20 results for It Manager in Plano, TX

Administrative Manager

Fort Worth, TX
onsite
Permanent
65000 - 92000 USD / Yearly
Administrative ManagerFinancial Services Firm – Fort Worth, TXWe are seeking a confident, assertive Administrative Manager to serve as the Owner’s right-hand leader in our fast-paced financial office. You will provide strong leadership to a mid-size team of highly educated professionals and recent graduates, managing performance reviews, task prioritization, and daily operations with precision.Key responsibilities include overseeing office management, maintaining demanding schedules, organizing travel and events, coordinating building maintenance, performing basic bookkeeping in QuickBooks, and delivering concierge-level client service. You will anticipate executive needs, manage documents and files efficiently, and build strong business relationships while creating a professional first impression for clients and staff.Requirements:<ul><li>Proven experience managing direct reports and conducting performance reviews</li><li>Moderate bookkeeping knowledge with QuickBooks proficiency</li><li>Advanced skills in MS Word, Excel, and Outlook</li><li>Polished communicator with a diplomatic yet confident presence</li><li>Financial industry experience strongly preferred</li><li>Occasional travel required (Less than 10%)</li></ul>We offer competitive benefits including health insurance, PTO, incentive pay, and a generous retirement program.If you are a proactive leader who excels in a high-energy environment, apply today! Joe.Faradie at roberthalf com This is the best way to apply
2026-04-13T00:00:00Z

Office Manager

Fort Worth, TX
onsite
Contract / Temporary to Hire
28.5 - 33 USD / Hourly
We are looking for a dedicated and detail-oriented Office Manager to join our team in Fort Worth, Texas. This contract-to-permanent position requires someone who is highly organized, attentive to detail, and committed to creating a welcoming and efficient office environment. The ideal candidate will play a pivotal role in supporting daily operations, ensuring smooth interactions with both internal and external stakeholders, and providing essential administrative assistance to the team. Responsibilities: • Oversee daily office operations to maintain a clean and inviting reception area, ensuring a positive experience for visitors and staff. • Execute daily opening and closing procedures, including light cleaning and maintaining the overall tidiness of the workspace. • Manage inventory levels for office supplies and kitchen essentials, ensuring cost-effective procurement and organized storage. • Coordinate incoming and outgoing mail, including courier services, to ensure timely and accurate delivery. • Provide administrative support to team members and act as a liaison between offices to facilitate collaboration. • Prepare and update process documentation to enhance efficiency and support administrative team operations. • Partner with the technology services team to address office technology needs and coordinate on-site visits. • Assist in planning and executing company-wide and office-specific events, ensuring all logistical details are handled effectively. • Serve as the office community service coordinator, supporting local initiatives and promoting organizational values. • Contribute to various projects and initiatives with a positive and teamwork-focused approach.
2026-04-10T00:00:00Z

Office Manager

Arlington, TX
onsite
Temporary
25.65 - 29.7 USD / Hourly
We are looking for an experienced Office Manager to join our team in Arlington, TX. This position is ideal for someone who is attentive to detail and excels in administrative support, office organization, and multitasking in a dynamic environment. As a Long-term Contract role, you will play a vital part in ensuring the smooth operation of the office and supporting staff across various levels. Responsibilities:• Manage day-to-day office operations, including ordering and maintaining office supplies.• Handle invoicing and accounts payable tasks with accuracy and efficiency.• Provide administrative support to multiple team members, including formatting documents and preparing reports.• Coordinate meetings, including scheduling, ordering lunches, and liaising with external vendors.• Act as the first point of contact for visitors and phone inquiries, ensuring an organized and welcoming environment.• Prepare printed proposals for clients, ensuring they are well-crafted and visually appealing.• Work closely with vendors and external partners on projects such as real estate and water treatment design, ensuring compliance with relevant codes.• Perform routine office maintenance tasks, including stocking supplies and maintaining a clean workspace.• Utilize Microsoft Office Suite tools, including Word, Excel, and SharePoint, to complete administrative tasks efficiently.• Assist in document formatting, applying consistent styles, fonts, and numbering for high-quality presentations.
2026-04-10T00:00:00Z

Office Manager

Dallas, TX
onsite
Contract / Temporary to Hire
24 - 26 USD / Hourly
We are looking for an organized and customer-focused Office Manager to join our team in Dallas, Texas. This is a contract role where you will play a critical role in maintaining the showroom, supporting the sales team, and ensuring smooth day-to-day operations. The ideal candidate will bring strong hospitality skills, attention to detail, and the ability to manage multiple priorities effectively. Responsibilities:• Coordinate and oversee showroom tours, including catering arrangements, setup, and cleanup to ensure a seamless experience for visitors.• Manage sample requests, maintain an organized showroom space, and ensure all resources such as samples, literature, and promotional materials are up-to-date.• Provide administrative support to the sales team by preparing presentation materials, bid packages, spreadsheets, and PowerPoint slides.• Act as the main point of contact for walk-in customers, scheduled visitors, and incoming calls from end users, dealers, architects, designers, and internal personnel.• Maintain a clean and detail-oriented showroom environment, including managing supplies and refreshments for clients.• Collaborate with the Showroom Facilities Manager on product displays, disposal of outdated items, and tracking loaned samples and monthly expenditures.• Assist in planning and organizing events for the design community and clients, including arranging catering and travel as needed.• Participate in industry events and membership meetings as a representative of the company.• Respond to inquiries from dealers and the design community regarding product details, pricing, and shipment schedules.• Ensure reliable attendance and uphold excellent communication and organizational standards in all tasks.
2026-04-10T00:00:00Z

Change Mgmt Manager

Richardson, TX
onsite
Temporary
47 - 50 USD / Hourly
We are looking for an experienced Change Management Manager to lead impactful transformation initiatives for a long-term contract position. Based in Richardson, Texas, this hybrid role requires two days onsite and three days working remotely each week. The ideal candidate will be responsible for driving change strategies, fostering organizational readiness, and leading adoption of new processes, technologies, and operating models. Responsibilities:• Establish and maintain strong relationships with senior stakeholders, project teams, and impacted groups to ensure alignment and engagement.• Prepare subject matter experts (SMEs) and end-users for changes by delivering key messages and assessing the overall impact across multiple projects.• Develop and implement creative engagement campaigns tailored to specific audiences to build awareness and excitement for new technologies and changes.• Translate complex project data into visually compelling materials that align with project goals and objectives.• Create and deliver communications that clearly articulate the vision, benefits, and practical implications of organizational changes.• Conduct readiness and adoption assessments to evaluate preparedness and track progress throughout the change process.• Develop training strategies, plans, and materials that support the adoption of new work methods and tools.• Refine methodologies and integrate best practices, particularly in areas like artificial intelligence and digital transformation.• Define and report on service level agreements (SLAs) and key performance indicators (KPIs) to measure the success of change initiatives.• Analyze engagement data and feedback to continuously improve change interventions and outcome
2026-04-06T00:00:00Z

Senior Manager

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Senior Manager to oversee financial reporting processes within the dynamic oil and gas industry. Based in Dallas, Texas, this role involves managing a team responsible for external reporting obligations, ensuring compliance with industry standards, and addressing complex accounting matters. The ideal candidate will possess strong technical expertise, leadership capabilities, and a proactive approach to problem-solving. Responsibilities: • Lead the preparation and review of consolidated financial statements for parent companies on a monthly basis. • Oversee the development and submission of quarterly and annual regulatory filings. • Implement and refine best practices for financial reporting requirements. • Manage the monthly close process and review consolidated reporting at various levels. • Train and mentor staff on monthly close procedures and financial consolidations. • Conduct research to ensure compliance with technical accounting standards and reporting requirements. • Support external audit procedures, including annual audits and quarterly reviews. • Supervise the preparation and review of joint venture financial reports on a quarterly and annual basis. • Handle special projects and assignments as needed to support organizational goals.
2026-04-01T00:00:00Z

Internal Audit Manager

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
Robert Half Finance and Accounting has teamed up with a $12 billion plus real estate private equity firm to assist in the recruitment of an Audit Manager. This role will require less than 30% travel and will interact with Investment Accounting and investment operations. Pay is up to 110K base for the right candidate. Hot buttons are: CPA, public accounting, knowledge of real estate, private equity, credit based investments. Please Chris Willhite at 972-789-9590. Here is the job description: CompanyThe firm is an investment advisor and asset manager that specializes in managing the assets and real estate private equity funds. The firm manages over $12 billion and provides services in the areas of portfolio management, loan servicing, finance, information technology, underwriting, and risk management. Job FunctionManage and conduct internal audits and special purpose engagements. Develop and implement objectives for the internal audit function. Job Responsibilities · Develop and execute audit programs by documenting objectives, identifying risks, evaluating controls, and designing test procedures associated with the audit scope· Collect and analyze data to draw conclusions· Identify control weaknesses and make recommendations for improvement· Produce written reports and other documents with clearly organized thoughts using proper sentence construction, punctuation, and grammar· Implement enterprise risk management initiatives to determine if risk exposures are properly identified, evaluated, and monitored· Perform technical accounting research on a variety of accounting topics including investments, derivatives, cash flow planning, forecasting, and fair value accounting· Establish an effective team environment· Coordinate work assignments and monitor progression of assignments while operating within budgeted time frames Required Qualifications Undergraduate degree in Accounting, Minimum of 6+ years audit experience, Familiar with the internal audit common body of knowledge, Ability to work both independently and in a team environment, Strong verbal communication skills, Effective written communication skills, Strong report writing skills and strong knowledge of punctuation and grammar Please email call Chris Willhite at 972-789-9590.
2026-03-27T00:00:00Z

Internal Audit Manager

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Internal Audit Manager to join our team in Dallas, Texas. This role is integral in supporting the organization’s commitment to compliance, efficiency, and risk management. The ideal candidate will bring a strategic mindset and a hands-on approach to overseeing audit projects and ensuring alignment with company policies. Responsibilities: • Promote and uphold company policies and procedures, fostering a culture of compliance and integrity. • Assist in conducting periodic risk analyses to identify and prioritize audit projects. • Develop comprehensive project-level plans based on risk assessment findings. • Perform audits both in the field and office settings, adapting to changes in assignments and responsibilities. • Lead and manage audit teams, ensuring efficient project planning, scheduling, coordination, and review. • Provide actionable recommendations for process improvements that align with business objectives and gain management approval. • Conduct timely follow-ups on audit findings to ensure implementation of corrective actions. • Communicate audit results effectively to management, operations personnel, senior leadership, and the Audit Committee. • Adhere to quality assurance standards for planning, analysis, documentation, and reporting of audit projects. • Stay informed about industry best practices and introduce relevant improvements to business processes and units.
2026-03-30T00:00:00Z

Internal Audit Manager

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Internal Audit Manager to join our team in Dallas, Texas. This role is crucial in ensuring compliance, evaluating financial practices, and improving operational efficiencies within the construction industry. The ideal candidate will possess strong leadership skills and a proven track record in conducting audits, building relationships, and driving organizational improvements. Responsibilities: • Conduct thorough reviews of costs and revenues associated with contractors, subcontractors, and customers to ensure accuracy and compliance. • Utilize work-in-progress methodologies to identify revenue sources and liabilities. • Assess risks and evaluate controls by performing contract, division, region, and business process audits. • Prepare comprehensive reports detailing audit findings and present them to management. • Provide actionable recommendations to enhance and strengthen control procedures. • Collaborate with operations and company leadership to monitor the implementation of action plans. • Lead the planning, scoping, and execution of audits, ensuring timely reporting and follow-up. • Draft detailed working papers, including risk assessments and control matrices, to document audit processes. • Support the US Head of Audit by undertaking special assignments as needed. • Foster effective relationships with project teams and departments to promote company values and customer satisfaction.
2026-04-03T00:00:00Z

Sr. Manager

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Senior Manager to lead and oversee accounting operations in Dallas, Texas. This role involves mentoring a team, driving process improvements, and ensuring compliance with financial regulations. The ideal candidate will possess a strong background in accounting, leadership abilities, and a passion for delivering efficient and accurate financial services. Responsibilities: • Mentor and train accounting team members to foster growth and uphold a values-driven culture. • Collaborate with the client accounting services team and external clients to identify and implement process improvements. • Monitor compliance checklists for trade partners, ensuring regulatory and contractual obligations are met. • Oversee accurate data entry and reconciliation of bank and credit card transactions within accounting systems like Sage. • Lead month-end and year-end closing processes, including journal entry preparation and financial reconciliations. • Prepare and analyze reports such as accounts payable aging, cash flow projections, and other critical financial metrics. • Act as a liaison between accounting, operations, and project management teams to resolve financial inquiries and improve processes. • Stay informed of industry trends and advancements in construction accounting to deliver innovative solutions. • Provide regular updates to executive leadership on financial performance, compliance, and key metrics. • Drive enhancements to accounting workflows to improve efficiency and accuracy in operations.
2026-03-30T00:00:00Z

Product Manager

Plano, TX
onsite
Permanent
100000 - 130000 USD / Yearly
We are looking for an experienced Product Manager to oversee and enhance loan / mortgage origination systems within the banking and lending sector. This role focuses on optimizing system functionality, improving user experience, and ensuring compliance with industry standards. The ideal candidate will collaborate closely with cross-functional teams to deliver solutions that drive efficiency and elevate the borrower and employee experience. Responsibilities:• Manage the administration of loan origination systems, including user access, permissions, and system stability.• Troubleshoot and resolve technical issues to ensure seamless system performance.• Customize workflows, templates, and business rules to align technology with operational needs.• Conduct A/B testing and gather feedback to optimize system features and user experience.• Develop system documentation and create user guides to support operational processes.• Collaborate with internal teams and external vendors to implement system improvements and new features.• Analyze business requirements and translate them into actionable system enhancements.• Monitor system performance and initiate proactive maintenance to prevent disruptions.• Partner with compliance teams to ensure all configurations meet regulatory standards.• Drive the adoption of new technologies and features to improve efficiency and customer satisfaction.
2026-03-23T00:00:00Z

Accounting Manager

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
Robert Half Finance and Accounting is the world's recognized leader in full-time financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, and taxation. Our relationships with top companies ensure our candidates enjoy competitive pay and challenging assignments with the best career opportunities. Robert Half is a division of Robert Half International, which is included among Fortune magazine's list of "America's Most Admired Companies". To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile) General Summary (overview of position and group responsibility)We are seeking an Accountant with 1-2 years experience for the Financial Reporting department to perform all duties required to close the consolidated Fund on a monthly basis and to prepare the financial statements. Additional tasks may include assisting the audit and tax groups on a periodic basis. Position Responsibilities & Duties (in order of priority)- Close the books of the Fund on a monthly basis including consolidation of multiple wholly-owned subsidiaries- Prepare consolidated financial statements- Prepare consolidating financial statements- Record journal entries for accruals and reclassifications- Record inter-company eliminations- Interact with the Operations department to ensure proper cutoff and proper treatment in each accounting period- Reconciling reports to ensure data integrity- Coordinate close process with Accountant for the subsidiaries- Enter monthly internal P&L true-ups Job Requirements Required Job Skills (skills that are absolutely necessary for this position)- CPA license and/or M.S. in Accounting- Firm understanding of accounting theory- Must have a very outgoing personality and strong relationship building skills- Acute attention to detail- Excellent knowledge of Excel and Access, including macros and database queries Success Factors (core competencies that will contribute to success in this position)- Experience in the financial services industry- Basic knowledge of financial instruments, including swaps, options, and futures- Effective communication- Able to work in a highly fluid, less structured environmentSelling Points (what major things about this job would excite a candidate)- This position offers a candidate experience accounting for a wide variety of financial instruments- Dynamic environment that allows a candidate to continually broaden knowledge base and skill set- Opportunity to work in a fast paced, intellectual environment To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile)
2026-03-27T00:00:00Z

Accounting Manager

Dallas, TX
onsite
Temporary
55 - 60 USD / Hourly
We are looking for an experienced Accounting Manager to join our team in Dallas, Texas. This is a long-term contract position within the manufacturing industry, offering the opportunity to play a key role in managing accounting operations and supporting organizational transitions. The ideal candidate will bring technical expertise, a detail-oriented approach, and the ability to thrive in a dynamic environment. Responsibilities: • Oversee and lead comprehensive month-end close processes, ensuring accurate financial reporting through journal entries, reconciliations, and checklists. • Develop and maintain accounting workpapers that support integration efforts and align with existing trial balance structures. • Collaborate with the Director of Accounting to manage and optimize accounting responsibilities. • Provide hands-on support for critical accounting activities during organizational transitions and integrations. • Conduct detailed analysis to identify process improvements within the accounting department. • Ensure compliance with internal accounting controls and corporate policies. • Facilitate the accurate migration of accounting processes into the systems of the parent company. • Prepare and review account reconciliations and audit support schedules as required. • Utilize advanced Microsoft Excel functions for financial analysis and reporting.
2026-04-01T00:00:00Z

Project Manager

Carrollton, TX
onsite
Permanent
85000 - 120000 USD / Yearly
A leading high-end architecture and construction firm is seeking a Project Manager to support the financial side of large, luxury residential projects. This is an excellent opportunity for an entry level Construction Science or Construction Management professional who wants hands-on experience in job costing, budgeting, and project financial organization. What You’ll Do<ul><li>Track project budgets and actual job costs</li><li>Review subcontractor/vendor invoices</li><li>Prepare construction billing packages</li><li>Monitor cost variances and maintain accurate financial records</li><li>Assist with planning budgets and estimating support</li><li>Partner with project managers, designers, and accounting</li></ul>Why This Role Stands Out ⭐<ul><li>Incredible team tenure: many employees have been here 10–25 years</li><li>Strong job security with a stable, well‑established and growing firm</li><li>Excellent benefits: 100% paid employee healthcare + 25 days PTO</li><li>Exposure to sophisticated design, engineering, and construction coordination</li><li>Clear growth path into senior project management</li></ul>
2026-04-02T00:00:00Z

Integration Project Manager

Addison, TX
onsite
Permanent
70000 - 95000 USD / Yearly
We are looking for an experienced Integration Project Manager. In this role, you will be responsible for leading and coordinating the integration of newly acquired centers into our established network. You will work across multiple departments to ensure seamless operational, financial, and HR alignment, while fostering strong relationships and maintaining a high level of professionalism. Responsibilities:• Oversee and manage full lifecycle integration efforts for newly acquired centers.• Design, pilot, and refine workflows to enhance the existing integration playbook.• Drive process standardization and consistency across the organization’s expanding footprint.• Act as the primary liaison between sellers, internal teams, and leadership to ensure alignment.• Coordinate the implementation and onboarding of core systems• Collaborate with teams in Finance, Operations, HR, and IT to facilitate smooth transitions.• Establish clear communication structures to support sellers before, during, and after acquisition.• Represent the organization with professionalism and strong executive presence.• Travel extensively (50–75%) to support integration efforts and maintain relationships.• Build scalable processes to improve sequencing, workflows, and overall integration efficiency
2026-04-08T00:00:00Z

Financial Manager

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a Financial Manager to join our team in Dallas, Texas. This role is crucial in providing financial analysis and management reporting while supporting the Regional Financial Controller in all finance-related matters. The ideal candidate will play a key role in ensuring the accuracy and efficiency of financial processes, reporting, and audits. Responsibilities: • Collect and organize financial data from operating companies and special purpose vehicles to ensure accuracy. • Collaborate with shared services teams to maintain precise and timely financial reporting. • Support the monthly financial close process, ensuring all tasks are completed efficiently. • Prepare and analyze financial reports, addressing discrepancies and delivering actionable insights. • Contribute to the preparation of financial statements, ensuring compliance with standards. • Assist in the annual audit process, coordinating efforts to complete audits within established deadlines. • Conduct variance analysis, evaluate past performance, identify trends, and recommend improvements. • Aid in the management and reporting of debt, ensuring transparency and accuracy. • Drive process improvements by developing standardized and ad-hoc financial reports. • Perform monthly balance sheet reconciliations and provide commentary on profit and loss statements.
2026-03-13T00:00:00Z

Managing Director

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Managing Director to oversee operations in a chemicals manufacturing company based in Dallas, Texas. This role requires someone capable of working independently and reporting directly to the owner or president. The ideal candidate will have a solid background in finance and business strategy, combined with strong leadership skills and a hands-on approach. Responsibilities: • Lead and manage all aspects of business operations, ensuring alignment with company goals and objectives. • Develop and implement financial plans, including budgeting and forecasting, to support organizational growth. • Oversee financial planning and analysis (FP&A) to provide insights and recommendations to the leadership team. • Collaborate with the owner or president to set strategic direction and long-term goals. • Monitor and analyze operational performance, identifying areas for improvement and implementing solutions. • Ensure compliance with industry standards and regulations within the chemicals manufacturing sector. • Manage day-to-day business activities, including staffing, resource allocation, and process optimization. • Cultivate relationships with stakeholders, including clients, vendors, and partners, to drive business development. • Provide leadership and guidance to the team, fostering a culture of accountability and excellence. • Stay informed of market trends and opportunities to ensure the company remains competitive.
2026-03-27T00:00:00Z

Contracts Manager

Carrollton, TX
onsite
Permanent
0 - 0 USD / Yearly
This well known North Dallas Company is looking for a detail-oriented Contracts Manager to join their team. In this role, you will collaborate closely with business leaders to manage and negotiate contracts across various functions, including construction, leasing, and purchasing. This position requires a strong understanding of contract compliance, risk assessment, and negotiation strategies to ensure alignment with company protocols and objectives. Responsibilities:• Partner with business leaders to provide guidance throughout the procurement and negotiation phases.• Review and evaluate construction contracts, change orders, service agreements, and vendor agreements to identify compliance or liability risks.• Redline and revise contractual terms to align with company standards and minimize exposure.• Update and maintain standard contract templates to reflect company policies and best practices.• Conduct thorough assessments of technical documents to confirm required terms and identify potential issues.• Facilitate efficient turnaround of contract reviews while maintaining responsiveness to stakeholders.• Offer expert advice during negotiations to secure favorable terms for the company.• Ensure all contracts are accurately drafted and meet legal and regulatory requirements.• Collaborate with internal teams to address contractual concerns and resolve issues effectively.It's time you feel great about you. This open direct-hire position is calling out to you! Email your resume directly to:rosemarie.jones<at>roberthalf.<com>
2026-04-03T00:00:00Z

Finance Transformation Manager

Coppell, TX
onsite
Temporary
55 - 60 USD / Hourly
We are looking for a highly skilled Finance Transformation Manager to join our team on a long-term contract basis in Coppell, Texas. In this role, you will play a pivotal part in driving financial efficiency and transparency by working closely with cross-functional teams to support global shared services projects. Your expertise will help translate transformation activities into measurable financial outcomes while ensuring alignment with organizational goals and reporting standards.Hybrid work schedule: 3-4 days a week in the office in Coppell, Texas.This is a 3-month contract position. Responsibilities:• Collaborate with teams to quantify the financial value of transformation initiatives, including impacts on cost, revenue, working capital, and productivity.• Ensure that transformation impacts are accurately reflected in budgets, forecasts, and long-term financial plans.• Partner with Corporate FP&A and Finance stakeholders to deliver consistent reporting, forecasting, and executive summaries.• Work closely with the Transformation Office to translate operational activities into clear P&L and cash flow impacts.• Create and maintain standardized templates and governance routines for tracking business cases, variances, and executive updates.• Provide actionable financial insights to support leadership decisions, trade-offs, and transparency as the organization grows.• Oversee budget governance, including planning, forecasting, and controls, while linking these to transformation outcomes.• Enhance cost-to-serve transparency by implementing consistent allocation and reporting practices.• Establish robust governance for third-party costs by connecting expenses to performance metrics and KPIs.• Continuously refine templates, data controls, and reporting processes to improve speed, accuracy, and stakeholder confidence.
2026-04-06T00:00:00Z

Investment Officer

Plano, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an Investment Officer to join our team in Dallas, Texas, and contribute to enhancing our relationships with credit unions while expanding our market presence. This role involves driving sales of diverse investment products and representing our organization at industry events to strengthen brand recognition. The ideal candidate will excel in building client relationships and strategically managing accounts to achieve sales goals. Responsibilities:• Build and nurture relationships with credit union clients to foster trust and increase business opportunities.• Identify new prospects and effectively communicate the value of investment products to expand the client base.• Manage assigned accounts strategically to meet individual sales targets and contribute to market growth.• Promote investment opportunities through both virtual and in-person communication channels.• Represent the organization at conferences and industry events to enhance brand visibility and attract potential clients.• Collaborate with internal teams to align sales strategies with organizational goals and market trends.• Stay updated on market developments and financial instruments to provide clients with informed recommendations.• Develop tailored investment solutions for clients, including fixed-income securities, certificates of deposit, and subordinated debt.• Monitor client needs and feedback to ensure satisfaction and long-term partnerships.• Prepare detailed reports and analyses to track sales performance and identify areas for improvement.
2026-04-01T00:00:00Z