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Leads application development for OFSAA and financial services systems. Responsibilities include database programming, ETL and data modeling, source-system integration, metadata and framework development, web services, reporting, scheduling, testing, documentation, requirements analysis, and technical leadership. The role translates business requirements into OFSAA designs, maps data elements, validates systems, and supports enterprise implementations.

Manages and deepens client relationships for a wealth management firm, serving as the primary contact for client needs. Responsibilities include facilitating portfolio and financial planning reviews, coordinating referrals and onboarding, communicating market and performance updates, handling life-event requests, maintaining compliant documentation, and completing administrative work. The role requires investment industry knowledge, CRM and office software proficiency, and relevant securities licenses.

Leads business and technology requirements for regulatory reporting and credit risk systems. Defines BRDs, functional specifications, data models, ETL processes, data quality rules, governance, lineage, and reporting solutions using OFSAA and related platforms. Performs data analysis, fit-gap assessments, reconciliation configuration, testing support, defect management, and implementation assistance. Develops project plans, user manuals, and training while coordinating with business stakeholders, technology partners, and Oracle.

Leads business analysis for IT financial crime and AML systems, including requirements gathering, process documentation, data lineage, testing, data analysis, risk and change management, and vendor software implementations. Translates technical and business concepts, supports application development, contributes to project planning, and may lead small to medium projects. Requires experience with KYC, CDD, AML platforms, AWS, SQL, Python, Unix, Excel, and prototyping tools.

Leads development of scalable enterprise applications by analyzing system requirements, designing integrations, recommending technologies, coordinating projects, developing and reviewing code, testing systems, documenting specifications, and resolving programming issues. Requires expertise in Java, microservices, front-end frameworks, databases, Spring, messaging middleware, cloud computing, and containerization.

Serves as the primary liaison between Information Security and the Private Client Group, translating business needs into security strategies and controls. Advises on regulatory compliance, risk management, audits, incident response, vulnerabilities, policies, disaster recovery, and security projects. Reports business-unit security posture, drives remediation and process improvement, and influences senior leaders to adopt security initiatives. Requires 3–6 years of experience, strong information security knowledge, and preferably CISSP, CISM, CISA, or CRISC certification.

Supports the firm’s liquidity strategy and planning function through liquidity reporting, financial analysis, governance, committee materials, contingency funding planning, and internal liquidity stress testing. The role prepares dashboards and reports for senior leadership and governance committees, monitors regulatory guidance, maintains liquidity policies and documentation, and partners with Treasury, Finance, Risk, and business units to improve controls and operational effectiveness.

Lead HP NonStop engineer responsible for designing, coding, testing, implementing, maintaining, and supporting back-office securities applications. Analyze business requirements, resolve complex defects, lead projects, create documentation, participate in SDLC and testing, recommend technologies, and collaborate with distributed teams. May work non-standard shifts and participate in on-call rotation.

Provides second-line support for hardware, software, and end-user technology issues. Troubleshoots unresolved queries, diagnoses problems, documents solutions, and meets service-level targets. Maintains Microsoft documents, databases, and departmental systems; supports data management, knowledge management, purchasing, budgeting, and expense records. Follows organizational policies, regulatory requirements, and established procedures while developing technical and process expertise through training and coaching.

Manages securities-related litigation, primarily FINRA customer arbitrations and matters in federal and state courts. Maintains a litigation caseload, develops legal strategy, drafts pleadings, conducts discovery and motion practice, negotiates settlements, and conducts arbitration hearings. Coordinates outside counsel, advises senior management and internal clients, delivers legal presentations, and mentors others. Requires a law degree, relevant litigation experience, and Florida Bar admission or willingness to take the Florida Bar exam.