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Reposted YesterdaySaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech
Lead and build an enterprise Sales Operations function to drive analytics, forecasting, market intelligence, process optimization, CRM enablement, and change management. Partner with LOBs, Sales, Product, Marketing, Finance, and Technology to improve sales productivity, pipeline visibility, and revenue performance while managing vendors, dashboards, and governance frameworks.
Top Skills: CRMSalesforce
Reposted YesterdaySaved
In-Office
3 Locations
Senior level
Senior level
Fintech
Leads UX design and digital insights, establishing scalable design standards, governance, accessibility practices, and user-centered processes. Translates research, behavioral data, and business requirements into journey maps, wireframes, design systems, and intuitive experiences across web, mobile, internal applications, onboarding, and online banking. Partners with product, engineering, and business stakeholders to influence roadmaps, guide design delivery, and improve customer experiences while mentoring and strengthening the design practice.
Top Skills: Adobe Creative CloudAgile SdlcFigmaSketchWcag
Reposted YesterdaySaved
In-Office
2 Locations
Entry level
Entry level
Fintech
Support senior bankers on transaction due diligence and execution, build dynamic 3-statement financial and valuation models, prepare pitch books and offering memoranda, develop target buyer/investor lists, conduct industry research, coordinate transaction meetings, and mentor/train analysts.
YesterdaySaved
In-Office
5 Locations
Senior level
Senior level
Fintech
Manages commercial banking credit portfolios for the Private Wealth business. Owns underwriting, credit approvals, risk assessments, portfolio reviews, covenant compliance, policy exceptions, reporting, and post-approval modifications. Partners with relationship managers, analysts, associates, and Special Assets to evaluate risks, negotiate credit agreements, identify cross-sell opportunities, and improve client solutions. Provides direct client management, monitors portfolio performance, and analyzes economic and industry trends.
Top Skills: ExcelMS OfficeOutlookPowerPointSalesforce
Reposted YesterdaySaved
In-Office
Austin, TX, USA
Senior level
Senior level
Fintech
Drive operational safety in Consumer line of business, manage risks, oversee compliance, support product development, and lead governance analysts.
Top Skills: ExcelMs OutlookMs PowerpointMs Word
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Reposted YesterdaySaved
In-Office
Dallas, TX, USA
Junior
Junior
Fintech
Support senior analysts with bottoms-up equity research in the energy sector: build and maintain company and industry models, draft research reports, analyze industry data and news, maintain marketing presentations, and communicate investment ideas to institutional and internal clients.
Top Skills: Excel
Reposted 2 Days AgoSaved
In-Office
Fort Worth, TX, USA
50K-100K Annually
Senior level
50K-100K Annually
Senior level
Fintech
The Portfolio Manager II manages the underwriting process for credit requests, maximizes portfolio performance, and ensures quality customer service while identifying risks and cross-sell opportunities.
Top Skills: MS OfficeSalesforce
Reposted 2 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech
Provide high-level executive support including calendar and travel management, drafting communications and presentation materials, meeting coordination and minute-taking, scheduling interviews, expense reporting, visitor handling, office supply management, and backup support for corporate events and other executive assistants.
Reposted 3 Days AgoSaved
In-Office
Richardson, TX, USA
Senior level
Senior level
Fintech
Process and monitor daily ACH transactions and files, handle returns, stop payments, reclaims, and rejected entries. Prepare and maintain ACH reports and records, assist with ACH origination and service setups, and respond to internal and external inquiries while supporting management with operational duties.
Top Skills: AchCash Management SoftwareFiservExcelNacha RulesOutlook
4 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech
Manages relationships with affluent and high-net-worth clients, generates new business, coordinates wealth management specialists, and develops comprehensive investment, banking, lending, trust, and planning solutions. Serves as chief client strategist, oversees ongoing client experiences, identifies proactive financial solutions, prospects through community and professional networks, and supports development of junior team members.
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