18 Financial Services jobs in Dallas.

Hiring now: Escrow Officer @ First Amer, Investment Ops Mgr @ Yieldstree, Ops Associate @ Sixth Stre, Client Exp Associate @ Farther, Sr Consultant @ Capco, Settlement Officer Ii So @ Bank Of Am, Associate Portfolio Mgrtr @ Vwh, Dna Ps Implementation Sup @ Fiserv, Treasury Analyst @ Keurig Dr , Private Bank Spec I @ Simmons Fi.Explore more at jobswithgpt.com.

🔥 Skills

wealth management (2) project management (2) operational controls (2) Risk Management (2) Communication (2) financial analysis (2) compliance (2) Portfolio Management (2) escrow transactions (1) real estate (1)

đź“Ť Locations

Dallas (11) Frisco (3) Plano (2) Colleyville (1) Irving (1)
🔍 Go to full job search

First American Financial Corporation

Escrow Officer Colleyville
Skills & Focus: escrow transactions, real estate, closing documents, title insurance, risk mitigation, client relations, organizational skills, detail-oriented, confidential information, financial calculations
About the Company: First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances a…
Experience: 2-4 years related experience, experience directly handling escrow transactions as an escrow assistant preferable.
Type: Full Time
Benefits: Comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and employee stock purchase…

Yieldstreet

Investment Operations Manager Dallas
Skills & Focus: Investment Operations, Broker-Dealer, Financial Services, Project Management, SEC Regulations, FINRA Regulations, Alternative Investments, Accounting, Compliance, Reconciliation
About the Company: Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That…
Experience: 5+ years of experience in private capital focused on broker-dealer operations and financial operations
Salary: Competitive compensation packages including equity
Benefits: Health, dental & vision coverage with FSA/HSA options; Unlimited PTO; 401k Match; Paid lunch once a week; Commuter bene…

Sixth Street

Operations Associate Dallas
Skills & Focus: Operations, Deal Execution, Investment Management, Pipeline Management, Risk Reporting, Transaction Settlement, Counterparty Management, Investment Performance, Derivatives, Cash Management
About the Company: Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growt…
Experience: 8-10 years of experience
Type: Full-time

Farther

Client Experience Associate Dallas
Skills & Focus: client service, wealth management, relationship management, operational support, onboarding, ACATs, transfers, custodians, financial industry, efficiencies
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 2+ years of previous work experience in a similar position
Salary: Competitive compensation package
Type: Full-time
Benefits: Full health benefits + 401(k) matching & Roth options; Unlimited PTO
Onboarding Operations Associate Dallas
Skills & Focus: onboarding operations, wealth management, financial services operations, project management, client communication, custodian platforms, asset movements, process improvements, conversion management, financial products
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 3-5 years of experience in financial services operations
Benefits: Competitive compensation package that rewards impact, full health benefits, 401(k) matching & Roth IRA options, unlimit…

Capco

Senior Consultant Dallas
Skills & Focus: capital markets, banking, payments, regulatory compliance, change management, stakeholder engagement, OTC derivatives, Fixed Income, Equities, problem-solving
About the Company: Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 ye…
Experience: 4-7 years in consulting or change management within financial services
Type: Full-time
Benefits: Highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement.

Farther

Trading Analyst Dallas
Skills & Focus: trade execution, trade lifecycle, reconciliation processes, trade discrepancies, operational controls, financial advisors, trading support, financial markets, trading platforms, process automation
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 2+ years of hands-on experience in trade operations or similar role within wealth management
Type: Full-time
Benefits: Competitive compensation package that rewards impact; Full health benefits + 401(k) matching & Roth options; Unlimited …

Bank Of America

Settlement Officer II (SO II), Trust Settlement Service (TSS) Dallas
Skills & Focus: Settlement Officer, Trust Settlement Services, Fiduciary, Administration, Client Satisfaction, Risk Management, Communication, Organizational Skills, Mentoring, Team Collaboration
About the Company: Bank of America helps make financial lives better through the power of every connection. The company is committed to being a diverse and inclusive workplace an…
Experience: Strong communication and organizational skills; ability to work in a fast-paced environment.
Salary: $83,100.00 - $102,600.00 annually
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, and support to make a genuine impact.
Commercial Credit Officer Dallas
Skills & Focus: client solutions, advisory, financial analysis, loan structuring, risk management, underwriting, account management, credit documentation, credit assessment, decision making
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…
Experience: 10+ years of solid Commercial Banking experience
Type: Full-time

Sixth Street

Loan Operations Analyst Dallas
Skills & Focus: Cash and position reconciliations, Trade blotter maintenance, Loan life cycle, Monthly principal payments, Risk and controls, Collaboration, Strong analytical skills, Organizational skills, Project management, Commercial orientation
About the Company: Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growt…
Experience: At least 2+ years of proven experience
Type: Full-time

Vwh

Associate Portfolio Manager/Trader Dallas
Skills & Focus: portfolio management, trading activities, U.S. residential mortgages, securitized products, financing options, capital market executions, risk position, portfolio P&L, loan portfolios, senior management reports
About the Company: VWH opportunistically invests in U.S. residential whole loans and securities.

Sixth Street

Operations Analyst Dallas
Skills & Focus: operations, investment execution, trade settlement, counterparty management, cash management, bank account management, cashflows, trade entry review, operational controls, project management
About the Company: Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growt…
Experience: 2-4 years

Fiserv, Inc.

DNA PS Implementation Support, Finance/GL Consultant Frisco
Skills & Focus: financial institutions, Mergers and Acquisitions, system deployments, DNA Core Processing, back office processing, deposit operations, core system administration, finance, accounting, consultation
About the Company: Fiserv is a global leader in Fintech and payments, connecting financial institutions, corporations, merchants, and consumers to one another millions of times a…
Experience: 3+ years of experience in financial institutions or a relevant field.
Type: Full-time
Benefits: Competitive salaries, 401(k) Savings Plan, Employee Stock Purchase Plan, paid holidays, generous time off policies, med…

Keurig Dr Pepper

Treasury Analyst Frisco
Skills & Focus: Treasury management, foreign exchange, interest rate risk, working capital management, financial analysis, derivative transactions, supply chain finance, financial modeling, automation, compliance
About the Company: Keurig Dr Pepper (NASDAQ: KDP) is a modern beverage company with a bold vision built to deliver growth and opportunity. We operate with a differentiated busine…
Experience: 2+ years of Treasury and/or business-related experience
Type: Full-Time
Benefits: We offer robust benefits to support your health and wellness as well as your personal and financial well-being.

Simmons First National Corporation

Private Bank Specialist I Frisco
Skills & Focus: loan documentation, customer service, financial data, compliance, banking regulation, deposit products, proactive communication, exception management, administrative issues, client relationship
About the Company: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, an…
Experience: Prior loan and deposit experience preferred.

Caterpillar Inc.

Director of Foreign Exchange and Commodities Risk Management Irving
Skills & Focus: Foreign Exchange, Commodity Risk Management, Financial Markets, Treasury Management, Risk Exposure, Hedging Strategies, Relationship Management, Team Management, Communication, Regulatory Compliance
About the Company: With 2024 sales and revenues of $64.8 billion, Caterpillar Inc. is the world’s leading manufacturer of construction and mining equipment, off-highway diesel an…
Experience: Extensive knowledge in foreign exchange and commodity risk management products, services and operations
Salary: $185,400.00 - $278,160.00
Type: Full-time
Benefits: Medical, dental, and vision benefits, Paid time off plan (Vacation, Holidays, Volunteer, etc.), 401(k) savings plans, H…

Citizens

Commercial Banking Jobs Plano
Skills & Focus: Commercial Banking, Portfolio Management, Loan Operations, Data Strategy, Robotic Process Automation, Product Support, Corporate Finance, Business Support, Customer Service, Risk Management
About the Company: Citizens is a leading financial institution committed to building a diverse, equitable, and inclusive work culture while offering various banking services.
Type: Multiple
Various Positions Plano
Skills & Focus: Business Banking, Wealth Management, Client Relationship Manager, Software Engineer, Risk Manager, Financial Advisor, Compliance Manager, Data Analytics, Operational Risk, Portfolio Management
About the Company: Citizens is a community-focused organization providing a wide range of banking services.
Type: Full-time