Last updated: 2025-05-22

18 Financial Services jobs in Dallas.

Hiring now: Escrow Officer @ First Amer, Transaction Management Op @ Bank Of Am, Sr Mgr Of Trading Ops @ Farther, Ops Associate @ Sixth Stre, Dir Of Investment Ops @ Allworth F, Compliance Associate @ Iqeq, Associate Portfolio Mgrtr @ Vwh, Treasury Management Exec @ Busey, Commercial Banking Jobs @ Citizens.Explore more at at kaamvaam.com

🔥 Skills

reconciliation (4) customer service (4) transaction processing (3) Portfolio Management (3) operations (3) processing (3) client onboarding (3) manual wire (3) general ledger (3) operational support (2)

📍 Locations

Dallas (12) Plano (4) Colleyville (1) Fort Worth (1)
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First American Financial Corporation

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

Bank Of America

Transaction Management Ops Analyst - BPRO Disbursements Dallas
Skills & Focus: transaction processing, reconciliation, asset movement, client inquiries, risk management, process improvements, money transfer, account support, monetary impact, operational support
About the Company: Bank of America is a multinational investment bank and financial services company.
Type: Full-time

Farther

Senior Manager of Trading Operations Dallas
Skills & Focus: Trading Operations, Trade Execution, Financial Markets, Leadership, Process Improvement, Regulatory Compliance, Risk Management, Portfolio Management, Trading Systems, Performance Metrics
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 7+ years of progressive experience in trade operations within wealth management, with at least 3 years in a leadership role
Type: Hybrid
Benefits: Competitive comp package that rewards impact and leadership, Full health benefits + 401(k) matching & Roth IRA options,…

Sixth Street

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

Farther

Client Operations Analyst Dallas
Skills & Focus: custodian operations, data management, wealth management, client experience, custodian platforms, process improvement, financial services software, internal RIA operations, operational efficiency, client data reconciliation
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 2 years of experience in financial services operations
Benefits: Full health benefits + 401(k) matching & Roth IRA options, Unlimited PTO

Allworth Financial

Director of Investment Operations Dallas
Skills & Focus: investment, operations, portfolio, data, system, client, performance, team, process, compliance
About the Company: An independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management, with a focus on fee-based, f…
Experience: Minimum 5 years in the financial services industry
Benefits: Medical (Blue Shield, Kaiser), Dental, Vision, Flexible spending accounts, 401K, paid time off, holidays, equity purcha…

Iqeq

Compliance Associate Dallas
Skills & Focus: compliance, regulatory, SEC, investment adviser, hedge fund, alternative assets, policies, procedures, trading practices, filings

Farther

Client Experience Associate Dallas
Skills & Focus: client service, wealth management, relationship management, operational support, onboarding, ACATs, transfers, custodians, financial industry, efficiencies
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 2+ years of previous work experience in a similar position
Salary: Competitive compensation package
Type: Full-time
Benefits: Full health benefits + 401(k) matching & Roth options; Unlimited PTO

Vwh

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

Sixth Street

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

Allworth Financial

Director of Investment Operations Dallas
Skills & Focus: investment management, financial planning, portfolio accounting, data integrity, system integration, process improvement, client satisfaction, team management, data analysis, regulatory compliance
About the Company: An independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management, with a focus on client well-…
Experience: Minimum 5 years in the financial services industry
Benefits: Medical, Dental, Vision, Flexible Spending Accounts, 401K, Flexible working arrangements, Paid time off, Holidays, Equi…

Sixth Street

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

Busey

Treasury Management Executive II Dallas
Skills & Focus: Treasury Management, sales expertise, market trends, customer communication, product development, risk assessments, financial services, cash management, compliance regulations, customer service
About the Company: Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Busey values a diverse and inclusive work…
Experience: 3 or more years business/business sales experience with a demonstrated track record of achieving and surpassing quota.
Salary: $80,000-$100,000 annually
Benefits: Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purc…

Bank Of America

Operations Analyst Fort Worth
Skills & Focus: processing, funds transfer, client onboarding, reconciliation, transaction processing, manual wire, general ledger, customer service, troubleshooting, technical principles
About the Company: Bank of America is a multinational investment bank and financial services company.
Experience: 3-5+ years
Type: Full-time

Citizens

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

Bank Of America

Operations Analyst Plano
Skills & Focus: processing, funds transfer, client onboarding, reconciliation, transaction processing, manual wire, general ledger, customer service, troubleshooting, technical principles
About the Company: Bank of America is a multinational investment bank and financial services company.
Experience: 3-5+ years
Type: Full-time
Operations Analyst Plano
Skills & Focus: operations, analyst, transactions, customer service, reconciliation, manual wire, general ledger, client onboarding, processing, support
About the Company: Bank of America is a multinational investment bank and financial services company providing a range of banking, investing, asset management, and other financia…
Experience: 3-5+ years Business Analyst Experience
Type: Full-time