Investment management jobs in Dallas, Texas - Page 10Create job alerts

Embraces ad-hoc assignments and projects across Corporate Development and in support of post-acquisition integration efforts. At least 5 years' experience in investment banking, private equity, management consulting, corporate development, or similar environments, or equivalent combination of releva

The Investment Sales Associate supports the firms full-cycle transactions across multifamily, retail, office, project leasing, and property management assignments. Multifamily investment sales experience preferred. Build detailed financial models and support investment analysis across multiple asset

A leading global investment banking firm in Dallas is seeking a candidate to drive client relationships within private markets, focusing on wealth management opportunities.

Gaines Investment Trust is a dynamic, family-owned real estate investment and management company established in 1966.

Support Head of Education Savings 529 Program Director in all aspects of sales, marketing, relationship management and business management; including project management of new product launches, disclosure updates and other 529 plan solution enhancements. Manage day-to-day relationships with existing

A leading recruitment agency is seeking an Executive Assistant to provide support to a senior investment team within a wealth management environment. Ideal candidates will have over 5 years of executive assistant experience, strong communication skills, and proficiency in Microsoft Office.

Drive Social Media is one of the fastest-growing advertising technology companies in the country.Born out of necessity to provide the best return on investment for our partners, Drive Social Media has developed a cloud-based advertising management platform to achieve better campaign results and tran

Rivendell Global Real Estate is a private real estate investment and management firm with a portfolio of approximately 3,500 multifamily units across North Carolina, Texas, Colorado, Arizona, and California. Minimum of 5 years of experience in real estate asset management or operations. We are seeki

Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.With a 30-year track record as an innovator in the hospital

You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,(2) estate planning strategies, and business solutions. Wealth management and

Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. Facilitate optimum performance of the property in areas such as personnel management, leasing, collections, resident services, maintenance, revenue enhancement, capital improvements, inform

A leading global investment bank in Dallas is seeking an Analyst or Associate for the Conduct Risk Management team.The role will involve collaborating with experts to analyze data related to trading and ensure compliance with regulations.The ideal candidate should have experience in trading support

Gaines Investment Trust is a 100 percent family-owned real estate investment and management company that has been in business for over 59 years. We are seeking an experienced and career-minded Regional Property Manager to join our high-performing team at Gaines Investment Trust. Why Join Gaines Inve

K-Star Asset Management LLC ("K-Star") was formed in 2022 and is a wholly owned subsidiary of KKR. Entrepreneurial, resourceful, and a self-starter. KKR REAL ESTATE CREDIT & K-STAR INVESTMENT SERVICES OVERVIEW.

A national investment management firm based in Dallas is searching for a compliance professional to enhance their compliance program. You will support the Head of RIA Compliance, ensuring adherence to SEC regulations and guiding the firms compliance strategies.

The KM Solutions Specialist reports to the Associate Director of KM Solutions and functions as a paralegal responsible for supporting the work of the Associate Director of Knowledge Management (Investment Funds) and the Senior Director of Knowledge Management in the development and management of dat

The Graphic Design Specialist will collaborate closely with the VP of marketing and the wider investment management team to develop and implement comprehensive marketing strategies. This is an extraordinary opportunity for an individual who is looking to make an immediate impact and build a meaningf

Pay Transparency Salary Range:.BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Private Wealth, Inc.BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc.BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank o

Engage with existing investors on regular portfolio updates, ongoing investor requests, and investor tracking. Asset & Wealth Management: Alternatives Capital Formation, Analyst (Investor Relations). IR keeps investors informed on their investment fund performance, portfolio updates, upcoming capita

Gaines Investment Trust is a dynamic, family-owned real estate investment and management company established in 1966.

Job DescriptionCompany Description Founded in 1996, Stream Realty Partners (Stream) began with a vision. Not one focused on bricks and mortar, but with people at its foundation. Headquartered in Dallas, TX and operating in core markets coast to coast, we complete billions in annual transactions in office, industrial, retail, healthcare, land, and data center properties. With millions of square feet of assignments, Stream is one of the fastest-growing, full-service commercial real estate services organizations in the country. Our team of talented individuals have come together to create our distinct culture, best summarized by our firm’s core values: smart, honest, nice, and passionate. For more information, visit and follow Stream on LinkedIn, Instagram, X and Facebook. IMMEDIATE IMPACT. MEANINGFUL CAREER. At Stream, we know our success begins and ends with our people. It is the reason we work hard to attract and retain the best and brightest talent. From day one, you will be an integral member of our high-caliber, collaborative team. We will empower you to apply your energy, expertise, and creativity to meet our client’s needs while instilling you with unsurpassed market knowledge and development opportunities to succeed. When you join Stream, you won’t simply start a new job—you will build a meaningful and impactful career. Job Description We are seeking a passionate and driven Graphic Design Specialist to join our growing Investment Management team. This is more than a design-centric role; we’re looking for a versatile marketing professional who can make a tangible impact. The Graphic Design Specialist will collaborate closely with the VP of marketing and the wider investment management team to develop and implement comprehensive marketing strategies. Your expertise will be essential in driving campaigns that align with our marketing and communications goals. The ideal candidate is a team-player, capable of managing a high-volume of projects in a fast-paced environment, has a knack for both design and compelling writing, and thrives in an entrepreneurial environment where strategic and proactive solutions are celebrated and rewarded. This is an extraordinary opportunity for an individual who is looking to make an immediate impact and build a meaningful career within an investment management real estate business. Responsibilities: • Use your strategic marketing and design expertise to deliver:, • Investment fund-related projects: websites, presentations, investment decks, and other requirements from conception to finality, • Investor relations: reporting, newsletters, data room, LP-driven requests, • Events: annual general meeting, • Property marketing initiatives: oversight and design brochures, e-blast, presentations, IC memos, websites/landing pages, ad and social media campaigns, etc., • Creative strategy that converts into creative direction, designing with a bigger picture in mind, and preparing presentations, all with exceptional follow-through, • Research, make recommendations for projects, and understand and articulate how marketing can support the business to achieve its objectives, • Deliver cutting-edge, creative marketing deliverables utilizing Adobe Creative Suite, • Manages content on various commercial real estate and social media platforms, • Creates content based on strategic objectives that drives the visual strategy, • Proven knowledge of core commercial real estate concepts and ability to translate into marketing outcomes, • Can stay in front of marketing trends that help to generate brand awareness and position our professionals, • Understands Stream’s platform, technologies, and reporting to connect the dots and assist professionals in leveraging resources for their success in the context of marketing, • Acts as a brand ambassador, ensuring quality control with all internal and external deliverables produced within the investment management platform, • Manages competing priorities and managing timelines and expectations, • Continuously drives for improvement and sustainable change, intellectually curious, flexible, and adaptableQualifications, • 3+ years of commercial real estate and/or investment management marketing and design experience required, • Bachelor’s degree (B.A.) or equivalent required, • Experience providing marketing support to a team of commercial real estate professionals with the ability to determine and respond to conflicting priorities and personalities, • Ability to (1) work autonomously and effectively cross-manage multiple projects at one time and (2) work collaboratively with the Stream IM team to discuss and determine best strategy and approach given the context of any marketing project, • Highly proficient with Adobe Creative Suite (InDesign, Photoshop, XD, Illustrator, etc.), • Experience with Ceros and WordPress or other web platforms is a plus, • Strong project management skills with experience working in Airtable, preferred, • Excellent verbal and written communication skills, • Skilled in Microsoft Office programs (Word, PowerPoint, Excel, Teams), • Tech savvy, curious, collaborative, flexible, and resourceful, • Stays on top of marketing trends to help generate brand awareness and position our professionals, • Adapts well to a fast-paced environment while managing multiple deadlines, • Organized, detail-oriented and self-motivated with exceptional follow-through abilities Additional Information #LI-OnSite #LI-GD1 Stream is an equal-opportunity employer and does not discriminate on the basis of ethnicity, race, religion, sexual orientation, gender identity, age, national origin, disability, military status, or any other reason prohibited by law. Stream Realty Partners offers competitive salaries, bonuses, medical/dental/vision insurance, pharmacy benefits, health savings account, flexible spending accounts, 401(k) plan with company matching, PTO, and holiday pay. Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, location, and other job-related reasons. To apply for a position, please visit our website at

The Head of Residential Investment Management primary purpose is driving outperformance for our clients on investments within the residential portfolio. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicl

A leading real-estate investment firm based in Dallas seeks an Asset Management Associate to support asset managers in analytic, operational, and strategic business functions.Responsibilities include lease analysis, property-level budgets, and quarterly valuations.Ideal candidates will have 1-3 year

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor‑led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra��

Head of Asset Management About the Company Accomplished real estate investment & development firm Industry Real Estate Type Privately Held About the Role The Company is seeking a Head of Asset Management to lead the performance, strategy, and value creation efforts across its diverse portfolio of re

Job Description Client Development Financial Services Vice President Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Dallas, TX office as a Client Development Financial Services Vice President. As a Client Development Financial Services Vice President, you will be in a specialized client-facing role focused on growing business from existing clients and referrals, by providing holistic financial planning and portfolio service analysis. ABOUT THE ROLE • Grow business in a client-facing role from both existing and former high-net-worth clientele, as well as their referrals, who have assets more than $500k per household, • Work alongside an established sales and service support team, who will assist you in being successful within the role by managing client retention, lead generation, trading, and investment research, while you take on the responsibility to help our client’s high-net-worth clientele reach their financial goals, • Call current clients who have liquid assets outside of our client’s management, as well as generate referrals, to meet with the current, former, and prospective high-net-worth clientele via telephone and in-person meetings to gather additional new business, • Convey and present the firm’s investment management strategies to the high-net-worth clientele, which will include holistic financial planning and portfolio service analysis, • Obtain documentation from current, former, and prospective high-net-worth clientele needed to add accounts to our client’s firm Requirements • 5 or more years of experience with client-facing or production-based roles within the financial industry, • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents—the firm will also assist you in obtaining the Series 65 within 60 days of start date, • Extensive market knowledge and understanding of capital markets and investment products, • Extensive experience with growing business via referrals, as well as high-volume phone activity and in-person meetings Benefits • Base salary to start with a gradual step-down decline; compensation also includes uncapped commission, as well as a quarterly bonus, • 100% paid medical, dental, and vision premiums for you and qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees), • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job Description The InProduction team has spent the better part of the last decade combining the best seating and staging companies into a one-stop shop for most of what is needed to produce an event. Starting with SGA Production Services, we added and integrated T&B Equipment, CommuniLux Productions, Nussli U.S., and Seating Solutions to become today’s InProduction. These acquisitions have allowed InProduction to evolve into the largest provider of temporary seating, staging, structures, and scenic production for the United States events industry. The Company is backed by ZMC. ZMC is a leading private equity firm comprised of experienced investors and executives who invest in, and manage, a diverse group of media and communications enterprises. Founded in 2001, ZMC’s investment philosophy centers on operational value creation driven by targeted investment themes, deep sector expertise, and strong partnerships with industry and operating executives. ZMC approaches its investments in collaboration with management teams and has a successful track record of actively adding value to portfolio companies. Come join us! Check out our web page As a Professional Sports Scaffolding Laborer at InProduction, here is what you can expect: • Daily Routine of scaffolding structures at some fascinating professional venues like football and soccer stadiums, baseball fields, tennis courts, golf courses, hockey rinks, and racetracks for example. You can expect to see much of the work we completed while watching a game or event on tv., • Crews which you will be assigned to will be no more than 5 employees and will travel from job to job together as a crew., • Full Time, Consistent and Year-Round Work without having to wonder when or if the next assignment is coming., • Work Environment is generally outdoors so you will be in the sun and fresh air while building., • Overnight Travel will be the routine and you can be away from home for 90+ days at a time., • Travel Accommodations and hotel lodging will be arranged and provided by InProduction. We stay two crew members to a room. Hotel rooms will usually have small kitchens so you can prepare meals., • Benefits are available to you and your eligible family members such as medical insurance, dental insurance, vision insurance. When eligible you will have paid vacation, paid holidays, and great opportunity for weekly overtime.·, • Growth and Opportunity to grow your construction skills which may provide an opportunity to become a Crew Lead, a Foreman, Project Manager, or wherever else it leads you. Additional Duties and Responsibilities: • Build and breakdown scaffolds, install ladders, walkways and handrails, • Assist in the safe and efficient installation/removal of equipment in accordance with project specific plans and layouts, • Inspecting all scaffold components prior to assembly, • Clean and prepare construction sites, including removing debris and materials, • Load and unload equipment and materials form truck and vehicles, • Study plans and equipment lists prior to on-site installation, • Ensure appropriate safety measures are followed; including wearing and use of safety equipment, • Maintain fall protection requirements while erecting / dismantling scaffolds, • Make sure that tools and equipment are cleaned and maintained properly at the end of each shift, • Ensure full client satisfaction in relation to the quality of service and finished product within planned time schedules, • Other duties as required Compensation: $18 and above. Requirements • Background Check and Drug screening required, • Valid driver's license preferred, with good driving record., • Familiar with basic hand tools, drills, saws, hammers, etc., • Cannot be afraid of heights, • Creative problem solver with the ability to handle multiple tasks simultaneously, • Ability to work both independently and within a team setting to achieve company goals, • Able to lift-up to 75Ibs, • Candidate should be able read and understand basic safety instructions, • Candidates from a Scaffolding, Carpentry, Construction, Laboring or Events background are preferred., • Must be capable of working overtime, • Medical, Dental, and Vision Insurance, • 401K Match, • 100% company paid Basic Life and AD&D Insurance, • Voluntary supplemental benefits, • Paid Holidays, • Paid Vacation, • Paid Sick, • Daily Per-Diem

Join a growing commercial real estate investment platform where treasury plays a critical role in supporting scale, lender relationships, and financial discipline. This is a high-impact opportunity for a Treasury Manager who enjoys owning complex loan compliance, building infrastructure, and partnering closely with finance leadership in a fast-moving environment. This role will sit at the center of the company’s credit facilities, liquidity planning, and treasury analytics, with direct exposure to lenders, senior management, and long-term growth initiatives. Treasury Manager Benefits & Compensation • Discretionary bonus opportunity, • High visibility role with senior leadership, • Opportunity to build and improve treasury infrastructure, • Collaborative, growth-oriented finance team Treasury Manager Requirements & Qualifications • Bachelor’s degree in Accounting, Finance, or related field, • 5+ years of experience across Treasury, Cash Management, Accounting, or Finance, • Experience within financial services, real estate, or capital-intensive organizations preferred, • Strong comfort reviewing loan documents and extracting compliance requirements, • Co-manage loan facility administration and ongoing covenant compliance, • Prepare lender-specific financial statements tailored to individual credit facility requirements, • Calculate and monitor performance metrics across a commercial real estate portfolio, • Own and maintain cash forecasts for the parent company and affiliated entities, • Deliver periodic compliance packages to lenders in accordance with loan documentation, • Interface directly with lenders and loan servicers as needed, • Develop and implement processes for continuous compliance monitoring, • Support treasury analytics and reporting for senior management, • Partner closely with FP&A and cash management teams to support liquidity planning and short-term investment strategies Treasury Manager Preferred Background & Skills • Prior experience in commercial real estate or real-asset environments, • Exposure to large or complex credit facilities, • Experience implementing or administering treasury workstations, • Background improving treasury operations through automation and process design, • Ability to operate comfortably in a growing, evolving organization This role is ideal for a Treasury professional who wants ownership, lender exposure, and the opportunity to help build scalable financial infrastructure inside a growing real estate platform.

Join a growing real estate investment platform with a complex, multi-entity structure and both U.S. and international tax considerations. This is a key role for a Tax Manager who enjoys ownership, problem-solving, and partnering with leadership and external advisors to navigate sophisticated tax matters. This position sits at the center of the organization’s tax strategy, compliance, and structuring decisions, with direct interaction across CPA firms, legal teams, investors, and senior management. Tax Manager Benefits & Compensation • Discretionary bonus opportunity, • High-visibility role with leadership exposure, • Long-term growth opportunity within a real estate platform, • Collaborative, solutions-oriented finance team Tax Manager Requirements & Qualifications • Bachelor’s degree in Accounting, Finance, or related field, • CPA required, • 7+ years of progressive tax experience preferred, • Strong background in real estate taxation and multi-entity structures, • Experience with partnership tax, K-1s, and investor reporting, • Prior experience from Big Four, regional accounting firms, or in-house real estate platforms, • Comfortable working with multiple external CPA firms (U.S. and international), • Oversee all income, personal property, sales, and business taxes across all legal entities, • Research federal, state, and local tax laws and assess applicability across the entity structure, • Manage relationships with U.S. and international CPA firms, • Provide and review all information used in tax filings to ensure consistency across firms, • Coordinate and manage cost segregation studies and asset classification for tax and book purposes, • Determine capitalization vs. expensing treatment and review asset capitalization in the accounting system, • Advise leadership on tax implications of transactions, structuring, and business decisions, • Review tax calculations, estimated payments, and informational returns, • Prepare tax provisions for corporate investors where required, • Maintain REIT qualification and overall legal standing of all entities, • Assist legal with entity formations, closures, and state compliance matters, • Advise on tax implications of asset sales for internal entities and external investors, • Prepare and distribute Schedules K-1 and Forms 1042-S, including withholding calculations, • Manage unclaimed property filings and escheatment requirements, • Maintain tax software and tools used across the organization Tax Manager Preferred Background & Skills • Experience with REIT structures, • Exposure to international tax considerations, • Experience supporting investor-heavy capital structures, • Ability to present multiple solutions to complex tax issues This role is ideal for a Tax Manager who wants real ownership, complexity, and the opportunity to help shape tax strategy inside a growing real estate organization.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programs as we turn challenge into opportunity and complexity into success. Our capabilities include program, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier program, project and cost management offering in markets around the world. Job Description Turner & Townsend is looking for a Senior Project Manager to support a large-scale, innovative data center construction project with a leading technology client. The role will be responsible for all aspects of project delivery, from inception through to commissioning. The ideal candidate will have consultancy, construction field experience and the ability to be highly effective in a client facing role. Responsibilities: Pre-construction / Design / Planning: • Work with GC and AE to create and establish the Master Project Schedule, based on the Critical Path and key milestones., • Support establishment of the project budget, including soft costs and hard costs., • Support contract negotiation, typically in concert with the Client’s PM and legal counsel, • Coordinate Design Team activities., • Ensure AE is completing requirements to meet municipal and AHJ demands, • Coordinate Constructability review of project documents., • Coordinate cost estimates working with subs and other vendors for scope gaps/changes., • Manage GC and other directly contracted vendors by working with the onsite Construction Management team., • Ensure quality control process – ensuring compliance with required standards, • Support client culture to ensure project and site is ran according to clients EHS policies, • Lead procurement activities and coordinate all owner furnished contractor installed equipment, • Provide report and tracking of project financials, including change order management & cashflow., • Monitor schedule, tracking and analysis, • Ensure document control (track and coordinate addenda, bulletins, new drawing sets, clarifications, etc) process is in place., • Ensure QA/QC is being followed and report any issues/gaps., • Ensure tracking of all key project documents, including submittals, RFI’s, change orders, invoices and payments, lien releases., • Initiate close out process prior to project completion, typically two to three months in advance with the client doc control team, setting timelines and responsibilities., • Establish close out documentation requirements. Ensure receipt of all close-out documents until completion, including warranties, as-builts, O&M manuals, etc., • Ensure punch list, substantial completion and final completion process through onsite Construction management team., • Negotiate, resolve and close out any outstanding change orders, quality issues or disputes., • Process and track any final invoices, payment applications, retention payments, etc., • Prepare and submit final project accounting and budget., • Assist client in scheduling, coordination and management of all Owner-direct vendors, consultants., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable.Qualifications, • Formal Project Management methods., • Cross functional team participation in a high-tech, dynamic environment, • Excellent problem-solving, critical thinking and analytical skills., • Proven track record in delivering high-quality programs., • Ability to present to senior management to gain approvals., • Passionate about solving complex challenges within aggressive timelines., • Detail oriented with strong written and verbal communication skills and the ability to multi-task in a fast-paced and quickly changing environment., • Experience in data center construction is preferred. Additional Information *On-site presence and requirements may change depending on our client's needs. Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job DescriptionPosition SummarySeeking an IT Finance Program Manager with strong expertise in Clarity PPM, Apptio TBM, budgeting, forecasting, and IT financial governance. This role partners with Finance, PMO, and Engineering to drive cost transparency, optimize IT investments, and ensure accurate portfolio financial management across a large enterprise—preferably in healthcare or regulated industries.Key ResponsibilitiesLead AOP, forecasting, QBRs, and IT portfolio financial governance.Manage CapEx/OpEx planning, labor modeling, vendor spend, and variance analysis.Configure and optimize Clarity PPM (financials, resource planning, time tracking, dashboards).Manage Apptio TBM cost models, allocations, TCO, run/change analytics, and cost transparency.Coordinate data across Clarity, Apptio, ERP, and HRIS systems; ensure financial accuracy.Deliver executive-ready dashboards (Power BI/Tableau) and actionable financial insights.Advise leadership on investment performance and optimization opportunities.Required Qualifications8–12+ years in IT Finance or Program Management.Hands-on Clarity PPM & Apptio TBM experience (required).Strong financial acumen: TCO, capitalization, depreciation, cost allocation, chargeback/showback.Experience with ERP (SAP/Oracle), HRIS (Workday), BI tools, and large IT portfolios.Excellent stakeholder engagement and executive communication.PreferredHealthcare payer/PBM/regulatory industry experience.PMP, TBM EP, SAFe PM/PO, or ITIL certifications.Experience improving TBM/PPM governance and financial processes.

Job Description TCP is committed to cultivating a diverse and inclusive team. However, we are not able to sponsor visas for this role. About TCP (TimeClock Plus): For more than 30 years, TCP has helped organizations engage their people by providing flexible, mobile timekeeping and workforce management solutions. Trusted by tens of thousands of customers and millions of users, TCP delivers best-in-class technology and personalized support to organizations of all sizes in the public and private sector to meet their complex timekeeping, employee scheduling, leave management and other workforce needs. Growth is happening and our vision for a successful future is clear - We'd love for you to join us on this journey! For more information on TCP, visit or follow us on LinkedIn or Facebook. The Account Manager will be primarily responsible for generating new expansion sales into existing customers through cross-selling, up-selling and growing pipeline. We are looking for candidates with a drive to succeed and grow professionally, someone who is a self-starter and has a positive mindset. As an Account Manager, you will: • Ensure that customers derive maximum value from their investment in TCP products, identify new opportunities, and collaborate with appropriate business units to ensure growth., • Achieve and exceed assigned sales revenue quota., • Conduct needs assessments at various levels and within multiple customer groups (technical, a line of business, executive, etc)., • Communicate effectively how to close the gap between a customer’s current process and their desired state., • Maintain an organized database of accounts, opportunities, and associated activities., • Accurately manage, track, and precisely forecast revenue opportunities., • Communicate a compelling and concise value proposition for expanding customers., • Be responsible for territory planning and management., • Complete a minimum of 40 dials a day with 1.5 hours of talk time., • Bachelor’s Degree preferred., • Up to 3 years of Account Management or Sales experience; SaaS sales are preferred, but not required., • Proven success in building pipeline 3x the size of quota, • Ability to create and assess sales opportunities via a consultative approach., • Proactive, takes the initiative, detail-oriented, coachable, and a good listener., • Ability to prioritize and perform effectively under pressure., • Strong knowledge of business processes, mobile business applications, and automation, • Highly motivated, results-oriented, and high-integrity professional, • Exceptional telephone and interpersonal communication skills, • The desire to be both a mentor and student contributing to the collective success of their team., • Ability to work well under pressure, manage competing priorities, and meet deadlines., • An outgoing, high-energy personality who enjoys new “adventures” and helping others to solve problems., • A "how can I help?" attitude - Willingness to think outside of the box to help your customers., • Proficiency using CRM automation tools such as Salesforce is a plus, • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift up to 15 pounds at times., • Competitive salary based on experience plus uncapped commissions, • 20 days PTO and 13 days of companywide holidays, • 8 hours to volunteer and impact your community, • Comprehensive benefits (Health/Dental/Vision/401K), • The work/life set up you need to be successful.

Job Description A Top 100 AmLaw firm seeks an associate to join their to join its Transactions Practice Group. JD years 2017-2021. Qualified candidates must have solid fund formation and investment management experience, including fund and management structuring, side letter negotiations, secondary sales, and Investment Advisers Act registration and compliance experience. The ideal candidate also will have sophisticated document drafting skill and the ability to manage complex projects and transactions. The candidate must be comfortable with direct interaction with both senior partners and clients and have a positive attitude, strong interpersonal skills, and an exceptional work ethic, coupled with a desire to be part of a fast-paced, growing and collaborative environment. To be considered, a candidate must hold a JD from an ABA-approved law school and must be in good standing and an active member of the Bar of the state(s) where the candidate is admitted to practice. Timely admission to the Bar coinciding with the office of hire will be a condition of employment.

Job DescriptionSalary: Harmonious Capital Administration provides institutional-grade fund administration, investor services, and operational support to emerging fund managers, private investment vehicles, and special-purpose entities. We deliver precision, transparency, and peace of mind through innovative technology and high-touch service. Our team is focused on building a modern operational backbone for alternative investmentswhere accuracy, integrity, and client trust come first. We are growing quickly and seeking an Operations Associate who is detail-oriented, proactive, and energized by creating order, streamlining processes, and supporting a high-performance financial operations environment. Role Overview The Operations Associate will support day-to-day business operations, client workflows, and internal process execution across the Harmonious platform. This role requires exceptional organizational skills, comfort with financial documentation, strong communication, and the ability to anticipate needs in a dynamic and fast-paced environment. You will work closely with leadership to ensure that our internal and client-facing operations run flawlessly. This is an ideal role for someone who loves structure, thrives on accuracy, and wants to grow at the intersection of operations, finance, and technology. Key Responsibilities Client & Investor Operations • Support onboarding of new clients, investors, and SPVs, including collection and verification of required documentation., • Manage data entry, document uploads, and workflow tracking in internal systems., • Assist with subscription document review, signature packet distribution, and investor communication., • Execute repeatable operational tasks including compliance checks, filing, reporting preparation, and record maintenance., • Support the creation and refinement of SOPs, operational playbooks, and workflow documentation., • Coordinate cross-team information flow to ensure deadlines are met and nothing falls through the cracks., • Prepare operational reports, data summaries, and materials for internal and client review., • Assist with collecting and organizing financial documentation for fund administration workflows., • Uphold high standards of accuracy and confidentiality in handling sensitive financial and investor information., • Flag inconsistencies or errors and proactively suggest improvements to reduce operational risk., • Participate in quality-control reviews and compliance checks. Qualifications Required • 13 years of experience in operations, financial services, fund administration, investment operations, or a related field., • Exceptional attention to detail and organizational rigor., • Strong written and verbal communication skills., • Ability to juggle multiple priorities and maintain accuracy under deadlines., • Comfortable learning new systems and working with structured data., • High integrity and commitment to confidentiality. Preferred • Experience with private investment operations (SPVs, funds, investor onboarding, compliance)., • Proficiency with Hubspot, CRM systems, or investor portal software., • Familiarity with alternative investments or fund administration workflows., • Experience in a high-growth startup environment. Benefits We offer a competitive early-stage benefits package, including: • Medical, Dental, and Vision Insurance, • Life Insurance, • Hospital Indemnity, Accident, and Critical Illness Coverage, • Paid Time Off & Paid Holidays, • Professional Development Opportunities, • Exposure and access to senior leadership Who You Are • You take ownership and follow through., • You thrive in well-organized environments and help create them., • You communicate clearly and professionally., • Youre solutions-oriented and resourceful., • You enjoy helping clients and internal teams succeed., • You are motivated by accuracy, efficiency, and continuous improvement. Why Join Harmonious • Work directly with leadership at a growing firm transforming private-market operations., • Be part of a team that values excellence, transparency, and trust., • Gain exposure to the inner workings of investment vehicles and fund operations., • Opportunity to grow into more advanced operations or client service roles., • Competitive compensation with benefits.

Job Description M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 140,000 homeowners and grown to become one of the nation’s leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 17 markets, including Austin, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Detroit, Ft. Myers/Naples, Houston, Indianapolis, Minneapolis, Nashville, Orlando, Raleigh, San Antonio, Sarasota, and Tampa. Job Summary: Acts as a business partner to the Area President with a focus on and accountability for division operations, process improvements, and maximizing financial performance. Primary financial contact for Area/Division Presidents, department heads, and other division personnel. Serves as a liaison between divisions and executive management. Responsible for providing accurate and timely financial information. Duties and Responsibilities: • Prepares and assists in the execution of the Division’s Annual and Revised homebuilding Budgets., • Maximizes operational results related to margin, net income, and return on investment through sharp focus on division investment, house plan pricing and costs, cycle times, and overheads, • Ensures that all division policies and procedures promote efficiency, compliance with internal controls and the greater well-being of the division., • Reviews analysis of potential land deals to ensure they add benefit to the division investment portfolio., • Monitors land budgets, change orders, job costs and reserves to maintain accuracy of budgets., • Responsible for maintaining accuracy and reliability of backlog., • Supports purchasing team in monitoring of direct construction costs and job cost variances., • Analyzes monthly financial statements and provides guidance on the Division’s financial performance., • Monitors balance sheet items to include land & homebuilding WIP, escrows, and accruals., • Manages accounts payable personnel and other division personnel where necessary., • Assists Corporate Accounting with Sarbanes Oxley compliance., • Supports IT with Information Systems implementations: JDE, HMS, etc. Minimum Education/Experience: Minimum of 10 years of experience combined with a minimum of 5 years industry experience. Bachelor's Degree. CPA/Public Accounting preferred. Skills and Abilities: Extensive knowledge of homebuilding operations and finance practices along with job costing, budgeting, and strategic planning. Strong communication, analytical, time-management and organizational skills. Detail oriented, self-sufficient, with the ability to multi-task. Confident working closely with upper management and corporate executives. Proficient with Microsoft Excel program. Work Conditions: Weekend work and travel required when necessary. Benefits M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, profit sharing plan, employee stock purchase plan, employee home purchase plan and more. We are committed to attracting, developing, and retaining diverse talent that reflects the customers we serve and the communities where we live and work. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #IND456

Job Description The Asset Manager oversees financial performance and asset-level strategy to maximize value across the portfolio. This position delivers clear, data-driven insights and recommendations to ownership and investment partners. Status: Part-Time Salary: $40-$55/hr Responsibilities: Financial & Performance Management • Develop and manage annual budgets and multi-year business plans, • Analyze NOI, cash flow, variance, and forecast performance, • Identify revenue growth and expense optimization opportunities, • Monitor CapEx budgets, ROI, and project prioritization, • Support refinancing, valuations, and disposition analysis, • Track KPIs and portfolio performance metricsPortfolio Strategy & Planning, • Create asset-level business plans, • Evaluate hold vs sell strategies, • Recommend capital improvement programs, • Identify repositioning or redevelopment opportunities, • Prepare monthly and quarterly ownership reports, • Translate financial data into strategic insights, • Provide clear recommendations to ownership, • Support lender, investor, and partner reporting, • Maintain data accuracy and decision-ready reportingQualifications & Experience, • 7+ years of experience in real estate asset management, portfolio management, or real estate finance, with a focus on residential assets and exposure to commercial property, • Proven expertise in budgeting, forecasting, NOI and cash flow analysis, variance reporting, and asset-level business planning, • Experience overseeing CapEx planning, ROI analysis, refinancing support, valuations, and hold/sell decision-making, • Strong ability to translate financial and operational data into clear, actionable recommendations for ownership, lenders, and partners, • Highly organized, self-directed professional capable of managing responsibilities independently in a fractional role with limited oversight Powered by JazzHR 9BkE4SfnSL

Job Description DUTIES and RESPONSIBILITIES: • Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:, • Investments, • Estate planning, • Tax planning, • Debt management, • Insurance, • Responsible for gathering all information for client financial matters, • Research on investment ideas and wealth management strategies, • Assessing financial decisions and situations and thinking creatively of logical plans to evaluate the client's options and put together a quantitative and qualitative analysis, • Preparation of financial reports and presentations for clients, • Coordination and execution of investment strategies, • Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client's outside advisors (CPA's, Attorney's etc.), • Managing the flow of all projects for assigned clients and driving them to completion, • Must be able to ensure that all work products presented are timely, accurate and well thought out, • Must be able to delegate tasks, manage Analysts and communicate the status of projects to Managers and Directors, • Responsible for mentoring analysts by training, teaching and develop their careers at the firm, • Business development is not part of this role, • Bachelor's degree from accredited university with major focus of study in accounting or finance, • 3+ years' work experience in financial services industry, • Have completed the CFP program, or in process of completion, • IMCA (CPWA) designation a plus, • CPA preferred, but not required, • Must have strong understanding of wealth management process, • Asset allocation and application to each client's goals, • Performance reporting and how to interpret numbers, • Estate planning and estate reduction strategies, • Charitable planning strategies, • Ability to perform property and casualty assessment, • Understand how to evaluate life insurance and the product options, • Must have strong Excel, PowerPoint and Word skills as well as the ability to learn new systems and is internet savvy, • Strong financial and analytical skills and understanding of basic financial concepts, • Desire to learn and grow professionally in the personal wealth management business No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

Job Description If being a part of a world-class organization that operates in some of the most advanced technological environments around the world sounds like a dream job, Network Connex might be the right fit for you! You’ll be part of a team working together to solve customer problems every day, with compensation and benefits that are an investment in your career, financial future, and overall well-being. In addition to competitive base pay, Network Connex offers a comprehensive benefits package designed to support your physical, mental, and financial health you can begin participating in our programs on the first of the month following your start date. Join our Vanguard 401(k) plan, with immediate vesting and a generous company match to help you build long-term financial security. Our team also enjoys 10 paid company holidays, a generous PTO accrual schedule, and access to discounts on useful products and services. Job Duties and Responsibilities: • Quote entry - gather PM quotes and entering the quotes and project budgets into Netsuite., • Project Creation - input the PO information as well as updating any budget information. Works with the PM's to coordinate manpower and updates Netsuite to include assigned techs in the resource section., • PO Creation - create PO's to the distribution vendors and subs when needed. Constantly tracks materials with the vendors to update PM's on ETA of goods. Validates that the materials have been received and receiving materials in NetSuite., • Vendor onboarding - Works with Supply Chain team to onboard new Vendors/customers/contractors to support the markets. Follows through the entire process from start to finish, • Netsuite Management - Focus on active projects, quotes and requests updates from the PM to properly adjust dates and budgets. Adds Change orders for existing projects., • Knowledge of material orders and tracking., • Excellent written and oral communication skills., • Strong interpersonal skills are essential, as well as having a strong work ethic., • Analytical skills be detailed oriented and highly organized, with the ability to prioritize multiple complex tasks., • Previous experience in the telecommunications industry., • Ability to read and write in English., • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift up to 15 pounds at times. EEOC-Minority/Female/Disability/Veteran Network Connex believes all persons are entitled to equal employment opportunities and does not discriminate against employees or job applicants because of race, color, gender, affectional or sexual orientation, domestic partnership status, ancestry, religion, national origin, citizenship status, marital status, disability, veteran status, age or any other protected group status.

Job Description Our client's group delivers best-in-class technology and industry best practices to help firms manage risk, comply with regulation and meet evolving regulatory requirements. Their Networks solutions provide a single, trusted source of accurate and up-to-date customer and vendor data, enabling clients to reduce costs, reuse information and streamline processes through robust risk and compliance coverage. This role sits at the intersection of derivatives, regulatory compliance and technology. You will work closely with clients to solve complex regulatory challenges, leveraging proprietary platforms to improve operational efficiency and reduce risk. It is a client-facing, delivery-focused position within a fast-growing and collaborative team. Key Responsibilities • Manage multiple client deliverables concurrently, ensuring accuracy and timeliness, • Assess scope of work and project plans, identifying opportunities for process improvement, • Coordinate with cross-functional internal teams and third-party vendors, • Prepare project trackers and lead client meetings, providing clear updates on progress, milestones, and risks, • Identify and resolve gaps in processes and execution, • Build and maintain strong relationships with clients, business partners and internal stakeholders, • Interpret financial, legal entity and regulatory documentation across multiple domains, • Develop deep expertise in proprietary products and client business models, • Experience in a regulatory, compliance or operational role within financial services (typically 1–3 years), • Exposure to derivatives trading or derivatives-related processes, • Familiarity with KYC and constitutional documentation, including onboarding, • Strong analytical and problem-solving skills with a process-driven mindset, • Proven ability to manage competing priorities in a fast-paced environment, • Clear, confident communication skills with the ability to present to clients, • Solid understanding of financial services firms and investment management operations, • High attention to detail with a strong focus on quality and control, • Collaborative working style across senior and junior stakeholders Paying up to $52,000 per annum / $26.00 per hour (W2). 12-month contract.

Job DescriptionDescription: NexAnnuity is looking for a detail-oriented, proactive individual to join the Retirement Solutions team as a Compliance Manager in our Annuity Operations group. This role supports both compliance and operational initiatives, ensuring regulatory adherence, refining internal policies and procedures, and promoting operational best practices. The ideal candidate will have a solid understanding of insurance operations, insurance products, and the regulatory framework that governs them. Key Responsibilities: • Monitor and interpret regulatory changes affecting insurance operations and ensure company policies and procedures reflect current standards., • Conduct audits and assessments to verify compliance with industry regulations., • Identify and resolve compliance vulnerabilities and provide guidance to the team on insurance compliance-related matters., • Conduct review of complaints, prepare and file responses, maintain complaint logs., • Conduct compliance review for large annuity cases, perform suitability and enhanced underwriting review; review policy contract exception requests, file company responses and maintain review logs., • Review of product forms, administration forms, company guides, and manage updates to training materials in response to regulatory changes and carrier updates., • Review agent contracting and licensing, agent appointments, renewals and terminations, improve and maintain agent contracting/appointment reporting., • Assist in preparing various reports for senior management and regulatory bodies., • Participate in the improvement of compliance procedures and operational enhancements., • Collaborate with operations team to identify and implement process improvements. Requirements: • Bachelor’s degree in Business, Finance, or a related field., • 5 - 10 years of experience in insurance compliance, operations, or a related insurance industry role., • Familiarity with regulatory bodies and insurance industry standards., • Strong analytical and problem-solving skills., • Excellent written and verbal communication abilities., • Proficiency in Microsoft Office Suite, especially Excel, and compliance management tools., • Ability to manage multiple priorities in a fast-paced environment., • Attention to detail and high ethical standards., • Experience with Third-Party Administrator (TPA) operations., • Experience with annuities compliance and operations., • Familiarity with NAIC regulations and state insurance departments., • Familiarity with state licensing for carrier, agency, and agents, including SBS, NIPR, and Sircon Compensation & Benefits: NexAnnuity offers a competitive base salary and bonus based on experience and performance. NexAnnuity offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles and a 401(k) plan with employer match. NexAnnuity's talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm’s track record in the alternative investment industry. NexAnnuity is an Equal Opportunity Employer.

Job Description Website: & linkedin: Location: Europe-Based (Global Mobility Required) MindFriend is a Psychology, Mental-Health Tech & AI startup building a next-generation platform at the intersection of human cognition, technology, and impact. We are seeking a Co-Founder & Chief Operating Officer with exceptional knowledge of technology and AI, deep awareness of the tech startup ecosystem, and a continuous learning mindset. You must be highly fluent in modern technology, AI systems, and digital platforms, actively following market developments, understanding emerging trends, competitive dynamics, and execution best practices. You are at the top of your game, constantly educating yourself, and able to engage confidently in strategic and technical discussions. You will not be learning this space from scratch you will be helping to shape how we compete in it. We are not looking for a specialist. We are looking for a true generalist with Founder DNA someone who can navigate ambiguity, operate at both strategic and execution levels, and help architect a global business from the ground up. This is a founder role, not an employee position. The Role You will work closely with the Founder across: • Strategy, planning, legal and company building, • Execution and operational leadership, • Fundraising, investor relations, and growth strategy, • Technology, AI, and product oversight, • Finance, accounting, and commercial planning, • Marketing, positioning, and partnerships You must be based in Europe and possess full flexibility to travel and relocate globally as business needs dictate. Proven experience as: • Founder / Co-Founder, or, • Senior leadership / management team member in a high-growth company, or, • Core member of a fundraising or venture-building team Solid understanding of: • Technology & AI, • Finance, accounting, legal and commercial planning, • Investment and fundraising processes, • Marketing, growth, and partnerships, • Hiring, leadership, and organisational design, • Demonstrated ability to operate with full business ownership and accountability, • Strong strategic thinking combined with hands-on execution, • Entrepreneurial, resilient, and comfortable with ambiguity and pace, • Exceptional communication and leadership skills, • Equity, • Compensation, • Long-term strategic leadership position, • Exposure to world-class partners, investors, and institutions, • Opportunity to co-build a category-defining global company To Apply Please submit: • A short summary of your experience building or scaling companies, • A brief note on your relocation flexibility We are looking for proof of execution, not just resumes.

Job Description We are looking for an EXPERIENCED FEDERAL INCOME TAX PREPARER / STAFF ACCOUNTANT to join our team! You will be responsible for preparing and analyzing financial records, and tax returns for our clients. Responsibilities: • Prepare and examine accounting records, financial statements, taxes, and other financial reports, • Develop and analyze reporting for business operations and budgets, • Perform audits, ensuring adherence to standard requirements, • Create new processes to improve financial efficiency, • Previous experience in accounting or other related fields, • Fundamental knowledge of GAAP, • Experience with current computer accounting programs and reporting tools, • Detail and deadline-oriented, • Strong analytical and problem solving skillsCompany DescriptionPARTNERING TO HELP PURSUE YOUR FINANCIAL GOALS ROSENHOUSE GROUP, PC, (FINANCIAL MAVENS SUPPORT CORP is the paymaster) is a North Dallas based Accounting, CPA, Tax and Consulting Firm Your financial goals should be more than a pretty picture on a piece of paper. Instead, you are entitled to feel comfortable knowing that you can realize your dreams with bottom line reliability. Our firm's extensive experience in financial and accounting services, coupled with our commitment to high professional and ethical standards, enables us to live up to our clients' expectations in a variety of areas: Conscientiously prepared tax returns Reliable accounting and auditing services Management consultation based on solid marketplace data Business management services founded on realistic current financial positions and economic forecasts Wealth management advice rooted in practical financial strategies We translate numbers and financial jargon into meaningful concepts, strategies and results. We clarify complicated issues, provide strategic planning recommendations, and offer sound, ongoing advice that will assist you in making more profitable business and personal investment decisions to improve your bottom line. CLIENT FOCUS Our clients are our business. As such, we realize that life and financial security is not ?nine to five?. ROSENHOUSE GROUP, PC, CPAs believes in accessibility to clients on their schedules, not ours. In addition, we take time to understand our clients and their individual needs, realizing the benefits of long term relationships.PARTNERING TO HELP PURSUE YOUR FINANCIAL GOALS\r\n\r\nROSENHOUSE GROUP, PC, (FINANCIAL MAVENS SUPPORT CORP is the paymaster) is a North Dallas based Accounting, CPA, Tax and Consulting Firm\r\n\r\nYour financial goals should be more than a pretty picture on a piece of paper. Instead, you are entitled to feel comfortable knowing that you can realize your dreams with bottom line reliability.\r\n\r\nOur firm's extensive experience in financial and accounting services, coupled with our commitment to high professional and ethical standards, enables us to live up to our clients' expectations in a variety of areas:\r\n\r\nConscientiously prepared tax returns\r\nReliable accounting and auditing services\r\nManagement consultation based on solid marketplace data\r\nBusiness management services founded on realistic current financial positions and economic forecasts\r\nWealth management advice rooted in practical financial strategies\r\nWe translate numbers and financial jargon into meaningful concepts, strategies and results. We clarify complicated issues, provide strategic planning recommendations, and offer sound, ongoing advice that will assist you in making more profitable business and personal investment decisions to improve your bottom line.\r\n\r\nCLIENT FOCUS\r\n\r\nOur clients are our business. As such, we realize that life and financial security is not ?nine to five?. ROSENHOUSE GROUP, PC, CPAs believes in accessibility to clients on their schedules, not ours. In addition, we take time to understand our clients and their individual needs, realizing the benefits of long term relationships.

Job Description A global and top 100 Am Law firm seeks an associate to join their Private Investment Funds Practice in any of their Charlottesville, Chicago, Dallas, Pittsburgh, Charlotte, Houston, New York City, and Raleigh offices. The ideal candidate must have 4-8 years of large law firm experience representing private fund sponsors and institutional investors on a variety of complex fund formation matters. This associate will be involved in all aspects of the formation, structuring, capital raising, compliance, and ongoing management of alternative investment funds across strategies, including private equity, real estate, mezzanine, and other traditional closed-end funds, as well as hedge funds, evergreen funds, and other hybrid funds. This position will also work with related capital raising transactions, including programmatic joint ventures and structuring and managing the equity investment process for one-off investment transactions on behalf of independent sponsors. Applicants should have primary drafting experience for limited partnership agreements and limited liability company agreements in the private investment fund context, a solid understanding of market fund terms and the issues and nuances commonly negotiated in the fund offering process, experience reviewing and identifying issues in fund documents on behalf of institutional investors, experience preparing offering documents, including PPMs, and solid experience with Regulation D and other securities laws governing private placements, and solid experience with the Advisers’ Act and related exemption, registration and compliance issues applicable to fund managers. Candidates should possess strong interpersonal skills and the ability to interact with and advise legal and business people from inception through closing and should be starting to draft and negotiate more substantive transaction documents and commercial agreements. Must have a strong academic record, excellent writing, and oral communication skills, and the ability to work independently with clients and colleagues.

Job DescriptionHead of ProductAspira | ProductAbout Aspira For more than 40 years, Aspira has been the market-leading provider of software and services that help public agencies protect natural and cultural resources while making them accessible for all. Our platform supports everything from campground reservations to hunting licenses, helping millions of people discover, enjoy, and care for the outdoors. We share our client partners' mission: to steward resources for future generations, create opportunities for genuine enjoyment of the outdoors today, and expand access so more people can experience its benefits. Aspira is transforming its technology and service model to give agencies more capacity and insight—streamlined tools, smarter automation, and better connections with their communities. Our goal is simple: make it easier for our clients to conserve what matters most and for their customers to enjoy it to the fullest. The Ideal Candidate The Leader of Product Management will serve as the senior-most product leader, responsible for setting the vision, strategy, and execution of Aspira's product portfolio. Reporting directly to the CEO, this role requires a leader who can balance strategic vision, operational excellence, and cultural leadership. You will oversee and restructure a team of four to six product professionals, ensuring the team is organized to manage two platforms: • Rainger – our new flagship platform with a February 2 go-live, requiring the majority of product resources., • Define and communicate a clear long-term product vision aligned with Aspira's mission of cultivating a connected world through shared outdoor experiences., • Develop a 3-5 year product strategy that balances modernization, stabilization, growth, and innovation., • Identify and pursue new market opportunities, adjacent verticals, and partnerships to expand Aspira's footprint., • Restructure and manage a six-person product team across Firefly and Rainger. Example:, • Assign a dedicated PM for Rainger debugging and stabilization., • Assign a PM for Rainger new feature prioritization and development., • Ensure Firefly is appropriately resourced for ongoing support and value delivery., • Create a culture of accountability, collaboration, and high performance., • Improve morale across the product organization by coaching, mentoring, and inspiring., • Oversee the successful launch and stabilization of Rainger post-go-live., • Develop and execute a go-live adoption plan to guide existing customers in migrating to Rainger, using best practices in product adoption and change management., • Implement scalable processes for product discovery, prioritization, backlog management, and delivery., • Establish quarterly OKRs and key success metrics for product and team performance., • Partner with Engineering and Design to ensure alignment on execution, quality, and speed to market., • Build and lead a Product Advisory Council of agencies, partners, and end users for structured feedback., • Champion a user-first culture ensuring customer enjoyment, equitable access to public lands, and seamless digital experiences., • Partner with Sales, Marketing, and Customer Success to support go-to-market strategies, product positioning, and new customer acquisition., • Support the development of a vision for data-driven product management across the organization., • Build analytics capabilities into products to capture meaningful usage and outcome data., • Use insights to guide prioritization, feature development, and customer recommendations., • Report to the CEO on product progress, roadmap status, and strategic initiatives., • Work closely with Finance on product investment planning and ROI modeling., • Anticipate and mitigate risks associated with platform launches, adoption, or scalability.Qualifications, • 5+ years in Product Management, with at least 4 years in a senior leadership role., • Proven experience leading and scaling product teams in SaaS, enterprise software, or platform businesses., • Strong track record of successful platform launches and customer adoption programs., • Excellent organizational and operational skills; able to structure teams, processes, and priorities effectively., • Demonstrated ability to inspire teams, improve morale, and drive cultural change., • Experience leveraging data and analytics to make product decisions and deliver customer value., • Comfortable operating in a startup-like environment within a larger company context., • Exceptional communication, leadership, and stakeholder management skills.

Job Description One of Fortune’s Best Places to Work and top 50 AmLaw firm, is seeking a Private Investment Funds Associate Attorney to join its Investment Management group. Experience in the structuring and formation of private equity funds or venture capital funds and negotiation with limited partners is required. Additional experience with structuring general partner and management companies as well as experience with real estate funds and/or hedge funds is also helpful. In addition, experience with the Investment Company Act of 1940 and the Investment Advisers Act of 1940 and related issues, representing institutional investors in their investments into private investment funds and various other corporate and partnership matters is ideal. Candidates should have solid academic credentials and at least 4 years of experience.

Job Description OVERVIEW: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will develop a deep understanding of their financial needs and help with client requests, answering inquiries, and providing guidance to ensure an exceptional, white-glove client experience. DUTIES and RESPONSIBILITIES: • Assist in the client onboarding process and ongoing data maintenance by collecting and organizing the incoming client information and documents, • Act as first point of contact with clients and outside advisors regarding day to day and operational client matters, • Coordinate information requests for investments and other business activities with client, client assistants and other outside advisors, • Maintain client files and records, including scanning of mail and updating CRM system (contact information, non-financial assets, etc.), • Coordinate with back office to create and track receipt of various paperwork for client signature (financial management agreements, letters of authorization, account paperwork, tax documents and returns, etc.), • Banking and investment account transactions, • Cash movement (domestic, international) – checks, wires, journals, ACH, • Manage check deposit procedures, • Cash management to ensure funds availability for fees, invoices, investment capital calls and other recurring transactions, • Quarterly income tax payments and real estate tax payments, • Research and answer client questions related to investment account activity, balances, and other miscellaneous requests, • One to three years relevant work experience, • Strong interpersonal, organizational and communication skills, and initiative, • Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel and PowerPoint), Internet applications, • Ability to maintain extreme confidentiality in dealing with client matters, • Attention to detail and organizational skill must be a strength, • Extensive experience with Salesforce or other CRM system highly preferred, • General knowledge and understanding of private client/personal financial services industry preferred, • Familiarization with entity structures (trusts, partnerships, corporations, etc.), • Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

Job Description DUTIES and RESPONSIBILITIES: • Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion., • Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:, • investments, • estate planning, • tax planning, • debt management, • insurance, • Responsible for gathering all information for client financial matters, • Research on investment ideas and wealth management strategies, • Assessing financial decisions and situations and thinking creatively of logical plans to evaluate the client's options and put together a quantitative and qualitative analysis., • Preparation of financial reports and presentations for clients, • Coordination and execution of investment strategies, • Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client's outside advisors (CPA's, Attorney's etc..), • Must be able to ensure that all work products presented are timely, accurate and well thought out, • Must be able to delegate tasks and manage Analysts and Senior Analysts, and communicate the status of projects to them and the rest of the Client Advisory Team, • Responsible for mentoring analysts and senior analysts by training, teaching and develop their careers at the firm., • Bachelor's degree from accredited university with major focus in accounting or finance, • 5-10 years' of work experience which is industry related, • Have completed the CFP program or in process of completion and IMCA, (CPWA), CPA, CFA or JD designation a plus, • Must have strong understanding of wealth management process, • Asset allocation and application to each client's goals, • Performance reporting and how to interpret numbers, • Estate planning and estate reduction strategies, • Charitable planning strategies, • Ability to perform property and casualty assessment, • Understand how to evaluate life insurance and the product options, • Must have strong Excel, PowerPoint and Word skills as well as the ability to learn new systems and is internet savvy, • Strong financial and analytical skills and understanding of basic financial concepts, • Desire to learn and grow professionally in the personal wealth management business No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

Job Description ABOUT TRINITY Trinity REIS is a commercial real estate brokerage built on strong relationships and a long-term partnership mindset. From our Fort Worth headquarters and Austin office, we collaborate with developers, funds, and high-net-worth investors to buy and sell investment properties across the country. We specialize in single-tenant net lease (STNL), retail, and industrial assets, and we back it up with results: more than $3.7B in total transactions and $235M+ in active listings. Our culture is collaborative, entrepreneurial, and agent-centric. We’re here to help you grow a business you’re proud of. DESCRIPTION We’re looking for an Investment Sales Associate with proven experience in prospecting and relationship management. The right candidate is driven, growth-minded, and committed to long-term success. You’ll focus on STNL retail, shopping centers, and industrial properties, so knowledge of these asset types or the ability to learn them quickly is essential. Requirements • Source and cultivate relationships with real estate investors and developers., • Proactively generate new business by making a substantial number of lead-generating calls each week, with call expectations agreed upon with your mentor., • Work with investors to understand their financial objectives for their real estate assets., • Review leases and other due diligence materials and guide clients through the sale process., • Research Trinity’s active inventory and pitch properties to potential buyers., • Keep detailed notes and track activity in the CRM., • Submit all marketing needs to the designated marketing team and pull sales comparables for your opportunities., • Collaborate with the transaction team through the entire escrow process., • Consistently aim to meet or exceed sales goals. WHAT WE LOOK FOR IN AN AGENT • Do you have your Texas Real Estate Sales Agent License or are you in the process of obtaining it?, • Do you have experience or demonstrated interest in commercial real estate and sales?, • Do you have a natural competitive drive with a team-player attitude?, • Are you motivated by 100% commission?, • Are you coachable and eager to learn?, • Are you proficient in Salesforce or comparable CRM platforms? Benefits • Industry leading five-week training program for new agents., • Mentorship pairing with a senior agent and open-door access to partner level help., • Access to premium industry tools and subscriptions (Crexi, AlphaMaps, Terrakota, CoStar, LoopNet)., • Full marketing support: proposals, off-market packages and offering memorandums for listings., • Transaction management support from LOI to closing., • Regular team events: happy hours, office lunches, holiday parties, golf tournaments, company outings and more!