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6 results for Portfolio Management Architect in Plano, TX

Portfolio Proposal Specialist

Fort Worth, TX
onsite
Temporary
23.75 - 27.5 USD / Hourly
We are looking for a meticulous and experienced Portfolio Proposal Specialist to join our team in Fort Worth, Texas. In this role, you will play a key part in assisting the advisory team with transitioning clients from Individually Managed Accounts (IMAs) to Unified Managed Accounts (UMAs). This is a long-term contract position where you will focus on creating comprehensive portfolio proposals, ensuring accuracy, and supporting smooth implementation throughout this high-volume initiative. Responsibilities: • Develop detailed portfolio proposals within the Investnet platform to facilitate the transition from IMAs to UMAs. • Analyze current account allocations and align them with suitable unified managed account models. • Ensure that proposed portfolios comply with client investment goals, risk tolerance, and organizational guidelines. • Review asset allocations for accuracy, tax implications, and cost efficiency. • Prepare detailed proposal reports and relevant documentation for advisors to review. • Collaborate with financial advisors, investment strategists, and operations teams to enhance proposal quality. • Monitor and document the progress of client transitions to ensure timelines are met. • Identify and resolve discrepancies, data issues, or operational challenges, escalating concerns when necessary. • Contribute to quality control processes to maintain compliance with internal standards and regulatory requirements.
2026-04-15T00:00:00Z

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

Banking Project Manager (contract position)

Dallas, TX
onsite
Temporary
75 - 75 USD / Hourly
We are looking for a skilled Banking Project Manager with expertise in mergers and acquisitions to lead a high-impact integration project in Dallas, Texas. This long-term contract position involves managing the migration of banking platforms, overseeing customer data conversions, and ensuring seamless project execution. The ideal candidate will play a critical role in driving strategic initiatives and delivering exceptional results in a fast-paced environment.This is a 6+ month contract positionHybrid work schedule: 3-4 days onsite in Dallas, TX office 75225Must have Banking industry experienceMust have banking client conversion experience (mergers & acquisitions experience)Must have experience with FIS platforms: Digital-One or IBS Banking Project Manager (contract position):Responsibilities:• Lead the planning and execution of bank acquisition and integration projects, ensuring all deliverables align with organizational goals.• Manage the migration of customer data and banking platforms, including online banking and deposit account conversions.• Collaborate with cross-functional teams to develop test plans, cutover strategies, and ensure timely project delivery.• Communicate changes effectively to internal and external stakeholders, addressing platform updates and process modifications.• Identify potential risks and implement mitigation strategies, escalating critical issues to leadership as needed.• Support business transformation efforts by contributing to portfolio and deposit transaction growth during acquisition activities.• Oversee command center operations during key cutover and migration phases, with onsite presence as required.• Facilitate workshops and working groups, ensuring collaboration across departments and stakeholders.• Provide comprehensive project reporting and documentation to senior management, ensuring transparency and accountability.• Drive excellence in change management, fostering smooth transitions and stakeholder satisfaction.
2026-04-16T00:00:00Z

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

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