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Reposted 11 Days AgoSaved
In-Office
Richardson, TX, USA
Mid level
Mid level
Fintech
Develops operational volume forecasts, workforce capacity models, productivity analyses, staffing recommendations, dashboards, and management reports. Analyzes trends, demand, utilization, service levels, and operational performance to support workforce planning, budgeting, resource allocation, and process improvement. Partners with operational leaders to identify capacity constraints, evaluate scenarios, improve forecasting accuracy, and translate complex data into actionable recommendations.
Top Skills: Capacity Planning SoftwareExcelPivot TablesPower BIPower QueryPythonSQLStatistical Forecasting ToolsTableauWorkforce Management Platforms
12 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech
Advise ultra-high-net-worth clients, family offices, entrepreneurs, and family enterprises on estate planning, trust administration, business succession, philanthropy, and complex wealth strategies. Collaborate with legal, tax, credit, investment, and relationship teams to deliver integrated solutions, manage client engagements, address risk and compliance matters, and support business development and long-term client relationships.
Top Skills: LuminaryExcelMicrosoft PowerpointMicrosoft TeamsMicrosoft Word
12 Days AgoSaved
In-Office
5 Locations
Senior level
Senior level
Fintech
Manage fiduciary administration for complex trust accounts, including beneficiary and advisor coordination, discretionary decisions, regulatory compliance, account maintenance, and money movement. Participate in Trust Administrative Committee decisions, support investment management accounts, identify fiduciary business opportunities, and cultivate complex client relationships. The role requires extensive professional fiduciary experience, financial expertise, strong communication, judgment, collaboration, and Salesforce proficiency.
Top Skills: Salesforce
12 Days AgoSaved
In-Office
Houston, TX, USA
Senior level
Senior level
Fintech
Advises ultra-high-net-worth clients, family offices, entrepreneurs, and family enterprises on estate planning, trust administration, philanthropy, business succession, and related wealth strategies. Partners with legal, tax, credit, investment, and private-client teams to develop and implement integrated solutions. Manages client advisory relationships, supports business development, interprets complex trust and estate documents, and ensures risk and regulatory compliance.
Top Skills: LuminaryExcelMicrosoft PowerpointMicrosoft TeamsMicrosoft Word
12 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Fintech
Owns underwriting and credit approval processes for specialty banking portfolios. Evaluates risks, manages covenant compliance, conducts relationship reviews, monitors portfolio performance, validates credit exposure, and recommends facility changes. Partners with relationship managers, analysts, associates, clients, and special assets teams. Leads portfolio reporting, client management, credit agreement negotiations, policy exception reviews, and initiatives to improve credit solutions and customer service.
Top Skills: ExcelMS OfficeOutlookPowerPointSalesforce
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15 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech
Leads diversified-industry corporate banking activities, including client and prospect coverage, deal staffing, credit analysis, underwriting, diligence, portfolio monitoring, covenant compliance, and transaction closings. Oversees analysts and associates, reviews credit work, manages training and onboarding, collaborates with product partners and senior bankers, mitigates risks, maintains transaction documentation, and improves banking processes and client experience.
Top Skills: ExcelMicrosoft PowerpointMicrosoft TeamsMicrosoft WordSalesforce
15 Days AgoSaved
In-Office
Richardson, TX, USA
Senior level
Senior level
Fintech
Develop and mature insider risk policies, controls, and monitoring programs. Analyze user behavior and activity data to identify threats, lead sensitive investigations, coordinate with HR, Legal, Security, Technology, and business leaders, and recommend remediation. Produce executive and regulatory reporting, manage case documentation, deliver security awareness training, and advise business units on insider threat mitigation and compliance.
Top Skills: Communications ComplianceData Loss Prevention (Dlp)Digital Forensics ToolsEdiscoveryExcelMS OfficeMicrosoft PurviewPowerPointUebaVisioWord
19 Days AgoSaved
In-Office
Richardson, TX, USA
Senior level
Senior level
Fintech
Performs independent, risk-based testing of IT general, application, automated, and cybersecurity controls within the Second Line of Defense. Evaluates control design, operating effectiveness, deficiencies, residual risk, and remediation. Partners with technology, information security, compliance, operational risk, and audit stakeholders. Produces testing reports and executive communications while aligning assessments with NIST, COBIT, COSO, FFIEC, SOX, and internal risk frameworks.
Top Skills: ArcherCloud TechnologiesCobitCosoFfiecNist CsfPower BIServicenowSox
19 Days AgoSaved
In-Office
Dallas, TX, USA
Junior
Junior
Fintech
Supports business enablement leadership by executing strategic initiatives, improving processes, coordinating management routines, preparing executive presentations and committee materials, tracking goals and action items, and supporting financial reporting, employee communications, compliance activities, and cross-functional projects. Identifies opportunities to apply AI, automation, and emerging technologies to improve effectiveness and business outcomes.
Top Skills: ExcelMS OfficeOutlookPower BIPowerPointSalesforce CRMWord
19 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Fintech
Leads strategic priorities, complex cross-functional projects, process improvements, executive communications, performance reporting, and organizational initiatives. Partners with leadership and teams across finance, technology, operations, marketing, human resources, risk, and business lines to establish plans, manage risks, drive accountability, and implement solutions. Evaluates AI and automation opportunities while supporting planning, engagement, training, and culture-building programs.
Top Skills: ExcelMS OfficeOutlookPower BIPowerPointSalesforceWord
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