21 ria jobs at 15 companies in Dallas, TX
3w
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Manager, RIA Business Development Sales Support
Westlake, Texas, United States
$83k-$106k/yr OnsiteFull Time
3+ YOEBachelor's or equivalent, active FINRA Series 7 and 63, 3+ years financial services, client service or sales support experience, MS Office (OneNote, Excel, PowerPoint) proficiency.
OneNote, Microsoft Excel, Microsoft PowerPoint
2w
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Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years in financial services with client service focus; strong communication, relationship management, problem-solving, and spreadsheet/word processing skills; Salesforce experience preferred.
Salesforce
4d
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Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree and 2–5 years of financial services experience required, with client service, relationship management, communication, problem-solving, spreadsheet, web product, and compliance skills.
Salesforce
1mo
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Tax Senior Associate
Fort Worth, Texas, United States
$84k-$123k/yr HybridFull Time
3+ YOEBachelor's in Accounting, 3+ years public accounting experience, strong computer and spreadsheet proficiency, experience with ProSystem fx/CCH/RIA/Engagement is a plus, strong communication and leadership skills.
ProSystem fx, CCH, RIA, Engagement
4d
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Strategic Account Manager
New York City or Austin or Houston or Dallas or Atlanta
$130k-$150k/yr HybridFull Time
Specialized financial services expertise, especially RIA marketplaces, FinTech platforms, custodians, strategic accounts, and financial sales; requires independent judgment, complex problem-solving, communication, and negotiation.
FinTech, Wealth-Tech, Custom Model, SMA, RIA, TAMP
1w
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Corporate Indirect Tax Manager
Dallas, Texas, United States
OnsiteFull Time
5+ YOEBachelor's in Accounting/Finance,5+ years sales & use/operational tax experience,proficiency with Microsoft Excel,CCH or RIA,Oracle,Texas sales & use tax and appeals experience,analytical and communication skills.
Microsoft Excel, CCH, RIA, Oracle
1mo
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Global Employer Services Managing Director-Actuarial Services
Cleveland or Woodbridge or Minneapolis or Chicago or Norfolk or Richmond or Charlotte or Atlanta or Boston or Jacksonville or Dallas or Houston or New York or Stamford
$158k-$420k/yr OnsiteFull Time
10+ YOERequires 10+ years actuarial services experience, bachelor’s in accounting or business (master’s preferred), enrolled actuary preferred, strong technical writing, supervisory experience, and advanced Microsoft Access/Excel skills; exposure to RIA, CCH, BNA, Lexis-Nexis.
Microsoft Access, Microsoft Excel, Microsoft Word, RIA, CCH, BNA, Lexis-Nexis
3mo
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Solutions Engineer
Los Angeles or Dallas
$96k-$141k/yr HybridFull Time
3+ YOE3+ years in RIA/wealth management or advisor‑focused fintech; FINRA Series 7 and 63; strong tech, consulting, and cross‑functional collaboration skills.
APIs, CRM, data integrations, planning software, digital onboarding, e-signature
4d
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Manager– Securities Compliance QA (Global Banking)
Philadelphia or Indianapolis or Dallas or Atlanta or Tampa or Cleveland or Edison or Charlotte or St. Louis
$54-$80/hr OnsiteTemporary, Full Time
5+ YOERequires 5+ years of securities compliance, QA, testing, or regulatory oversight experience, second-line defense experience, and knowledge of Broker-Dealer and RIA regulations.
SEC, FINRA, Reg BI, Form CRS, Investment Adviser Act
2w
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Regional Director
Minneapolis or Kansas City or St Louis or Dallas
$100k-$125k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years investment wholesale experience, proven sales record, deep IBD/RIA relationships, strong communication and organizational skills, Series 65 or CFP preferred.
Salesforce, Pardot, Seismic, Microsoft Office, Zoom
3mo
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Senior Wealth Advisor
Plano, Texas, United States
$125k-$175k/yr FieldFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; experience in wirehouse, IBD, bank, or RIA; CFP/CFA preferred; bachelor\u0002s preferred; strong communication and sales orientation.
8h
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
2mo
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Corporate Paralegal
Dallas or New York or United States or United Kingdom or Canada
$82k-$104k/yr OnsiteFull Time
3+ YOE3+ years paralegal/legal assistant/compliance experience; knowledge of corporate governance, entity management, private funds/RIA compliance, KYC, document management; Associate's or Bachelor's in Legal Studies/Business or related; paralegal certification preferred.
3mo
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Integrity Wealth-Head of Advisor Field Management
Dallas, Texas, United States
OnsiteFull Time
15+ YOE15+ years in advisor-facing leadership within broker-dealer/RIA/wealth platform; proven growth and retention; knowledge of independent advisor economics; licenses: Series 7, 24, 66; travel willingness; bachelor's degree; advanced degree preferred.
1w
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Analyst - Tax
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor’s degree in accounting or related field, 2+ years of relevant tax experience including sales/use tax, Microsoft Office proficiency, account reconciliation, journal entries, and tax research experience.
Microsoft Office, SAP, Avalara, Zytax, OneSource, Sabrix, TaxWare, Vertex, CCH, RIA, BNA
1w
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Indirect Tax Manager - Sales and Use Tax Audits
Irving, Texas, United States
$108k-$181k/yr HybridFull Time
7+ YOE3+ MgmtDegree or equivalent with 7+ years of relevant experience; preferred 8–10 years in indirect tax audits and 3–5 years supervising or mentoring tax professionals. Accounting, finance, tax, SAP, Vertex, and Microsoft Office experience preferred.
Microsoft Office, SAP, Vertex, CCH, RIA, TTR
1mo
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Analyst - Tax
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's in Accounting, 2+ years tax experience (sales/use or multi-state excise/motor fuel), Microsoft Office and SAP familiarity, tax software knowledge (Avalara, OneSource, TaxWare, Vertex) preferred, tax research experience, strong communication and reconciliation skills.
Microsoft Office, SAP, Avalara, Zytax, OneSource, Sabrix, TaxWare, Vertex, CCH, RIA, BNA
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