Wealth Management & Process Improvement Analyst
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-03-03
Listing for:
Hilltop Securities Inc.
Full Time
position Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant, Financial Analyst, Risk Manager/Analyst -
Business
Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below
A leading financial services firm in Dallas is looking for a Performance Improvement Analyst. This role focuses on overseeing new product launches and process enhancements to drive revenue growth. Key responsibilities include managing workflow inefficiencies, developing advisor training strategies, and maintaining KPI dashboards using Power BI. The ideal candidate should have a Bachelor’s degree or equivalent work experience, licenses in progress, and at least 2 years of experience in the financial services industry.
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