- Raymond James Financial, Inc. (St. Petersburg, FL)
- …broker/dealer operations . * Advanced concepts and regulations related to wealth management and financial planning. **Skilled in:** * Excellent problem ... who are dedicated to helping their clients achieve their wealth management goals. As a Wealth...to provide comprehensive recommendations for the financial advisor, the client and the client 's legal and tax… more
- Morgan Stanley (Tampa, FL)
- …and markets. The EDD Operations Team is embedded within the Firm's Wealth Management Operations Group. It is responsible for identifying, collecting, ... day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the...EDD Operations VP is a part of Wealth Management Operations and is… more
- Morgan Stanley (Tampa, FL)
- …*Department Profile* The EDD Operations Team is embedded within the Firm's Wealth Management Operations Group. It is responsible for identifying, ... EDD Operations Associate is a part of Wealth Management Operations and is...- Experience focused on examining potential clients' source of wealth during the client onboarding process. *Ability… more
- Citigroup (Tampa, FL)
- …support to deliver a seamless client experience across service channels. USPB and Wealth Operations is a unified operations team responsible for the ... USPB business and Citi Global Wealth (CGW) Operations . USPB and Wealth Operations ...the following: Transaction Monitoring, KYC, Risk, Operational Risk, Risk Operations , Policy Management with experience in compliance,… more
- Deloitte (Tampa, FL)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Advanced Distribution Management Systems Senior Manager What we do Operations and Technology Transformation delivers market leading expertise and industry depth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with large, complex cross-functional systems and processes. + Financial services/ wealth management experience preferred. + Knowledge of the following ... is preferred + Chartered Financial Consultants (ChFC) is preferred + An accredited Wealth Management Advisor (AWMA) is preferred **Travel:** + 5% **Job:**… more
- Jabil (St. Petersburg, FL)
- …ESSENTIAL DUTIES AND RESPONSIBILITIES IT Architect + Architecture, design and management oversight of Identity and Access capabilities in both Microsoft Azure ... Amazon Web Services hosting environments + Architecture, design, and management oversight of Okta, Azure AD , CyberArk, and...troubleshooting and problem solving with a wide variety of client /user issues and act as an escalation point for… more
- Deloitte (Tampa, FL)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Power, Utilities & Renewables ADMS Lead What we do Operations and Technology Transformation delivers market leading expertise and... client and vendors + Executing basic project management and client management to… more
- Deloitte (Tampa, FL)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Power, Utilities & Renewables Next Gen AMI Strategy Lead What we do Operations and Technology Transformation delivers market leading expertise and industry depth by… more
- Deloitte (Tampa, FL)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Power, Utilities & Renewables SI/BI Lead What we do Operations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep… more
- Morgan Stanley (Tampa, FL)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... packages, and other Morgan Stanley sponsored benefit programs. * #LI-AJ1 **Job:** ** Wealth Management * **Title:** *Quality Control (KYC) - Assistant Vice… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with product development and research, product support, product management , and operations to meet ongoing client needs, supporting an optimal client ... business unit teams (ie, product development and research, product management , operations , and communications/education), senior management...eight (8) to ten (10) years' experience in the wealth management industry. * Experience as a… more
- Citigroup (Tampa, FL)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Additional information may be found at ... architecture and ensure our platforms provide a first-class customer experience. Our operations teams manage risk, resources, and program management . We focus… more
- Deloitte (Tampa, FL)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Power, Utilities & Renewables, SI/BI Lead What we do Operations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep… more
- Citigroup (Tampa, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- KPMG (Tampa, FL)
- …available within the Workday application + Identify and communicate findings to senior management and client personnel Qualifications: + Minimum of five years of ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Deloitte (Tampa, FL)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... SAP/ILM Archiving Lead, Digital Content Advantage Consulting What We Do Operations and Technology Transformation delivers market leading expertise and industry depth… more
- KPMG (Tampa, FL)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- KPMG (Tampa, FL)
- …available within the Workday application + Identify and communicate findings to senior management and client personnel Qualifications: + A minimum of three years ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Tampa, FL)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more