Banking and Financial Services Jobs in Dallas Tx Wfh

Fund Formation Attorney

Location: Dallas, TX (Hybrid)

A global investment management firm with an international footprint is seeking a Fund Formation Attorney to join its in-house Legal Department. The firm manages a diversified portfolio of private funds and client accounts and maintains a collaborative, low turnover culture. This role offers the opportunity to support private fund formation, investor relations activity, and regulatory matters across a complex investment business.

As part of the legal and compliance function, you will work closely with teams across the organization, including Investor Relations, Compliance, and both front and back-office personnel. This is a strong opportunity for an attorney who enjoys intellectually rigorous work and wants to contribute to a high performing in-house legal team.

Key Responsibilities

• Prepare, review, and support the development of private fund offering documents and related materials, including:
• Private placement memoranda
• Governing agreements
• Subscription documents
• Side letters
• Intercompany agreements connected to fund management
• Prepare, review, and assist with documentation for separate client accounts, including investment management agreements and investment guidelines
• Partner with the Investor Relations team to prepare and review marketing materials, investor communications, disclosures, and reports
• Assist with understanding and applying U.S. and non U.S. regulatory requirements relevant to the marketing and offering of private funds in multiple jurisdictions
• Provide legal and regulatory support for private funds and client accounts and assist the Compliance Department with matters arising under the compliance program
• Support a wide range of legal and regulatory matters across the business and provide guidance to internal teams as needed

Candidate Profile

• Licensed attorney in good standing with the Texas Bar or equivalent
• Minimum of 4 years of experience in investment management or fund formation at a major law firm or investment management firm
• Strong knowledge of U.S. securities laws relating to investment funds
• Strong academic credentials and organizational skills
• Self motivated and capable of operating effectively in a fast paced and high stakes environment
• Strong oral and written communication skills

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

• High School Diploma or GED

Preferred:

• Sales, Collections or Customer Service experience
• Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
• Up to 4% matching 401(k)
• Employee Stock Purchase Plan (10% share discount)
• Tuition reimbursement
• Paid time off (15 days' vacation per year, prorated based on start date)
• Paid sick leave as determined by state or local ordinance (prorated based on start date)
• 11 Paid holidays (4 floating holidays, prorated based on start date)
• Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

• High School Diploma or GED

Preferred:

• Sales, Collections or Customer Service experience
• Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
• Up to 4% matching 401(k)
• Employee Stock Purchase Plan (10% share discount)
• Tuition reimbursement
• Paid time off (15 days' vacation per year, prorated based on start date)
• Paid sick leave as determined by state or local ordinance (prorated based on start date)
• 11 Paid holidays (4 floating holidays, prorated based on start date)
• Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

About Frontlands:

Frontlands is revolutionizing how owners of US-based mineral rights access the value of their assets without the need to sell. Just as a home equity loan unlocks the value of a home, we provide property interest owners with liquidity options that allow them to retain full ownership of their rights. Our mission is to help these owners, many of whom face financial challenges, leverage their assets in a way that provides them with flexibility, financial security, and long-term benefits, all while maintaining control of their valuable property interests.

We are looking for a motivated and customer-focused Account Executive to join our team. This role is vital in ensuring a seamless onboarding process, maintaining excellent communication with customers, and delivering top-notch support throughout their journey with Frontlands. This is a high-touch, revenue-impacting role not a passive support function.

Key Responsibilities

Own the Deal Cycle

• Manage qualified opportunities through underwriting, documentation, and funding.
• Drive pipeline velocity and proactively move deals forward to close.
• Maintain consistent follow-up cadence and eliminate bottlenecks.
• Partner closely with underwriting and operations to ensure clean execution.

Revenue & Pipeline Management

• Manage your pipeline in HubSpot with accuracy and discipline.
• Track close rates, responsiveness, and cycle times.
• Maintain high standards for performance and accountability.
• Identify and overcome objections to help customers confidently move forward.

Customer Education & Advisory

• Educate customers on Frontlands’ Mineral Line of Credit using familiar HELOC-style concepts (draw mechanics, interest, repayment).
• Serve as a trusted advisor, guiding customers through structure, documentation, and funding.
• Build strong relationships that foster trust and long-term engagement.

Closing & Funding

• Lead closing conversations and ensure customers fully understand their agreements.
• Review documentation for completeness and accuracy prior to funding.
• Coordinate lien filings and collateral perfection with internal/legal teams.
• Manage releases for paid or closed loans.

Ongoing Relationship Management

• Own the customer experience from application through funding and beyond.
• Identify opportunities for renewals, additional draws, or expanded product use.
• Provide responsive, high-touch service throughout the customer lifecycle.

What We’re Looking For:

• Bachelor’s degree or equivalent experience in a related field.
• 4+ years experience in sales, account management, or customer-facing lending roles with direct impact on close rates.
• Strong understanding of loan processes and documentation requirements.
• Exceptional verbal and written communication skills.
• Proactive problem-solving abilities with a customer-first mindset.
• Comfortable managing multiple tasks and deadlines.
• Proficiency with CRM (Hubspot) tools and other customer support technologies is a plus.
• Preferred experience in HELOCs, consumer lending, mortgage, or specialty finance products.
• Notary commission strongly preferred.

What We Offer:

• Comprehensive benefits package, including 100% employer-paid health, dental, and vision insurance.
• Opportunities for professional development and growth within a rapidly scaling company.

Join Frontlands and help redefine the future of customer experience in financial technology!

Customer Accounts Advisor

The salary range for this role is $13.25 to $14.00 per hour*. This position is also eligible for incentive pay based on performance.

Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. 

Skills for Success  
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. 

The Work  

• 
  
• Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
  
• Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone 
  
• Sell customers on the benefits of timely lease agreement renewal payments 
  
• Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals 
  
• Assist with merchandise returns and guest deliveries as directed by management 
  
• Clean and certify merchandise in the Quality Assurance Center for all items personally returned 
  
• Complete and maintain weekly vehicle maintenance sheet and route sheets daily 
  
• Load, secure and protect product in company vehicle 
  
• Safely operate company vehicle 
  
• Assist the Sales Team as needed
  
• Any reasonable duties requested by management 
  

Requirements

• 
  
• United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.   
  
• Must meet DOT requirements to obtain certification in required states (United States)
  
• Ability to work schedule of hours varying from 8 am to 9 pm
  
• Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
  
• Two years of retail/customer service experience preferred
  
• High School diploma or equivalent preferred
  
• Excellent interpersonal and communication skills
  
• High energy with the ability to effectively perform all functions of the store and multitasking effectively
  
• Proper telephone etiquette
  
• Uphold the Aaron’s Brand and protect company assets
  
• Maintain a professional appearance
  
• Proficient computer skills
  
  

Aaron’s Total Rewards 

Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: 

• 
  
• Paid time off, including vacation days, sick days, and holidays  
  

• 
  
• Medical, dental and vision insurance  
  

• 
  
• 401(k) plan with contribution matching  
  

*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting.  We may ultimately pay more or less than the posted range, and the range may be modified in the future.  An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. 

**Benefits vary based on FT and PT employment status.

Manager needs someone with hands on experience in ServiceNow with identity and access management experience in SN

Current initiatives/project(s) that this resource will be impacting: Currently only one-person, new position created when project started, will be expanding to need additional analysts Over halling service now security module. Config and planning. Understand access requirements and help configure into the system.

Industry background: Security Access background or system admin

Team dynamic: Current analysts, product crews.

Roles and Responsibilities:

• ServiceNow platform administration and security access, groups, roles, personas, data protection, vault product, access control list (ACL) development, entitlement creation, coordination of break the glass and test user accounts.
• Candidate must be familiar with designing/administering least privilege access on the ServiceNow platform.

Technical Skills:

• ServiceNow
• Oracle Identity Manager/ IAM
• Role Based Access

Flex Skills:

• Scripting - Access control list (similar to JavaScript)

Soft Skills:

• Will work with Service Owners understanding requirements and translating into tech requirements - speak across technical and non tech audiences
• Presentation skills to present designs for approvals

Degrees/Certifications:

Certified SN system admin- preferred

Why US Tech Solutions?

We offer competitive compensation and a chance to work with cutting-edge technology at some of the world's leading companies. You can learn more about us at [ ]

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

LOS System Analyst

Dallas, TX

long-term contract

8+ years of experience in the Mortgage lending industry with a background as an underwriter, closer or back office support, LOS administrator or operations analyst

• Responsible for evaluating client LOS systems, workflows, and configurations.
• Support implementation team with Configurations & workflow customization
• Validate and identify any issues related to Data fields, business rules, and integrations (CRM, pricing engines, docs)
• Understand LOS systems, workflows, and configurations
• Identify differences between platforms and versions
• Interpret regulatory requirements as they relate to LOS functions
• Pull info from documentation, vendor materials, and user feedback to provide accurate recommendations
• Design curriculum & training materials
• Lead workshops, webinars, and hands‐on sessions
• Tailor content by audience (LOS vs processors vs underwriters)
• Use examples, scenarios, and live demos
• Identify risk or bugs within client system and document and report to appropriate stakeholders
• Creating: SOPs, Training guides, Workflow diagrams, Quick reference sheets, Knowledge base pages and updating materials as workflows evolve

MORTGAGE OPERATIONS

• Experience with Loan Origination Systems (LOS), including Encompass, Blend, Empower, nCino, MeridianLink, Byte, Mortgage Cadence, Point or similar
• Understand full Loan origination lifecycle (lead → application → processing → underwriting → closing → funding)
• Understand Regulations impacting LOS workflows (e.g., TRID, HMDA, ECOA, QC rules)

TRAINING:

• Experience with Training include one-on-one and group based web training including identifying training requirements, designing curriculum & training materials
• MS Excel including Mortgage formulas
• PowerPoint skills
• Any experience with Visio / Lucidchart, Confluence / SharePoint is a plus

Job Opportunity: Entry Operations Analyst

Location: Dallas TX

Contract Duration: 6months with possible extension

Pay Rate:$20-21.63/hour

JOB SUMMARY

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. Ayco is committed to building a culturally diverse environment, and is proud to be an equal opportunity employer.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Take customer calls and provide accurate, satisfactory answers to their queries and concerns

• Facilitate payment function, answer client queries on accounts, portfolios and records

• De-escalate situations involving dissatisfied customers, offering patient assistance and support

• Guide callers through troubleshooting, navigating the company website or using the products or services

• Collaborate with other client services professionals and financial advisors to improve client experience

• Willingness to cross train in other operational functions beyond day-to-day assignment

• Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements

• Process team specific tasks as requested by the business.

• Utilize proprietary and external systems to evaluate complex issues and make critical thinking decisions

• Interface with teams and businesses resolve on-going issues and answer specific policy questions

• Provide support and work on special projects as requested

QUALIFICATIONS/REQUIREMENTS:

• Bachelor's degree

• 1-3 years of prior work experience in a relevant field.

• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)

• Highly organized with exceptional attention to detail and follow-through

• Strong ability to manage multiple projects with competing deadlines

• Proven analytical skills and problem solving ability

• Team player with positive attitude and strong work ethic

• Ability to work collaboratively with all levels of the organization

• Flexible and able to work well under pressure in a team environment

• Strong communication skills (written and verbal)

• Great active listening skills

• Exceptional interpersonal and rapport building skills

• Ability to work in a fast-paced environment

• Strong interest in client service/operations

• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information

• Analyst must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance

• Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate

Keywords:

Education: Bachelor's Degree Preferred - Concentration in Finance or Business

Benefits Info

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

MHW Search has exclusively partnered with a Retail Investment firm in Dallas. We are seeking an Acquisitions Analyst (or Senior) to underwrite potential acquisition targets, narrow down opportunities, and present the best options with a recommended business plan to the partners of the company. This role will also perform various analyses for submission to both investors and lenders. These responsibilities ensure that the company is continually acquiring value-add shopping centers, which is the lifeblood of the company, while minimizing risk exposure. In addition to base and bonus, this person will receive GP equity.

This role offers an exciting opportunity to underwrite over 100 deals in the first year while getting to know the major players in the local commercial real estate industry and gaining hands-on experience in commercial real estate investing.

The ideal candidate will possess strong analytical and technical skills, a solid foundation in commercial real estate, exceptional attention to detail, and excellent organizational abilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

· Creating proformas for acquisition feasibility and profitability

· Narrowing down acquisition targets based on findings

· Recommending business plans based on lease-up, rollover, mark-to-market, and overall risk exposure

· Maintaining current supporting information for debt and proposed financing

· Preparing investment memos and investor packages for new deals

· Working on deal-related due diligence, including identifying CapEx requirements specific to the acquisition

· Performing deal-related analyses to increase the team's knowledge of surrounding markets and comparing market data to that gathered by the Deal Team

· Performing detailed analyses of submarkets in which the firm operates, including knowledge of: Rental Comparables, Land Sale Comparables, Competitor Analysis, Acquisition Opportunities, and City and Property-Related Due Diligence

· Reforecasting investor equity multiples and IRRs on owned properties quarterly

· Overseeing construction and maintenance of future database of properties within Precision Investments' acquisition criteria

REQUIREMENTS

· 1-3 years of financial analysis and modeling experience

· Fundamental knowledge of commercial real estate

· Strong analytical and technical skills

· Advanced knowledge of Excel

PREFERRED EXPERIENCE

· CoStar, LoopNet, ARGUS, and other commercial real estate underwriting tools is a plus

LOS Implementation Support Representative

Dallas, TX 75219

Long-term contract

2+ years mortgage experience; Experience with software configuration (LOS), workflow support, and troubleshooting

• The LOS Implementation Support Representative role involves providing technical design and support for the custom configurations of our Loan Origination Systems (LOS).
• Tech will assist with building the software layout specified by the users, and ensuring the smooth operation of the system, often requiring a strong understanding of their workflows.

Responsibilities :

• Addressing workflow with mortgage companies, providing software set up, and resolutions to streamline their processes.
• Understanding and supporting workflows across different departments roles
• Monitoring system performance, identifying potential issues, and working with development teams to resolve problems is important.
• Communicating effectively with users, developers, and other team members, and collaborating on solutions.

Skills:

• 2+ years mortgage experience
• Call center experience
• Experience with software configuration (LOS), workflow support, and troubleshooting
• Analytical, excellent communication skills, and mortgage compliance knowledge
• Not a call center role, but will make a few outbound calls and email follow-up
• LOS experience required, PATH or Encompass a huge plus

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to merchants. Slice has put together a comprehensive package of products and services. Slice delivers a consultative approach on the best platforms and equipment most suitable for each merchant.

Slice Merchant Services is seeking driven, ambitious outside sales professionals to join our most aggressive and lucrative Sales Representative Program ever offered.

Demonstrate your passion and sales skills by offering businesses in your local community substantial savings and upgraded state-of-the-art equipment. Get paid while you learn an exciting new business in merchant services sales, BASE PAY, commissions with monthly bonuses. Our top performers make well over a 6-figure income. This is a fully remote role - to ensure your success, you will have a dedicated sales manager & support team and continued results-driven training.

WHAT THE COMPENSATION PACKAGE OFFERS:

• BASE PAY & UNCAPPED COMMISSIONS
• OTE EXPECTED FIRST YEAR $75k-$100k
• LARGE DAILY/WEEKLY/MONTHLY BONUSES
• RESIDUALS

UNMATCHED FEATURES THAT WE OFFER:

• IN-DEPTH ONGOING TRAINING WITH EXCELLENT SALES MANAGEMENT
• PRE-SET COMPANY APPOINTMENTS (TRUE TRIPLE CONFIRMED LEADS)
• PROVEN SALES PROCESSES THAT ARE RESULTS DRIVEN
• FULL SUITE OF PROFESSIONALLY BRANDED MARKETING MATERIALS & PRESENTATION TOOLS
• ANYTIME LIVE MANAGER ASSISTANCE
• ONLINE TRAINING & DOCUMENTS LIBRARY
• E-SIGN APPLICATION OPTION (RAPID & EASY)

EXPERIENCE THAT WE ARE LOOKING FOR:

• At least 2 years of business-to-business (B2B) sales experience preferred
• Excellent verbal, written, interpersonal, relationship building and presentation skills
• Strong work ethic with a drive to succeed
• Ability to self-source your own leads through a combination of cold calling and networking
• Proven outside or field sales experience with a track record of hitting or exceeding sales goals
• Military veterans are encouraged to apply

BELOW ARE A PLUS BUT NOT REQUIRED:

• Cold calling sales ability, with assertive, positive, persistent style
• Bilingual
• Motivated self-starter with effective time management skills
• Goal-oriented and ambitious with capacity and drive to each and exceed quotas

WHAT YOU WILL DO:

As an Outside Sales representative with Slice Merchant Services, you will present our most popular and cutting-edge Dual Pricing Program to merchants offering them a revolutionary way to accept credit/debit cards. This program offers merchants to eliminate their current credit/debit card processing fees once and for all. This provides substantial savings for the merchant and makes it easy for you to make sales daily and reach your goals.

• Develop strong business relationships with business owners, by cold calling small to medium-sized businesses
• Collaborate with your Sales Manager to prepare and present competitive sales proposals
• Attend assigned pre-set company appointments

APPLY NOW!

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.

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

The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development

Duration - 6 month contract with possible conversion

Location: Dallas 75201 (near McKinney Avenue and Pearl Street)

Schedule: Onsite M-F, 8 AM – 5 PM

Interview Process: Typically2 rounds (1 virtual followed by 1 onsite)

Qualifications:

• Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
• Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
• Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
• Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)

Preferred:

• Bilingual in Spanish preferred; not 100% required
• Salesforce CRM experience preferred

Other skill:

• Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
• Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
• Proven customer service skills
• Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
• Excellent communication skills, both verbal and written, with the ability to speak concisely
• Must be team-oriented
• Ability to be influential and establish positive working relationships across the organization with various stakeholders
• Knowledge of legal entity documentation preferred
• Strong attention to detail and accuracy
• Strong phone communication skills

Responsibilities:

• Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
• Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
• Proactive customer outreach that is aligned to our high touch / engagement model
• Proactive phone calls to both existing and prospective customers
• Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
• Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
• Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
• Assist in community awareness events to increase bank outreach and foster new business opportunities.
• Assist management with various operational duties and responsibilities.
• Abide by Bank policies, procedures, and regulatory compliance guidelines.
• May be asked to provide Saturday Banking Support

Lead a Premier CEO Coaching Practice with Vistage — Dallas Area

Are you a seasoned executive ready to lead, inspire, and make a lasting impact on business leaders in your community?

Join Vistage, the world’s largest CEO coaching and peer advisory organization, and build a purpose-driven business helping CEOs and executives reach new levels of success.

About Vistage

Since 1957, Vistage has been empowering high-integrity CEOs and business owners to make better decisions, achieve stronger results, and create thriving organizations.

With 45,000+ members and 1,300 Chairs (CEO Coaches) worldwide, our model combines confidential peer advisory groups, one-to-one executive coaching, and world-class speaker workshops.

The Vistage Chair Opportunity

As a Vistage Chair, you’ll facilitate monthly peer group meetings and provide one-on-one executive coaching to CEOs and business leaders. You’ll help them navigate challenges, seize opportunities, and grow—personally and professionally.

This role offers the rare opportunity to build a thriving coaching practice while leaving a lasting legacy in your local business community.

What to Expect

• Build Your Own Practice: Operate as an independent business owner with the freedom to design your own success.
• Sustained Income: Earn recurring revenue with the potential for long-term growth—even into retirement.
• Flexible Schedule: Create a schedule that fits your lifestyle and personal goals.
• Comprehensive Support: Access proven tools, resources, and expert teams to help you launch and grow.
• Meaningful Impact: Transform the lives of leaders, their teams, and their communities.

Ideal Background

• 10+ years of senior executive or business ownership experience
• P&L responsibility of $5M+
• Current or former CEOs, Presidents, COOs, or senior executives
• Business or executive coaching experience (a plus)
• Proven ability to lead, mentor, and inspire others

Key Qualities

• Strong business acumen and communication skills
• High emotional intelligence (EQ) and genuine curiosity
• Executive presence and professional maturity
• Exceptional relationship builder and networker
• Entrepreneurial spirit and drive to build your own business

Vistage Provides

• Proven Platform: A trusted model with 65+ years of success.
• Award-Winning Chair Academy: Comprehensive training to master Vistage’s proprietary coaching and facilitation methods.
• Unmatched Support: Dedicated marketing, technology, billing, and operational teams—so you can focus on what you do best: coaching and leading.

If you’re ready to take the next step and lead a high-impact coaching practice, visit /chair-info or apply directly here on LinkedIn.

If your background aligns, a Vistage recruiter will reach out to explore the opportunity with you.