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Responsible for providing operational client support for Priority and high focus Prime Brokerage clients. The successful candidate will be the main point of contact for all operational queries for that client and they will interact closely with clients/administrators and internally across the Business, Middle Office and Operations.
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Assist with tasks such as: system strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to-be business process designs, prototype demonstration, functional configuration, testing, and client user training as it relates to Workday HCM.
$167,325 - $278,875 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Providing accurate and timely reports on sales activities, pipeline status, and forecasts to Territory Manager to inform decision-making and strategy adjustments. Education: Bachelor’s degree or equivalent relevant experience in Business Administration, Management, Marketing, or related field.
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The Client Success Manager (SOCOM) will have multiple responsibilities including the following: growing and managing an on-site team, working with reach-back developers and leadership, providing software deliverables to multiple clients including program management during the period of performance, and seeking new business opportunities.
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Collaborating and developing partnerships with clients, prospects, colleagues, and communitiesInnovating new ideas and solutions to address existing and emerging areas of global risksExhibiting strong communication skills when consulting with senior management, C-Suite client personnel, and government regulatorsEmploying robust business writing skills to effectively develop and present deliverablesRequired Qualifications:Bachelor's Degree.
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This individual will be tasked with leading environmental permitting efforts, mentor staff, and support business development activities for development, renewable, and/or oil and gas projects across the Florida.
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The Associate Vice President reports to the GFC IT Audit Director/Manager and is responsible for executing assigned Global Financial Crimes IT audits and independent validation of business activities related to regulatory requirements.
$111,000 - $135,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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3 or more years of experience as a Technical Client Success Manager, Technical Lead, Technical Account Manager or Technical Engagement Manager. The firm is a subsidiary of Milliman; a global, employee-owned consultancy providing actuarial consulting, retirement funding and healthcare financing, enterprise risk management and regulatory compliance, data analytics and business transformation as well as a range of other consulting and technology solutions.
$66,000 - $129,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Previous appreciated titles: CFO, COO, Chief Financial Officer, Chief Operations Officer, VP of Finance, Director of Finance. Our client for this VP of Finance & Operations opportunity is a fast-growing, private equity-backed beauty company, headquartered in the Tampa, FL area.
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Analyze client exposure value data and assess fitness for use for catastrophe modeling. Ability to understand economic business context and regulatory context of catastrophe modeling. Work closely with all stake holders on all aspects of the reinsurance financial placement process.
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Execute strategy by setting up, managing, tracking, and optimizing paid digital media campaigns across Paid Social, PPC, Search and programmatic ad channels on multiple platforms (Meta, TikTok, Google/YT, Bing, Pinterest, Reddit, Amazon, etc.
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Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. They are looking for someone that already has an established COI network in the Tampa market that is experienced with cultivating relationships and can leverage those relationships as well as the companies existing referrals sources by selling investment and trust services to individuals and families with complex or sensitive financial situations.
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Prepares comparable financial reports; the preparation of annual payroll budgets for tax and vacation liability; the preparation of financial forecasts; and support the preparation of the TECO Energy Business Plan. Responsible for maintaining the documentation on the payroll/labor distribution process and other special processes.
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This individual will focus on Star Mountain’s financial controls, fund accounting and investor reporting across multiple fund structures and relating to direct debt / equity investments and fund investments (including secondaries.
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Management System (DEAMS), Financial Accounting and Cost Tracking System (FACTS), Defense Travel System (DTS), Financial Management Suite (FMSuite), Oracle Business Intelligence (OBIEE), Procurement Integrated Enterprise Environment WAWF application.
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business strategy financial support client jobs Company: Webull Financial in Tampa, FL
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