Westlake, Texas, United States · On-site
Job Description: Director, Alternative Investments Note: Fidelity is not providing immigration sponsorship for this position The Role The Director of Alternative Investments is a member of an investment oversight team wo…
Skills: Alternative Investments, People Management, Risk Management, Private Equity, Real Estate
Westlake, Texas, United States · Hybrid
$120k–$170k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. P…
Skills: Regulatory Translation, Risk-Based Thinking, Model Literacy, Supervisory Design, Influence & Collaboration
Austin, Texas, United States · On-site
$125k–$136k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. A…
Skills: SQL, Tableau, Business Intelligence, Data Analysis, Stakeholder Management
Westlake, Texas, United States · On-site
Job Description: The Role The Senior Representative, Brokerage Operations will be expected to deliver world class service to internal and external clients by settling their trade and transfer obligations timely and accur…
Skills: Trade Settlement, FED Settlement Systems, Regulatory Compliance, Exception Processing, Internal Communication
Westlake, Texas, United States · On-site
Job Description: Position Description: Defines test strategy and applies test automation skills to design, develop, test, deploy, maintain, and improve active trader desktop experience across both Mac and Windows. Builds…
Skills: Dotnet, Python, Selenium, Cypress, Node.js
Westlake, Texas, United States · On-site
Payroll Manager Who We Are Solera is a global leader in data and software services that strives to transform every touchpoint of the vehicle lifecycle into a connected digital experience. In addition, we provide products…
Skills: Payroll Management, Multi-state Payroll, Canadian Payroll, Workday Payroll, ADP Workforce Now
Westlake, Texas, United States · On-site
Why Work at The Ricardo Marriott? At The Ricardo Marriott DFW Westlake, we blend timeless elegance with contemporary hospitality to create a stay that feels both refined and effortlessly welcoming. With thoughtfully desi…
Skills: General Ledger Accounting, Financial Statement Preparation, Budgeting, Cash Forecasting, Tax Compliance
Westlake, Texas, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. Are you interested in working in a high performing engineering team that is serving the needs of millions of customers in tax ef…
Skills: Java, Spring Boot, Angular, Node.js, JavaScript
Westlake, Texas, United States · On-site
$112k–$200k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. W…
Skills: Strategic Internal Communications, Employee Engagement, Change Management, Executive Coaching, Corporate Communications
Austin, Texas, United States · On-site
$121k–$270k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. T…
Skills: Incentive Compensation Design, Data Strategy, People Leadership, Salesforce, CRM Analytics
Westlake, Texas, United States · On-site
$112k–$200k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. W…
Skills: Internal Communications, Executive Communications, Strategic Planning, Project Management, Data Analysis
Westlake, Texas, United States · On-site
$86k–$165k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. T…
Skills: Counterparty Credit Risk, Credit Analysis, Securities Financing, Financial Statement Assessment, Collateral Management
Westlake, Texas, United States · Hybrid
$120k–$160k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets creative problem solving, challenging the status quo, and transforming the financial services industry. As pa…
Skills: SEO, AI Visibility (AEO), Performance Optimization, A/B Testing, Conversion Rate Optimization
Westlake, Texas, United States · On-site
$25/hr–$27/hr
Your Opportunity ***This position will start October 5th, 2026*** At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status qu…
Skills: Customer Service, Relationship Building, Active Listening, Problem Solving, Account Maintenance
Lone Tree, Colorado, United States · On-site
$106k–$200k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. A…
Skills: Securities Lending, Prime Brokerage, Quantitative Analysis, Python, Equity Finance
Lone Tree, Colorado, United States · On-site
$92k–$165k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. A…
Skills: Quantitative Modeling, Python, C++, SQL, Statistical Analysis
Austin, Texas, United States · On-site
$106k–$235k/yr
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. W…
Skills: Product Management, Program Management, Content Governance, Stakeholder Management, Compliance Management
Westlake, Texas, United States · On-site
Job Description: NOTE: Fidelity will not provide immigration support for this position. The Role We are seeking a Senior Performance and Attribution Consultant, who will support multiple types of investment performance r…
Skills: Investment Performance Reporting, Attribution Analysis, Competitor Analytics, Fund Accounting, Data Fluency
Westlake, Texas, United States · Hybrid
$20/hr–$25/hr
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wea…
Skills: Customer Support, Written Communication, Verbal Communication, Problem Solving, Empathy
Westlake, Texas, United States · On-site
$33/hr–$40/hr
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wea…
Skills: Banking Product Expertise, Credit Product Expertise, Customer Escalation Management, Coaching, Mentoring
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Manage a team of deal support professionals responsible for the intake and execution of alternative investments for a charity. Oversee risk management controls, ensure compliance with investment policies, and maintain relationships with external advisors and donors.
Requires 10+ years of experience in alternative investments or private markets with demonstrated leadership and people management skills. A postgraduate degree in finance or economics and certifications like CFA or CAIA are preferred.
The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and will manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of private equity, real estate, private credit, hedge funds, and other alternative and non-traditional investments. This individual will be responsible for furthering the scale, efficiency, and risk management controls of this function. This individual will also be expected to be a subject matter expert in alternative investments and represent the Charity in working directly with external advisors and donors. This individual will be expected to work closely with internal partners, external fund managers, general partners, and custodial staff to support the timely review and execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio. This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.
Manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of alternative investments.
Embrace technology and risk management to further the scale, efficiency, and control environment of the deal support function, as well as hand offs across the team.
Works with management to identify and implement strategic initiatives to mitigate risk, improve service quality and operating efficiency, and optimize costs.
Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers)
Review proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines.
Provide transaction support and oversight through analyzing, onboarding, and maintaining complex, non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation support, investment and operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.
Serve as operational support for organizational strategic and departmental initiatives and projects.
Work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment.
Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.
10+ years’ experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust
Demonstrated ability to lead a team; direct experience in people management strongly preferred
MBA or graduate degree in finance, economics, or related field
CFA and/or CAIA, or progress towards these certifications is preferred
Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments
Deep understanding of investment offering materials, including limited partnership agreements and subscription documents
Experience with investment and operational due diligence.
Strong analytical skills; excellent verbal and written communication skills
Experience identifying and maintaining sound internal controls and data quality environment.
Superb work ethic, attention to detail, team orientation, and commitment to excellence
Strong interpersonal skills, and ability to form and maintain strong business relationships.
Experience with Advent, Bloomberg, and alternative investment third party services is a plus.
Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
Based on 59 listings with disclosed salaries, most finance & accounting jobs in Westlake, TX pay between $69k–$200k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 150 open finance & accounting positions in Westlake, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Fidelity Investments, Charles Schwab, Robinhood, Solera Holdings, LLC., Coury Hospitality, among others. Browse the listings above to see every active employer.
Yes — 30 of the 150 open finance & accounting positions offer remote or hybrid work (0 remote, 30 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
