Jobs in Allen Texas Remote

Relationship Manager – Advice & Wealth Management

Hybrid | Financial Services

Our Client is expanding its Advice & Wealth Management organization and is seeking relationship-driven professionals to manage and elevate relationships with ultra-high-net-worth clients. This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance.

In this role, you’ll manage a sophisticated book of self-directed clients with $5M–$25M in assets, serving as their primary point of contact and trusted partner. You’ll combine deep relationship management with thoughtful guidance, education, and tailored solutions—helping clients navigate complex financial decisions with confidence.

Why This Role Stands Out

• Manage a premium UHNW client base with meaningful assets and long-term relationships
• Engage in high-level wealth conversations that go beyond transactions
• Grow your expertise across advanced planning, investment solutions, and advisory partnerships
• Join a culture that invests heavily in training, development, and long-term career growth

What You’ll Do

As a Relationship Manager, you will:

• Serve as the primary relationship owner for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience.
• Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance.
• Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving.
• Strategically manage and grow your book of business while supporting broader retention and growth initiatives.
• Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values.
• Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience.
• Develop deep expertise across the organization’s products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.)

Career Growth & Development

Our Client is hiring at multiple Relationship Manager levels, offering a clear pathway for advancement. Whether you’re ready to expand your scope or deepen your expertise with UHNW clients, you’ll be supported by structured onboarding, ongoing education, and leadership committed to your success.

What We’re Looking For

• Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance).
• SIE & Series 7 required prior to start
• Series 66 may be obtained after start
• 3+ years of experience managing a book of business in financial services.
• 2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred.
• A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
• Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving.
• Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential.

Work Model

This role follows a hybrid schedule, with in-office collaboration Tuesday through Thursday and remote flexibility on Mondays and Fridays.

Sr. Data Engineer (Hybrid)

Chicago, IL

The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.

At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.

We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.

We have an opportunity at our corporate offices in Chicago for a Sr. Data Engineer (Hybrid) on our Information Technology team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.

As a Sr. Data Engineer, you will play a key role in implementing
and maintaining AMA's enterprise data platform to support analytics,
interoperability, and responsible AI adoption. This role partners closely with
platform engineering, data governance, data science, IT security, and business
stakeholders to deliver highquality, reliable, and secure data products. This
role contributes to AMA's modern lakehouse architecture, optimizing data
operations, and embedding governance and quality standards into engineering
workflows. This role serves as a
senior technical contributor within the team-providing mentorship to junior
engineers and implementing engineering best practices within the data platform function,
in alignment with architectural direction set by leadership.

RESPONSIBILITIES:

Data Engineering & AI Enablement

• Build and maintain scalable data pipelines and
  ETL/ELT workflows supporting analytics, operational reporting, and AI/ML use
  cases.
• Implement best practice patterns for ingestion,
  transformation, modeling, and orchestration within a modern lakehouse
  environment (e.g., Databricks, Delta Lake, Azure Data Lake).
• Develop highperformance
  data models and curated datasets with strong attention to quality, usability,
  and interoperability; create reusable engineering components and automation.
• Collaborate with the Architecture Team, the Data
  Platform Lead, and federated IT teams to optimize storage, compute, and
  architectural patterns for performance and costefficiency.
• Build model-ready data sets and feature
  pipelines to support AI/ ML use cases; serve as a technical coordination point
  supporting business units' AI-related infrastructure needs.
• Collaborate with data scientists and AI Working
  Group to operationalize models responsibly and maintain ongoing monitoring
  signals.

Governance, Quality & Compliance

• Embed data governance, metadata standards,
  lineage tracking, and quality controls directly into engineering workflows;
  ensure technical implementation and alignment within engineering workflows.
• Work with the Data Governance Lead and business
  stakeholders to operationalize stewardship, classification, validation,
  retention, and access standards.
• Implement privacybydesign and securitybydesign
  principles, ensuring compliance with internal policies and regulatory
  obligations.
• Maintain documentation for pipelines, datasets,
  and transformations to support transparency and audit requirements.

Platform Reliability, Observability & Optimization

• Monitor and troubleshoot pipeline failures,
  performance bottlenecks, data anomalies, and platformlevel issues.
• Implement observability tooling, alerts,
  logging, and dashboards to ensure endtoend reliability.
• Support cost governance by optimizing compute
  resources, refining job schedules, and advising on efficient architecture.
• Collaborate with the Data Platform Lead on
  scaling, configuration management, CI/CD pipelines, and environment management.
• Collaborate with business units to understand
  data needs, translate them into engineering requirements, and deliver
  fit-for-purpose data solutions; share and apply best practices and emerging
  technologies within assigned initiatives.
• Work with IT Security and Legal/ Compliance to
  ensure platform and datasets meet risk and regulatory standards.
  

Staff Management

• Lead, mentor, and provide management oversight
  for staff.
• Responsible for setting objectives, evaluating
  employee performance, and fostering a collaborative team environment.
• Responsible for developing staff knowledge and
  skills to support career development.

May include other responsibilities as assigned

REQUIREMENTS:

1. Bachelor's degree in Computer Science, Engineering, Information Systems, or related field preferred or equivalent work experience and HS diploma/equivalent education required.
2. 5+ years of experience in data engineering within cloud environments
3. Experience in people management preferred.
4. Demonstrated hands-on experience with modern data platforms (Databricks preferred).
5. Proficiency in Python, SQL, and data
   transformation frameworks.
6. Experience designing and operationalizing
   ETL/ELT pipelines, orchestration workflows (Airflow, Databricks Workflows), and
   CI/CD processes.
7. Solid understanding of data modeling,
   structured/unstructured data patterns, and schema design.
8. Experience implementing governance and quality
   controls: metadata, lineage, validation, stewardship workflows.
9. Working knowledge of cloud architecture, IAM,
   networking, and security best practices.
10. Demonstrated ability to collaborate across
    technical and business teams.
11. Exposure to AI/ML engineering concepts, feature
    stores, model monitoring, or MLOps patterns.
12. Experience with infrastructureascode
    (Terraform, CloudFormation) or DevOps tooling.

The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.

This role is an exempt position, and the salary range for this position is $115,523.42-$150,972.44. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.

We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.

THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION

In this position, you will underwrite new and renewal business which includes solicitation, selection and pricing of highly complex multi-line risks (workers compensation, commercial auto, general liability). You will actively and creatively pursue new commercial insurance solutions including guaranteed cost, large deductible and retro account opportunities throughout the territory through your network of national and regional brokers and agents. Maintain and develop prospects in order to have a strong base of future opportunities to build your large account book. Contribute to the development of broker and agency management strategies and lead the development and execution of relationship management plans.

Responsibilities:

• 
  
  
• Analyze, select and profitably price coverage for commercial risks and determine terms and conditions of coverage on new and renewal business.
  
  
• Apply and conform to underwriting rules and guidelines, rating manuals, insurance laws/ regulations.
  
  
• Utilize a consultative selling approach to generate new business consistent with underwriting strategy and in coordination with service team members to include accurately assessing the needs of the broker and the client and formulating solutions that effectively address those needs.
  
  
• Analyze underwriting & marketing activities and corresponding results; prepare reports to management.
  
  
• Mentor and provide technical training and guidance to coworkers.
  
  
• Determine, coordinate and direct account management activities with various departments.
  
  
• Negotiate and deliver proposals to producers and buyers.
  
  
• Develop and maintain client relationships and coordinate service team efforts.
  
  
• Identify opportunities for organizational improvement and recommend solutions.
  
  
• Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
  
  

• 
  
  
• Bachelor's degree or equivalent experience required.
  
  
• 7 years of casualty underwriting with an insurance carrier required.
  
  
• Advanced understanding and technical knowledge of underwriting mechanics and fundamentals.
  
  
• Advanced knowledge of casualty coverage and loss sensitive deal structures (retrospective rating, large deductible, captive, and self-insurance). Additional knowledge in financial analysis, account management and collateral management is desired.
  
  
• Advanced knowledge of local and regional market conditions as well as industry trends.
  
  
• Prior experience in or knowledge of Midwest markets and ability to travel within these markets is strongly preferred.
  
  
• Advanced knowledge of underwriting territory and strong relationships with the local distribution network (local and regional agents, national and regional brokers, and select consultants).
  
  
• Demonstrated proficiency in the successful marketing and prospecting of business opportunities, as well as, relationship building and agency management skills.
  
  
• Ability to create a presence that conveys interest, conviction, and energy in maintaining relationships with external business partners.
  
  
• Strong ability to effectively communicate verbally and in writing to uncover business needs.
  
  
• Ability to foster creative solutions that resonate with external business partners.
  
  
• Ability to interact with various levels of management and support personnel.
  
  
• Advanced skills in marketing, analysis, decision making/problem solving, planning and organizing; sales and negotiation and mathematical proficiency.
  
  
• Strong desire to work collaboratively and foster a team oriented environment with Claims, Risk Control and other departments.
  
  
• Willingness to travel for business purposes. Underwriters are expected to be visible with their agents and brokers in order to develop and maintain solid relationships and generate an adequate flow of qualified business.
  
  
• Chartered Property Casualty Underwriter (CPCU); Associate in Risk Management designation or other professional designations are desired.
  
  

Sr. Financial Systems Analyst

Chicago, IL (Hybrid)

The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.

At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.

We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.

We have an opportunity at our corporate offices in Chicago for a Sr. Financial Systems Analyst on our Finance team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.

As a Sr. Financial Systems Analyst, you will provide administrative
and functional maintenance and support for AMA's financial applications,
including Infor/Lawson, Oracle EPM (Hyperion), Blackline, Ironclad, Concur, and
other Finance-led systems. Focus on business process management, system
utilization, and ensuring data integrity across Finance. Liaise
with internal customers, functional areas and IT resources as well as external
vendors including hosting and SaaS providers.

RESPONSIBILITIES:

Financial Systems Management

• Provide functional support for month-end closing activities, monitor interfaces, troubleshoot user issues, meta-data maintenance, and financial systems operation.
• Perform requirement gathering, analysis, documentation, and coordination of system enhancements or configuration changes based on Finance business needs.
• Conduct testing and user acceptance for system changes.
• Identify system issues by understanding Finance business processes and develop solutions to resolve the issues.
• Collaborate with internal customers, functional areas, and IT resources to evaluate opportunities for system optimization.
• Participate in troubleshooting sessions for system issues, proposing business-side solutions and providing subject matter expertise.
• Maintain the security, confidentiality, and integrity of data on all AMA financial systems.

Documentation, Process, and Project Management

• Document and analyze business processes, system configuration, and user procedures.
• Support transition planning, system upgrades, and releases in conjunction with IT and vendors, providing business-side expertise and functional testing.
• Provide input on changes requests and assist in evaluating system impacts.
• Prepare training materials and support end users.
• Work on cross-departmental initiatives to streamline processes/workflows to improve efficiency of monthly financial closes.

Technical Collaboration

• Perform limited hands-on scripting, including simple SQL queries,
• Collaborate with IT teams for complex technical tasks, integrations, and technical troubleshooting.
• Work with system vendors and IT to support system upgrades, enhancements, and drive issue resolution.
• Document data flows between Finance systems and assist in defining requirements for integrations.

May include other responsibilities as assigned

REQUIREMENTS:

1. Bachelor's Degree in Finance, Accounting, Information Systems,
   or a related field required.
2. 5+ years of experience working on finance business processes and
   a suite of financial applications including Infor/Lawson or similar ERP systems
   required.
3. In depth expertise with multiple financial system cycles including
   accounts receivable, accounts payable, general ledger and bank settlement
   processes.
4. Demonstrated ability to gather and document business
   requirements, assist with solution configuration / design, and coordinate user
   acceptance testing.
5. Strong collaboration skills with IT and vendors.
6. Working knowledge of both relational and multi-dimensional data
   modeling concepts and processes using Microsoft SQL.
7. Strong analytical and problem-solving skills, with the ability
   to understand complex financial definitions and information and grasp
   technology concepts.
8. Demonstrated experience supporting, configuring, and
   administering financial systems, ideally Oracle Lawson, Hyperion, Concur, or
   similar ERP platforms, including coordinating enhancements with IT and vendors.
9. Excellent written and oral communication skills to translate
   business needs into clear requirements for IT partners.

The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.

This role is an exempt position, and the salary range for this position is $87,394-$115,797. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.

We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.

THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION