SGS Technologie
Client Engagement (Onboarding) Manager = Contract to Full-time Role
SGS Technologie, St. Petersburg, Florida, United States
Overview
Client Engagement (Onboarding) Manager Contract to Full-time Role. 12+ Months contract with high potential to extend or convert to full-time. Hybrid role (onsite 3 days per week) at St. Petersburg, FL 33716. Financial Direct Client; only on W2 for US Citizens or Green Card Holders. NOTES: Hiring Manager is looking for someone who has worked in the Financial Industry either in back office and/or project management capacity supporting advisors. Not looking for those who have been advisors, traders, portfolio managers, etc. Looking for a PM who has worked with advisors and book of business. They would be doing onboarding from start to end with advisors, supporting back-office functions and the client engagement manager and advisors. INSIGHTS: This team is managing the advisors in their division (RSA) to either custody with Our Financial Client. Work with RIAs (registered Investment Advisors) and independent broker-dealers. Project manages the transition. Typically, there would be a lot of callsfor onboarding issues or AML questions, etc. Acts as primary point of contact during onboarding to the platform. Timings: at least 8 months, potentially converting to full-time. Experience with RIAs (Registered Advisors) from firms like LPL or Schwab would be a good fit. Certifications are not required but helpful. Experience with project management is ideal. Excellent written and verbal communication skills are needed. Local candidates only
training is completed onsite for 4-6 weeks, then a Hybrid schedule in the office 3 days per week at St. Petersburg, FL 33716. Laptop provided. Seniority level
Mid-Senior level Employment type
Contract Job function
Finance, Project Management, and Public Relations Industries
Financial Services, Banking, and Investment Advice Referrals increase your chances of interviewing. Get notified about new Contract Manager jobs in St. Petersburg, FL. #J-18808-Ljbffr
Client Engagement (Onboarding) Manager Contract to Full-time Role. 12+ Months contract with high potential to extend or convert to full-time. Hybrid role (onsite 3 days per week) at St. Petersburg, FL 33716. Financial Direct Client; only on W2 for US Citizens or Green Card Holders. NOTES: Hiring Manager is looking for someone who has worked in the Financial Industry either in back office and/or project management capacity supporting advisors. Not looking for those who have been advisors, traders, portfolio managers, etc. Looking for a PM who has worked with advisors and book of business. They would be doing onboarding from start to end with advisors, supporting back-office functions and the client engagement manager and advisors. INSIGHTS: This team is managing the advisors in their division (RSA) to either custody with Our Financial Client. Work with RIAs (registered Investment Advisors) and independent broker-dealers. Project manages the transition. Typically, there would be a lot of callsfor onboarding issues or AML questions, etc. Acts as primary point of contact during onboarding to the platform. Timings: at least 8 months, potentially converting to full-time. Experience with RIAs (Registered Advisors) from firms like LPL or Schwab would be a good fit. Certifications are not required but helpful. Experience with project management is ideal. Excellent written and verbal communication skills are needed. Local candidates only
training is completed onsite for 4-6 weeks, then a Hybrid schedule in the office 3 days per week at St. Petersburg, FL 33716. Laptop provided. Seniority level
Mid-Senior level Employment type
Contract Job function
Finance, Project Management, and Public Relations Industries
Financial Services, Banking, and Investment Advice Referrals increase your chances of interviewing. Get notified about new Contract Manager jobs in St. Petersburg, FL. #J-18808-Ljbffr