Top Hybrid Finance Jobs in Dallas-Fort Worth, TX

The Business Banker will manage banking relationships, assess customer needs, and offer financial solutions to clients at Hebron Crossing.

The role involves securing commercial mortgage loans, managing existing portfolios, analyzing market trends, and developing client relationships across various commercial properties.

The Sr Manager will oversee risk management for AML compliance, providing guidance, managing projects, and collaborating with business stakeholders to address risks and regulatory requirements.

Manage tax compliance and advisory services, lead teams, ensure quality deliverables, and integrate technology to optimize tax services for clients.

Responsible for month-end close activities, revenue recognition under ASC 606, maintaining internal controls, and providing revenue analysis.

The Senior Compliance Analyst will ensure regulatory compliance, investigate inquiries, guide teams on compliance issues, and maintain procedural integrity, leveraging AI for efficiency.

The Underwriter I manages underwriting tasks, compliance audits, and carrier relations while ensuring policy adherence to guidelines and assessing risk.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage a book of clients, support implementation of financial plans, coordinate asset consolidation, and secure referrals. Obtain required FINRA registrations and insurance licenses within 120 days and clearly communicate investment and planning recommendations to advisors, clients, and cross-functional teams.

Manages actuarial work related to financial strength and compliance, overseeing teams and projects in annuity and life insurance products. Responsibilities include valuation, product development, and team performance management.

The Director of Private Equity and Hedge Fund Accounting leads client relationships and oversees teams, ensuring precise financial and advisory services. Responsibilities include guiding clients, managing audits, supervising staff, and improving processes.

The Supervision Specialist is responsible for reviewing trades, providing regulatory guidance, and overseeing financial professionals' compliance and operational activities.