7 investment analyst jobs found in Austin, TX

Job Title: Client Success Manager Location: Remote Classification:   Full Time Reports To : VP of Financial Wellness Compensation : $75,000-$80,000 plus 15% yearly discretionary bonus Scheduled Hours: Monday-Friday: 8:00am-5:00pm About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large...

Job Title: Associate Advisor Compensation: $75,000 salary plus commission once Series 65 is obtained Location: Austin, TX (Hybrid) Department: Sales Reports To: Vice President of Private Wealth Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job purpose: As an Associate Wealth Advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s...

Job Title: Relationship Manager Location: Austin, TX (Hybrid) Compensation:   $72,000-$76,000 Incentive Compensation:   7.5% of servicing client revenue Reports to: VP of Institutional Advisory & ERISA Governance Schedule:  8:00am-5:00pm (M-F) Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team....

Job Description Accountant Build the future with us! Are you driven by purpose and eager to contribute to a company that helps clients feel confident and secure about their future? The Accountant role is responsible to support the execution of general accounting processes.  This includes month-end close processes and account reconciliations as well as cash funding analysis and forecasting. This position provides team support, assistance in resolving banking and accounting issues, compliance with internal controls and accounting principles, participation in process improvements, and support of internal and external client relationships.  This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us: Prepare bank,...

Job Title:  Tax Services Manager Comp: $90,000-$110,000 plus 15% discretionary yearly bonus Location:  Austin, TX or Richmond, VA Workplace Type: Hybrid Supervisor:  JoAnn Hicks About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high net worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining...

Company: Marsh Description: We are seeking a Continuous Improvement Specialist to join the Marsh team in Austin, TX. This hybrid role requires at least three in‑office days per week. You will lead process optimization across insurance operations—claims, underwriting, policy administration, and client services—using Lean Six Sigma, process mapping, data analysis, and root‑cause problem‑solving to reduce cycle time, improve quality, and enhance customer experience. We will count on you to: Analyze end-to-end operations • Map current-state (AS‑IS) processes and identify bottlenecks, waste, and defects. • Define target-state (TO‑BE) processes aligned with business goals and regulatory requirements. Lead continuous improvement initiatives • Manage a portfolio of improvement projects, including scope, timelines, and benefits. • Apply Lean, Six Sigma, Kaizen, and BPM to diagnose issues and implement solutions. Drive data‑based decision making • Collect and...

Company: Marsh Description: We are seeking a talented individual to join our BCS Training, QA and Project Delivery team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office. As the BCS Leader- Training, QA, and Project Delivery, you will provide senior leadership for quality assurance, training, continuous improvement, and project management across insurance operations. You will design and execute the quality and training strategy, build and lead high-performing QA and training teams, and partner with business leaders to ensure regulatory compliance, strong control environments, and exceptional client experience. You will also drive enterprise-wide continuous improvement initiatives, leveraging data, analytics, and best-in-class quality methodologies. We will count on you to: Develop and execute an enterprise-wide quality assurance and training strategy that...