Finance Ops Manager: Broker-Dealer Ops & Client Experience
Prospera Financial
A financial services company based in Dallas is looking for an Operations Manager to supervise the Operations Department and ensure compliance with regulatory requirements. The ideal candidate will have at least a college degree and 5+ years of experience in broker-dealer operations, along with strong skills in strategic thinking, organization, and customer service. Responsibilities include managing daily operations, improving client experience, and compliance documentation. #J-18808-Ljbffr Prospera Financial
- ...functions to ensure precision, efficiency, and compliance across operations. The ideal candidate will bring extensive broker dealer operations experience, strong expertise in trading and asset servicing, along with excellent leadership skills. #J-18808-Ljbffr STATE...Suggested
- ...financial services firm is looking for a Senior Finance Operations Account Manager in Dallas, Texas. This role involves managing client portfolios, ensuring high-quality... ...candidates will have 4-7 years of relevant experience, a degree in a related field, and strong technical...Suggested
- Virrtue is seeking a Client Partner F&A (Accountant) based in Dallas, Texas. The successful candidate... ...team, and must have at least 1 year of experience in the Accounting process. A Bachelor's degree in accounting or finance is required, alongside strong Microsoft Office...SuggestedWork at officeNight shift
- ...operations for our introducing broker dealer platform. This role is... ...movement, onboarding, and account management—while ensuring operations... ...than constrain, the advisor experience.The ideal candidate will also... ...is foundational to client trust, regulatory integrity,...SuggestedTemporary workFlexible hours
- ...seeking a Senior Treasury Analyst to manage daily treasury activities, drive... ...Bachelor's degree in Accounting or Finance, with 4-6 years of experience in a Corporate Treasury environment.... ...focused on innovative solutions for clients. #J-18808-Ljbffr Insurance Administrative...Suggested
- ...will partner with leadership to drive performance and transparency while managing financial processes such as budgeting and forecasting. Ideal candidates will have over 5 years of experience in finance, knowledge of GAAP and IFRS, and strong ERP skills. Join a dynamic...
- This role leads the wholesale finance operations for assigned division... ...credit, collections, dealer inventory control, and team performance. The position manages a portfolio of $800M-$1B annually... ...a related field 6-8 years of experience in wholesale finance, credit,...Work at office
- Hilltop Securities Inc. is seeking an Operations Manager, Optimization in Dallas, Texas to lead the implementation of automated workflows... ...regulatory compliance. This role demands strong leadership, experience in financial operations, and the ability to bridge the gap...
$110k - $135k
Senior Dealer Success Manager Dallas (60-70% regional travel) $110,000 - 135,... ...independence, using judgment and experience to diagnose issues, drive... ...Deep understanding of fixed ops: Strong knowledge of BDC,... ...Referral incentives for new clients and internal employee hires...Part timeRemote work$50k - $175.08k
...next level: we’re built on accountability, growth, and fun. Client Services play a pivotal role in the life insurance industry. Instead... ...families secure their financial future. No prior insurance experience is required. Key Responsibilities: Contact and consult...Full timeContract work$50k - $100k
...real estate but worried about your lack of experience? Don't be! We are looking for motivated... ...'re showing properties, networking with clients, or closing deals, you'll be part of a... ...Utilize real estate software and CRM tools to manage leads and transactions. Conduct...Local area$66k - $95k
The Broker Dealer (BD) Compliance team is responsible for ensuring that the Firm’s policies... ...Need to Have: 1-3 years of BD Compliance experience FINRA Series 7 & 24 required HS... ...compliant onboarding process. Adaptability: Manages high volumes, shifting priorities, and...Full timeWork at officeFlexible hoursShift work- ...individual to oversee a portion of the Broker's book of business, focusing on renewals... ...ideal candidate will excel at maintaining client relationships and supporting Brokers in... ...Bachelor’s degree and 2 years of industry experience, with a strong emphasis on sales and...
$225k
...Group is looking for a Vice President, Fund Finance in Dallas, Texas. This role involves... ...overseeing daily operations within fund finance and managing credit agreements. Candidates should have 7-12 years of fund finance experience and advanced negotiation skills. This...Summer work- UTTR is seeking a Revenue Operations Manager to drive strategic solutions across marketing and sales operations for client programs. You will work directly with clients to align revenue goals, create roadmaps, and deliver initiatives that optimize the revenue lifecycle....Remote jobFlexible hours
- ...for a Real Estate Associate to manage real estate acquisitions, dispositions, leasing, financing, and development. The ideal candidate... ...least 2 years of transactional experience in a law firm, particularly with real estate investment clients, alongside strong negotiation...
- ...partnerships. The ideal candidate will ensure financial integrity and client satisfaction while reviewing and approving various teams' work.... ...should have a degree in accounting, minimum three years of experience, and strong analytical skills. This position requires excellent...
- ...located in Dallas, TX, seeks a motivated individual for customer scheduling. You'll book clients, provide assistance to photographers, and ensure exceptional customer experiences. Ideal candidates should love photography/videography and have excellent communication skills...Work at officeFlexible hours
- ...Administration group across multiple locations in the U.S. This role demands 2 years of relevant accounting experience and a Bachelor's degree. Responsibilities include managing client accounts, preparing financial statements, and overseeing workflows. The position offers...
$105k - $125k
...company in Dallas, TX is looking for a Payroll Manager to oversee U.S. payroll operations. The role involves... ...compliance, and collaborating with HR and Finance departments. Candidates should have strong payroll experience, particularly with Workday, and proven skills in...- ...You will process invoices, resolve payment inquiries, and improve efficiency across the AP function. The role requires 5+ years of experience in Accounts Payable and a bachelor's degree is preferred. This individual contributor position offers a hybrid work model with...
- ...Planning is looking for a Treasury Operations professional to manage funding operations and improve processes in Dallas, Texas. This... ...operational efficiency. A successful candidate will have 2-5 years of experience in Treasury or Financial Operations, demonstrate problem-...
- ...in Irving, Texas seeks a Treasury Analyst, Global Operations to manage global cash balances, debt, internal funding, and investment... ...and assisting risk management; requires 8 years multinational experience, and SAP/HFM/Quantum treasury systems. #J-18808-Ljbffr Kimberly...Remote jobTemporary work
- Role, Inc. in Dallas, Texas is seeking a Treasury Operations professional with 2-5 years of experience to execute Treasury activities and improve operational processes. The ideal candidate will demonstrate strong problem-solving and organizational skills, contribute to...
$161k - $200k
...Deputy Chief Compliance Officer, Broker Dealers is responsible for... ...matters. What You’ll Do: Manage day-to-day activities of the... ...Operations, Information Technology, Finance, Supervision and Business... ...to Have: Minimum 8 years of experience in a Broker Dealer Compliance...Full timeFlexible hours$66k - $95k
...background reviews, identifying risk factors, and ensuring compliance with firm policies. The role requires 1-3 years of BD Compliance experience, FINRA Series 7 & 24, and a strong understanding of financial regulations. Compensation includes a base salary range of $66,000 -...Full time- CNG Holdings, Inc. is seeking a Store Manager in Mesquite, Texas, responsible for overseeing daily operations, sales, and store-level... ...in customer service and cash handling, along with leadership experience. This role demands excellent communication skills, a focus on...
- ...Fund Administration group. This role involves developing client relationships, processing transactions, and ensuring... ...candidate will have a Bachelor's degree and 2 years of relevant experience in accounting or finance. The position emphasizes competitive pay and growth...
- CRC Group is seeking a Training & Broker Experience Specialist to manage the broker experience through new build and renewal cycles for our clients. This remote role requires coordinating with sales, BenAdmin, and carriers, and working CST hours. You will deliver trainings...Remote job
$18 per hour
...you, so you can take care of our residents, properties and clients. Property management may be our business, but people are our passion... Show... ...Employment Type: Full-time Requirements: Bilingual, multifamily experience, 1 year of apartment leasing experience. Resman Soft......Hourly payPermanent employmentFull time
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