Manager, Advisor Technology (5458)
$140k - $150kNextPath Career Partners
NextPath Workforce Solutions is currently seeking a Manager, Advisor Technology to join our client’s team in St. Petersburg, FL . This is a Onsite (Direct Hire) position. SALARY: $140,000 - $150,000 (depending on experience) Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply. REQUIREMENTS 10+ years of experience in wealth management or RIA technology Hands‑on experience with Black Diamond, Addepar, eMoney, MoneyGuide, or similar platforms Proven leadership experience managing specialists or teams Strong vendor management and executive communication skills Experience leading platform implementations, onboarding, and adoption RESPONSIBILITIES Own platform strategy, standards, and delivery for reporting and planning tools Lead onboarding, training, and adoption programs for advisors Manage and develop a team of platform specialists Act as escalation point for complex client or platform issues Partner with vendors, Product, and Engineering on platform roadmaps and integrations We are an Equal Opportunity Employer #J-18808-Ljbffr
- ...Job Description Summary Under general direction, the Second Line Technology Risk Manager is responsible for evaluating, challenging, and overseeing risk management activities across Technology, Cybersecurity, Data Management, and emerging technology domains (e.g.,...SuggestedWork experience placementShift work
- ...This senior leader role on the Dynasty Technology team is responsible for the delivery of core advisor technology platforms, Client Reporting and Financial Planning... ...expertise, implementation leadership, people management, vendor relationship ownership, and technology...Suggested
$13 - $16 per hour
...Guest Care Advisor J.Con Salon & Spa is currently seeking a Guest Care Advisor who is passionate about providing world-class service... ..., hospitality or retail/salon experience ~ Proficient with technology is a must (e.g., POS system and Apple devices) ~ Experience...SuggestedHourly payFull timePart timeRemote workFlexible hoursShift workNight shiftDay shiftAfternoon shift- ...agreed upon milestones for effectiveness in achieving specified results. Maintains extensive contact with internal customers and management to identify ,research, analyze and resolve complex issues. Job Description Responsibilities: • Drive ongoing audit coverage...SuggestedWork experience placementFlexible hours
- ...Job Title Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass... ...financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and...SuggestedWork at office
$90k - $112.2k
...a professional fundraising opportunity for a National Senior Advisor, Institutional Foundations Relations within the Mission Advancement... ...relationships. Responsible for researching, developing, and managing a portfolio of donors with an emphasis on foundations pursuing...Full timeWork experience placementLocal areaRemote workWork from homeFlexible hoursNight shift- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional... ...an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts,...Work experience placementLocal areaImmediate startRelocation
- ...system to identify, optimize, and solve problems holistically with technology built by healthcare experts - driving real, measurable results... ...success in hitting revenue goals. What You'll Do Manage inbound sales inquiries as well as outbound leads, offering information...Work at officeLocal areaImmediate startRemote workVisa sponsorship
$16 - $17 per hour
...Essential Responsibilities: # Participate as a member of the therapeutic team in coordination with staff counselors and case managers. # Ensure safety and security of families with an attitude of care, ensuring adherence to established policies and procedures....Part timeWork at officeLocal areaImmediate startShift workWeekend work- ...agreed upon milestones for effectiveness in achieving specified results. Maintains extensive contact with internal customers and management to identify ,research, analyze and resolve complex issues. Responsibilities Drive ongoing audit coverage of assigned functional audit...Work experience placementFlexible hours
$115k - $145.35k
...divh2Manager, ZEDI Technology Enablement Strategic Engagement/h2pZelis is seeking a Manager, ZEDI Technology Enablement Strategic Engagement to join ZEDI (Zelis Engineering, Data, and Infrastructure). This role plays a strategic part in shaping how ZEDIs engineering,...Full timeWork at officeLocal areaRemote workVisa sponsorshipFlexible hours- ...Job Summary Technical Project Manager supporting the Bank Technology division at RaymondJames. This hybrid role requires presence 50% of the business days in the St. Petersburg, FL Corporate Office. Work visa sponsorship is not available. Responsibilities Work under the...For contractorsWork at office
- ...future. Job Description As a Technical Project Manager supporting the Bank Technology division at Raymond James, the Project Manager will assist... ...Serve as the primary point of contact and trusted advisor for business sponsors; proactively shape scope and success...For contractorsWork experience placementWork at office
- ...Abilities Customer service oriented Excellent interpersonal and communication skills Problem solving skills required Managing multiple patients Assisting patient in selections of proper eyewear Teaching patients Computer proficient Able to...Part timeWork at office
$45k - $50k
...from within here at Crown - many of our managers rose through the ranks this way! The opportunities... ...and aware of the latest automotive technologies and be a persistent problem solver.... ...previous automotive dealership parts counter/advisor experience (minimum 3 years in a...Temporary workFlexible hours$150k - $190k
...Opportunity in Financial Services VP, Osaic Advisors Channel Compliance Location(s):... ...with the Osaic Advisors Channel management team, compliance policy design and implementation... ...) demonstrated an ability to implement technology solutions to support an RIA model, (3)...Full timeFor contractorsWork at officeShift work- ...Supervision Advisor Raymond James is hiring a Supervision Advisor to review and analyze various communication reviews and content... .... Suitability and other compliance issues involved with branch manager/FA trading activity. Skill in: Operating standard office...Work at office
- ...Compliance Advisor Under general supervision, uses specialized knowledge and skills obtained through experience, specialized training... ...drafting of policies, standards, and procedures to help manage and mitigate anti-bribery and anti-corruption risk. Prepare...Work at office
- Mercor is conducting a paid research study to improve healthcare delivery by seeking clinicians in outpatient and community-based care settings for a 30-minute online survey. Participants will share insights on patient care workflows and operational challenges, helping...Remote work
$75 per hour
ORMB Technical Consultant FT Hybrid - St Petersburg, Florida BGV Fully Cleared before onboarding MAX SUPPLIER BILL RATE - $75/hr Required Skills: RMB data model and data structure TFM batch flow Oracle BI publisher tool Job Description: •...- ...Description As part of the IT Product Management group, the Sr Product Manager will focus... ...tools and applications that support advisor-client relationships, specifically focused... ...digital platforms, partnering with technology teams to prioritize features, manage dependencies...Work experience placementWork at office
- ...Sr. Business Development Manager Position Summary: Catalent Pharma Consumer Health is a fast-growing business within Catalent Pharma Solutions focused on providing innovative technologies and solutions to help patients and consumers receive better treatments and...Contract workLocal areaRemote work
- ...Suggests at least one additional related item to each customer on every call. Communicates all customer relationship issues to Parts Manager including complaints, obtains all pertinent information prior to reporting and suggests course of action. Enters all parts sales...Work at office
- ...clinical thought leadership with cutting-edge technology to help hospitals stay viable to... ...communities. Responsibilities The Physician Advisor (PA) will drive quality performance... ...communicating with hospital physicians, utilization management, case management, CDI, the denials team,...Work experience placementWork at office
- ...Client Success Manager Dynasty Financial Partners seeks a motivated, self-starting individual to join the Client Success team as a Client Success Manager (CSM). This role serves as a technology consultant and strategic point of contact for Dynasty's Network Clientsthe...Work experience placementFlexible hours
$110k - $136k
...Solutions Opportunity in Financial Services Senior Product Manager, Advisor Analytics & Insights Location(s): Scottsdale: 1870... .... ~ Stay current on industry trends and emerging technologies , including AI-enabled product practices, to continuously...Full timeFor contractorsWork at office- ...their daily activities, monitoring their progress in attaining performance contract goals and objectives and utilizing behavior management and intentional and consistent Core-Value-driven practices. Conducts dormitory operations in accordance with center operating policy...Contract workTraineeshipSummer workWork at office
$125k
...Senior Advisor Consultant, Edward Jones At Franklin Templeton, we're driving our industry forward by developing new and innovative... ...goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors...Local areaRelocationFlexible hours$132.5k - $338.3k
...solutions that span cloud, systems integration and application management, security, intelligent platform services, infrastructure... ...and AI, automation, and global delivery through our Advanced Technology Centers. We continuously innovate our services, capabilities,...Live inWork at officeLocal area- ...mentorship from experienced professionals. ~ Competitive starting rate with advancement opportunities. 100% of our branch and district managers started as entry level associates! ~ Paid holidays and vacation to support a healthy work-life balance. ~401(k) matching to...Full timeTemporary workFlexible hoursNight shiftWeekday work
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