Client Engagement Manager

Essential Duties & Responsibilities

• RCS Project lead for conversions onto the custody and clearing platform; ability to manage own workflow while keeping key stakeholders appropriately involved and up to date.
• Fosters and collaborates in the development of new client relationships.
• Acts as primary point of contact during onboarding to the platform.
• Effective external and internal client communications.
• Develops and maintains an in-depth understanding of custody and clearing business, its products, and supporting functions.
• Conducts effective educational meetings delivering a professional presentation.
• Ensures follow up and trains to inquiries related to services, qualifications, instructions or paperwork requirements for various programs.
• Ensures completion of all onboarding related tasks; maintains Salesforce workflow and data requirements.
• Ensures accuracy, completion and archival of onboarding contracts.
• Proactively monitors onboarding activity with the ability to identify system or potential risk situations and escalates appropriately.
• Builds and maintains key relationships and coordinates tasks with internal business lines demonstrating a culture of engagement and assistance.
• Must Haves
• 3+ years in financial services, client support and project coordination
• In-depth concepts, practices and procedures of custody and clearing firms.
• Fundamental concepts of financial markets, accounts, products, and the transfer process.
• Operational processes common to a custody and clearing platform.
• Series 7 a plus but not a requirement
• Job Type & Location

This is a Contract to Hire position based out of St. Petersburg, FL.

Pay and Benefits

The pay range for this position is $40.00 - $40.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment.

Benefits are subject to change and may be subject to specific elections, plan, or program terms.

• If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
• Workplace Type

This is a hybrid position in St. Petersburg, FL.

Application Deadline

This position is anticipated to close on Jul 20, 2026.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI)

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates.

AI helps assess applications and qualifications, but final decisions are made by our hiring team.

By applying, you acknowledge and agree that your application may be reviewed using AI tools.

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