• Client Processing Team Lead

    Insight Global (Orlando, FL)
    …of Insight Globals top banking clients is looking to add a Client Processing Lead Representative to their Fund Order Processing Team . This team sits ... lead for the day-to-day operations of a small-to-medium client processing support team that handles any/all...They will participate in the allocation, review of trade documentation and ensuring that all cash and trade instructions… more
    Insight Global (07/15/25)
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  • Client Quantitative Analyst Team…

    Bank of America (Jacksonville, FL)
    Client Quantitative Analyst Team Lead - AML - Governance Controls Charlotte, North Carolina;Belfast, Maine; Plano, Texas; Richmond, Virginia; New York, New ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Client -Quantitative-Analyst- Team - Lead AML Governance-Controls\_25024745-1) **Job Description:**… more
    Bank of America (06/17/25)
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  • AVP Client Engagement - National Accounts…

    Prime Therapeutics (Tallahassee, FL)
    …clear lines of accountability and expectations between client engagement and extended client team members; lead efforts to align interactions with ... the client (s) to minimize financial risk + Lead client meetings as aligned to the...follow through and documentation ; ensure account management team documents interactions with assigned client /s and… more
    Prime Therapeutics (05/10/25)
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  • Client Success Partner

    Public Consulting Group (Tallahassee, FL)
    …practices in terms of client , project, and change management . Lead client engagements/interactions (eg, status update meetings) . Proactively identify ... EDPlan Innovations Team . This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client Success Partners are… more
    Public Consulting Group (07/01/25)
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  • Client Service Officer - C11

    Citigroup (Miami, FL)
    …(CTS) Team ** . The CTS Team will take ownership of updating client tax documentation (W-Series Forms and CRS Forms) and manage day-to-day tax related ... **Responsibilities** + Support the set up of this new team to take ownership of client tax...work pro-actively and independently, takes ownership and responsibility + Lead with own initiative to resolve to complex queries… more
    Citigroup (07/15/25)
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  • Senior Manager, Veyer Client Onboarding…

    The ODP Corporation (Boca Raton, FL)
    …updated on industry trends and best practices to enhance the client experience. + Team Management + Lead , mentor and develop a high- performing team ... develop mitigation strategies to address potential challenges. + Maintain detailed documentation of onboarding processes and client -specific requirements. +… more
    The ODP Corporation (07/03/25)
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  • Senior Analyst, Client Due Diligence

    TD Bank (Lake Mary, FL)
    …while delivering infrastructure services to support trading, investment, and corporate banking functions. Team Overview: The Client Due Diligence (CDD) team ... | Assist with onboarding requests: Continue to work on client onboarding, periodic reviews, and ad-hoc requests, ensuring compliance...cases by working with business partners and ensuring the team adheres to SLAs. | Lead audit… more
    TD Bank (06/21/25)
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  • DERMS Integration Lead

    GE Vernova (West Melbourne, FL)
    …bugs, and product ideas for in-flight projects and file tickets for the Product team . + Lead the simulation of project scenarios utilising combinations of ... their business needs. + Work collaboratively with a strong team of Technical Leads and Solution Specialists to provide...configuration, and input data. + Perform use case and client specific testing runs and lead factory… more
    GE Vernova (05/23/25)
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  • Chief Risk Officer - Private Client Group…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …such documentation negotiation from the credit perspective . Securities/Private Client and Asset Management products and an understanding of the market standard ... relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management… more
    Raymond James Financial, Inc. (07/31/25)
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  • Institutional Client Management,…

    Citigroup (Tampa, FL)
    …Additional non-core qualifications which will be considered are: + Experience in management/ team lead capacity, building and developing teams within a large ... client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight...group and front to back across loan lifecycle. + Lead projects to enhance performance and efficiency. + Leadership… more
    Citigroup (06/27/25)
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