Wealth Management jobs in St. Petersburg, FL

Senior Data Analyst | Wealth Management Practice

Remote

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Today

Senior Data Analyst | Wealth Management PracticeIntroductionWe are seeking a highly analytical Senior Data Analyst to lead data discovery, quality profiling, and Source-to-Target Mapping (STTM) for enterprise wealth management data platforms. This role serves as the critical bridge between wealth business teams and engineering developers. ResponsibilitiesData Profiling & Pattern AnalysisSource-to-Target Mapping (STTM)Developer Collaboration & BridgeData Quality & GovernanceWealth Management Doma

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Contract

58 - 65

Staff Software Engineer | Wealth Management Platforms

Remote

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2d ago

Title: Staff Engineer| Wealth Management Platforms Location: Remote Job Type: Contract Compensation: $80 - $100/hr Industry: Financial Services About the Role We are partnering with a well-established Fortune 500 financial services organization to hire a Staff Engineer for a fully remote opportunity. Our client is a purpose-driven leader in the wealth management and financial services industry, known for delivering innovative technology solutions that support advisors, clients, and enterprise-

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Contract

Depends on Experience

Lead Full Stack Engineer, Wealth Management Technology

St. Petersburg, Florida

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Today

Job Description Summary This position follows a hybrid work model, with an expectation to be in the office 3 days per week at the St. Petersburg, FL Corporate Office location. Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. Job Description We are seeking a Lead Full Stack Engineer to drive the design and development of enterprise applications supporting Wealth Management. This is a hands-on technical leadership role requiring deep expertis

Part-time

Lead Analyst Technology, Wealth Management

St. Petersburg, Florida

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Today

Job Description Summary As part of our Wealth Management Technology team, the Lead Business Analyst serves as a strategic partner to business and technology stakeholders within Global Wealth Solutions, initially supporting the Annuities and Insurance Solutions platform. This role is responsible for driving the delivery of innovative, scalable, and efficient technology solutions that enhance advisor, client, and operational experiences. The ideal candidate combines deep business analysis experti

Full-time

Campaign Manager - Wealth Management - CST OR MST Time Zones

Remote

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Today

Campaign Manager - Wealth Management Employment Type: FTE - No Corp to Corp Location: Remote - CST OR MST Preferred Campaign Manager Position Summary The Campaign Manager is responsible for the execution, optimization, and operational management of both marketing and transactional campaigns across multiple channels. This role partners with Marketing, Project Management, Creative, Engineering, Data Operations, and Analytics teams to deliver personalized, data-driven customer experiences that su

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Full-time

Depends on Experience

BI Engineer

St. Petersburg, Florida

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11d ago

Job Overview Dynasty Financial Partners is building a leading wealth technology platform. We are looking for a BI Engineer to own the delivery of Dynasty Analytics products. You will work hands-on with a state-of-the-art data lake platform and partner closely with our data engineers and Product team. A core part of the job is understanding the questions the business is trying to answer with data, then turning our platform data into deep, reliable analytics the platform can be built on. What You

Full-time

TAMP Product & Platform Enablement

St. Petersburg, Florida

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7d ago

JOB OVERVIEW: Dynasty Financial Partners is seeking an experienced and driven professional to join the Platform team as AVP, TAMP Product & Platform Enablement. Reporting directly to the Head of Investment Platform/Operations, this role is the primary owner of advisor training, product education, and documentation across Dynasty's full TAMP platform. As Dynasty's TAMP capabilities grow and the advisor network expands, this role ensures that every advisor is equipped to use the platform confident

Full-time

Enterprise Architect

Tampa, Florida

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Today

It\'s an exciting time to join Fisher Investments! We\'re continuing to invest in the future of our firm\'s technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight-knit teamwork. We help support our firm\'s diverse businesses, and we are excited to continue solidifying that foundation as we add more accomplished technologist

Full-time

Lead Salesforce Engineer

St. Petersburg, Florida

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9d ago

Job Type Full-time Description Overview Dynasty Financial Partners is hiring a Lead Salesforce Engineer to lead the delivery and ongoing evolution of Dynasty's CRM Platform for RIAs across the Dynasty network. This is a hands-on leadership role responsible for architecting, configuring, and extending customized Salesforce environments while overseeing implementation work, QA standards, data migrations, integrations, and outside development partners. The ideal candidate has deep Salesforce a

Full-time

Senior Application Developer - Charles River Development (CRD)

St. Petersburg, Florida

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Today

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands-on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks. The Opportunity: You will support Charles River-driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with P

Full-time

Senior Application Developer - Charles River Development (CRD)

Tampa, Florida

•

Today

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands?on technical skills using Java, Python, C#, SQL, REST APIs, and CRD\'s own API and automation frameworks. The Opportunity: You will support Charles River?driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with

Full-time

Senior Application Developer - Charles River Development (CRD)

Clearwater, Florida

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Today

Full-time

Senior Application Developer - Charles River Development (CRD)

Tampa, Florida

•

Today

Full-time

Staff Product Manager- Integrations & Advisor Platform

Clearwater, Florida

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2d ago

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the Team We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Shar

Full-time

USD 191,000.00 - 225,000.00 per year

Lead Salesforce Engineer

St. Petersburg, Florida

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Today

Wealth management firm seeks a Lead Salesforce Engineer to own the delivery and evolution of its RIA CRM platform. Hands-on leadership role: architecting, configuring, and extending customized Salesforce environments while overseeing implementation, QA, data migrations, integrations, and outside developers. Responsibilities Architect, configure, and support multiple customized Salesforce instances; design scalable CRM solutions balancing firm-specific needs with platform standards. Build automat

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Full-time

Depends on Experience

Applications Development Sr Programmer Analyst, Assistant Vice President

Tampa, Florida

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Today

Overview of Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is sy

Full-time

USD 96,960.00 - 145,440.00 per year

Lead Data Engineer

St. Petersburg, Florida

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Today

Job Description Summary This position follows our hybrid workstyle policy: expected to be in a Raymond James office location three days per week, with at least one of those days being a Monday or a Friday. Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. Job Description Job Description Summary As part of the Wealth Management Technology organization, the Lead Data Engineer, Apps Dev serves as a technical leader within the Annuity and Life In

Full-time

Sr. Eagle Star Developer/ Consultant

Remote

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13d ago

Job Title: Sr. Eagle Star Developer/ Consultant Location: New York/ Jersey City, NJ Remote will be fine for right candidate Long Term Project Required Skills: Should have 10+ Years development experience in any one or multiple area with big banks in recent past : Capital markets, wealth management , back office, middle office , front office, risk management7+ years hands on development experience in Eagle star / paceNo profile should have more than 20 years of experience

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Contract, Third Party

$50 - $65

Sr. Eagle Star Developer/ Consultant :: Remote :: Contract

Remote or Hybrid in North Carolina

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Today

Sr. Eagle Star Developer/ Consultant Remote Contract Job Description: Required Skills: Should have 10+ Years development experience in any one or multiple area with big banks in recent past : Capital markets, wealth management , back office, middle office , front office, risk management 7+ years hands on development experience in Eagle star / pace

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Contract, Third Party

Product Owner Brokerage Cash Analytics Implementation

Remote

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5d ago

Job Tittle: Product Owner Brokerage Cash Analytics Implementation Duration: 5+ months contract Location: Hybrid (2-3 days / week) at localclient office Job ID: DLTJP00060500 W2 Only Job Summary We are seeking an experienced Product Owner to support the implementation of the Brokerage Cash Analytics platform for a large wealth management client. The Product Owner will serve as the primary liaison between client business stakeholders, platform vendor, and the delivery team to ensure successful on

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Full-time

Depends on Experience

Wealth Management jobs in St. Petersburg, FL, USA