Client Engagement Manager

SGS Technologie

Date: 5 days ago

City: Saint Petersburg, FL

Contract type: Contractor

SGS Technologie is looking for a Client Engagement Manager to work with a direct client in St. Petersburg, FL

Client Engagement Manager

Contract - W2

Hybrid

St. Petersburg, FL

Spotlight Call- Client Engagement Manager

We are looking for individuals who have recent experience within the financial services industry, specifically those who support financial advisors during the transition of their business. This includes guiding advisors and their end clients through the onboarding process as they move their book of business to a new broker‑dealer. In addition, strong job stability and consistent tenure across prior roles are important, as this position requires continuity, reliability, and a demonstrated commitment to long‑term engagement. While many candidates bring valuable experience with technology platforms or vendor support, those backgrounds do not fully align with the specialized advisor‑transition expertise needed for this role. Our focus is on professionals with direct, hands‑on experience supporting financial advisors through business transitions and onboarding activities within a broker‑dealer environment. I hope this helps clarify our expectations and please don’t hesitate to reach out if you have any additional questions.

Local candidates only- training completed fully onsite for 4-6 weeks then hybrid schedule in office 3 days per week Tower 4 St. Petersburg, FL

Laptop provided

Opportunity for conversion based on attendance, performance and availability of an FTE opening

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.
Performs other duties and responsibilities as assigned.

Knowledge of

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.
Project planning and implementation.

Skill in

Excellent communication and strong business writing skills.
Ability to organize and maintain schedules, as well as present virtually.
Following-up to ensure resolution and completion of tasks.
Proven ability to be able to multitask and meet deadlines.
Enthusiastic, self-motivated, effective under
Strong project management skills with the ability to lead projects to completion in a deadline-driven environment.
Ability to influence and bring different parties together for a positive outcome.
Cultivating and maintaining effective working relationships at throughout and at all levels of the organization.
Creative problem solving to meet client needs.

Ability to

Work directly with client firm executives and associates at all levels of the organization.
Organize, prioritize, manage, and track multiple details, tasks, and assignments in a fast-paced work environment.
Have detailed understanding of policy, procedures and processes.
Gather information, identify needs, and proactively apply findings to develop solutions.
Listen actively and demonstrate effective communication and interpersonal skills.
Work independently as well as collaboratively within a team environment.
Build and maintain strong working relationships with internal partners.