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Westwood Holdings Group jobs

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  • Senior Financial Planning and Analysis

    Westwood Holdings Group Inc. 4.0company rating

    Westwood Holdings Group Inc. job in Dallas, TX

    WHO WE ARE Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood's client-first approach has fostered strong, long-term client relationships due to our unwavering commitment to delivering bespoke investment strategies with a vehicle-optimized approach, exceptional counsel and unparalleled client service. Our flexible and agile approach to investing allows us to adapt to constantly changing markets, while continually seeking innovative strategies that meet our investors' short and long-term needs. Our team at Westwood comes from varied backgrounds and life experiences, which reflects our origins as a woman-founded firm. We are committed to incorporating diverse insights and knowledge into all aspects of our services and solutions. Our culture and approach to our business reflect our core values-integrity, reliability, responsiveness, adaptability, flexibility and collaboration-and underpin our constant pursuit of excellence. For more information on Westwood, please visit westwoodgroup.com. Based in Dallas, Westwood also maintains offices in Chicago and Houston. ABOUT THE ROLE The Senior Financial Planning and Analysis will be responsible for preparing, maintaining and preparing the company's budgets and forecasts for executive leadership, on a monthly and quarterly basis. This role will also support executive management in the analysis of corporate initiatives and capital deployment. This position reports to the Director Finance - Controller & FP&A. The position does not have any direct reports. A DAY IN THE LIFE * Budgeting and Forecasting * Develop annual departmental and entity level budgets and forecasts, including intercompany allocations and eliminations * Partner with all business units to budget key business initiatives * Prepare monthly budget to actual variance analysis * Analyze and report current and past trends in key performance indicators * Update monthly rolling forecasting * Develop and maintain monthly cash forecasts * Monitor entity liquidity and advise on treasury decisions * Prepare quarterly presentation for CFO, CEO and Board of Directors * Work with external valuation specialists * Prepare annual goodwill/intangible financial valuation models to support annual impairment analysis * Work with the Controller and Director of Financial Reporting to ensure consistent accounting treatment and alignment between budget, forecast and actual results * Assist in maintenance of investor relations, including * Quarterly earnings release and earnings call materials; * Investor presentations; & Board of Directors materials; and other information provided to shareholders, as needed. * Decision Support * Develop financial models and analyses to support strategic initiatives * Analyze and track multiple product/strategy revenue streams and cost structures * Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes * Evaluate whether assets and investments are the best use of excess working capital through ROI analysis * Compensation Analysis Support * Manage complex compensation calculations for investment teams * Calculate monthly and quarterly commissions in accordance with broker dealer regulations * Calculate quarterly net revenue in support of company incentive plans * Special Projects * Other tasks as assigned (compensation modeling, investor relations, corporate accounting) WHAT YOU'LL NEED Minimum Education Required * Bachelor's degree in accounting or finance * Master's degree in business administration, accounting or finance preferred Licenses/Certifications Required * Corporate FP&A certification preferred Minimum Specific Experience Required * 2-4 years of corporate experience or public accounting experience * 1-2 years of financial planning and analysis/forecasting experience * Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States * Must have unrestricted authorization to work in the USA. No visa sponsorship is available. WHO YOU ARE * Intermediate to advanced Microsoft Excel, Office and PowerPoint skills * Experience working with disparate data system * Knowledge of Microsoft Power BI or similar reporting tools * Experience in modeling and model inputs for fair value and present value, including discounted cash flow analysis, market multiples, royalties, etc. * Knowledge of US GAAP and SEC requirements * Knowledge of GAAP intangible impairment testing requirements * Experience presenting analysis to senior executives and working with department heads to develop budgets * Experience with general ledger and financial reporting systems in order to determine historical accounting treatments and expense or revenue support * Experience with assets under management flow analysis preferred * Experience with credit facilities and related covenants preferred * Experience with Broker Dealer entities * Ability to work self-sufficiently and meet deadlines * Strong attention to detail and analytical, verbal, and interpersonal skills JOB SPECIFICATIONS Physical Demands The physical demands required to perform the essential duties successfully are consistent with a professional office environment. Travel Travel is generally not required.
    $66k-93k yearly est. 60d+ ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Dumas, TX job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 105 W 7th, Dumas, TX This job posting is anticipated to remain open for 30 days, from 19-Nov-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $61800.00 Hiring Maximum: $65600.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $61.8k-65.6k yearly 3d ago
  • Vice President, Associate General Counsel

    Fidelity Investments 4.6company rating

    Westlake, TX job

    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
    $140k-285k yearly 1d ago
  • Manager, Crypto Fraud Response and Recovery

    Fidelity Investments 4.6company rating

    Remote or Westlake, TX job

    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.
    $67k-93k yearly est. 1d ago
  • Manager, Digital Assets Shareholder Reporting

    Fidelity Investments 4.6company rating

    Westlake, TX job

    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.
    $77k-100k yearly est. 4d ago
  • Director, Asset Management Risk

    Fidelity Investments 4.6company rating

    Westlake, TX job

    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
    $72k-102k yearly est. 1d ago
  • Customer Service Representative

    Tata Consultancy Services 4.3company rating

    San Antonio, TX job

    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
    $38k-43k yearly 5d ago
  • Mission Critical OFCI/Commissioning Lead

    Blackrock Resources LLC 4.4company rating

    San Antonio, TX job

    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.
    $81k-114k yearly est. 1d ago
  • Rail Network Supervisor

    Trinity Industries, Inc. 4.5company rating

    The Woodlands, TX job

    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
    $61k-89k yearly est. 5d ago
  • Asset Management Risk Manager

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Job Description:The Role The Manager 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 5+ years of relevant work experience in the financial industry, crypto experience preferred Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Executive level presentation skills required Project management 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 Foundational understanding of blockchain technology 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. 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 $80,000-153,000 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
    $80k-153k yearly 2d ago
  • Commercial Relationship and Servicing Supervisor

    Countryplace Mortgage 3.6company rating

    Plano, TX job

    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!
    $50k-75k yearly est. 3d ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Canyon, TX job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 1610 4th Avenue, Canyon, TX This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $61800.00 Hiring Maximum: $65600.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $61.8k-65.6k yearly 1d ago
  • Webmethods Developer

    Tata Consultancy Services 4.3company rating

    Plano, TX job

    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 *******************
    $71k-83k yearly est. 5d ago
  • Private Wealth Associate

    Alliancebernstein 4.3company rating

    Houston, TX job

    Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs Strive to provide a world-class level of customer service and support Our Comprehensive Development Program Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Program (ADP) Include: In-depth industry training on proprietary investments, services, policies and procedures Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience Behavioral training geared toward the development of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications We Are Seeking: People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships Accomplished team players who thrive in a rigorous and challenging environment Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere Individuals who have a bachelor's degree with excellence in academics and strong leadership experience Proficiency in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry experience a plus The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ************************ To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html Houston, Texas
    $61k-112k yearly est. Auto-Apply 11d ago
  • Universal Banker

    Texas Security Bank 3.8company rating

    Southlake, TX job

    Client Relations Specialist II is primarily responsible for all customer-facing transaction processing. This includes teller transactions such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, and preparing change orders for customers. They are also responsible for branch cash balancing, reviewing electronic deposits, and assisting with operational tasks. Client Relations Specialist I is required to have a full understanding of all policies and procedures relative to their responsibilities. They must work closely with the Client Relations Manager to ensure all internal rules and regulations are followed, have a strong ability to multitask, and possess a strong attention to detail to ensure the accuracy of all transaction processing. Responsibilities: Opening and closing of designated branch locations. Provide client services such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, preparing change orders for commercial clients, wires, ordering checks, debit cards, etc. Balance cash drawer and branch vault daily. Processing of mobile and merchant electronic deposits daily. Process various Night-Drop and Mail transactions as needed. Assisting with client emails, phones, and chats in a designated time frame. Consistently applies superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using instances as learning tools for employee development. Full understanding of all policies and procedures relative to responsibilities. Assist with reporting as needed. Additional responsibilities as assigned. Job Qualifications High School diploma, general education degree (GED), or equivalent required. Six months previous cash handling and customer service experience required preferably in banking. Strong verbal, written and interpersonal communication skills. High level of time management, organizational and problem-solving skills with the ability to multi-task, strong attention to detail, and accountability. Knowledge of state and federal banking compliance regulations and operational policies. Why join Texas Security Bank: We are more than just a Bank. Are you ready to join a team of Champions? Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values; integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence are the principles established that determine how we conduct ourselves and our business decisions. Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas' fastest-growing community banks. We are honored to be a Best Workplace by the Dallas Business Journal , the Dallas Morning News , and the Best Workplace Institute . The awards are a reflection of our positive workplace culture and a distinction we are proud to have earned. We work hard every day to ensure our employees know they are valued and appreciated. We invest more resources in business education for owner managed businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era where little differentiation among banks exists. Our focus on education isn't just for our customers- it's for our employees as well. About Us: Texas Security Bank is an independent bank focused on the success of independent business owners. Most banks are institutional. We're entrepreneurial. We were founded in 2008 and have grown to over $1 Billion in total assets. We do more than offer services to customers; we solve problems. We are unique in the banking industry with a mission to ‘Elevate the Champions of Free Enterprise' and are committed to reinforcing the mission by educating business owners, elevating our customers and the community, and leading through innovation and exemplary customer service. As an organization that celebrates its wins, we are honored to be named the Dallas Morning News People's Choice Award for Best Bank in DFW, Dallas Business Journal's Best Place to Work and have a Net Promoter Score of 87.8 when the banking benchmark average is 30. Texas Security Bank 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, or status as a protected veteran.
    $30k-37k yearly est. 3d ago
  • Senior Business Analyst

    Tally Group 4.3company rating

    Remote or Houston, TX job

    A great opportunity for a Senior Business Analyst to join our team in Houston, working closely with Tally clients to drive the energy future! Tally Group is arguably the fastest growing energy software provider in the world (and our people grow just as fast!). Headquartered in Australia, we design and build agile solutions for real world problems. Having invested heavily in our retail ecosystem in 2024, we're now expanding our industry-leading capabilities around the world. Our role is to enable energy retailers to hit their targets with cutting-edge technologies, helping to reshape the way their customers buy, sell and engage with energy. Our Houston office is part of a mighty team of globally dispersed employees, promoting flexible working options and diverse collaboration. We are ambitious, fast-paced and thriving at the leading edge of transformation. Will you join us? What you'll be doing Reporting to the US Delivery Lead, you'll be working in a team that moves at pace! The team work on projects that are smaller in scale with rapid turn arounds, requirements are defined for Developers in hours not days. You'll be part of a distributed team that works across 4 countries, which does require some meetings outside of usual business hours. You'll be responsible for: Writing user stories translating complex problems into requirements Developers can action Working with Solution Architects to groom requirements End-to-end analysis, modelling, and documentation of requirements to drive system enhancements, service optimization, and stakeholder-aligned project outcomes. Analyzing and prioritizing customer and compliance requirements to identify and recommend product and process improvements that enhance effectiveness, reduce risk, and support regulatory alignment. Building and managing great stakeholder relationships to support the successful delivery of projects and exceptional customer experiences. Supporting user acceptance testing by verifying issues and providing timely, accurate documentation to ensure business readiness and solution integrity. What we're looking for Our people are change makers of the energy future! To thrive at Tally Group, you will need to have a curious and collaborative spirit. You must be customer-centric, a strong communicator and have a can-do attitude. In addition, and specific to this role: Able to step back, pause and think critically about the correct approach before diving in Proven experience in prioritization and compliance-driven change delivery. Deep understanding of Software Development Life Cycle, business analysis, and process modelling, with strong documentation standards, especially user stories Skilled in stakeholder engagement and cross-functional collaboration Strong Jira and Excel skills. Data focused approach - SQL experience is a bonus! What we offer Competitive remuneration within a supportive and collaborative team Flexible working arrangements to suit your lifestyle Vibrant office environment in the beautiful, tree-filled community of The Woodlands Health insurance options Employee referral bonuses Access to our comprehensive wellness program and other wellbeing initiatives An annual bonus day off to celebrate you! Hybrid role with 2-3 days in office. We're open to remote working for the right person, provided they're available to travel to Houston for up to a week at a time. Tally Group stands at the forefront of technological innovation within the energy retail industry. Our talented global team is dedicated to driving digital transformation and operational efficiency for our clients. We aim to empower the energy sector with cutting-edge technology that brings real business results.
    $99k-129k yearly est. 2d ago
  • Traveling Site Superintendent

    Malin 3.1company rating

    Dallas, TX job

    With over 50 years of leadership in Intralogistics Solutions, Malin is seeking a Site Superintendent to join our Systems Department. This position will collaborate with Project Managers and be responsible for overseeing racking, conveyor, and material handling projects. This role demands strong interpersonal skills, problem-solving, sound judgment, persistence, and proven construction and mechanical experience. Malin delivers efficient intralogistics solutions that optimize space, lower labor costs, and boost productivity. We prioritize integrity, our reputation, and a customer-first mindset. Microsoft 365; Microsoft Teams ESSENTIAL FUNCTIONS Oversee operations to ensure site safety standards are followed Manage site activities, manufacturers, installers and freight companies ADDITIONAL JOB FUNCTIONS Make scheduled site visits to ensure project progress and report to management Interact with Project Managers, engineers and customers as required to ensure necessary coordination and good communication Education and Experience 3+ years of experience in the construction industry, with hands-on use of tools and equipment. High School Diploma or GED required General Willing to travel nationwide up to 75% Skilled in time management and problem solving Experienced with subcontractor oversight Focused on quality and detail Effective written and verbal communicator Experienced in inventory management and control Demonstrates ethical performance and safety awareness Builds trust through interpersonal skills Works independently as a self-starter in fast-paced settings Language & Communication Skills Ability to read and interpret construction drawings Ability to address inquiries or complaints from customers, suppliers, or installers Physical Requirements Ability to drive an automobile and travel using public transportation including airlines. Occasional bending and stooping. While performing the duties of this job the employee is regularly required to sit, talk and hear. The associate must occasionally lift and/or move up to 25 pounds. The associate is required to use hands to type, handle, or feel objects, tools and computer controls. Specific vision abilities required by this job include close vision and distance vision.
    $83k-107k yearly est. 5d ago
  • Advisor Enablement Strategist

    Alliancebernstein Holding LP 4.3company rating

    Dallas, TX job

    We are seeking a proactive individual to join our team as an Advisor Enablement Strategist, reporting to the Director, Digital Solutions. In this role, you will partner with Advisors to optimize their practice management through relevant technology tools. Your efforts will directly impact revenue production by empowering Advisors to enhance their productivity and efficiency. Collaborating with sales leadership, the training team, and the advisor enablement team, you will develop and implement strategies that support our business goals. Key Responsibilities: * Provide personalized, high-touch service in one-on-one meetings with Advisors, Managing Directors, and other Private Wealth resources. Understand their practice management and pain points, offering tailored recommendations to reduce friction, scale their practice, and share best practices. * Support the rollout of new sales technologies, ensuring smooth implementation and minimal disruption. * Monitor technology usage and adoption rates, providing insights and recommendations for improvement. * Conduct impactful virtual and in-person training sessions and presentations for regional offices and Private Wealth National. * Analyze and improve strategies and materials that promote the adoption and effective use of sales technologies including existing training guides, delivery methods, and training programs. * Onboard and support users with essential tools, staying abreast of developments in corporate technology. * Stay current on developments in AI technologies relevant to advisor enablement and train Advisors on how to effectively use AI tools to enhance their practice efficiency. * Travel is required, estimated at approximately 25%. Job Qualifications & Key Attributes: * A minimum of 2 years of experience in the financial services industry; marketing and/or communications experience is a plus. * A proactive mindset with strong attention to detail. * Strong verbal and written communication skills. * Ability to work effectively with a broad range of personalities. * Professional maturity, decisiveness, and strong business judgment. * Proficiency with Salesforce, Word, Excel, and PowerPoint. * Creativity, vision, and a passion for continuous improvement. * Sales orientation with the ability to think from the perspective of financial advisors. This is an exciting opportunity to shape the future of our firm by integrating technology solutions that meet the unique needs of each advisor, transforming their practice and driving our success. If you are a strategic thinker with a passion for technology, training, and sales-oriented engagement, we encourage you to apply. In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $100,000 to $120,000 Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off Atlanta, GeorgiaBoston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, New York, New York, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida
    $100k-120k yearly Auto-Apply 60d+ ago
  • Linux Technical Support Engineer

    Source One Technical Solutions 4.3company rating

    Austin, 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 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)
    $34 hourly 3d ago
  • Talent Acquisition Partner (Mid-Level)

    USAA 4.7company rating

    Plano, TX job

    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.
    $85k-162.6k yearly Auto-Apply 2d ago

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