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
$89.8k - $170.5k
...world of change, empowering our clients and people to realize their... ...culture and talent experience and our ability to be compelling... ...is looking for a Assurance Manager to join our Capital markets... ...serving, introducing and clearing broker dealer clients of the firm. Our...SuggestedWork experience placementInternshipLocal area$95.4k - $163.2k
Join our team as a Finance Manager where you will challenge stakeholders, drive business decisions, and lead automation of planning modules... ...- 5+ years of tax, finance or a related analytical field experience- Bachelor's degree in finance, accounting, business, economics...SuggestedFlexible hours$125k - $165k
...housing two SEC registered broker-dealers alongside a... ...brokerage and wealth management platform that's designed... ...elevate the investment experience. Here's a closer... ..., and scalable client-service workflows.... ..., Compliance, Legal, Finance, and Technology teams...SuggestedContract workWork at officeLocal area- 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...Suggested
$155.6k - $306.8k
...Transactions team helps guide clients through their most... ...Integration & Divestiture (I&D), Finance & Operations (Fin & Ops) team helps clients plan... ...efforts to help clients manage risk and achieve transaction... ...and/or industry experience; or Master of Business Administration...SuggestedLocal area- ...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...
$1,500 - $3,500 per week
...believe in. Return-of-premium coverage means clients get money back if they never file a... ...numbers and reviewing them with your manager each week You'll do well here if you…... ...Nice to have: B2B or door-to-door sales experience, or an active L&H license Apply today...Full timeLocal area$92.16k - $153.6k
...challenges and deliver more impact together.Role description:The Finance Manager/Client Portfolio Controller North America is accountable for... ...with IFRS ownership retained by Accounting).Qualifications & Experience:Extensive leadership experience in finance within the...Full timePart time- ...Village North in Dallas is seeking an Assistant Business Office Manager to support daily financial and administrative operations. The... ...environment. The position requires 1 year of medical billing experience, solid Excel skills, and strong organizational abilities. This...Work at office
- ...Description Go Luxury Auto Group is searching for a high caliber Finance Producer to join our growing sales team. By joining our team,... ...: Must have at least 6 years of automotive sales experience and 3 year in a finance position. Must maintain the profitability...Full timeWork at officeLocal areaImmediate startRelocationFlexible hours
$104.9k - $179.5k
...American Customer Fulfillment (NACF) Finance is looking for a Finance Manager to be a trusted partner for IQ (... ...and reducing defects to improve the experiences of our customers. The team accomplishes... ...planning for budget cycles (OP/Quarterly Guidance), cost controllership...Flexible hours$104.9k - $179.5k
...American Customer Fulfillment (NACF) Finance is looking for a Finance Manager to be the trusted finance partner... ...internal processes, tools, and customer experience enabling new insights and improved... ...'ll work alongside your Finance, Ops and Support teams to help make...Flexible hours- ...Financial Planning & Analysis Manager- CorporateApply: Dallas... ...analysis), Sales Ops (revenue modeling),... ...business decisions.**Your experience and skills:*** Bachelor... ...Business, Accounting, Finance or Economics.* 7+ years... ...to serving agents and clients alike. **Integrity** is...Full timeLocal area
$99k - $232k
...& SummaryAt PwC, our people in finance consulting specialise in providing... ...services related to financial management and strategy. These individuals analyse client needs, develop financial solutions... ...of the skills, knowledge, and experiences you need to lead and deliver value...Full timeH1b- ...Job Description Job Description The Finance Manager coordinates all activities regarding... ...customers, and enhancing the customer experience while achieving maximum profitability.... ...law. Presenting a transparent menu to client with his financing options and products...Work at officeLocal areaImmediate start
- Summary The Client Service Representative (CSR) is responsible for facilitating renewals... ...our products, services, and customer experience. Our mission is to be the industry’s most... ...endorsements, and client communications in agency management systems. Process Improvement: Identify...Work at office
$10 per hour
...Come join us. Account Manager, Flexport Capital (6-Month... ...a commercially driven, client-facing role and get hands-on experience with one of Flexport's fastest... ..., identifying new financing opportunities, and driving... ...your product knowledge, a Ops Associate ready to flex into...Full timeFlexible hours- ...gain new skills, training, and experience.SAP technologies power these... ...at scale for our clients.You Are:You have a passion for... ...selling and delivering SAP-based Finance Transformation projects that... ...industries and clients (SAP support / managed services experience will not...Full timeWork experience placementLive inWork at officeLocal area
$110k - $130k
Work Arrangement: Hybrid Finance Compensation Manager- HYBRID Are you passionate about investments? Our client is a world leader in the financial services space. They are... ...years of finance, compensation, or accounting experience. An analytical mindset paired with a...Work at officeWork from home$134.5k - $265.1k
...operational efficiency. As an Oracle Manager at Deloitte, you will help clients define their cloud strategy,... ...Required: Functional implementation experience with 4+ complex, full lifecycle Oracle... ...Bachelor's degree in Accounting, Finance, Business Administration,...Visa sponsorship- Job Summary:Private Client Services at BDO is a boutique practice... ...approach, we have extensive experience serving high net-worth individuals... ...planning.A Tax Senior Manager, Private Client Services (PCS... ...required; major in Accounting, Finance, Economics or Statistics, preferredMasters...Private practiceWork at office
- ...your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love... ...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic...Full timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love... ...autonomy to reach your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic...Full timeTemporary workPrivate practiceWork at officeLocal area
- ...largest privately held auto finance company in the United... ...our more than 25,000 dealer partners throughout... ...Our Dealer Account Managers are individuals with the... ...Manager? ~ Demonstrated experience in Automotive, Finance... ...current and potential clients. This requires the...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours
- ..., working with extraordinary clients spanning every industry, regardless... ...-class education, immersive experiences, and invaluable mentorship to... ..., Trusts and Estates.Managers can expect to:Engage in business... ...advanced degree; Accounting, Finance, Economics or related degree...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
$73.6k - $110.3k
...Legal Entity: American Honda Finance Corp. Business Unit: American Honda Finance... ...American Honda Finance is seeking a Dealer Relations Manager. As a Dealer Relationship Manager for... ...and procedures Qualifications, Experience, and Skills We are looking for qualified...Full timeWork at officeRelocationHome officeNight shift- ...range of commercial property management services to improve the performance... ...operating cost adjustments (Op. Ex. or CAM) and tenant... ...accounting, as well as external clients such as tenants, investors,... ...CPA preferred 5-7+ years of experience commercial real estate or REIT...Contract workFlexible hours
- ...to design innovative solutions for our clients. With access to top-rated carriers and a... ...YouProven business development and relationship management skills.Strong analytical ability,... ...Bachelor’s degree and 3+ years of related experience.Home state P&C license (or willingness...Full timeLive outWork at officeLocal areaFlexible hours
- ...seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career... ...Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking... ...industryYou will have the flexibility to manage your days in support of our commitment to...Full timeTemporary workLocal area
- ...overseeing a portfolio of attorneys and client matters, ensuring efficient handling of... ...integrity is crucial, along with the ability to manage multiple tasks and meet deadlines. Key... ...Performs other duties as required Work Experience Requirements: Three to five years’...Work experience placementWork at office
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