- Citigroup (Tampa, FL)
- The Wealth Operations - Investment Account Opening Specialist /AVP is a seasoned professional role that is responsible for documentation review, ensuring ... compliance with laws and regulations and accurate execution of Investment account opening and maintenance requests for...account opening systems such as OneSource, NetX360, Open Wealth , DMS, and internal databases to log and track… more
- Deloitte (Tampa, FL)
- Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media...OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view… more
- Deloitte (Tampa, FL)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... Senior Consultant, Operations and Technology Transformation, Guidewire Application Java Developer...serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Recruiting for this… more
- Deloitte (Tampa, FL)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... Manager/Specialist Master, Operations & Technology Transformation, Insurance, Guidewire Integration &...serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Candidate profile The… more
- Deloitte (Tampa, FL)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... Senior Consultant, Operations & Technology Transformation, Insurance, Guidewire Integration &...serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Candidate profile The… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Analyze and solve problems with a focus on fee management within an investment or wealth management firm. + Demonstrate efficiency and flexibility in ... Financial Advisors and clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross… more
- Citigroup (Tampa, FL)
- …* Performing a CBDC gap analysis of the businesses taking into account the data origination, data needed to perform technology and operational activities, ... footprint. * Interface and guide internal Citi Businesses (Services, Markets, Banking, Wealth , US Personal Bank) on CBDC gaps and manage intake/on-boarding data… more
- Citigroup (Tampa, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... 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
- Deloitte (Tampa, FL)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... additional attention and consideration from engagement management. The Team Operations and Technology Transformation delivers market leading expertise and industry… more
- Deloitte (Tampa, FL)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... What we do Operations and Technology Transformation delivers market leading expertise...Teams The wage range for this role takes into account the wide range of factors that are considered… more