- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k v. $1mm). The Wealth Operations organization are looking to harmonize their processes...real impact on our business and clients. You will experience a supportive and collaborative work environment and have… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …month in our St Petersburg, FL Corporate Office._** **Summary:** As part of our Wealth Management Technology Team, Lead Analyst will serve as a strategic partner ... delivery of innovative, scalable, and efficient technology solutions. You will lead the end-to-end analysis process, from requirements gathering and documentation to… more
- Deloitte (Miami, FL)
- …across Deloitte's global platform. Qualifications Required: + 8+ years of professional experience in investment management and/or wealth management + 8+ years ... Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte...areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of existing technology solutions and processes, including workflow and data flow design . This position will lead business and functional requirements gathering, ... Knowledge of the Financial Services industry is must and Wealth Management domain is preferred.** + ** Experience ... Design : Bring experiences to life through co-creation, design -thinking workshops, and design -led experience … more
- Citigroup (Jacksonville, FL)
- …to end first party fraud risk, including fraud/OD loss mitigation, for our US Wealth Management and Retail Business Banking lines of business. + Support ad-hoc fraud ... as required. + Provide end-to-end _views and recommendations_ that balance client experience , time to booking and new account approval rates with identification of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of fifteen (15) years of financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure ... management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as.... Risk assessment methodologies . Risk governance structure and design . Risk policy and procedures . Infrastructure … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Communicate audit findings to management and identify opportunities for improvement of the design and effectiveness of key controls. + Lead the management of ... comprehensive operational, compliance, and financial audits for Raymond James Internal Audit's Wealth Management Team. Manages the work of other auditors to conduct… 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, Citi ... digital architecture and ensuring our platforms provide a first-class customer experience . We reimagine client and partner experiences to deliver excellence through… more
- Citigroup (Jacksonville, FL)
- …critical, customer facing, applications development, delivery, and support as senior engineering lead . + Experience in Agile & Scrum methodologies. + Strong ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...knowledge of cloud platforms, containers, CI/CD, and SaaS. + Experience in design , build, and deployment of… more
- JPMorgan Chase (Tampa, FL)
- …drive significant impact within the Asset Management business. As a Senior Test Lead within the Global Asset Compliance and Ops Risk Testing Center of Excellence ... with regulatory obligations and industry standards. **Job responsibilities** + Lead control evaluations and end-to-end substantive testing activities, including… more
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