RIA Solutions Engineer — Wealth Tech & Onboarding
Altruist
Altruist is seeking a Solutions Engineer in Dallas, TX to be a key technical and workflow expert for RIAs evaluating or expanding use of Altruist. You will design architectures, run discovery, and support migrations with cross‑functional teams. You will collaborate with Client Development, Onboarding, Product, and Operations to drive adoption, deliver demos, and build scalable, advisor‑focused solutions across platforms and integrations. #J-18808-Ljbffr Altruist
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the RIA Solutions Engineer — Wealth Tech & Onboarding in Fort Worth, TX vacancy
$90k - $115k
Operations Manager (Wealth Management/RIA firm) Location: Fort Worth, TX (In office) President & Managing Partner at Right Executive Search... ...development and operational strategy. Support recruiting, onboarding, and training of new staff as the firm grows. Ensure compliance...SuggestedFull timeWork at office- ...representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and...Suggested
$100k - $250k
...Financial Advisors in Fort Worth, Texas. This role focuses on onboarding and servicing high-net-worth clients. Candidates should have 7+... ...Responsibilities include sales proficiency and integration of advanced Wealth Management techniques. The compensation is competitive, with a...Suggested$100k - $150k
We are seeking a seasoned Wealth Advisor with a demonstrated track record of attracting, converting, and advising high net worth clients... ...referrals into clients using our proven sales process Onboarding new clients and overseeing asset transfers before transitioning...SuggestedFull timeWork at officeMonday to Thursday- First Command Financial Services, Inc. seeks a Wealth Portfolio Manager to independently manage high-net-worth portfolios, design investment strategies, monitor performance, and develop client relationships in Fort Worth. You will lead client engagements, prepare reports...Suggested
- ...Command Financial Services, Inc. in Fort Worth, TX is seeking a Wealth Portfolio Manager to independently manage high‑net‑worth... ...strategies, monitor performance and provide wealth management solutions. The role requires 6+ years in finance, a Bachelor’s degree, Series...
- How will this role impact First Command? As a Wealth Portfolio Manager, you will independently manage high net worth individual portfolios... ...performance, and provide comprehensive wealth management solutions.You will contribute to business development efforts. What will...Work experience placementWork at office
$110k - $125k
...a week. You have 2+ years of experience in a similar role (Solutions Engineer / Technical Sales Engineer / etc.) –ideally in the SaaS world... ...and habits. You’re a quick study with experience in quickly onboarding to new platforms/technical concepts and successfully becoming...Summer workWork at officeLocal areaRemote workHome officeGrabJobs
Fort Worth, TX4 days ago- DescriptionWe are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort Worth, Texas. In this role, you will collaborate closely with senior leadership to support sophisticated financial planning needs for professionals, families, and...
- ...are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...of one of the largest and most successful RIAs in the country. We bring together... ...internal specialists to deliver integrated solutions Identify and pursue new business...
Beacon Pointe Advisors
Fort Worth, TX3 days ago - ...Northern Trust in Fort Worth, Texas, is seeking an experienced financial professional to develop and manage complex wealth management client relationships. The ideal candidate should have a minimum of 5 years in financial analysis or client servicing, possess advanced...
Northern Trust
Fort Worth, TX5 days ago - ...Banker to manage client relationships and provide investment advice. You will develop targeted solutions for clients while working alongside a diverse team to enhance their wealth management. The ideal candidate will have experience in private banking and proven sales...
- ...CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. The Financial Advisor will work directly with high-net-worth clients in a collaborative, team-based environment, delivering thoughtful investment...
CORDA Investment Management
Fort Worth, TX2 days ago - ...representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and...
- First Command is seeking a Wealth Portfolio Manager in the Fort Worth, TX area to independently manage high net worth portfolios and... ...monitor performance, and provide comprehensive wealth management solutions while contributing to business development efforts. You will...
- ...managing client relationships and providing exceptional advice on wealth management. The ideal candidate has over six years of... ...collaborating with internal specialists to deliver comprehensive solutions. This position offers a competitive package with benefits and commission...
- ...bring them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments? If so, being a Wealth Advisors Operations Specialist II with Frost could be for you.At Frost, it’s about more than a job. It’s about having a flourishing...Full timeWork at office
- ...Time in the US. Opportunity Deepgram is seeking a Pre-Sales Solutions Engineer to join our Applied Engineering team. While you'll have the... ...teams Your First 90 Days First 30 Days: Complete comprehensive onboarding to understand Deepgram's technology, products, and...Work at officeRemote workHome officeFlexible hours
GrabJobs
Fort Worth, TX1 day ago - ...firm to deliver comprehensive financial solutions. This role also requires an active presence... ...collaborating across Treasury, Wealth, Credit, and other divisions to serve clients... ...internal stakeholders to ensure seamless onboarding and implementation of financial solutions...Local area
- ...an existing book of business. The candidate will ensure high-quality service delivery, maintain compliance, and leverage extensive wealth management experience. Responsibilities include designing investment portfolios, preparing for client meetings, and fostering collaborative...
- Bank of America’s Merrill Wealth Management is recruiting for the Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, develop relationships, review financial goals, and deliver comprehensive recommendations alongside Merrill...
$100k - $150k
Strittmatter Wealth Management Group, LLC. in Fort Worth, TX is seeking a seasoned Wealth Advisor. The ideal candidate should have a strong financial planning background and a proven track record of attracting and converting high net worth clients. This full-time position...Full time- ...This role involves supporting investment management and fiduciary administration, as well as engaging with clients to create tailored wealth strategies. The ideal candidate will have at least five years of experience in trust administration and estate planning, with a...
- ...lead client relationships and coordinate a cross-disciplinary wealth management team. The role focuses on generating new clients, managing... ..., and delivering integrated investment, banking, and trust solutions. Ideal candidates have 10+ years in banking with private...
- A financial services firm is looking for a Wealth Management Associate to develop client relationships and create personalized financial strategies. This entry-level position offers a flexible schedule and includes extensive training opportunities, mentoring, and resources...Flexible hours
- ...experienced Financial Advisors to provide high-level service to clients with substantial investment needs. Responsibilities include onboarding clients and driving new business in a collaborative environment. Candidates must have a four-year degree and CFP designation,...
- ...Wealth Advisor Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for... ...service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging...Work at officeLocal area
- Frost is seeking a Wealth Advisors Operations Specialist II in Fort Worth, TX to support Wealth Advisors and client accounts. You will manage trust accounts, process routine requests, and ensure accuracy across systems with integrity and care. As the first point of contact...
- Strittmatter Wealth Management Group in Fort Worth, TX is seeking an experienced Senior Financial Advisor to serve an established client... ...fiduciary approach and a long-term career path within a growing RIA. You will conduct financial planning and investment reviews,...
$102k - $173.4k
...technology experts. Our market reach, diverse solutions and services portfolio, and digital... ...IBM Software)As a Sr Technical Solutions Engineer, you need to be a technical leader and resource... ...others to meet shared objectives.* ** Tech Savy: Anticipating and adopting...Full timeTemporary workWork at officeRemote workWorldwideShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to RIA Solutions Engineer — Wealth Tech & Onboarding. Be the first to apply!
Related searches
- solutions engineer Fort Worth, TX
- solution developer Fort Worth, TX
- precision technology Fort Worth, TX
- air tech Fort Worth, TX
- pharmaceutical tech Fort Worth, TX
- pediatric tech Fort Worth, TX
- care tech Fort Worth, TX
- industrial technology Fort Worth, TX
- technology work from home Fort Worth, TX
- creative technology intern Fort Worth, TX