"Alerted.org

Description

Seeking 2 Client Engagement Managers to an operations team, to work alongside the transition and technology consultants in a more project management/coordination capacity. This team project manages their division perspective to their transition. These roles are focused on RIA and customer services. RIA -registered investment advisors, RCS - registered custody services.

- Typical days look like they are on the phone on a lot of calls. Introduction calls to intro transition teams, on all other calls that may be required. Help facilitate calls, lead calls, reach out and schedule calls for specific product calls if need to get into weeds of what it looks like. 529 accounts, variable annuities – what they need to do since they aren’t registered, what they’ll have to do. 401K business – lead those calls. Also talk them through what is needed for them if they are going to establish a brand new RIA – majority of their transitions do move to RIA space over broker dealer space. Majority of these transitions and those they are looking to support would be those that would be moving to the RIA space. Help them outline exactly what they are doing to set those up.

- Also there for escalations – get in the weeds operationally if need to answer AML questions, entity accounts – basically there to support any and all aspects of the business. Also help to set up data feeds, 3rd party vendors if they have those relationships they will help with that. Also help to establish office on RCS platform, work alongside RCS escalations and billing team. Lots of different things that they do.

Skills

project coordination, financial services

Top Skills Details

project coordination,financial services

Additional Skills & Qualifications

- must have impeccable soft skills: they are interfacing directly with Financial advisors so must be sharp, professional, able to lead conversations and build relationships and trust. Advisors are already on high alert and stressed out,must have impeccable written and verbal communication

Job Type & Location

This is a Contract position based out of St. Petersburg, FL.

Pay and Benefits

The pay range for this position is $35.00 - $40.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in St. Petersburg,FL.

Application Deadline

This position is anticipated to close on Jan 22, 2026.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.