Investment management jobs in Dallas, Texas - Page 11Crear alertas

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 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 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!

Job DescriptionWho We Are: At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise. The Director, Global Events is the strategic and operational leader for Emburse’s global events portfolio. This role drives pipeline and revenue influence, advances the Expense Intelligence brand platform, and delivers a unified, experience-led strategy across all regions and event tiers. The Director leads a small, high-performance execution team (Senior Event Marketing Manager, Events Manager) and orchestrates a broad cross-functional ecosystem spanning Field Marketing (US & International), Partner Marketing, Customer/Client Events, Product Marketing, Brand/Creative, and Sales. While governance and creative/experience standards are centralized under this function, authority is shared in partnership with global Field and Partner Marketing leaders. The Director is responsible for establishing the operating model, SOPs, and cross-team processes required for consistent execution, KPI stewardship, and quality assurance across all owned, third-party, partner, and regional Programs. The Director owns the global strategy, budget, vendor/venue governance, compliance (privacy, accessibility, safety), and event performance lifecycle - including pre-event orchestration, on-site delivery, and post-event closed-loop reporting to Sales.Global Event Strategy & Planning • Build and maintain the global events strategy, 12–18-month calendar, and portfolio aligned to the Expense Intelligence brand, Experience Tier system, and GTM priorities., • Define segment and regional objectives: pipeline sourced/influenced, ACV targets, content priorities, partner alignment, and capacity models., • Tier events (flagship/priority/opportunistic) using ROI, strategic fit, and experience standards; recommend investment and resourcing mix., • Create the operating model and governance structure—consistent with the Global Event Marketing Playbook SOP—to ensure global standards and cross-functional adoption.Flagship / Owned Programs, • Lead experience design, agenda/content architecture (with PMM and Field), speaker strategy, sponsorship packaging, audience growth, and on-site execution for the Emburse in Motion series and other flagship program., • Ensure consistent brand expression and experience quality across regions while adapting for cultural, linguistic, and regulatory considerations.Third-Party / Field / Partner Events, • Co-build third-party and regional event strategies with Field Marketing leaders, including event selection, sponsorships, speaking opportunities, and on-site playbooks., • Partner with Partner Marketing to operationalize co-sponsored activations, shared-booth guidelines, partner kits, and SLAs., • Support Customer/Client Events with content, brand, logistics, and governance oversight.Measurement, Insights & Optimization, • Define, operationalize, and govern the global event KPI stack: registrations, show rate, MQIs/MQLs, SQLs, pipeline sourced/influenced, ACV, CAC efficiency, demo/meeting yield, content engagement, and flagship NPS/CSAT., • Own dashboards and executive debriefs; deliver recommendations to scale, optimize, or sunset programs., • Ensure reporting accuracy, consistency, and on-time delivery—delegating work while owning quality and governance.Budget, Contracts & Vendor Management, • Own the global events budget, quarterly re-forecast, savings tracking, and financial governance., • Negotiate and manage venues, A/V, producers, agencies, platforms, speakers/talent; oversee SOWs, SLAs, and change-control., • Ensure alignment with procurement, finance, and legal workflows.Risk, Compliance, Accessibility & Sustainability, • Ensure lawful data collection, processing, and retention aligned with GDPR, CCPA, and regional privacy requirements., • Deliver accessible experiences, including language services, AV accommodations, navigation, and inclusive physical environment design., • Embed sustainability principles (ISO 20121:2024) into vendor selection, production, and waste reduction., • Govern safety, security, emergency protocols, insurance, and incident escalation.People Leadership, • Lead, coach, and develop a Senior Event Marketing Manager and Events Manager; define goals, provide feedback, and build succession readiness., • Redesign team roles and operating rhythms as the portfolio scales., • Provide coaching and process guidance to cross-functional partners where appropriate., • Model calm, decisive leadership during high-intensity on-site periods.Education and Experience, • Bachelor’s degree required; Master’s in Marketing/Event Management preferred.7–10+ years in event/field marketing for B2B SaaS/technology; 2+ years people leadership., • Proven ownership of multi-region portfolios and flagship conferences with measurable pipeline and ROI impact., • Demonstrated experience leading governance across GTM-owned field teams and partner marketing., • Contract negotiation, SOW/SLAs, vendor management experience.Required Skills, • Strategic portfolio planning and data-driven decision-making (pipeline sourced/influenced, velocity, ACV, efficiency)., • Program/project management across multiple concurrent workstreams and time zones., • Cross-functional influence; executive-ready communication; crisp stakeholder updates., • Budget management, forecasting, and vendor governance (SOW/SLAs/change control)., • Event tech (Cvent, Splash), CRM/MA (Salesforce, Marketo/HubSpot), analytics/BI, collaboration tools., • Strong writing, presentation, and on-site leadership., • Excellent Communication: Strong verbal, written, and presentation skills to clearly communicate event strategy, performance metrics, and post-event analyses.

Job Description Full Time Dallas, TX 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. Overview: The Fleet Coordinator plays a vital role in assisting with the daily operations of the company’s fleet, ensuring efficiency, compliance, and cost-effectiveness. This individual will help facilitate vehicle maintenance, scheduling, tracking usage, and coordinating logistics to support business operations. This role offers a hybrid schedule Monday-Thursday in office with a remote Friday. Key Responsibilities: • Assign vehicles to drivers and ensure they have the proper licenses and training., • Review records to ensure driver and vehicle information is accurate across all systems., • Assist with the scheduling, maintenance, and repairs of company vehicles to ensure optimal performance and compliance with safety regulations., • Monitor vehicle telemetry data and driver behavior to identify areas for improvement., • Assist with and resolve issues related to vehicle breakdowns or accidents., • Monitor fleet usage, fuel consumption, and costs, implementing strategies to enhance efficiency and reduce expenses., • Maintain accurate records of vehicle registrations, inspections, and insurance policies., • Work closely with vendors, service providers, and internal teams to ensure timely vehicle servicing and availability., • Ensure compliance with company policies, local regulations, and industry standards., • Investigate and resolve fleet-related issues, including accidents and mechanical failures., • Proven experience in fleet management, logistics, or a related role., • Strong organizational skills with attention to detail., • Proficiency in fleet management software and Microsoft Office Suite., • Excellent communication and problem-solving abilities., • Knowledge of vehicle maintenance processes and regulatory requirements., • Ability to work collaboratively with drivers, vendors, and management teams., • Preferred Qualifications:, • Experience with fleet tracking systems and telematics technology., • Understanding of DOT regulations and safety compliance standards., • Prior experience using fleet management software such as Element, Fleetio, or Holman Insights. 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. EEOC-Minority/Female/Disability/Veteran Network Connex believes all persons are entitled to equal employment opportunities and does not discriminate against its employees or applicants for employment 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. Upon accepting an offer, all candidates must pass a background check and drug screening.

Job DescriptionOur client, located in Plano, Texas is a Technology company focusing on serving Telecom and IT clients, including AT&T, Google and Meta. The company is a leading player in Network Engineering, Data Center, and Fiber business.The company focus is on providing, on the ground and back end support services to its clients - in markets of USA and Canada. The company is part of global group which has presence across Americas, Europe, India and Middle East. The Americas is its biggest market in terms of staff and revenue. The group has been in business for nearly two decades and has over 1,000 plus staff globally.The role is based 5 days a week in the client's Plano office. Bonus : The company has policy of predefined bonus pool as percentage of Profit after Tax. Stock Options: the client is privately held so there is no RSU/Stock availableJob Requirement: • The candidate, will work closely with the company board and business head to provide leadership, strategic vision, operational control and market representation, for the firm, • The Chief Operating Officer (COO) will be responsible for the overall financial and operational performance of the company. The company’s performance is measured through operating profit and sustainable growth, • The COO would both; build talent pool and provide leadership to entire existing staff of the company towards maintaining industry leading productivity and services standards for its clients., • The client is a highly entrepreneurial organization and hence an ideal candidate should be a doer rather than an administrator. Specifically, the candidate should be able to (1) Access potential clients and lead conversations (2) Understanding of operations and drive productivity (3) Team leader that can ensure high level of team motivation (4) Acute focus on business profitability, • Effectively make the transition to CEO over a specified period, • To achieve this, the new COO will require accountability for performance against defined business objectives, • The Chief Operating Officer (COO) must effectively communicate risk and opportunity to the Board in a way that leads to decisions and implementable programs including infrastructure, investment and development, financial structure, and sales and marketing programs, while forecasting and measuring corporate performance against a solid operating budget.Qualifications required:, • 15+ years of relevant industry experience, sales leadership, and operations management roles., • Proven track record of driving sales growth, expanding customer bases, and leading service delivery, • Excellent leadership, management, and communication skills, • Understanding business financials at detailed level, • Bachelor’s degree in engineering with additional weight for Masters qualificationPlease ignore the salary details mentioned on the job board - there is flexibility depending on the candidates background

Job Description We’re hiring two Collateral Management Managers to join the Prime Services function of a leading Canadian investment bank. These roles sit within Prime Margin and offer meaningful responsibility across people leadership, risk oversight and senior stakeholder engagement. The team is open to candidates at VP to Director equivalent level, with scope and compensation aligned to experience and leadership depth. Key responsibilities • Lead and develop a team within Prime Margin / Collateral Management, • Oversee daily margining, collateral movements, exposure monitoring and dispute resolution, • Act as a senior point of contact for the business, risk and front office, • Face off directly to internal and external auditors in a highly controlled environment, • Ensure robust governance, controls and regulatory adherence, • Strong experience in Collateral Management / Margining, ideally within Prime Brokerage or Prime Services, • Proven people management capability, • Experience operating in an audit-facing, regulated environment, • Confident communicator, comfortable engaging senior stakeholders Salary ranging between $96000 - $196000, depending on experience. Initial contract as a G MASS Consultant, with the overt expecation to be permanently internalised with the end-client once the function is embedded and stable.

Job Description Dalfen Industrial is looking for a Chief Technology Officer (CTO) to join the corporate team based in Dallas. The CTO will lead the technology strategy across the corporate platform and will be responsible for building scalable systems to enhance investment decision-making, operational efficiency, asset performance, and portfolio company value creation. Responsibilities • Lead implementation, configuration, and ongoing optimization of core systems including investment management, data platforms, reporting tools, and cloud infrastructure, • Ensure technology scalability to support new acquisitions, fund growth, and evolving asset classes., • Lead development and integration of data platforms that consolidate property-level, financial, leasing, and market data., • Work directly with investment professionals to improve underwriting models, data accuracy, and scenario analysis., • Integrate property management systems with internal data and reporting tools., • Build and maintain a centralized data strategy across the firm and portfolio., • 8+ years of hands-on technology leadership experience, ideally in private equity, commercial real estate, or financial services., • Strong working knowledge of commercial real estate systems and workflow., • Experience integrating third-party platforms and managing complex data flows, • Deep knowledge of cloud infrastructure, cybersecurity, and systems integration. Company Overview Dalfen Industrial is one of the largest private equity owner, operator, and developer of industrial real estate. The firm has raised multiple private equity funds, and currently manages over 55 million square feet, and has transacted on over $7.8 billion deals. Dalfen is vertically integrated across 10 offices, offering a challenging and fast-paced work environment. Visit for more information.

Job Description Regional Vice President Location: Dallas, TX Compensation: $240,000 - $300,000 Base Salary + Bonus + Equity About the Opportunity We’re partnering with a nationally established industrial infrastructure organization seeking a senior executive leader to oversee regional performance across a multi-state territory. This role carries full responsibility for safety, quality, profitability, and strategic growth across a diverse portfolio that includes industrial construction, mission critical infrastructure, and data center development. The region represents significant annual revenue scale and includes complex project delivery across multiple markets and geographies. This position plays a central role in shaping organizational structure, driving operational discipline, and ensuring consistent execution across the full lifecycle of industrial and mission critical programs. This opportunity is ideal for a proven operational executive who understands how to scale complex businesses, diversify market exposure, and lead teams delivering schedule-sensitive, uptime-driven infrastructure such as data centers alongside broader industrial project portfolios. You’ll Do Regional Performance Leadership • Own regional safety, quality, and profitability outcomes, • Maintain accountability for revenue performance, margin delivery, and overhead discipline, • Drive adherence to corporate operational standards and reporting expectations, • Lead expansion across industrial, infrastructure, and mission critical markets, • Support pursuit and delivery of data center and other uptime-sensitive opportunities, • Balance portfolio mix across sectors and geographies, • Champion integrated service delivery across the organization’s capabilities, • Partner with sales and operational teams to maximize customer value, • Participate in client meetings, proposals, and relationship development, • Ensure adherence to financial and operational control standards, • Oversee budgeting, forecasting, scheduling, cost tracking, and closeout discipline, • Collaborate with internal controls groups to refine execution processes, • Design and evolve regional organizational structure, • Recruit and develop professional and craft leadership, • Guide workforce planning and compensation standardization, • Ensure effective labor utilization and staffing readiness, • Align workforce deployment with growth objectives, • Partner with finance teams to develop annual budgets and forecasts, • Monitor performance against KPI and strategic benchmarks, • Bachelor’s degree or equivalent experience, • 15+ years of progressive operational leadership responsibility, • Proven success managing complex, multi-site or multi-business operations, • Demonstrated P&L ownership and financial management capability, • Experience leading mission critical or data center infrastructure delivery strongly valued, • MBA or advanced degree, • Experience within industrial construction, infrastructure, energy, or manufacturing, • Background operating in high-growth or acquisition-driven organizations, • Exposure to enterprise-scale operational leadership Work Environment & Travel This role spans corporate, regional, and field environments. Travel requirements are significant and may reach up to 75%, including overnight travel. Field engagement may include exposure to active construction and industrial sites, including mission critical and data center environments, requiring PPE and adherence to safety protocols. Why This Role Stands Out • Executive leadership responsibility over major regional operations, • Strategic influence on growth across industrial and mission critical markets, • Opportunity to shape positioning within the data center infrastructure space, • High visibility with senior leadership and major client stakeholders, • Competitive executive compensation and benefits Workspire Insight At Workspire, we partner exclusively with organizations that value experienced leadership, operational discipline, and long term investment in talent. Every opportunity we represent is vetted for impact, advancement potential, and cultural alignment because where and how you work matters. EEO Statement Workspire and our client partners are proud to be equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters, who would like to: • Become a partner within their first year and build a team of financial advisors, • Build their career with significant income potential., • Manage their own work schedule and establish an attractive work/life balance., • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets, • Experience a lifetime of learning and professional development., • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Hire and lead your own group of financial professionals while serving as an associate partner, • Transition into management as an Associate Partner once you have achieved the program requirements, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position Qualifications: • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Experience working in sales is required, • Spanish, Portuguese, or other language fluency is beneficial, • Working knowledge of cultural markets is helpful, • Required knowledge and experience working in the insurance or financial services field If you are: • Highly motivated, • A strong communicator, • Seeking a rewarding and challenging career We would like to learn more about you! About Company As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Competitive salary, • Dental insurance, • Flexible schedule, • Free food & snacks, • Opportunity for advancement, • Paid time off, • Parental leave, • Vision insurance ROLE DESCRIPTION: As Sales - Insurance Financial Service Representative for Yasmine Luevano Insurance Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain client relationships in insurance and financial services., • Provide clients with comprehensive financial planning and insurance advice., • Assist clients with retirement planning, investment management, and insurance needs., • Stay current with market trends and product offerings.QUALIFICATIONS:, • 3+ years of experience in insurance and financial services., • Strong communication and interpersonal skills., • Licenses in insurance preferred.

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