Banking and Financial Services Jobs in Carrollton, TX
18 positions found
Position: Amazon Connect Developer
Location: Richardson TX or Boston MA
Duration: Long Term Contract
We have very urgent requirement for AWS Connect+Lex strong senior hands on profile who has exposure in Voice AI – with AWS Nova2Sonic or any other platform
Responsible to develop a POC for customer using tech stack of – AWS Connect/Lex and Nova2sonic.
This is a CONTRACT role.
Some of the duties include: Monitor daily cash positions and manage short‑term liquidity needs Prepare and update weekly, monthly, and quarterly cash flow forecasts Support banking operations, including account reconciliations, payments, and transfers Identify and analyze financial risks Maintain accurate records of cash, investments, and derivative transactions Support compliance, internal controls, and regulatory reporting Prepare management reports focused on cash flow, liquidity, and risk Requirements include: Must be able to start within one week of an offer Bachelor's degree in Finance, Accounting, Business, or related field 3 plus years of experience in treasury financial analysis, reporting, and reconciliations Strong understanding of cash management, liquidity forecasting, and treasury operations Knowledge of FX, interest rate, and credit risk concepts Excellent communication skills Advanced Excel and ERP experience #DALFT Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.
This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .
Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.
Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill.
Employing the Future™
We encourage collaboration, innovative thinking and work that endures. We reward initiative and informed decisions and empower you to act in the best interests of our customers and our company.
Come join our amazing team!
Responsible for developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as assigned to develop new business or retain existing business. Acts as liaison between brokers/sellers and loan operations to facilitate the closing of wholesale loans and the purchase of correspondent loans. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $120,000 to $500,000.
Carrington Hiring for NonQM Account Executives- Industry Leading Comp Plan!
Responsible for developing and maintaining broker/seller relationships to sell NonQM and correspondent mortgage loan products. Calls on potential or existing brokers.
What you’ll do:
- Responsible for identifying, contacting, and gaining approval for new mortgage brokers and sellers.
- Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications and purchases for existing and newly approved Carrington customers.
- Advises brokers/sellers of Company programs, pricing and submission policies and procedures.
- Advises brokers/sellers of any changes to Company’s policies or procedures
- Assists brokers/sellers in loan submission process.
- Trains brokers/sellers on use of available online systems for loan submissions, automated underwriting, rate sheets and loan lock procedures.
- Acts as liaison with outside broker, and internal broker coordinator, processor, processing, underwriting, and closing to ensure timely loan closings.
- Ensures compliance deadlines are met with regards to pre-disclosures, approval letters and denial notices.
- Work, maintain and update contacts in the CRM system.
- Maintain all customer confidential information in accordance with all company policies and all laws.
- Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager, underwriting, and funding to ensure timely purchase of a loan.
- Manages loan pipeline to achieve departmental goals and objectives.
- Provide a high level of customer service to brokers/sellers during the loan process.
What you'll need:
- Demonstrated sales performance with a concentration developing and maintaining broker/seller relationships
- Proven ability to set and reach sales goals
- Knowledge of state and federal lending regulations
- Experience selling NonQM Mortgage Products
- Knowledge of purchase transactions
- 1 – 5 years of experience as a wholesale and/or correspondent account executive with multiple brokers, investors and loan products preferred.
Our Company:
Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: is the value proposition to joining the team?
- Increased earning capacity due to access to our 48 state territory.
- Ability to market faster and more efficiently inside the operation.
- Superior service levels offered to the broker as you’re inside presence ensures every step of the loan process is handled in the most efficient manner possible.
- Professional account manager’s partner with you and your brokers to add value every step of the way.
- Base pay plus an industry leading commission plan.
- Take over existing accounts.
What We Offer:
- Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
- Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
- Customized training programs to help you advance your career.
- Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
- Educational Reimbursement.
- Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: .
Staffmark Group is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate environment.
Administrative Assistant position is a 12 month contract working onsite at our client are responsible for general office support, including but not limited to:
- Managing travel & expenses, including making travel arrangements and processing expenses for team members
- Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning
- Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones
- Coordinating and scheduling office events, including recruiting, internal events and external client events as needed. Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors
- Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service
Qualifications
- Proficiency in Word, Excel, PowerPoint and Outlook required
- Bachelor's degree preferred
- A minimum of 2 years of work experience in a professional corporate environment
- New graduates who have a desire to be in the financial services industry are also encouraged to apply
- Strong written and verbal communication skills
- Enjoys working in a team environment
- Polished communication skills
- Ability to multi-task and work in a fast-paced environment
- Business professional environment and attire
- Possess critical thinking skills and good judgment
- Displays personal pride in work, always striving to do his/her best
- Chooses to always operate with integrity and transparency
*This is an onsite position in our office in Richardson, Texas
JOB SUMMARY
The Business Analyst (BA) is responsible for analyzing business needs, gathering and documenting requirements, and collaborating with stakeholders to design effective solutions or the Financial Services Industry. This role collaborates across departments, including project managers, product managers, SDLC staff (development, quality assurance, UX), and other Line of Business product management on cross-LOB initiatives. , Contributes to the full product lifecycle—from ideation and design to implementation and enhancements. The role scales in responsibility and complexity based on experience level, from entry-level to leadership.
TIME ALLOCATION
- Requirements Gathering & Analysis - 35%
- Solution Design & Documentation - 30%
- Stakeholder Collaboration & Communication - 20%
- Testing Support & Validation - 10%
- Process Improvement & Team Support - 5%
EXPECTED WORK AND PERFORMANCE (ESSENTIAL FUNCTIONS)
Job duties and responsibilities include the following for customer implementation and internal R&D projects. Other duties may be assigned as needed.
- Gather, analyze, and document business, functional, and non-functional requirements.
- Translate business needs into clear, actionable specifications.
- Create use cases, process flows, and functional solution designs.
- Collaborate with subject matter experts (SMEs), developers, and QA teams.
- Facilitate and participate in scope and design sessions.
- Validate requirements with stakeholders and obtain approvals.
- Maintain traceability of requirements throughout the project lifecycle.
- Contribute to or lead process improvement initiatives.
QUALIFICATIONS
- Bachelor’s degree in Business, Computer Science, Information Systems, or a related field.
- Retail Banking work experience and / or Business Analyst experience
- Experience in financial services or banking, retail banking preferred.
- Prior programming or technical background is a plus.
- Able to travel to customer sites or industry events up to 15% of the time.
REQUIRED SKILLS/EXPERIENCE/KNOWLEDGE
- Proficiency in requirements gathering, analysis, and documentation.
- Understanding of SDLC and methodologies.
- Strong analytical thinking and problem-solving skills.
- Effective verbal and written communication skills.
- Ability to work independently and collaboratively.
- High degree of IT Automation literacy including:
- The ability to recognize, understand, and effectively use technology concepts in your day-to-day job functions including training, implementation, and testing
- A general understanding of data constructs (where is data stored, what systems “own” the data, what is the availability of data and KPI’s numerical interpretation)
- Analytical Skills - strong quantitative analytical and critical thinking skills
ATTENDANCE/WORK LOCATION
The position is based in our Richardson, TX Headquarters . Daily physical presence in the office is required for interaction with co-workers, attending meetings, and for collaboration on projects.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to stand, walk; sit stationary; constantly operate computer keyboarding and office equipment. talk or hear, to communicate with employees, and/ or customers (must be able to exchange accurate information in various situations). The employee is required to regularly communicate with other employees, confer or coordinate with other employees. The employee is required to evaluate, edit, revise, update, and provide solutions to critical data development and solutions. While performing their duties the candidate must be able to travel overnight, including occasional weekends.
DISCLAIMER
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Insight Global is looking for Investment Counselors in Plano, TX! Below is more information of what we're looking for in a candidate in the role:
***Relocation Available***
Desired Skills and Experience:
- Experience client facing advising/relationship building within financial services, wealth management, banking, or insurance industries
- Bachelor's degree
Nice to Have Skills and Experience:
- Series 65 (client will assist in obtaining upon starting)
- Any other Series certifications
Day-to-Day
Insight Global is looking for multiple Investment Counselors to join their clients team. As an Investment Counselor, you are the voice to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, our client offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
***Compensation: $85k-95k
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law
Take Control of Your Career – Work from Anywhere
We are seeking motivated, disciplined, and goal-driven individuals to join our high-performing insurance sales team. Whether you’re an experienced sales professional or looking for a career change, we provide everything you need to succeed—leads, training, mentorship, and an unmatched commission structure.
Why Join Us?
-100% Commission-Based – No salary cap! Your income potential is unlimited, based on your effort and results.
-Work Remotely – This is a remote opportunity, with the option for in-person client meetings if preferred.
-No Cold Calling – Leverage our unique platform that connects you with qualified leads actively seeking insurance.
-Flexible Schedule – Be your own boss and set your own hours. Work from home or on the go!
-Comprehensive Training – We provide scripts, tools, and one-on-one mentorship to help you close deals quickly.
-Career Growth – Promotions based on performance, not tenure, with leadership opportunities available.
What You’ll Do:
Get Licensed! You must have or be willing to obtain a life insurance license (we guide you through the process).
Meet with Clients (virtually or in-person) to assess their financial goals and insurance needs.
Present Tailored Solutions that help clients make informed decisions about life insurance.
Close Sales & Earn Big! Guide clients through the application process and celebrate your wins.
Build Long-Term Relationships and provide continuous client support.
Stay Informed on industry trends to position our products effectively.
What You Need to Succeed:
-Strong communication and sales skills
-Self-motivated and goal-oriented mindset
-Ability to work independently and manage your own schedule
-No experience required – we’ll help you get licensed!
-Reliable internet connection and phone access (for virtual meetings)
Compensation & Perks:
Uncapped commission-based pay with lucrative bonuses
Residual income on policy renewals
Comprehensive training & professional development
Fast-track promotion opportunities
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
The Opportunity:
The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
- Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
- Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
- Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
- 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
- Bachelor’s degree or equivalent combination of education and experience required
- Required to pass the Series 65 (we provide robust training and support once you start)
- A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Our client is a regional bank and are looking to add to their Commercial Loan Processing Department. The ideal person will have 3+ years experience with commercial loan documents. Duties include new loan processing, auditing loan files, reviewing portfolios and identify notes reaching maturity, sending correspondence and working with title companies and lawyers. Residential lending and consumer lending experience a big plus. Looking for candidates who are self-motivated and focused.
Please call if you have questions to Sharon Leposki at 214-515-7607 or submit your resume.
Will provide overall support for the period end results, preparation of forecasts, Annual Operating Plan (AOP) and Strategic Business Plans (SBP), along with financial analysis, reporting and budgeting.
Responsibilities: Reporting and analysis including periodic reporting, periodic forecast analysis and deck preparation Period Close management of period and weekly reports across key performance metrics Partner with Control to ensure accuracy and completeness of entries Provide ad-hoc projects and analysis as requested Work with cross-functional teams to manage and influence P&L expectations E Education/Certification/Work Experience: Bachelors Degree Required (Finance or Business Administration preferred) MBA preferred 1-3 years of finance experience in some of the following areas: Financial Planning and Analysis, evaluating business performance, Financial Accounting and Control.
Functional finance experience is a plus (e.g.
Marketing, Sales, R&D, Operations, Procurement etc.) Skills & Capabilities: Experience with forecasting and budgeting Excellent analytical skills and the ability to translate analytical findings into actionable solutions and processes Ability to function well in a team environment and gain the cooperation of individuals across the organization Strong verbal and written communication skills to effectively interact with all levels of management Innovative thinker with a focus on continuous process improvement Results oriented with the ability to complete assignments in a timely manner Ability to handle multiple priorities
Job Title: Senior Business Analyst with Mortgage
Location: Coppell, TX (Hybrid)
Duration: Longterm Contract
Preferred Industry Experience: Mortgage Domain
Job Summary:
We are seeking a highly proactive and technically strong Business Analyst who can also take on Scrum Master and Technical Project Management responsibilities. The ideal candidate understands Agile practices thoroughly, can work closely with development teams, and has experience in the mortgage industry. This role requires strong analytical thinking, the ability to translate business requirements into technical solutions, and leadership skills to drive delivery.
Key Responsibilities
- Gather, analyze, and document business and technical requirements in collaboration with stakeholders.
- Act as a bridge between business users, technical teams, and leadership.
- Facilitate Agile ceremonies including daily stand-ups, sprint planning, backlog grooming, reviews, and retrospectives.
- Manage product backlogs, prioritize work items, and ensure alignment with business objectives.
- Translate business problems into clear user stories, acceptance criteria, and process workflows.
- Support development teams by clarifying functional and technical requirements.
- Identify risks, dependencies, and gaps early; proactively drive resolution.
- Coordinate end-to-end project delivery activities across teams.
- Perform basic technical analysis, including API understanding, data flows, system behavior, and integration points.
- Collaborate closely with QA teams for test planning, scenario definition, and validation.
- Communicate project updates, timelines, and risks to stakeholders.
- Ensure Agile best practices are followed consistently.
Required Skills & Qualifications
- 5+ years of experience as a Business Analyst, Scrum Master, Technical PM, or hybrid roles.
- Strong understanding of Agile methodologies (Scrum, Kanban) and ability to implement them effectively.
- Excellent requirement‑gathering, documentation, and problem‑solving skills.
- Technical proficiency:
- Understanding APIs, data mappings, integrations
- Ability to read technical documentation
- Familiarity with system workflows and architecture basics
- Experience delivering software projects in a mortgage or financial services environment (highly preferred).
- Strong communication and stakeholder management skills.
- Proactive, self-driven, and able to work independently with minimal supervision.
Nice-to-Have
- Certified Scrum Master (CSM or PSM).
- Experience with JIRA or Azure DevOps.
- Knowledge of mortgage LOS or other mortgage industry systems.
- Ability to support UAT and release coordination.
Thanks,
Vamshi Thangadpalli
Technical Recruiter
Email: | Web: :// Overlook Center, Suite 200
Salary: $100,000
- $180,000 per year A bit about us: Nationwide firm aiding in litigation and bankruptcy services to a broad range of clients that include some of the nation’s largest financial institutions, real estate, insurance companies, and construction companies as well as small to mid-size businesses Why join us? Full medical, vision, and dental 80% paid by employer for employee 401(k) plan with matching Great working environment 165/month Billables Job Details Job Details: We are seeking a dynamic and experienced Consumer Finance Attorney with a strong background in the Fair Credit Reporting Act (FCRA) to join our fast-paced team in the legal industry.
The successful candidate will be responsible for providing legal advice and counsel to our clients on matters related to creditor rights, mortgage, bankruptcy, foreclosure, and consumer law.
This is a permanent position offering a unique opportunity to work on complex and challenging issues in a stimulating environment.
Responsibilities: Advise and counsel clients on various aspects of consumer finance law, including FCRA, FDCPA, TILA, RESPA, and state consumer protection statutes.
Handle matters related to creditor rights, mortgage, bankruptcy, foreclosure, and consumer law.
Represent clients in court proceedings, mediations, and settlement negotiations.
Draft, review, and negotiate various legal documents, such as pleadings, motions, briefs, contracts, and agreements.
Conduct legal research and analysis to provide strategic advice to clients.
Keep abreast of legislative changes that may affect the company and its clients.
Develop strategies to manage risk and ensure compliance with laws and regulations.
Collaborate with other attorneys, paralegals, and support staff to ensure effective and efficient legal support.
Provide training to clients and colleagues on consumer finance law and related topics.
Qualifications: Juris Doctor (JD) degree from an accredited law school.
A minimum of 1-10 years of experience as a Consumer Finance Attorney or similar role, with a focus on FCRA.
Proven experience in creditor rights, mortgage, bankruptcy, foreclosure, and consumer law.
Admission to the state bar.
Strong knowledge of federal and state consumer finance laws and regulations.
Excellent negotiation, advocacy, and problem-solving skills.
Ability to handle multiple tasks simultaneously and meet tight deadlines.
Strong research and analytical skills, with the ability to interpret and apply complex laws and regulations.
Excellent written and verbal communication skills, with the ability to explain complex legal concepts to non-lawyers.
High level of professionalism and ethical standards.
Proficiency in legal research software and Microsoft Office Suite.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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JOB SUMMARY
The Marketing Analyst job is customer-facing and focuses on expanding customer acquisition and engagement capabilities for ARGO’s Connects product suite for the Financial Services industry.
The Marketing Analyst role encompasses ensuring ongoing product suite market competitiveness and solution delivery readiness to Argo’s Financial Services customers. The Connects solution extends customer experience and engagement throughout the customer's journey. It supports acquisition, fulfillment, service, retention, and risk management. It meets the needs of both individual and business customers in an Omni-channel world.
The Marketing Analyst will be responsible for working with Argo’s client’s to optimize their usage of the Connects solution for customer engagement campaigns through all stages of the customer journey from a lead thru conversion using insightful analytics to help better understand the client’s end users and reporting back with easy to understand data visualization and clear solutions. Your role will continue post client implementation to ensure our clients are getting the full value of our solutions.
EXPECTED WORK AND PERFORMANCE
Job duties and responsibilities include the following. Other duties may be assigned as needed.
1. Marketing Plans
a. Have an in-depth understanding and the application of customer journey stages, especially how our solution generates earlier engagement in the Awareness and Consideration phases of the journey.
b. Create best practice methods and specific customer engagement campaign models using scientifically proven engagement methods.
c. Plan, develop, and monitor digital (email and SMS) campaign performance and channel tracking.
d. Translate requirements into technical specifications for development, data, and reporting teams and, conversely, technical approaches into easily digestible insights.
2. Client (Customer) Engagement
a. Define, design, and communicate storyline and demonstration on value proposition to customers.
b. Create best practice-based templates to facilitate rapid customer implementation.
c. Define and design campaigns for each stage of the customer journey, from prospect nurturing through awareness, influencing conversion, onboarding, soliciting feedback, customer management, retention, and relationship expansion,
which are automated, and staff led to optimize use of staff?
d. Recommend campaign optimizations to reduce customer friction and increase customer engagement.
e. Devise and evaluate methods for collecting data, such as surveys, questionnaires, focus groups, opinion polls, etc., interpret, organize, and present actionable findings to clients.
f. Serve as the voice of our customers, understanding their needs for topics including surveys and campaigns and communicate those to both Argo and Client teams.
3. Marketing Research
a. Research and recommend marketing constructs that will benefit both Argo and client (Relevance by market segment, etc.)
b. Conduct competitive research, analyze benchmarking data, and provide value add recommendations.
c. Analyze current/ongoing targeting strategies to define and implement new opportunities for media optimization, including A/B testing of delivered content and success ratios.
d. Content types and uses for Awareness and Consideration – effectiveness research – video, text, pictures, infographics (what should we consider for product knowledge and education)
e. Research, recommend, and obtain digital marketing certifications for our staff that increase our value proposition to customers as directed.
4. Marketing Automation
a. Oversee the marketing automation strategy inclusive of customer journey framework, customer data platform (CDP), segmentation and customer preference management, content and creative, targeting and list management in collaboration with technical teams.
b. Define marketing process around single and multifunctional campaigns across multiple channels, Including A/B testing. campaigns for prospect nurturing and lead generation i.e. conversion to customer.
c. Create and document best practices for customer delivered content (Email, SMS) with a focus on creating compelling calls to action (CTA)
d.
e. Ensure marketing automation tools are intuitive and easy to use.
f. Research and document plans for integration to third-party advertising such as Google – relevant methods, integration, documenting relevance to Argo solutions for customer engagement solutions and how Argo would utilize.
g. Linked In – research for business customer segment, and document relevance and potential integration into Argo solutions.
h. Research use and relevant of Social Media platforms to Argo solutions – research, pros, cons, relevance for us to consider. Document universe of “applicable” integration points
5. Performance Results - Reporting and Analysis
a. Evaluate target demographics, appropriate distribution channels and marketing outlets.
b. Interpret performance results using data science models, draw conclusions about findings.
c. Measure, evaluate and report on the effectiveness and ROI of marketing channels, methods, strategies, and digital marketing campaigns.
d. Have knowledge of customer segments, collect, and analyze data regarding customer preferences, demographics, buying patterns, habits, and needs to better identify market potential and factors influencing product demand.
e. Study and understand the behavior and expectations of online users with ability to communicate out the customers experience and behaviors. Such as customer intent and effectiveness of the sales funnel.
f. Create and communicate informative reporting that highlights marketing KPI’s like leads, conversion rates, website traffic and social media engagement and highlights relevant business trends and opportunities for improvement.
g. Measure results from customer Net Promoter Score (NPS) and satisfaction questionnaires across customer segments to drive an active feedback loop for marketing strategies.
QUALIFICATIONS
• 5+ years of marketing experience with a minimum of 3+ years of digital marketing experience in sales campaign execution, online commerce, survey tools or related fields
o Experience in Financial Services preferred.
o Experience and responsibility for direct-to-consumer marketing through digital and retail channels such as consumer goods, financial services, with direct-to-customer experience in acquisition, relationship, and retention management.
o Knowledge of the psychology of consumer buying patterns and behaviors
• Education - Bachelor’s Degree with studies in Marketing, Market Research, Business Administration or similar
• Able to travel to customer sites or industry events up to 15% of the time.
REQUIRED SKILLS / EXPERIENCE / KNOWLEDGE
The Marketing Analyst is a subject matter expert with direct-to-consumer sales and marketing experience.
Candidate should have detailed knowledge of:
• Marketing campaign execution
• Customer Journey Mapping and experience optimization
• Customer survey and measurement programs including Voice of Customer NPS
• Data visualization tools
• Knowledge of common CRM programs such as SalesForce
Candidate should have a good balance of knowledge in areas such as:
• Working knowledge of search engines, web analytics and business research tools
• Communication Skills - proven ability to communicate effectively both written and verbally with customers at all levels – from end-users to management.
• Analytical skill to convert data into presentable and consumable formats, strong quantitative analytical and critical thinking skills.
• High degree of IT Automation literacy including:
o The ability to recognize, understand, and effectively use technology concepts in your day-to-day job functions including training, implementation, and testing.
o A working knowledge of the technological systems and their makeup (hardware and software components) used in branch automation solutions.
o A general understanding of data constructs (where is data stored, what systems “own” the data, system of record) what is the availability of data and KPI’s numerical interpretation)
ATTENDANCE/WORK LOCATION
The position is based in our Richardson, TX Headquarters. Daily physical presence in the office is required for interaction with co-workers, attending meetings, and for collaboration on projects.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to stand, walk; sit stationary; constantly operate computer keyboarding and office equipment. talk or hear, to communicate with employees, and/ or customers (must be able to exchange accurate information in various situations). The employee is required to regularly communicate with other employees, confer or coordinate with other employees. While performing their duties the candidate must be able to travel overnight, including occasional weekends.
DISCLAIMER
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Salary: $70,000
- $130,000 per year A bit about us: We are a group of qualified mortgage professionals facilitating billions of mortgages, catering to a vast clientele with both conventional and government loan needs We’re seeking someone who’s already doing business but is ready for the right team, proven systems, and platform to take things to the next level.
You’ll have the opportunity to grow your personal production while contributing to a powerhouse team with momentum and vision.
Why join us? Benefits Include: Medical, dental, and vision insurance Short-term and long-term disability 401(k) retirement plan Paid sick leave: 12 hours/month 10+ paid holidays per year Additional incentives and bonuses may apply Job Details We are seeking a dynamic and experienced Permanent Mortgage Loan Officer to join our team.
As a Mortgage Loan Officer, you will play a critical role in helping our clients finance one of the most important decisions of their lives.
You will be the key point of contact to guide them through the mortgage process, providing exceptional customer service and utilizing your expertise in mortgage lending to secure the best options for our clients.
This role requires an individual who is driven, self-motivated, and has a strong passion for the mortgage industry.
Responsibilities: Act as the primary liaison between the company, the loan applicant, and the lending institution throughout the entire loan process.
Maintain a thorough understanding of all lending programs and offerings, staying up-to-date with the latest industry trends and changes.
Conduct detailed interviews with potential borrowers to understand their financial needs and objectives.
Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
Provide detailed information about different types of loans and their requirements and benefits to prospective clients.
Handle customer complaints and take appropriate action to resolve them.
Meet with applicants to obtain information for loan applications and to answer questions about the process.
Review loan agreements to ensure that they are complete and accurate according to policy.
Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization.
Achieve sales and client satisfaction targets, while adhering to company policies and federal regulations.
Qualifications: Bachelor's degree in Finance, Business, or a related field.
A minimum of 3 years of experience in mortgage lending or a related field.
Proven track record of successful sales experience in the mortgage industry.
Solid understanding of the local real estate market and ability to make sound decisions based on market conditions.
Strong knowledge of conventional and government loan requirements, real estate law, and regulatory guidelines.
Excellent customer service skills, with the ability to build and maintain relationships with clients.
Exceptional communication and interpersonal skills.
Proficiency in mortgage loan software programs and automated underwriting systems.
Must have an active Mortgage Loan Originator (MLO) license within Texas.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $65,000
- $85,000 per year A bit about us: We are a growing publicly traded company and celebrating 60 years of quality and leadership in the community development industry! We are committed to providing an environment and programs that help our associates flourish.
This is a great opportunity for someone wanting to shift from public accounting and into a finance role! Why join us? You can look forward to professional support and extensive benefits—including: medical/dental/vision coverage discounts on mortgages and home appliances 401(k) plan with match Job Details We are seeking a Financial Planning Specialist to join our dynamic team.
The successful candidate will be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections.
This role is integral to our business operations, ensuring financial stability, and driving growth.
Responsibilities: 1.
Develop comprehensive financial plans and strategies to support the company's business objectives 2.
Conduct detailed cash flow projections to anticipate revenue trends and inform budgeting decisions 3.
Prepare the annual budget, including forecasting income and expenditure, and presenting it to the management team 4.
Monitor and manage the budget throughout the year, identifying any variances and adjusting plans as necessary 5.
Assist with the biannual business plans Qualifications: 1.
Bachelor's degree in Finance, Accounting, or a related field 2.
A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role 3.
Public Accounting experience is a PLUS!!! 4.
Proficient in spreadsheets, databases, MS Office, and financial software applications 5.
Exceptional analytical and problem-solving skills with a keen attention to detail Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
This role offers the opportunity to contribute to financial and operational excellence while supporting a collaborative, values-driven environment.
The ideal candidate thrives on accuracy, organization, and professionalism while helping the team achieve meaningful outcomes.
Key Responsibilities Assist with maintaining financial records, reports, and tracking tools.
Support cash flow monitoring, basic forecasting, and general financial updates.
Help process invoices, payments, and general bill-pay activities.
Organize and maintain files, documents, and internal records.
Assist with preparing spreadsheets, presentations, and basic financial materials.
Coordinate information and documentation with internal team members and outside partners.
Support general office and administrative tasks as needed.
Help track deadlines, follow up on action items, and support ongoing projects.
Maintain confidentiality when handling sensitive information.
Qualifications Bachelor's degree in Finance, Accounting, Business, or related field.
Approximately 5 years of experience in a finance, accounting, operations, or administrative role.
Strong organizational and multitasking skills.
Solid analytical abilities and comfort working with data.
Strong communication skills, both written and verbal.
Proficiency with Microsoft Office and general business software.
Dependable, detail-oriented, and able to work independently or with a team.
Why Join the Team Our client values integrity, collaboration, and continuous growth.
They foster an environment where team members can develop their skills, make meaningful contributions, and enjoy a supportive, positive workplace.
Ready to Apply? If you are a motivated professional who thrives in a collaborative, values-driven environment and wants to make an impact, we encourage you to apply today!
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.
