- Insight Global (Tampa, FL)
- …tracking action items post-client meetings. Manage critical relationships with custodians and third - party vendors (eg, CS, Fidelity, GS). Identify and escalate ... Description This Client Experience Lead will serve as a senior relationship manager , resolving escalations and guiding complex service needs. Lead, mentor, and grow… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …performance reports. + Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches. + ... equivalent combination of education, experience and/or training approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on these reviews. * Conduct and lead onsite due diligence reviews of third party asset managers and service provider operational support, internal controls, ... retains latitude for unreviewed decision making and autonomy with respect to fund manager interactions. Upon completion of review, it is expected that that Senior… more