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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Chief Operating Officer of a PE-backed white-collar professional services company: A senior operations executive and trusted advisor with a proven track record within rapidly growing, private equity-backed, buy-and-build environments.
$200Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Provides management and guidance through effective communication related to carrying out trust administration activities. Experience in using trust accounting and management software, preferably TrustDesk (FIS product.
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The Legal Officer will be a member of the executive management team and Chief Compliance Officer for the Integrity Wealth portfolio of companies (“Integrity Wealth”), and will manage regulatory compliance, align legal and compliance strategies to company-wide objectives, suggest innovative business solutions, mitigate risk, and ensure legal efficiency for Integrity Wealth.
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The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
$145,000 - $180,000 a yearFull-timeExpandUpdated 1 month ago - UpvoteDownvoteShare Job
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The Dallas GEDI Initiative (Gender, Equity, Diversity, and Inclusion) is a safe, collaborative space where the diverse needs of our refugee clients can be discussed and efforts can be made to implement positive change with their needs in mind.
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We provide mentorship, training and education through our flagship accelerator programs and as a 501c3 charitable loan fund, we invest integrated capital (debt, equity, and grants) in women and BIPOC-led businesses that create economic power and build community wealth.
$200ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Strategic Wealth Designers is seeking an Operations and Compliance Director to lead our firm. Oversee compliance operations related to advisor tasks, including training, licensing, and ongoing regulatory requirements, to ensure our team operates within legal and ethical guidelines.
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Employees thrive at Langan, a firm that embraces and promotes diversity, equity and inclusion; prioritizes wellbeing, health and safety; encourages volunteerism and philanthropy; offers workplace flexibility, along with carbon neutral office spaces; and empowers individuals to contribute their skills and knowledge to make impactful contributions.
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Employee-led diversity, equity, and inclusion initiatives. We offer all employees a remote/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity.
$45,000 - $55,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Equity Mining Sales Associate is focused and specifically trained for driving incremental sales and acquiring additional inventory for their dealership by actively prospecting our current sales and service databases, as well as identifying conquest customers in our service drives.
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Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management.
$110,000 - $275,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our commitment to Diversity, Equity, and Inclusion (DEI) is key to the success of our business. Trim and/or removes trees by climbing or with aid of an aerial lift (under the direct supervision of a crew leader or qualified line clearance tree trimmer.
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Must be proficient in cloud access management tools and have experience with CyberArk, IGA solutions (Saviynt), and Okta tools. Focused on delivering, maintaining, and updating Identity and Access Management systems with a targeted focus on the CyberArk, Saviynt and Okta platform.
$91,500 - $134,200 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Acts as a Career Advisor to Associates and Senior Associates, as assigned. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
$120,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today
wealth management advisor equity and inclusion jobs Company: Jobs Via Efinancialcareers in Dallas, TX
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