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7 Days AgoSaved
In-Office
Houston, TX, USA
Junior
Junior
Fintech
Support Corporate & Investment Banking coverage by reviewing financial statements, building financial spreads and models, preparing credit memos, creating pitch books, monitoring deal pipelines, supporting portfolio reviews and closing processes, conducting research, and maintaining Salesforce records while mentoring junior analysts.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointSalesforce
Reposted 7 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 7 Days AgoSaved
In-Office
Houston, TX, USA
Expert/Leader
Expert/Leader
Fintech
The Sr Private Client Advisor is responsible for managing client relationships, generating new clients, and providing complex investment solutions for affluent individuals, while collaborating with team specialists for a comprehensive wealth management approach.
Top Skills: BankingFinanceInvestment Solutions
Reposted 7 Days AgoSaved
In-Office
Dallas, TX, USA
Entry level
Entry level
Fintech
Support development and execution of strategic initiatives, analyze corporate development opportunities, conduct market research, lead earnings calls, organize investor events, and update management data for decisions.
Top Skills: MS Office
Reposted 7 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Lead the Central Controls Program Office to establish enterprise process governance, standards, and internal controls; drive continuous improvement, compliance, and process management across business lines; partner with senior leaders to implement firmwide frameworks and sustain control quality.
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9 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech
Lead SFMC and Data Cloud product strategy and execution: translate marketing goals into scalable SFMC solutions, manage platform roadmap and integrations, oversee automations, journeys, data mapping, governance, and campaign delivery while aligning marketing, technology, and analytics teams.
Top Skills: Adobe AnalyticsCloud PagesCustomer Data Platform (Cdp)Data CloudGoogle AnalyticsMarketing Cloud AutomationsMarketing Cloud JourneysPower BISales CloudSalesforceSalesforce Marketing Cloud (Sfmc)Salesforce Marketing Cloud Multi-Org ConnectorSQLTableau
Reposted 10 Days AgoSaved
In-Office
Houston, TX, USA
Junior
Junior
Fintech
The Financial Relationship Consultant establishes and manages customer relationships, ensures efficient banking transactions, and provides exceptional customer service. They identify customer needs and refer them to appropriate bank solutions while participating in outreach events and supporting operational tasks.
Top Skills: ExcelMS OfficeSalesforceWord
Reposted 10 Days AgoSaved
In-Office
Richardson, TX, USA
Mid level
Mid level
Fintech
The Product Lead at Texas Capital will manage CRM product features, author user stories, oversee backlog refinement, and ensure feature delivery within agile sprints while collaborating with stakeholders and product owners.
Top Skills: ConfluenceJIRASalesforce
Reposted 12 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
The Senior Asset/Liability Strategist will manage modeling for net interest income, enhance balance sheet forecasting, and communicate findings to executives, ensuring compliance with regulations.
Top Skills: BancwareEmpyreanQrm
13 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Lead HR data strategy, consolidate HR systems (Workday, One Model, SharePoint), build executive dashboards and predictive analytics, govern HR data quality, partner with vendors, enable self-service analytics, and support HR operations and strategic initiatives.
Top Skills: Ai/MlDiscovery BoardsHrisOne ModelPower BIPrismSharepointWorkday
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