Wealth management Jobs in Dallas, TX

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Wealth Management Business Analyst

U.S. Tech Solutions Inc.

•

Remote

Contract

Job Description: As a Wealth Business Analyst, you will work with business areas, technology, and vendors to implement new platforms, features, and processes for wealth management. You will stay updated on industry changes to help Client deliver top digital experiences and customer service. You will help develop and implement strategic plans to boost client and advisor satisfaction with our tech platforms. You will collect and analyze data from several sources, track platform performance, and co
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Posted 14 hours ago

Wealth Management Business Analyst - Remote Contract

TalentBurst

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Remote or Brooklyn, Ohio, USA

Full-time

Job Title: Wealth Management BA Location: Remote Duration: 6+ Months Contract with possible extension Start Date: 05-19-2025 End date: 11-21-2025 Job Description: As a Wealth Business Analyst, you will work with business areas, technology, and vendors to implement new platforms, features, and processes for wealth management. You will stay updated on industry changes to help Client deliver top digital experiences and customer service. You will help develop and implement strategic plans to boost
Posted 1 day ago | Updated 5 hours ago

Wealth Management Business Analyst - Remote - Direct Client

Outcome Logix LLC

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Cleveland, Ohio, USA

Contract

Innovative with a point of view focused on challenging the status quo to achieve solutions and experiences that support what our customers and partners expect and prefer. You easily collaborate with stakeholders and partners and are a strong and articulate communicator. You are a leader of change and persistently focused on execution. ExpectationsLeverage subject matter knowledge of wealth areas to ensure requirements created for initiatives meet the vision, goals, and objectives of the organiza
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Posted 1 day ago | Updated 16 hours ago

Senior Delivery Lead - Wealth Management Technology (Remote)

First-Citizens Bank & Trust Company

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Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role, with the expectation that there could be upto 25% travel This senior role requires a forward-thinking leader who can work independently while leading multiple platform teams to deliver projects, and programs across their full delivery life cycle. The incumbent provides oversight of numerous concurrent initiatives and cross-functional teams (including coordination with external groups), aligning timelines and expectations across departments to achieve organizatio
Posted 35 days ago | Updated 5 hours ago

Senior Delivery Lead - Wealth Management Technology (Remote)

First-Citizens Bank & Trust Company

•

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role, with the expectation that there could be upto 25% travel This senior role requires a forward-thinking leader who can work independently while leading multiple platform teams to deliver projects, and programs across their full delivery life cycle. The incumbent provides oversight of numerous concurrent initiatives and cross-functional teams (including coordination with external groups), aligning timelines and expectations across departments to achieve organizatio
Posted 35 days ago | Updated 5 hours ago

Senior Manager IT - Wealth Management Technology (Remote, NC)

First-Citizens Bank & Trust Company

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Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in North Carolina. Seeking a Senior Manager for IT Delivery to lead planning, program management & governance, drive execution of delivery of technology solutions used at First Citizens Wealth. This is a leadership role that collaborates with executives in First Citizens Wealth and Engineering leaders to develop a technology roadmap and lead execution to deliver reliable, secure, and efficient technology solutions that enhance customer expe
Posted 35 days ago | Updated 5 hours ago

Senior Manager IT - Wealth Management Technology (Remote, NC)

First-Citizens Bank & Trust Company

•

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in North Carolina. Seeking a Senior Manager for IT Delivery to lead planning, program management & governance, drive execution of delivery of technology solutions used at First Citizens Wealth. This is a leadership role that collaborates with executives in First Citizens Wealth and Engineering leaders to develop a technology roadmap and lead execution to deliver reliable, secure, and efficient technology solutions that enhance customer expe
Posted 35 days ago | Updated 5 hours ago

Product Owner

LTIMindtree

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Dallas, Texas, USA

Full-time

About Us: LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise to help drive superior competitive differentiation, customer experiences, and business outcomes in a converging world. Powered by nearly 9
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Posted 4 days ago | Updated 4 days ago

Technical Scrum Lead, Specialist

Vanguard

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Dallas, Texas, USA

Full-time

We are seeking a Scrum Lead for Wealth Management platform, who is enthusiastic about Agile as they are about serving our clients. Wealth Management clients touch multiple lines of business and serviced by our Self-Directed, Advised, and Institutional platforms. This resource would be part of a team supporting the 'Advice & Wealth Management Technology' division of Vanguard. You will use Agile methodologies to identify & track Risks, dependencies, and Process improvements for cross functional te
Posted 4 days ago | Updated 8 hours ago

Back End Engineer

The Select Group

•

Westlake, Texas, USA

Full-time

The Select Group is seeking a seasoned Backend Java Developer to join a top financial services client in Westlake, TX. Please review the details below and apply today! Job Title:Backend Java Developer Location: Westlake, TX (every other week on-site/remote) Start Date:4/28/2025 Interview Process: 2 rounds Job Duration: 12-month contract (Open to extend) Project Details: Building/Updating Wealth Management portal that will be shared between multiple business units Requirements: 6-9 years exp
Posted 12 days ago | Updated 5 hours ago

Infrastructure Group Manager - SVP

Citi

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Remote or Irving, Texas, USA

Full-time

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemic
Posted 15 days ago | Updated 8 hours ago

Data Analytics Group Manager, SVP

Citi

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Remote or Irving, Texas, USA

Full-time

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsi
Posted 18 days ago | Updated 8 hours ago

Senior Manager, Operations & Technology Transformation

Deloitte

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Dallas, Texas, USA

Full-time

Senior Manager, Operations and Technology Transformation, Investment and Wealth Management - Advise What we do Operations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver sustainable and impactful solutions to our clients. We advise, design, implement, and deploy innovative and technology enabled solutions focused on "he
Posted 5 days ago | Updated 8 hours ago

Epic ASAP and Orders Analyst

Deloitte

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Dallas, Texas, USA

Full-time

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Epic ASAP and Orders Analyst you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work
Posted 38 days ago | Updated 8 hours ago

Digital Software Engineer Group Manager

Citi

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Remote or Irving, Texas, USA

Full-time

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemica
Posted 26 days ago | Updated 8 hours ago

Digital Technology Product Management Group Manager - SVP

Citi

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Remote or Irving, Texas, USA

Full-time

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemic
Posted 15 days ago | Updated 8 hours ago

Cyber Information Security Officer (Hybrid)

Citi

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Remote or Irving, Texas, USA

Full-time

Overview of the Role Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is
Posted 28 days ago | Updated 8 hours ago

Senior Java Backend Devloper

Xoriant Corporation

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Dallas, Texas, USA

Contract

We at Xoriant are looking for a Senior Back-End Software Engineer in Denver, Chicago, Dallas & Austin with Charles Schwab. If interested, please reply me back with your updated Word format resume. Job Description: Senior Back-End Software Engineer Your opportunity As a Senior hands-on Developer of Software Development Engineering, you will enable WAM Engineering to achieve consistent, predictable, high-quality delivery by implementing best practices, tools, metrics, automation frameworks, and p
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Posted 34 days ago | Updated 22 days ago

Cybersecurity Operations ServiceNow Program Manager - Senior Vice President (C14)

Citi

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Remote or Irving, Texas, USA

Full-time

Overview of the Role Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is
Posted 10 days ago | Updated 8 hours ago

Vice President, Engineering Lead Analyst

Citi

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Remote or Irving, Texas, USA

Full-time

Overview of the Organization: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value
Posted 13 days ago | Updated 8 hours ago