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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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Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting.
$145,000 - $180,000 a yearFull-timeExpandUpdated 1 month ago - UpvoteDownvoteShare Job
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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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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.
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With over $40 billion in assets under management and growing, Integrity Wealth through its registered investment advisers, broker-dealers, retirement planning and advisory companies provides cutting edge technology, services, and multi-custodial platform solutions to financial advisors and planners, brokers, wealth managers, and registered representatives so they can more effectively manage their clients’ assets.
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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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Progressive experience in a compliance role within the financial services industry, preferably at a Registered Investment Advisor (RIA) firm or fiduciary. Strategic Wealth Designers (SWD) is a full-service financial firm specializing in assisting clients near or in retirement.
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Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
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As a Wealth Management Associate with Lemnis Capital, a division within Equitable Advisors, you will work closely with senior wealth managers and financial advisors to provide comprehensive financial planning and investment management services to high-net-worth clients.
$45,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated Today - 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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Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement.
$100,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management.
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The position can be based in either Dallas, Texas or NYC. Responsibilities include understanding, monitoring and anticipating the risks of Equity portfolios, engaging investment teams / senior management / internal committees to ensure risks are fully assessed and understood, undertaking quantitative projects to analyze portfolio risk and enhance portfolio construction, and help shaping the direction of the risk oversight process.
$130,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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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
wealth management financial advisor equity and inclusion jobs Company: Jobs Via Efinancialcareers in University Park, TX
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