Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisory Services Manager - Ops & Billing

Hilltop Securities Inc.

Hilltop Securities Inc. is seeking a Manager for Wealth Management Advisory Services in Dallas, Texas. The role involves overseeing operations of the Advisory Services Group, including billing management, training development, and compliance coordination. Candidates should have a solid understanding of the securities industry, 5+ years in a broker/dealer firm, and relevant licensing. This position requires strong analytical skills, excellent communication, and previous supervisory experience. #J-18808-Ljbffr Hilltop Securities Inc.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisory Services Manager - Ops & Billing in Dallas, TX vacancy
  • HilltopSecurities is looking to hire a Manager, Wealth Management Advisory Services. The Advisory Services Group (ASG) provides platforms and services to...  ...operations including account opening/closing/maintenance, billing, overlay management/trading and client services.... 
    Suggested
    Work experience placement

    Hilltop Securities Inc.

    Dallas, TX
    2 days ago
  •  ...Group is seeking a Senior Manager, Wealth Management Practice Operations...  ...requires deep financial services expertise and active FINRA licenses...  ...Assess legacy operational, advisory, and client service...  ...management, client assignments, billing and collections, and operational... 
    Suggested
    Full time
    Work at office
    Local area
    Flexible hours

    Cetera Financial Group

    Dallas, TX
    2 days ago
  •  ...Financial Group is seeking a Senior Manager, Wealth Management Practice...  ...position requires deep financial services expertise and active FINRA...  ...Assess legacy operational, advisory, and client service...  ...management, client assignments, billing and collections, and operational... 
    Suggested
    Full time
    Work at office
    Local area
    Flexible hours

    Cetera Financial Group

    Dallas, TX
    14 hours ago
  •  ...Tax Director, Transaction Advisory Services The Tax Director, Transaction...  ...integration, tax attribute management, and other special projects)...  ...including budgeting, billing and collection Develops and...  ...employees the chance to grow their wealth over time as their shares... 
    Suggested
    Full time
    Work at office

    BDO USA

    Dallas, TX
    3 days ago
  • $150k - $200k

     ...Tax Experienced Manager, Transaction Advisory Services The Tax Experienced Manager, Transaction Advisory Services is an essential team member that...  ...financial performance of engagements including budgeting, billing and collection Other duties as required... 
    Suggested
    Work at office

    BDO USA

    Dallas, TX
    4 days ago
  • $120k - $160k

     ...Tax Manager, Transaction Advisory Services The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements...  ...performance of engagements including budgeting, billing and collection Works closely with and manages... 

    BDO USA

    Dallas, TX
    4 days ago
  •  ...leading investment firm in Dallas, TX is seeking an Operations Manager to oversee daily operations, implement policies, and improve workflows...  ...organizational skills. Responsibilities include managing billing, capital calls, and training team members on operational best... 
    Work at office

    Beacon Pointe

    Dallas, TX
    4 days ago
  • A financial advisory firm in Dallas is seeking a Senior Client Service Associate to enhance client servicing and provide support to top executives. This role requires...  ...committed to empowering clients in their financial decisions. #J-18808-Ljbffr Bluespring Wealth Partners, LLC

    Bluespring Wealth Partners, LLC

    Dallas, TX
    4 days ago
  •  ...Inc. is looking for a motivated Alternative Investment Client Services Administrator in Dallas, Texas. The role involves overseeing investor transactions in private equity or hedge fund vehicles, managing vendor relationships, and implementing process improvements. Candidates... 

    Goldman Sachs Group, Inc.

    Dallas, TX
    2 days ago
  • Manager, Corp Security & Emergency Ops Areas of Interest: Security; Professional Pay Transparency Salary Range...  ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and...  ...grown into a diversified financial services company that serves consumers,... 
    Work experience placement
    Work at office
    Local area

    BOK Financial Corporation

    Dallas, TX
    2 days ago
  • $128.4k - $235.3k

    Location: Anywhere in Country Our Global Advisory Services team is a dedicated and market-leading national practice, supported by treasury professionals...  ...insights our clients can rely on, every time. As a Treasury Manager’ you'll play a leading role in that goal, driving growth and... 
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    Ernst & Young Oman

    Dallas, TX
    14 hours ago
  • Northern Trust Corp is seeking an Account Manager in Dallas, TX, to coordinate complex client relationships involving fiduciary and investment management services. The role requires excellent communication, problem-solving skills, and preferably 5-7 years of financial... 
    Flexible hours

    Northern Trust Corp

    Dallas, TX
    4 days ago
  • A leading investment advisory firm in Dallas, TX seeks a Relationship Manager to join their talented team. The role involves serving high-net-worth clients, facilitating...  ...firm provides a dynamic environment focusing on wealth management and financial planning, recognized by... 

    Beacon Pointe

    Dallas, TX
    3 days ago
  •  ...EisnerAmper Healthcare Transaction Advisory Services Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional... 
    Local area
    Flexible hours

    EisnerAmper

    Dallas, TX
    4 days ago
  •  ...Service Operations Coordinator Fotona is one of the world's fastest...  ...the United States. They will manage reverse logistics, monitor...  ..., Shipping, Orders and Billing, Manufacturing, and R&D teams...  ...quality issues. Internal Advisory: Consult with engineers regarding... 

    Fotona

    Irving, TX
    14 hours ago
  • $103.6k - $189.9k

     ...People Advisory Services - Global Payroll - US Payroll - Tax Services Manager Location: Chicago Other locations: Anywhere in Region Salary: Competitive Date: May 1, 2026 At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally... 
    Contract work
    Summer holiday
    Local area
    Flexible hours

    EY

    Dallas, TX
    3 days ago
  • $146k - $200k

    Tax Senior Manager, Private Client Services Job Description Job Summary: Private Client...  ...including billing, recruiting, attendance and...  ...provide assurance, tax and advisory services for a diverse range...  ...the chance to grow their wealth over time as their shares... 
    Private practice
    Work at office

    BDO Capital Advisors, LLC

    Dallas, TX
    4 days ago
  • $90.3k - $165.4k

     ...Financial Services - Wealth and Asset Management - Tax Manager - EDGE Multi-Client Location: Dallas Other locations: Anywhere in Country Salary:...  ...assistance managing risks across tax compliance and/or advisory services. Responsibilities include: Prepare... 

    EY

    Dallas, TX
    2 days ago
  •  ...Vice President In Wealth Management Operations We're seeking someone to join our team as a Vice President in Wealth Management Operations...  ...at Vice President level within the Product Support & Services, which is responsible for providing transaction support and... 
    Work at office

    Morgan Stanley

    Dallas, TX
    1 day ago
  • $99k - $232k

     ...Specialty/Competency: CMAAS (Capital Markets and Accounting Advisory Services) Industry/Sector: Not Applicable Time Type: Full time Travel...  ...technical accounting and financial reporting Lead teams and manage client accounts Focus on strategic planning and mentoring... 
    Full time
    H1b

    PwC

    Dallas, TX
    3 days ago
  • Centre Technologies is a multi-million-dollar leading Managed Services Provider, Cloud Delivery, and Cyber Security Company that provides secure...  ...Manage, including workflows, agreements, time and billing relationship set, etc. Knowledge of other AI/automation tools... 
    Work experience placement
    Local area

    Centre Technologies

    Dallas, TX
    1 day ago
  •  ...provide a comprehensive array of products, services and integrated systems that help our...  ...and movement of their goods. Job Summary Management, scheduling and supervision on daily service...  ...A/R, Manager, CSS, Sales and customer billing issues Discuss and recommend to the... 
    Seasonal work
    Work at office

    Shoppa's Material Handling

    Dallas, TX
    4 days ago
  • $400k

     ...Director, Transaction Advisory Services At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping...  ...of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring... 
    Interim role
    Work at office
    Relocation

    Portage Point Partners

    Dallas, TX
    1 day ago
  • $58.6k - $96.8k

     ...Benefiting from EY's full spectrum of services, we've reimagined strategic...  ...to our Partners and Senior Managers in Business Development and...  ...checks, engagement economics, billing & invoicing, and other engagement...  ...level. Work with your Ops colleagues and practice partners... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Dallas, TX
    3 days ago
  • $22.1 - $29.35 per hour

     ...Specialty Operations Professional in Dallas, TX. This role focuses on providing operational support and customer service to ensure compliance and efficiency in advisory operations. Candidates should have a minimum of a High School Diploma, preferred licensing (Series 99, 6,... 
    Hourly pay

    Cetera Financial Group

    Dallas, TX
    1 day ago
  • Asset & Wealth Management Operations-Institutional Oversight-Dallas-Associate Job Description At Goldman Sachs, we connect people, capital...  ...problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment... 
    Work experience placement
    Work at office

    Goldman Sachs Group, Inc.

    Dallas, TX
    1 day ago
  • Cetera Financial Group is seeking a Senior Manager, Wealth Management Practice Operations in Dallas, Texas. This role involves overseeing...  ...Candidates must have at least 5 years of experience in financial services, strong leadership skills, and active FINRA licenses.... 

    Cetera Financial Group

    Dallas, TX
    14 hours ago
  • $80k - $140k

     ...requires a deep understanding of financial products, operational risk management, and the ability to navigate complex risk issues. With 5+ years...  ..., the successful applicant will provide oversight for Wealth Management’s investment solutions and establish critical risk management... 

    Morgan Stanley

    Dallas, TX
    2 days ago
  • A financial services firm in Dallas is seeking a Senior Client Service Associate to enhance the efficiency of the Operations Manager. The successful candidate will be responsible for client servicing...  ...in client services and financial advisory, the role promises a competitive... 

    Kestra Holdings

    Dallas, TX
    4 days ago
  • $300k

     ...professional with a proven track record in strategic account selling and managing large, complex deals within enterprise accounts? If so, you...  ...for professional growth. About the Team The Advisory Enterprise Account Manager will be a key member of the Sales team... 
    Work at office
    Local area
    Remote work
    Relocation package

    Nutanix

    Dallas, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisory Services Manager - Ops & Billing. Be the first to apply!