Regional Director, Independent Advisor Relationships
CFA Institute
Dimensional Fund Advisors seeks a Regional Director to lead relationship management and drive business development with fee-only financial advisors across the central United States. You will head sales efforts, educate advisors on capital markets and Dimensional's investment theory, and coordinate client services to address advisor needs. The role requires 10+ years in Financial Services, a Bachelor's degree, and likely MBA or CFA; SIE/Series licenses within 12 weeks are required. #J-18808-Ljbffr CFA Institute
- The Regional Director is responsible for relationship management and business development of both existing and new... ...effectively address the needs of advisors. To be successful, the Regional... ...collaborative with the ability to work both independently and in a team environment. SIE (...Suggested
- ...Job Description Job Description JOB TITLE: Relationship Banker I DEPARTMENT: Branch Banking SUPERVISOR: Retail Branch... ...institution in a customer contact position. # Ability to work independently and as a team with excellent time management skills. #...SuggestedContract workWork at office
- ...being a part of First United. The Position Job Title Relationship Banker II Job Description Do you approach serving... .... ~ Ability to manage time effectively and work independently, without close supervisor. ~ Ability to use good judgment...SuggestedTemporary workShift work
- Dimensional Fund Advisors is seeking a Regional Director to lead relationship management and business development across the central United States, focusing on fee-based financial advisors. You will guide sales, educate on capital market behavior, and drive growth with...Suggested
- Dimensional Fund Advisors is hiring a Regional Director for the Austin office (or remotely) to focus on business development and client relationship management. This role emphasizes strong knowledge of investments and excellent communication skills. Candidates should align...SuggestedRemote jobWork at office
$150k - $200k
...mainstream quant programming languages, such as Python and C++The Independent Portfolio Manager Opportunity:Transparent and formula-based... ...by a dedicated data teamCross-asset execution led by a multi-regional trading teamOpportunity for select engagement with the CIO Office...Casual workWork at officeFlexible hours- ...we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to... ...Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning...Work at officeImmediate startDay shift
$7,015.16 - $9,439.83 per month
...Working at HHS webpage. Functional Title: Regional Director Job Title: Director II Agency: Health... .... Develops and maintains working relationships with internal leaders, community... ...latitude for the use of initiative and independent judgment. Essential Job Functions (35...Full timeContract workTemporary workPart timeWork at officeLocal areaRemote workShift work- PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for originating, structuring... ...Business Development & Relationship BankingServe as a trusted advisor, providing customized financial solutions to business owners...Local area
- ...Relationship Banker - Austin South area Austin, Texas;Austin, Texas; Austin, Texas; Austin, Texas; Manor, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting...Work at officeFlexible hoursShift workWeekend workDay shift
$108.67k - $181.18k
...Job Overview:The AVP, Cyan Experience & Advisor AI Workspace owns the product strategy,... ...to navigate multiple AI solutions independently, Cyan provides a unified workspace that... ...have the freedom to manage their client relationships, because they know their clients best....Full timeWork from home- ...a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings...Flexible hours
- ...solutions that meet the financial goals.Responsibilities:Executes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursWeekend workDay shift
- ...Job Description Relationship Banker What we can offer you: Career Growth -- promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee...Full timePart timeLocal area
- ...Hillcrest Bank is looking for a Relationship Banker I in Austin, Texas. In this role, you will build and maintain relationships with clients while providing exceptional service. You'll need a high school diploma and ideally prior banking experience. The position offers...
- ...Relationship Banker IOur Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings...Flexible hours
- ...Vista Bank is seeking a Relationship Banker I in Austin, Texas, to build and maintain client relationships while providing exceptional service to a diverse audience. The ideal candidate will receive comprehensive training and have opportunities for advancement within...
- Relationship BankerNorth Austin Branch - Austin, TX 78758Job DescriptionRelationship BankerAre you passionate about helping people and making a real difference in their financial journey? At Velocity, we're looking for dynamic, impact-driven individuals eager to build...Work at officeLocal areaFlexible hours
- ...account) optional space, and build a competitive presence in the independent convenience channel through coaching/developing team members... ...and maintained with top retail customer partners. Repair relationships with top risk accounts Coordinates supplier partner activity...Work at office
- CORDA Investment Management, LLC in Austin, TX, is seeking a Senior Financial Advisor who values independence within an established, fiduciary-first RIA. You bring a deep client network and a drive to serve high-net-worth families with integrated investment management,...
- A leading financial services firm in Austin seeks a Private Client Advisor. You will provide comprehensive financial planning and advice to clients, building strong relationships and delivering personalized solutions. Ideal candidates have financial advisory experience...
- ...in Austin, Texas, is looking for highly motivated financial advisors to join their team. This remote position offers competitive commission... ..., hold Series 7 and 63 licenses, and possess portable client relationships. Enjoy the benefits of a supportive work environment while...Remote job
- ...of the branch, including sales, service, operations, and risk management. The role focuses on external business development and relationship management, driving referral activity, and partnering with lenders to achieve profitability and growth. The ideal candidate has...
- Best Buddies International is seeking an Area Director in Austin, TX to lead local fundraising and operations. This role oversees day-to-day activities, builds donor relationships, and guides program staff to ensure consistency and success. You will manage local Advisory...Local area
- ...technical side, you serve as a trusted advisor to client stakeholders, a mentor to the... ...RedPrairie) WMS experience including ability to independently design and deliver against design... ...that change, with strong ecosystem relationships. We combine our strength in technology...Full timeWork experience placementLive inWork at officeLocal area
- Amegy Bank in Westlake (Austin, TX) seeks a Branch Relationship Banker to engage clients, uncover financial needs, and deliver tailored banking solutions that strengthen relationships and drive revenue. The ideal candidate has customer focus and a proven track record in...Full time
- ...communities we serve. Let us help you transform your career. Amegy Bank—Here, you grow. We are seeking an experienced, high-performing, relationship-driven Branch Relationship Banker (Personal Banker) to join our team at our Westlake (Austin, TX) branch. In this role, you will...Full timeMonday to FridayFlexible hours
- JPMorganChase in Austin, TX is seeking a Relationship Banker to build and manage client relationships within our branch. You will use banking solutions and technology to deliver tailored financial guidance and friendly service. You will engage clients, understand their...
- JPMorgan Chase & Co. is seeking a Relationship Banker in Austin, TX. You will represent the Chase brand with hospitality, utilizing banking solutions and fintech tools to assist clients. You will lead in acquiring, managing, and retaining relationships, applying financial...Flexible hours
- ...Austin, TX seeks a Private Client Banker to serve a select group of affluent clients in Branch Banking. You will manage full banking relationships, delivering tailored advice and sourcing referrals to grow client balances. Responsibilities include partnering with specialists...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Regional Director, Independent Advisor Relationships. Be the first to apply!
- regional operations manager Austin, TX
- country manager Austin, TX
- area manager Austin, TX
- regional property manager Austin, TX
- district manager Austin, TX
- regional account manager Austin, TX
- branch manager oil gas Austin, TX
- regional director of rehabilitation Austin, TX
- area supervisor Austin, TX
- retail district manager Austin, TX

