Top 2645 Finance partner Jobs in Frisco, Tx

Trust Settlement Officer
Charles Schwab —Westlake, TX
- $85,000 - $145,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
3d
Director of Finance
The Wellness Group —Richardson, TX
- From $130,000 a year
- Full-time
- 7 years
- CPA
- Office
- Health savings account
- Disability insurance
Quick Apply
1d
Product Manager, Sr. Manager – Integrated Loan Solutions
Fannie Mae —Plano, TX
- $155,000 - $209,000 a year
- Full-time
- Hybrid work
- 6 years
- Office
- Presentation skills
Accounting Implementation & Data Conversion Contractor (Job# 107159)
Unity Search LLC —Dallas, TX
- Urgently hiring
- Hybrid work
- Office
- Senior level
- Communication skills
Quick Apply
9d
Corporate Controller
Soleo Health Inc —Frisco, TX
- Urgently hiring
- CPA
- Office
- Finance
- Paid parental leave
- Health savings account
Quick Apply
Director of Integrations
CFS —Frisco, TX
- $160,000 - $200,000 a year
- Up to 50% travel
- ERP systems
- Analysis skills
- Health insurance
- Dental insurance
Finance Business Analyst
McAfee —Frisco, TX
- $79,310 - $130,295 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Senior Analyst, FP&A
McAfee —Frisco, TX
- $95,890 - $157,540 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Office
- Paid parental leave
- Paid holidays
Financial Analyst III
Siemens —Plano, TX
- $84,000 - $151,200 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Finance
Financial Analyst Advisor / Finance Business Partner
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Research
- Office
- Finance
Finance & Business Management - Associate
JPMorganChase —Plano, TX
- $85,500 - $125,000 a year
- Full-time
- Word processing
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Condo Collateral Specialist
SoFi —Frisco, TX
- Mid-level
- Finance
- Bachelor's degree
Finance Specialist - Hybrid
McAfee —Frisco, TX
- $79,310 - $130,295 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Office
- Paid parental leave
- Paid holidays
Operations | Analyst | Dallas
Goldman Sachs —Dallas, TX
- Microsoft Outlook
- Word processing
- Office
- Disability insurance
- Health insurance
Senior Program Manager
McAfee —Frisco, TX
- $123,650 - $203,150 a year
- Full-time
- Computer science
- Computer Science
- ERP systems
- Paid parental leave
- Paid holidays
Accounts Payable Clerk
Legends Global —Frisco, TX
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Disability insurance
- Health insurance
19h
Services Mgmt Analyst
PepsiCo —Plano, TX
- $73,400 - $122,850 a year
- Mid-level
- Microsoft Office
- Continuous improvement
- Paid parental leave
- Health insurance
5d
Analyst, Business Strategy & Analytics
Dallas Stars —Frisco, TX
- Weekends as needed
- Computer science
- Computer Science
- Mid-level
Finance & Business Management
JPMorganChase —Plano, TX
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Tuition reimbursement
6d
Payment Operations Associate
Tapcheck —Plano, TX
- $24 - $28 an hour
- Full-time
- Hybrid work
- Office
- Finance
- Bachelor's degree
- Health savings account
- AD&D insurance

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finance partner jobs near frisco, tx

Trust Settlement Officer

Charles Schwab -
Westlake, TX

Apply Now

Job Details

$85,000 - $145,000 a year
3 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Legal experience
Documentation reviews
Wills, trusts & estate law

Full Job Description

Position Type: Regular

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Schwab’s Personal Trust Services organization provides personal trust products and services to Schwab clients, including individual investors, beneficiaries, registered investment advisors, and corporate fiduciaries. As a Trust Settlement Officer, you will play a meaningful fiduciary role in helping guide the trust settlement process after the death of a grantor or beneficiary, ensuring assets are collected, reviewed, documented, and distributed in alignment with governing documents, applicable requirements, and firm procedures.

In this role, you will manage complex settlement activities that require sound judgment, careful interpretation of legal documents, strong organization, and clear communication with beneficiaries, estate attorneys, executors, personal representatives, tax partners, trust officers, and internal teams. Your ability to assess information, solve problems, prioritize competing deadlines, and collaborate across stakeholders will directly support timely trust closures, accurate administration, and a positive client and beneficiary experience.

You will also help coordinate tax-related activities, beneficiary communications, distribution planning, receipt and release documentation, discretionary memorandums, account reviews, asset disposition, and other trust termination efforts. Success in this role requires adaptability, accountability, attention to detail, and a service-oriented mindset as you navigate sensitive family, legal, tax, and fiduciary matters with professionalism and care.

What you have

Required qualifications:

5+ years of experience in personal trust administration or legal estates practice
Bachelor’s degree or higher
Strong knowledge of trust administration principles and practical experience administering trust accounts
Ability to read, interpret, and explain wills, trusts, and other legal documents
Strong understanding of estate, gift, and GST tax provisions, including funding formulas
Demonstrated ability to manage multiple priorities while maintaining accuracy, documentation quality, and follow-through
Strong communication and interpersonal skills with the ability to work effectively with beneficiaries, estate attorneys, executors, personal representatives, tax partners, and internal stakeholders

Preferred qualifications:

Experience administering trusts governed by Delaware and Nevada law
Experience with inherited IRAs and trusteed IRAs
Experience preparing or coordinating estate notices, tax filings, receipt and release documents, and trust termination documentation
Ability to apply sound decision-making and risk mitigation practices when reviewing trust activity, distribution plans, asset disposition, and fiduciary matters
Strong organization, attention to detail, and problem-solving skills in a complex trust, estate, legal, or financial services environment
Ability to collaborate across trust, tax, legal, operations, and client-facing teams while adapting to changing priorities
Self-starter mindset with the ability to move work forward independently and support special projects as needed

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

#SchwabBTSjobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

finance partner jobs in frisco, tx

Trust Settlement Officer

Director of Finance

Product Manager, Sr. Manager – Integrated Loan Solutions

Accounting Implementation & Data Conversion Contractor (Job# 107159)

Corporate Controller

Director of Integrations

Finance Business Analyst

Senior Analyst, FP&A

Financial Analyst III

Financial Analyst Advisor / Finance Business Partner

Finance & Business Management - Associate

Condo Collateral Specialist

Finance Specialist - Hybrid

Operations | Analyst | Dallas

Senior Program Manager

Accounts Payable Clerk

Services Mgmt Analyst

Analyst, Business Strategy & Analytics

Finance & Business Management

Payment Operations Associate

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