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investment consultant Texas

12 investment consultant jobs found

Feb 11, 2026  
Fund Services Product and Implementation Lead - VP/Director Featured
About this role Role Overview: The Fund Services Product and Implementation Lead is responsible for the implementation and maintenance of our Private Markets Fund Administration technology platform. This role owns execution from requirements definition through data migration, testing, reporting readiness, and post‑go‑live stabilization, acting as the single point of accountability across Product, Technology, Fund Administration, and clients. This role also plays a key role in designing and scaling the future‑state onboarding model as the platform is extended to additional clients. This is a hands‑on delivery leadership role for individuals who operate at the intersection of product, data, and operations and who want to play a critical role in scaling BlackRock's Private Markets platform. The Impact: Direct ownership of high-impact private markets implementations at scale. Broad exposure across fund accounting, data, reporting, product, and technology. Opportunity...
BlackRock Dallas, TX, USA Full-Time
Mar 13, 2026  
Planning Consultant - Houston, TX (Highland Village)
Fidelity Investments Job Description: Planning Consultant Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. The Expertise We're Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Minimum 2 years of financial services or relevant experience Attainment of CFP Certification is highly encouraged The Purpose of Your Role The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the...
Professional Diversity Network Houston, TX, USA Full-Time
Mar 12, 2026  
Planning Consultant - Plano, TX
Fidelity Investments Job Description: Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. The Expertise We're Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Minimum 2 years of financial services or relevant experience Attainment of CFP Certification is highly encouraged The Purpose of Your Role The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities...
Professional Diversity Network Plano, TX, USA Full-Time
Mar 12, 2026  
Data Consultant, Defined Benefit Project Manager
Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Are you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound role in providing high-quality, comprehensive, and efficient data quality solutions for our clients' benefit programs. Your expertise will drive solution efforts through meticulous project management and fostering a highly collaborative environment. Role experiences include: Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects. Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes. Supporting internal partners to build...
Professional Diversity Network Westlake, TX, USA Full-Time
Feb 26, 2026  
Leasing Associate - BTR
Core Spaces Who We Are Core Spaces (Core) is more than a real estatecompany,it'sa people company. Where building relationships is just as important as building properties. From researchers and architects to designers and operators, Core is made up of risk takers and dreamers who are on a mission to invent the future of living. Our six cultural values guide us every day and we strive to live them in everything we do:PUSH(Invent Better Places to Live),GRIT(We Got This),LIFT(Help Each Other Win),SHINE(Bring Your Full Self),UPHOLD(Never Break Trust),GROW(Always Get Better). Everything Core doesstemsfrom this culture of collaboration and innovation, and the drive to constantly improve the resident experience. This unique approach has led to creating spaces and services that are redefining the way people live. What We Do Founded in 2010, Core is a vertically integrated real estate investment manager focused onacquiring,developingandmanaging acrossthe student housing and...
Professional Diversity Network Fort Worth, TX, USA Full-Time
Mar 13, 2026  
VP, Data Platform & Analytics
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Austin, TX, USA Full-Time
Mar 13, 2026  
Director, Cybersecurity
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Austin, TX, USA Full-Time
Mar 13, 2026  
Director, Proposal Services
Fidelity Investments Job Description: Job Title: Director, Proposal Services Note: Fidelity will not provide immigration sponsorship for this position The Role The Director of Proposal Services leads a highperforming team responsible for delivering worldclass sales collateral that drives growth and retention across Workplace Investing (WI). You will oversee Sr. Proposal Consultants and Team Leads who support sales pursuits and client retention across all WI products and segments, from CORE to Strategic. In this role, you provide strategic direction and daily leadership, serve as a primary escalation point for Sales and Managing Directors, and implement strategies that elevate quality, efficiency, and overall sales effectiveness within the Sales Optimization, Acceleration, and Retention (SOAR) organization. Your mission: create an exceptional sales and retention experience for clients and prospects while fostering meaningful career development and vitality for...
Professional Diversity Network Westlake, TX, USA Full-Time
Mar 12, 2026  
Gas Turbine/Rotating Equipment Engineer
Shell USA, Inc. Texas, United States of America Job Family Group: Discipline Engineering Worker Type: Regular Posting Start Date: March 11, 2026 Business Unit: Downstream and Renewables Experience Level: Experienced Professionals Job Description: What's the role Shell is building a focused, competitive, and adaptive Power Business, with a track record of delivery for a future where electrons play a greater role. Shell Renewable Asset Management International (SRAMI) plays a key role - accountable for the asset management, including operations and technical support of a 2+ gigawatt global portfolio of onshore solar, wind, battery storage, and gas fired generation assets located in The Netherlands, Oman, Italy, the United Kingdom, Japan, and United States, with expectations to grow the managed flexible generation portfolio. This role reports to the Global Engineering Manager and sits within the central, multidisciplinary engineering team. It has been...
Professional Diversity Network Houston, TX, USA Full-Time
Mar 12, 2026  
VP, IT Risk & Compliance
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Austin, TX, USA Full-Time
Mar 12, 2026  
SVP, Chief Information Security Officer (CISO)
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Austin, TX, USA Full-Time
Mar 11, 2026  
Director, Business Contracts
Fidelity Investments Job Description: Job Title: Director, Business Contracts Note: Fidelity will not provide immigration sponsorship for this position The Role In this role you will develop strong relationships with institutional clients and build internal working relationships with Fidelity personnel in support of existing and new business contract negotiation. The Expertise and Skills You Bring College degree preferred 7+ years of Relationship Management, Client Service, Implementation Project Management experience; preferably within Retirement/401K/Benefits industry. FINRA SIE, Series 7, and 63 required; may be obtained in role Benefits/outsourcing experience Comprehensive time management skills Understanding of exception management processes and overall contract negotiation strategy Ability to build effective relationships, influence outcomes and drive decisions with key internal and external contacts Proven capability to...
Professional Diversity Network Westlake, TX, USA Full-Time