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We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide leading service and support experiences for our advisors while answering questions, researching issues and completing transactions.

YEAR

Osaic Inc

IA Operations Specialist

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ADAPTED_NOW

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

Osaic

Senior Finance Manager, M&A

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The Client Portfolio Manager, High Net Worth is responsible for partnering with Financial Advisors and, in select cases, their high-net-worth and ultra-high-net-worth clients to develop and present tax-aware investment proposals and to support ongoing portfolio reviews. Approximately 2 or more years of relevant wealth management experience, with demonstrated experience serving high-net-worth or ultra-high-net-worth clients directly or supporting a team that serves them.

Concurrent Investment Advisors

Client Portfolio Manager, High Net Worth

PinpointHQ

The primary focus of this role is to support advisors through detailed planning analysis and execution, including retirement planning, tax-aware planning strategies, estate and trust planning coordination, insurance analysis, education planning, cash flow analysis, and other advanced planning considerations. Advanced Financial Planning & Paraplanning Support Provide comprehensive financial planning and paraplanning support to Financial Advisors and planning teams across a broad range of client planning needs and complexities.

Director, Central Planning

The ideal candidate has deep Salesforce administration and platform experience, strong financial services or wealth management context, and the ability to turn advisor and operations workflows into scalable CRM solutions. 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.

Dynasty Financial Partners

Lead Salesforce Engineer

This person will play a key role on prospect engagements by collaborating with our technology team and prospective advisors to understand their business needs and demonstrate how our products and services can address those challenges. Demonstrate excellent time management skills, ability to gauge priority and urgency of demo requests and client requests, and ability to work on multiple concurrent tasks and projects.

Technology Sales Consultant

Identify the failure modes specific to agent-generated code - plausible-but-wrong logic, silent scope creep, duplicated abstractions, missing edge-case handling, tests written to pass rather than to verify - and build detection for them. We need an engineer who can evaluate non-deterministic systems, build the tooling that catches AI regressions before they reach an advisor, and hold the line on code quality now that a meaningful share of our code is written by autonomous coding agents.

QA AI Automation Engineer

Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Complex Product Manager

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Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

The VP will oversee portfolio risk across a broad range of lending activities, including Commercial & Industrial (C&I) lending, Commercial Real Estate (CRE), leveraged finance, private banking, residential mortgages, securities-based lending, margin lending, and counterparty exposures. Reporting directly to the Chief Credit Risk Officer (CCRO), this role serves as a trusted advisor to senior leadership by identifying emerging risks, evaluating portfolio performance, and providing actionable insights to support sound risk management practices.

Raymond James Financial Inc

VP, Head of Credit Risk Portfolio Management

The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.

Robert W Baird & Co Inc

Client Specialist

JOB FUNCTION / SUMMARY: The Trust Relationship Manager 3 manages a portfolio of high-value and complex fiduciary client relationships, serving as a senior advisor for trusts, estates, guardianships, and agency accounts. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Hancock Whitney Corp

Trust Relationship Manager

The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Additionally, Strategists will partner with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning, philanthropic services, business sales and beyond.

Bank of America Corp

ISG UHNW Portfolio Strategist

The Operations Consultant leads mass account transfer conversions and department initiatives, serving as the primary project manager responsible for planning, execution, stakeholder coordination, and delivery of successful outcomes. The consultant applies operational expertise, critical thinking, and project management skills to identify risks, evaluate solutions, coordinate activities across multiple stakeholder groups, and deliver successful results.

Mass Account Transfers Operations Consultant

Conduct daily and monthly supervisory reviews of transactions in accordance with Canadian Investment Regulatory Organization (CIRO) requirements and RJL policies and procedures; Identify, resolve, and or escalate any areas of non-compliance; Review and approve client account applications and updates; review and approve advertisements, sales literature and correspondence; Maintain working knowledge of industry regulations and RJL policies and procedures; Fulfill CIRO continuing education requirements; Provide back-up coverage for other Branch Compliance Supervisors; and. Provide training for new supervisors; Respond to policy and regulatory changes with a view to the impact to supervision, and update firm-wide supervision documentation/manuals; Respond to queries and escalations around policy and procedure interpretation, client concerns, and complex or sensitive matters; Provide Supervisory coverage for other branches; Interview applicants for new supervisor positions; Assist senior Compliance and Supervision leaders with complex risk issues and team specific initiatives; and.

Senior Branch Compliance Supervisor

We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. This role exists to provide technical leadership and hands-on engineering expertise for the Account Lifecycle (AOP) platform, ensuring seamless and compliant onboarding and account management processes.

Franklin Resources Inc

Lead Software Engineer

This role requires someone who can operate independently at a senior level, build trust with sophisticated advisory firms and their principals, translate complex technology into business outcomes, and help shape the broader direction of the Partner Success practice - including informally mentoring junior PSMs. This role serves as a senior technology consultant and strategic point of contact for a portfolio of Dynasty's Network Partners - the independent RIA firms that rely on Dynasty's technology ecosystem to run and grow their practices.

Customer Success Senior Manager

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. The Director of Insider Threat will manage and optimize key insider threat capabilities, including: Program Strategy and Leadership: Define and execute the strategic vision for the enterprise Insider Threat program, aligned with organizational risk tolerance and business objectives.

Citigroup Inc

Cybersecurity Insider Threat, Director

Dynasty Financial Partners seeks a Partner Success Manager (PSM) to be the technology owner for a book of Dynasty's Network Partners, the independent RIA firms that run and grow their practices on Dynasty's technology ecosystem. Coordinate Dynasty's internal teams (CRM, Tech Education & Enablement, Product & Engineering, Finance, Legal, Compliance, Relationship Management, Marketing) and Resource Partners to deliver against those plans.

Partner Success Manager

Summary: The Transition Processing Specialist will be part of a team responsible for the accurate, timely and efficient processing of incoming and outgoing paperwork pertaining to client account opening, account maintenance, rep changes, sponsor company changes and supporting the day-to-day activities associated within Brokerage Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Wealth Advisor Jobs in Tampa, FL

IA Operations Specialist Osaic Inc

Senior Finance Manager, M&A Osaic

Client Portfolio Manager, High Net Worth Concurrent Investment Advisors

Director, Central Planning Concurrent Investment Advisors

Lead Salesforce Engineer Dynasty Financial Partners

Technology Sales Consultant Dynasty Financial Partners

QA AI Automation Engineer Dynasty Financial Partners

Complex Product Manager Osaic

Senior Manager | Sales Reinvention | Insurance Accenture Plc

VP, Head of Credit Risk Portfolio Management Raymond James Financial Inc

Client Specialist Robert W Baird & Co Inc

Trust Relationship Manager Hancock Whitney Corp

ISG UHNW Portfolio Strategist Bank of America Corp

Mass Account Transfers Operations Consultant Raymond James Financial Inc

Senior Branch Compliance Supervisor Raymond James Financial Inc

Lead Software Engineer Franklin Resources Inc

Customer Success Senior Manager Dynasty Financial Partners

Cybersecurity Insider Threat, Director Citigroup Inc

Partner Success Manager Dynasty Financial Partners

Transitions Processing Specialist Osaic Inc

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