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23 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Junior
Junior
Financial Services
The Product Manager will support Wealth Management Technology by gathering requirements, analyzing processes, collaborating with teams, and ensuring product delivery.
Top Skills: AgileFinancial PlanningSdlcTechnology DeliveryWaterfall
23 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Financial Services
The Director of RJIM Compliance Monitoring oversees compliance testing and monitoring programs, ensuring regulatory adherence and risk mitigation while collaborating with various teams.
Top Skills: Bloomberg Aim
24 Days AgoSaved
In-Office
Memphis, TN, USA
Mid level
Mid level
Financial Services
The Operations Supervisor will lead a tax reporting team, ensure compliance with tax regulations, drive process improvements, and manage performance objectives.
Top Skills: Global Tax RegulationsIrs ComplianceRisk Management Systems
Reposted 24 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Junior
Junior
Financial Services
Provide high-quality account servicing in a hybrid call-center environment: handle customer inquiries, perform accurate data entry, maintain records, ensure compliance, resolve escalations, mentor junior colleagues, and support Financial Advisors and internal teams.
24 Days AgoSaved
Remote
Illinois, USA
130K-250K Annually
Expert/Leader
130K-250K Annually
Expert/Leader
Financial Services
The Treasury Management Sales Officer manages a specialty sales portfolio, drives new business, builds client relationships, and meets sales goals through consultative selling in targeted niches within Treasury Management.
Top Skills: Treasury Management
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Reposted 24 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Senior level
Senior level
Financial Services
The Senior Data Privacy Engineer will design, develop, and support data discovery, privacy compliance, and data protection solutions, focusing on OneTrust and Informatica tools while collaborating across teams and mentoring junior engineers.
Top Skills: Control-MInformatica Data Privacy ManagementInformatica PowercenterInformatica Test Data ManagementOnetrust Enterprise Data DiscoveryOraclePythonSQLT-Sql
Reposted 24 Days AgoSaved
In-Office
Coral Gables, FL, USA
Mid level
Mid level
Financial Services
Assist Financial Advisors with portfolio analytics, investment research, and financial modeling. Prepare industry reports, presentations, and client strategies.
Top Skills: Analytical ToolsAsset Allocation MethodologiesFinancial ModelsInvestment-Related Research Reports
Reposted 24 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Financial Services
The Lead Cloud Data Engineer will design and optimize ETL pipelines, manage data quality, and collaborate with teams to meet data needs. Responsibilities include monitoring pipelines and mentoring junior engineers, while leveraging AWS and other cloud technologies.
Top Skills: Amazon RedshiftAws GlueJavaPysparkPythonTerraform
Reposted 24 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Mid level
Mid level
Financial Services
The role involves routine admin tasks such as data entry, responding to requests, scheduling meetings, and maintaining files for a senior colleague.
Top Skills: Office EquipmentStandard Software Packages
25 Days AgoSaved
In-Office
Vienna, VA, USA
Junior
Junior
Financial Services
The Financial Advisor Trainee learns to develop client relationships, provides financial advice, manages investments, and meets performance targets within the AMP program.
Top Skills: Client Relationship Management SoftwareFinancial Analysis Software
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