Hilltop Securities Inc. Tech Stack

Investment banking and wealth advisory for communities and mid-market businesses

Financial Services Dallas, TX 501–1,000 employees Founded 1946 Public Company

Hilltop Securities is a public investment bank and wealth advisor operating across financial services, structured around advisory for municipal bonds, corporate funding, and wealth management. The tech stack is heavy on Microsoft Office, Salesforce, and BI tools (Power BI, Tableau), with foundational SQL and Python—typical for a financial services operation managing analytics and client data. Hiring is finance-led (11 roles) and accelerating, aligned with active work on client onboarding data intake, underwriting pipelines, and vendor spend visibility, signaling operational scaling and internal process modernization.

Tech Stack 19 technologies

Core StackZoom Power BI Salesforce Python Tableau .NET DocuSign Microsoft Office Visual Basic Word Excel PowerPoint Outlook Envestnet VBA SQL Internet Explorer Concur R

What Hilltop Securities Inc. Is Building

◆Challenges

Ensuring competitive pricing
Balance sheet solutions
Funding strategies for bank clients
Centralized vendor spend reporting
Unaccounted vendor spend
Contract visibility issues
Federal tax law compliance
Complex risk calculations
Increasing participation from current government clients
Workflow inefficiencies

▲Active Projects

Implement and maintain fa/team marketing strategy
Client onboarding data intake
New issue cd underwriting
Funding strategies for bank clients
Improving centralized vendor spend reporting
Enhancing contract tracking system
Invoice categorization and mapping
New product launches
Kpi dashboard maintenance
Ai-driven training enhancements

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Finance

Sales

Support

Compliance

Data

Insurance

Product

Wealth

Seniority

Mid

Senior

Junior

Intern

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About Hilltop Securities Inc.

Hilltop Securities, founded in 1946 and based in Dallas, is a public investment bank serving communities, businesses, and individuals. The firm traces its roots to First Southwest Company, a broker-dealer, and operates through complementary business lines offering tailored advisory, structured products, and wealth solutions. The 501–1,000 employee organization is active in municipal bond markets, corporate financing, and wealth advisory. Current project focus spans client onboarding data workflows, CD underwriting, funding strategies for bank clients, and vendor management—suggesting operational emphasis on process automation and financial reporting infrastructure.

HeadquartersDallas, TX

Company Size501–1,000 employees

Founded1946

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Hilltop Securities use?

Core tools include Microsoft Office (Word, Excel, PowerPoint, Outlook), Salesforce, Power BI, Tableau, SQL, Python, Visual Basic, VBA, .NET, Envestnet, Concur, and DocuSign—a mix of enterprise productivity, CRM, BI, and financial software.