CP, AIRS CIR). Compensation range: The salary range for this position is: $85,040.00 - $162,550.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Role: Webmethods Developer Must Have Technical/Functional Skills Primary Skill: webmethods Secondary: Java Experience: Minimum 10 years Roles & Responsibilities Experience developing service integration solutions using Web Method 8+ year experience in Angular and Middleware Service development Good understanding of Design Patterns and design thinking. Able to apply while developing technical solutions Familiarity with SOAP and REST Web Services and related technologies (JAX-WS, JAX-RS, XML Technologies). Web Services Design and development experience as a service provider. Strong communication/interpersonal skills both written and verbal and the ability to quickly form meaningful working partnerships. Works well under pressure. Manage multiple priorities, be proactive, and deliver quality results under aggressive deadlines. Self-starter, good aptitude, Problem Solver and someone who is open to learning new technologies and comes with strong analytical Experience with Agile development and tool set like Jira and Jenkins Experience with Integration technologies like Kafka and Web Sphere. Interested candidates please share me your updated resume to *******************

Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 63 license is required (may be obtained under a condition of employment) Notary preferred Minimum 12 months in a client service industry Basic understanding of brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to manage multiple client situations, needs and inquiries simultaneously Need be able to build and maintain good cross enterprise working relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

ABOUT THE ROLE CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Commercial Credit Analyst II to help grow our Commercial Lending Department. This in-person role is in our Plano, TX office. The Commercial Credit Analyst II will complete financial analysis for floorplan lines, floorplan buyouts and other commercial lending, including real estate and revolving lines of credit. ESSENTIAL DUTIES & RESPONSIBILITIES Underwriting commercial loan requests for new and existing relationships by analyzing the financial condition utilizing financial statements, tax returns, CPA statements, bank statements, and other necessary documentation Cash flow analysis and pro forma forecasting and scaling Full understanding of entity legal ownership structure and ability to provide clear, concise explanation of them Ensure appropriate security instruments are recommended based on risk profile and ownership structure Present recommendation, details and financial analysis to the appropriate authority level Ownership of UCC process (filing, search and notification) to ensure properly perfected Timely communication to stakeholders (Dealer, Manufacturer, Sales and Management) through the process Obtain answers to any questions regarding financials, credit line requests, structure, and other relevant factors Maintain a stakeholder focus throughout the underwriting process, exceeding service level commitments Prepare legal documents and follow up to ensure necessary documentation is received Final review of loan documentation and audit prior to loan funding Periodic account reviews and maintenance Support the development of junior analysts by sharing knowledge, answering questions, and modeling effective credit analysis techniques Assist in training new team members, helping them understand tools, processes, and credit policies Provide coverage during team absences to maintain workflow continuity Join complex credit reviews to build subject matter expertise Contribute to a collaborative team by offering peer-to-peer feedback and promoting open communication Participate in complex credit reviews alongside senior analysts, gradually building subject matter expertise. Complete ad hoc projects as needed POSITION REQUIREMENTS, CAPABILITIES & SKILLS Superior analytical skills Excellent verbal and written communication skills Outstanding organizational and project management skills Advanced interpersonal skills to collaborate with stakeholders Strong work ethic with an ability to meet deadlines while multi-tasking Ability to identify and resolve problems in a timely manner Willingness to learn and grow in a fast-paced environment Effective decision-making, customer service and problem-solving skills Strong attention to detail and accuracy Ability to work effectively in a team environment MINIMUM QUALIFICATIONS BA/BS degree required in Finance, Accounting, or Business 14+ months of Manufactured Housing Commercial lending experience OR 2+ years of experience in commercial credit, structuring, and financial statement analysis, banking, finance, and/or loan servicing Intermediate to advanced MS Office skills in Excel, Word and PowerPoint WE OFFER Competitive Salary Medical/Dental/Vision Insurance Paid Holidays 401K Match Generous PTO FSA/HSA Plans Life /Disability/Accidental Insurance and much more!

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant to our client, an autonomous vehicle company in Austin, TX. Job Title: Technical Support Engineer - Contractor Pay Rate: $34/hr (W-2) Initial Duration: 12 months Work Schedule: Evening shift, 2:00pm-11:00pm, Tuesday-Saturday Description: Seeking a Technical Support Engineer to perform in-depth diagnostics on robot systems running NixOS, restore services, and clearly document and escalate incidents to development teams when needed. In this role, you'll work directly on live systems, analyzing logs, troubleshooting via SSH, and managing internal services to ensure operational reliability. The ideal candidate is a technically curious, analytical problem-solver with strong communication skills and a methodical approach to troubleshooting. You're comfortable working hands-on in Linux environments, learning new tools quickly, and taking ownership of issues from diagnosis through resolution. As a Technical Support Engineer, you'll: - Diagnose onboard robot systems via SSH, performing rapid triage and resolving hardware/software issues. - Review system health and logs (uptime, CPU/RAM/disk usage, time sync, systemd status, journalctl, dmesg) and execute updates or service restarts as needed. - Maintain NixOS systems, verify version integrity, and complete post-update health checks. - Use command-line tools for configuration, navigation, and log collection (grep, awk, sed, tar, nano/vim, chmod/chown, tmux). - Conduct basic network diagnostics (ip addr/link/route) and analyze Grafana dashboards to correlate and confirm system alerts. - Support hardware-level troubleshooting by identifying faulty components and validating replacements. - Communicate effectively across teams using Slack and YouTrack, maintaining precise documentation of actions and findings. Daily Tasks: - Diagnostics on onboard systems via SSH - Connect to robots over ssh, usage of internal pipeline utilities for check up and debug - Working with dashboards, analyzing log files, identifying anomalies - Perform rapid triage checking uptime, CPU/RAM/disk check-up, free space checks, time/synchronization health Required Skills: - Strong Linux CLI skills and comfort working on production hosts via SSH - Proven ability to interpret system/service logs and reason from symptoms to root causes - Practical knowledge of systemd/journalctl and basic networking tools - Familiarity with NixOS concepts and workflows (or readiness to learn quickly) - Clear written communication (incident notes, escalation summaries)

Job Description We are seeking an experienced Fixed Income Manager to oversee client investment-grade bond portfolios, with a focus on municipal bonds. This role is integral to our wealth management team, and the ideal candidate will have a passion for helping clients achieve their wealth preservation goals through strategic fixed income investments. DUTIES and RESPONSIBILITIES: Manage with discretion, client investment grade bond portfolios (primarily municipal bonds/munis), in tandem with the Managing Director of Fixed Income Execute bond trades with broker dealers: municipal, treasury, MBS, corporates Collaborate with operations personnel to ensure timely and proper trade settlement with multiple broker dealers and custodians Place client directed bond trades and oversee cash balances and cash movements within bond portfolios Assume primary due diligence responsibilities for fixed income investments across all Fixed Income sectors managed in house as well as allocated to outside asset managers. (IG, HY, taxable, tax exempt) Develop relative value and risk/reward outlook on opportunities across the fixed income arena and report to investment team and other colleagues on such Coordinate and lead operational due diligence Prepare and present manager-specific performance, exposure and risk reports to Investment Committee and firm Partner and interact with the Client Advisory Team and clients Present views, educate and articulate strategy Provide updates on the market, economy and portfolio Research on investment ideas and wealth management strategies Support Investment team with other projects as needed MINIMUM POSITION REQUIREMENTS: Undergraduate degree in Business, Finance, Economics, or related 6-12 years investment experience including fixed income portfolio management Experience with Bloomberg a must Must hold a CFA or Series 65 or Series 66 to allow for registration with the SEC as an Investment Advisory Representative or pass withing 3 months of hire Strong organizational skills and attention to detail to balance and prioritize projects Experience using Windows based software and become proficient in using other analytical and portfolio management software. Ability to maintain confidentiality in dealing with client matters Must consent to and have favorable consumer report and background check test OTHER ESSENTIAL CANDIDATE TRAITS: Strong presentation skills and communication skills Ability to work in a team setting Ability to be proactive and anticipate issues, works quickly and proactively to solve them Willingness to learn, expand responsibility NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer