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Reposted 19 Days AgoSaved
In-Office
3 Locations
70K-90K Annually
Mid level
70K-90K Annually
Mid level
Financial Services
The Analyst is responsible for system administration, data management support, vendor communication, and analyzing system issues while providing guidance to junior members. They streamline processes and maintain documentation for efficient workflow.
Top Skills: Crystal Report WriterHTMLMoveitSalesforceSharepointSmartsheetsSQLTableauVBA
Reposted 19 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Mid level
Mid level
Financial Services
The TPRM Manager oversees risk management processes, leads projects, manages staff, and ensures compliance with risk policies while providing risk assessments and solutions.
Top Skills: Auditing PracticesInternal ControlRisk AssessmentRisk Management MethodologiesVendor Management
Reposted 19 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Senior level
Senior level
Financial Services
Lead the design and delivery of Supervisory Technology solutions. Collaborate with teams, provide mentorship, ensure adherence to best practices, and participate in production support.
Top Skills: AngularAWSContainerizationDjangoFast ApiJavaKubernetesMySQLOauthOraclePostgresPythonReactSpring Boot
Reposted 19 Days AgoSaved
In-Office
Los Angeles, CA, USA
35K-70K Annually
Entry level
35K-70K Annually
Entry level
Financial Services
The Financial Advisor Trainee completes tasks in financial services, gains skills through training, and prepares to build a client practice under supervision.
Top Skills: Client Relationship Manager SystemFinancial Planning Software
Reposted 19 Days AgoSaved
In-Office
Westlake Village, CA, USA
70K-75K Annually
Junior
70K-75K Annually
Junior
Financial Services
The Financial Advisor Trainee participates in the Advisory Mastery Program to develop skills for client relationship management, investment advising, and achieving production targets, while obtaining necessary financial licenses.
Top Skills: Financial Planning SoftwareSecurities Industry Essentials Exam (Sie)Series 66Series 7
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Reposted 20 Days AgoSaved
In-Office
Memphis, TN, USA
Mid level
Mid level
Financial Services
The Operations Manager is responsible for overseeing account services, reconciliations, risk management, process improvements, and team performance within a financial service environment.
Top Skills: 3Rd Party ApplicationsAccounting PrinciplesReconciliation Databases
20 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Mid level
Mid level
Financial Services
The Senior Analyst develops data models, performs quality assurance, collaborates with IT and stakeholders, and optimizes processes in Risk Management.
Top Skills: ExcelPythonQliksenseSQLTableau
21 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Senior level
Senior level
Financial Services
The Lead Business Analyst will lead the analysis lifecycle for trading technology initiatives, translating business requirements into technical specifications, and ensuring successful delivery through collaboration with cross-functional teams.
Top Skills: Azure DevopsMarvelPostmanServicenowSplunkSQLTfsVisio
21 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Mid level
Mid level
Financial Services
Assist Financial Advisors by creating comprehensive financial plans, conducting portfolio reviews, and providing client presentations and recommendations. Must stay updated on financial regulations and provide exceptional client service.
Top Skills: MS OfficeMoneyguidepro
21 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Financial Services
Manage and review client assets, execute trades, and oversee multi-sleeve accounts for optimized portfolio performance while ensuring investment objectives are met.
Top Skills: ExcelExchange-Traded ProductsManaged Account Platforms
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