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3 wealth management specialist jobs found in Dallas, TX

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Accounting Dallas, TX wealth management specialist
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Bank of America
Full time
 
Private Wealth Management Specialist
Bank of America Dallas, TX
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Sep 01, 2026
Bank of America
Full time
 
Private Wealth Management Specialist
Bank of America Dallas, TX
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Sep 01, 2026
Fannie Mae
Full time
 
Senior Sourcing Specialist - Software and SaaS
Fannie Mae Plano, TX
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our Corporate Procurement team, you will lead and execute sourcing and contracting activities for software, SaaS, cloud-based applications, enterprise licenses, subscription renewals, and related technology services. In this role, you will partner with internal and stakeholders to define sourcing strategies, manage RFx events, negotiate supplier agreements, and support contract execution in accordance with Fannie Mae's strategic sourcing process. This role is focused on delivering value, reducing risk, and improving commercial outcomes across the software and SaaS supplier portfolio while supporting timely,...

Sep 24, 2026
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