Investment Jobs in Dallas, TX
Investment jobs in Dallas are in strong demand, concentrated in Uptown, the Arts District, and the Las Colinas corridor across private equity, asset management, wealth advisory, and corporate finance. Top employers hiring right now include JPMorganChase, DataArt, and Goldman Sachs. See the openings below and apply to the ones that match your experience.
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Role Overview
The Director, Investment Services – Texas Connect will grow and deepen Texas Connect’s relationships with public entities across Texas, helping government entities strengthen their investment programs by using the Texas Connect local government investment pool. Working closely with the Managing Director, South Region, the Director will lead business development across the full sales cycle, manage an assigned book of client relationships, and bring hands-on public funds expertise to Texas Connect participants. This position is based in Texas and may be performed remotely from a Meeder office location.
Primary Responsibilities
- Build and manage a pipeline of public entities that can benefit from the services offered to participants in Texas Connect.
- Lead the full sales cycle, from prospecting and discovery through proposals, finalist presentations, and onboarding.
- Develop referral relationships with CFOs and treasurers, consultants, auditors, bankers, and industry associations.
- Represent Texas Connect at government conferences and events and contribute to targeted marketing campaigns.
- Serve as the primary point of contact for a book of government clients, keeping relationships strong and retention high.
- Run regular relationship reviews alongside Meeder portfolio managers and client service teams.
- Identify opportunities to expand relationships across operating cash, reserves, bond proceeds, and longer-term investment pools.
- Keep CRM records, pipeline reports, and client documentation accurate and current.
- Partner with portfolio management to shape differentiated investment solutions that address the cash-flow, liquidity, and investment challenges facing Texas Connect participants.
- Share timely market and industry insights through client meetings, webinars, white papers, and board or finance committee presentations.
- Feed client and market intelligence back to product, investment, and marketing teams to sharpen Texas Connect’s offerings.
- Assist with the preparation and coordination of quarterly board meetings, including meeting materials, reporting, and presentation support.
Role Overview
The Director, Investment Services – Texas Connect will grow and deepen Texas Connect’s relationships with public entities across Texas, helping government entities strengthen their investment programs by using the Texas Connect local government investment pool. Working closely with the Managing Director, South Region, the Director will lead business development across the full sales cycle, manage an assigned book of client relationships, and bring hands-on public funds expertise to Texas Connect participants. This position is based in Texas and may be performed remotely from a Meeder office location.
Primary Responsibilities
- Build and manage a pipeline of public entities that can benefit from the services offered to participants in Texas Connect.
- Lead the full sales cycle, from prospecting and discovery through proposals, finalist presentations, and onboarding.
- Develop referral relationships with CFOs and treasurers, consultants, auditors, bankers, and industry associations.
- Represent Texas Connect at government conferences and events and contribute to targeted marketing campaigns.
- Serve as the primary point of contact for a book of government clients, keeping relationships strong and retention high.
- Run regular relationship reviews alongside Meeder portfolio managers and client service teams.
- Identify opportunities to expand relationships across operating cash, reserves, bond proceeds, and longer-term investment pools.
- Keep CRM records, pipeline reports, and client documentation accurate and current.
- Partner with portfolio management to shape differentiated investment solutions that address the cash-flow, liquidity, and investment challenges facing Texas Connect participants.
- Share timely market and industry insights through client meetings, webinars, white papers, and board or finance committee presentations.
- Feed client and market intelligence back to product, investment, and marketing teams to sharpen Texas Connect’s offerings.
- Assist with the preparation and coordination of quarterly board meetings, including meeting materials, reporting, and presentation support.
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Find Investment JobsInvestment Job Market in Dallas
Who's Hiring
- JPMorganChase18
- DataArt9
- Goldman Sachs9
- Texas Capital Bank9
- Haynes and Boone, LLP9
Top Industries Hiring
- Fintech
- Accounting & Auditing
- Banking & Financial Services
- Investment & Asset Management
- Consulting & Professional Services
Investment Jobs in Dallas: Frequently Asked Questions
How do I get an investment job in Dallas?
Focus your search on the private equity firms, family offices, and wealth management boutiques concentrated in Uptown and the Preston Center area, as well as the corporate treasury and capital markets teams headquartered in the central business district. Candidates who stand out typically bring demonstrated financial modeling skills and, for client-facing roles, a CFA designation or progress toward one. Networking through the Dallas CFA Society and local finance events accelerates hiring in this relationship-driven market.
Which companies hire investments in Dallas?
Companies currently hiring investments in Dallas include JPMorganChase, DataArt, and Goldman Sachs, per current listings on Migrate Mate as of November 2026. Dallas attracts a mix of large regional banks, independent registered investment advisors, and private equity sponsors with deep ties to the energy, real estate, and technology sectors.
Are there remote investment jobs in Dallas?
Yes, though remote availability is uneven: analytical and research-focused roles tend to offer more flexibility, while portfolio management, client advisory, and deal execution roles are predominantly on-site. About 70% of investment openings tied to Dallas are remote or hybrid as of November 2026, with hybrid arrangements most common at larger financial services firms headquartered in the central business district. Roles involving daily client interaction or trading desks remain largely in-office.
How can I get an investment job in Dallas with little or no experience?
The most realistic entry path in Dallas is through analyst programs at regional banks, middle-market private equity firms, or the corporate finance and treasury teams of large Dallas-based companies. Roles such as financial analyst, junior associate, or operations analyst regularly hire recent graduates and career changers. A strong foundation in Excel-based modeling and familiarity with platforms common in the industry gives candidates a concrete edge with Dallas employers who value practical readiness over credentials alone.
Which industries hire the most investments in Dallas?
The sectors hiring the most investments in Dallas are Fintech, Accounting & Auditing, and Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. Dallas's role as a regional headquarters hub for energy companies, commercial real estate developers, and financial services firms makes those sectors the most consistent drivers of local investment hiring.
See All 159+ Investment Jobs in Dallas
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