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Ascensus jobs in Tampa, FL

- 99 jobs
  • Enrolled Actuary

    Ascensus 4.3company rating

    Ascensus job in Tampa, FL

    FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Job Description Section 1: Position Summary High level review to ensure quality of client deliverables including research of pension law and regulations. Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Lead Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit, Cash Balance plans and DB/DC Combo plans. Section 2: Job Functions, Essential Duties and Responsibilities * Review, prepare and/or certify client projects and ensure accurate client deliverables including: * Actuarial valuations and reports * Benefit statements * Plan documents, amendments, employee communications (SPDs, etc.) * Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms) * IRS determination filings and PBGC (Form 500 series) termination submissions * ASC 715/960 * Perform and review combined plan non-discrimination testing * Answer technical questions posed by staff * Research the Internal Revenue Code and other technical resources to resolve client issues * Provide technical training for staff * Provide back up to other teams as necessary * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in actuarial science, math or math related field * Enrolled Actuary designation with 5 years industry experience * Advanced understanding of: * Pension law * Plan documents and IRS favorable determination letters * Actuarial valuations and software systems * Excellent technical/analytical skills * Ability to research technical issues * Ability to explain technical issues to all levels of associates * Good verbal and written communication skills * Demonstrated expertise with Microsoft Office, particularly Excel applications * Demonstrated expertise with industry recognized pension valuation software * Detail and accuracy oriented * Good time management skills * Team Player Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $59k-89k yearly est. 45d ago
  • Manager, Nonqualified Deferred Compensation Consulting

    Ascensus 4.3company rating

    Ascensus job in Tampa, FL

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Lead the team that is responsible for managing Nonqualified Deferred Compensation (NQDC) and Corporate Owned Life Insurance (COLI) casework for Newport, Schwab and Vanguard teams. Section 2: Job Functions, Essential Duties and Responsibilities Collaborate with stakeholders to define acceptance criteria and ensure alignment with business goals. Act as a liaison between business units, project teams, and technical teams. Review and validate documentation to ensure accuracy and completeness. Manage the team that coordinates and compiles plan ‘diagnostic' evaluations for prospective nonqualified clients to include plan design evaluation (“Best Practices”), evaluation and recommendation of funding strategies, optimization and recommendations regarding participant investment ‘menu' options, trustee search and selection, etc. Foster strong relationships and maintain strategic oversight for clients along with intermediary partners and Newport Relationship Managers (“RMs”). Identify improvement opportunities in processes and recommend actionable solutions. Ensure deliverables are of high quality and meet operational readiness standards. Self-starter working in a fast-paced, demanding environment under tight deadlines Focus on learning in everyday activities and events Collaborate with and openly share knowledge with colleagues Train nonqualified clients and internal staff on nonqualified product design, product performance, fund changes and general trends or changes in the marketplace Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision Manage and develop a high performing team through implementation of effective recruitment, training, performance management, motivation and coaching. Lead and engage employees in a positive and professional manner where inclusion and diversity of thought are leveraged for innovation and continuous improvement. Work with employees to set and execute employee SMART goals/objectives. Manage direct reports according to Newport policy. Section 3: Experience, Skills, Knowledge Requirements Minimum 10+ years of NQDC services industry experience with direct accountability for client deliverables including plan design and COLI Bachelor's degree in business finance, IT or a related field from four-year college or university Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations Ability to write reports, business correspondence and procedure manuals Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs. Excellent communication and stakeholder management abilities. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $88k-113k yearly est. Auto-Apply 32d ago
  • Embedded Risk Associate

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: Being a member of the Embedded Risk Team, the Associate will enable effective and efficient strategy execution and comprehensive management of risk, resilience, and governance priorities for our clients. The group's operating model and evolving framework led from the first line supports Clearing & Securities Services through collaboration and shared accountability across the three lines of defense. In addition, the Embedded Risk Associate will work with the three lines of defense in reviewing and monitoring the risks associated with Clearing & Securities Services. This includes all aspects of risk, including but not limited to, credit, market, liquidity, operational, legal and compliance, technology, systemic, and other risks. Your Primary Responsibilities: Responsible for the production and maintenance of the Operational Risk Profiles on a quarterly basis, in addition to the supplemental monthly summaries for each of the respective Legal Entities. Monitor and manage key risks in existing business areas and new products to ensure that the highest quality and most relevant risk data is captured, aggregated, analyzed, and reported as part of the overall Risk Profile process Execution of the risk management framework, including the identification, assessment, monitoring, and reporting of risks associated with applicable business area in alignment with the enterprise strategic priorities and performance management framework, and the Corporate Risk Framework Policy Align risk and control processes into day-to-day responsibilities to mitigate, monitor, and bring up risks appropriately, including the timely resolution of incidents (e.g., coordination with all relevant partners, including Product Management & Global Business Operations, Major Incident Management [“MIM”]) Identify and monitor metrics and reporting to measure the risks within the Business Unit on an ongoing basis and share relevant, useful, and timely information with all relevant partners Work across the lines of defense as needed in the identification, remediation, and sustainability of issues and action plans developed as a result of operational risk incidents Support the Operational Risk function in the management and reporting of risk tolerances, risk acceptance, and the ongoing monitoring of third-party risks Work with the Systemic Risk Office to periodically update all pertinent Links Reviews and assist in initiating documentation for any new links that may be established for the organization Collaborate with the New Initiatives Office (NIO) and Product managers in the development of new offerings to gain reasonable assurance that the necessary controls are in order and that all pertinent scenarios that may impact the initiative have been thoroughly reviewed Partner with organizational groups within the Agile parameters to help develop functionality and processing for the firms current and developing service offerings. Ensure that the necessary controls and guidelines are in place to perpetuate maximum efficiency and safety Develop, communicate, and monitor adherence to department policies, procedures and standard methodologies that most effectively anticipate, manage, and reduce risk to DTCC and its participants; foster an environment of regulatory awareness and compliance Support broader program execution as needed to strengthen risk and control focus, proactive risk identification, continuous improvement, and transparency, and promote responsiveness and resiliency **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Minimum 4 years of related experience Bachelor's degree (preferred) or equivalent experience Talents Needed for Success: Inspire different approaches or ways of working Inspire teams to constructively challenge established views Present information clearly in writing and orally in larger group settings Convince others on key topics by presenting persuasive arguments and alternative approaches Set an example for others by personally embracing change Build ownership for change by empowering others to lead change initiatives We offer top class training and development for you to be an asset in our organization! The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $106k-149k yearly est. Auto-Apply 60d+ ago
  • Process Excellence Associate

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: Being a member of the Process Excellence Team, the Associate will grow the enterprise business architecture platform through technical skills and business awareness. The Process Excellence team supports Enterprise Digital Solutions in improving operational efficiency by analyzing processes, identifying inefficiencies, and implementing solutions for Enterprise Services and its partners. In addition, the Process Excellence Associate will work with partners to identify their needs for the platform, build reports in the platform, and drive a client-focused approach throughout the enterprise roll-out. Your Primary Responsibilities: Promote the data being maintained in the platform as a key enterprise resource through the creation of powerful client-focused dashboards and reports Drive utilization of the business architecture platform by defining policies directed towards the management and maintenance of the information Identify operational improvement opportunities within the department by developing data management best practices, consolidation opportunities, or areas for natural expansion of the data footprint Assist in the development of the platform, learning the current SDLC process and driving the development of the reports, either in the platform itself or through dashboards Provide data insights and drive cross-functional coordination to support business decision making **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Minimum 4 years of related experience Bachelor's degree (preferred) or equivalent experience Talents Needed for Success: Proficient in PowerBI (or equivalent and willing to learn) Ability to communicate with internal partners and also implement at a technical level Self-starter, with the ability to define the appropriate actions to take based on the vision, mission, and objectives of the department Experience with business architecture, BPM, or enterprise architecture platform is preferred Strong decision making and problem-solving capabilities We offer top class training and development for you to be an asset in our organization! The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $67k-94k yearly est. Auto-Apply 60d+ ago
  • Business Continuity and Resilience Intern [2026 Internship Program]

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. About our Internship Program: The Summer Internship Program is a unique and challenging 10-week experience for diverse, talented, high-performing individuals interested in different aspects of the financial and technology industry. Contingent upon business needs, performance and completion of degree, our internship serves as a pipeline to our full-time early-career program EDGE. What to expect as a DTCC Intern: Access to senior leaders Workshops for skill-building and career development Participation in employee resource groups Team volunteering with local charities A sense of community Assigned a mentor throughout the summer A flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: Business Continuity and Resilience (BCR) provides the overarching governance and second line oversight for the design, implementation, and maturation of DTCC's business continuity and operational resilience practices at DTCC. The BCR Intern should be ready to apply knowledge of business practices and processes to ensure compliance across policies and procedures, evaluate potential threats that could impact the organization, and suggest mitigation strategies to minimize the likelihood and impact of adverse events on organizational operations. The intern will assist in supporting tasks set by various teams under BCR, including analyzing and organizing area data and content, performing research, and making recommendations to improve effectiveness and efficiency. This will be a valuable experience for any student pursuing a career in business administration, risk management, and/or resiliency within the financial services industry. *NOTE: The Primary Responsibilities of this role are not limited to the details above. * Selection and Program Timeline: (timing may vary) August - October 2025: Applications open October - December 2025: Interview and Selection process January - May 2026: Early engagement and onboarding process June 2026: Start of program Qualifications: Candidates must be working towards a bachelor's degree in the following curriculums: Business, Cybersecurity, Computer Science, MIS, Technology Management, or any other related field Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future) Candidates must have minimum of a 3.2 GPA upon graduation Talents Needed for Success: Must demonstrate superior analytical and communication skills Strong interest in the financial services industry, with previous internship experience a plus Knowledge of Excel including pivot tables, charts, and dashboards The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $43k-55k yearly est. Auto-Apply 6d ago
  • Product Owner Intern [2026 Internship Program]

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. About our Internship Program: The Summer Internship Program is a unique and challenging 10-week experience for diverse, talented, high-performing individuals interested in different aspects of the financial and technology industry. Contingent upon business needs, performance and completion of degree, our internship serves as a pipeline to our full-time early-career program EDGE. What to expect as a DTCC Intern: Access to senior leaders Workshops for skill-building and career development Participation in employee resource groups Team volunteering with local charities A sense of community Assigned a mentor throughout the summer A flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: A member of the Risk Tech Delivery team is responsible for translating the product vision into squad deliverables to achieve the product strategy, aligned with maximizing value to the client. This is done through managing scope and product backlog in collaboration with the multiple squads, Product Manager, clients (internal/external) and key stakeholders. As a Product Owner Intern, you'll gain hands-on experience supporting product initiatives and learning how to manage project workflows. You'll collaborate with team members, attend meetings, and assist in organizing and tracking project tasks. Your Primary Responsibilities: Help document meeting notes, timelines, and project updates. Support the team in tracking project progress and identifying potential blockers. Assist in preparing presentations and reports for internal stakeholders. Participate in team discussions and contribute ideas to improve processes. Learn how to manage product backlogs and prioritize tasks. *NOTE: The Primary Responsibilities of this role are not limited to the details above. * Selection and Program Timeline: (timing may vary) August - October 2025: Applications open October - December 2025: Interview and Selection process January - May 2026: Early engagement and onboarding process June 2026: Start of program Qualifications: Candidates should be working towards a bachelor's degree in the following curriculums: Business, Economics, Finance, Accounting, Computer Science, Business & Technology Management, or related field Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future) Candidates must have minimum of a 3.2 GPA to be considered Talents Needed for Success: Must demonstrate superior analytical and communication skills Strong interest in the financial services industry, with previous internship experience a plus The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $60k-82k yearly est. Auto-Apply 25d ago
  • Corporate Actions Testing Senior Analyst

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Global Business Operations (GBO) organization is responsible for all operations and asset services supporting the following DTCC businesses: The Depository Trust Company (DTC), National Securities Clearing Corporation (NSCC), Fixed Income Clearing Corporation (FICC) - Government Securities Division (GSD) & Mortgage-Backed Securities Division (MBSD), Wealth Management Services (WMS), Insurance & Retirement Services (I&RS), Solutions Operations - Global Market Entity Identifier (GMEI), and Global Service Bureau (GSB). GBO's mission is to provide the Securities Industry with superior operations processing and client services support in an environment that minimizes risk and cost while improving efficiency. Corporate Actions Testing is responsible for testing system enhancements as well as new applications on behalf of the end user to validate that the expected results have been met prior to production deployment. Testing takes place in a non-production region to closely simulate the production environment. Key Functions and Responsibilities: partner with Product Management, Operations and IT, and are part of squads across multiple projects, perform automation as needed with the available testing tools, and signoff on new functionality, changes, or fault fixes before production deployment, and evidence of test plans, test cases and post-test reports. Your Primary Responsibilities: Analyzes and understands business requirements. Develops test plans and cases via ALM. Reviews test plans/cases with customers, obtains approval. Executes test cases required for end to end testing on distributed and/or mainframe test environments. Discovers, reports and tracks defects via JIRA. Takes ownership of workload, ensures deliverables are met while adhering to critical timeframes; ability to manage competing priorities. Builds knowledge of department controls. Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk, advances appropriately. Maintains a steadfast focus on client service, including responding to inquiries timely and accurately, resolving issues promptly. Builds and maintains strong relationships with internal and external customers to facilitate testing, execution, and defect resolution. Demonstrates effective communication skills, active engagement in meetings and displays a curiosity to learn and grow; accepts feedback given and applies to role. Facilitates training sessions for junior team members as directed by management. Participates in projects and initiatives. Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; advances appropriately Qualifications: Minimum of 2 years of related experience Bachelor's degree preferred or equivalent experience Talents Needed for Success: Collaborates well within and across teams. Communicates openly with team members and others. Works with the team to review deliverables and ensure quality and accuracy. Adheres to established rules and procedures when performing work. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $61k-76k yearly est. Auto-Apply 19d ago
  • Financial Advisor

    Ameriprise Financial 4.5company rating

    Tampa, FL job

    Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
    $39k-70k yearly est. Auto-Apply 60d+ ago
  • Third Party Risk Intern [2026 Internship Program]

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. About our Internship Program: The Summer Internship Program is a unique and challenging 10-week experience for diverse, talented, high-performing individuals interested in different aspects of the financial and technology industry. Contingent upon business needs, performance and completion of degree, our internship serves as a pipeline to our full-time early-career program EDGE. What to expect as a DTCC Intern: Access to senior leaders Workshops for skill-building and career development Participation in employee resource groups Team volunteering with local charities A sense of community Assigned a mentor throughout the summer A flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: The Third Party Risk (TPR) Intern supports the execution of DTCC's third party risk management framework by assisting in the review and documentation of third party risk assessments. This includes contributing to the development of tools and resources that enhance oversight across the third party lifecycle-from onboarding through termination. The intern also plays a key role in monitoring and reporting third party risk metrics, supporting data collection and analysis efforts, and facilitating periodic ongoing monitoring activities in alignment with TPR procedures and governance standards. This includes: Assisting with special projects including program enhancements, reporting, and senior management presentations Providing support to business users to understand third party monitoring and oversight requirements Learn about current industry events and emerging risks and share how they might affect third party risk management at DTCC *NOTE: The Primary Responsibilities of this role are not limited to the details above. * Selection and Program Timeline: (timing may vary) August - October 2025: Applications open October - December 2025: Interview and Selection process January - May 2026: Early engagement and onboarding process June 2026: Start of program Qualifications: Candidates must be working towards a bachelor's degree in the following curriculums: Business, Cybersecurity, Computer Science, MIS, Technology Management, or any other related field Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future) Candidates must have minimum of a 3.2 GPA to be considered Talents Needed for Success: Must demonstrate superior analytical and communication skills Strong interest in the financial services industry, with previous internship experience a plus Analytical, problem-solving, and decision-making skills Solid communication, negotiation, and relationship management skill Knowledge of Excel including pivot tables, charts, and dashboards Project management, presentation development, influencing, and public speaking skills The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $55k-86k yearly est. Auto-Apply 47d ago
  • Workflow Supervisor Associate

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services. These grouped platforms enable the business to optimize delivery for clients, generate efficiencies and resilience, and enable consistency in the business digitization strategy, processes and end-to-end best practices. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: The Workflow Supervisor Associate is responsible for overseeing and managing daily operations within the department. They ensure task coordination, appropriate coverage, and workload allocation. The role entails tracking performance metrics, analyzing productivity, and reporting to upper management. It involves identifying and implementing workflow improvements, providing training and upskilling opportunities for employees, maintaining quality assurance, and resolving workflow issues as an escalation point. The Workflow Supervisor will be a point of contact for the team in regard to the day-to-day workflow operations and/ or escalations, and will provide guidance, support, and training to enhance the productivity of the team and the quality of their work. Your Primary Responsibilities: Supervise Workflow Operations and Team Coordination: Oversee daily activities, ensure team members are aligned with goals and deadlines Workflow Distribution: Ensure appropriate coverage and workload allocation Performance Monitoring and Reporting: Track metrics, analyze productivity, provide feedback, and report to upper management Process Optimization: Identify and implement workflow improvements Training and Development: Train new employees and ensure team members are equipped to meet performance expectations Quality Assurance: Maintain compliance with department procedures and high standards for quality and accuracy Problem Solving: Address and resolve workflow issues, serve as escalation point Documentation: Maintain records of processes, performance, and training activities Align risk and control processes into day to day responsibilities to monitor and mitigate risk; escalate appropriately **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Minimum 4 years of related experience Bachelor's degree (preferred) or equivalent experience Talents Needed for Success: Strong time management and organizational skills Excellent communication and interpersonal abilities Proficient in data analysis and performance metrics Proficiency in workflow management tools such as SalesForce, BPM, Power BI/Automate, Appian, etc. Flexibility to respond to changing project requirements, client priorities, and organizational best practices We offer top class training and development for you to be an asset in our organization! The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $72k-101k yearly est. Auto-Apply 13d ago
  • Product Management Senior Associate (Product Insights & Modernization)

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. The Global Operations, Client Services & Administration group delivers world-class safety and soundness for the global financial services industry. The team provides DTCC's portfolio of core securities and superior transaction processing and client services support in an environment that minimizes risk and cost while maximizing efficiency. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: Being a member of the Product Management Team, the Senior Associate will be responsible for business management activities associated with DTC's Corporate Actions product such as business planning, business development and coordination and execution of all Distribution & Redemption related activities within the Corporate Actions product. This includes proactively managing positive relationships with business partners and collaborators throughout the organization. In addition, the Product Management Senior Associate will also manage projects and work closely with other members of the department, the development team(s), Global Business Operations, clients, and industry groups. Your Primary Responsibilities: Support compilation of General Manager and Asset Services Product Management Leadership Team Weekly snapshot consolidation Support Asset Services Strategy planning, compiling of materials, metrics and business cases Support Asset Services business recaps including revenue reporting, billing, and annual accomplishments that are shared with the General Manager and Executive Committee Support ad hoc projects that are prioritized by Asset Services (i.e. support activities include research, data gathering, analysis, and consistency of messaging) Support planning for key Clearing & Securities Services business meetings including action tracking to bring commitments to closure Annual business planning, volume, revenue forecasts and pricing reviews Track and manage Corporate Actions revenue and expenses Manage the agent billing for all Asset Services Research & Exception Processing Fees Contribute to customer facing and internal project-specific communications (Important Notices, FAQs, press releases, newsletter articles, fact sheets) Update and maintain all customer facing web content for Asset Services Conduct analysis of the customer satisfaction survey to measure, monitor and report on customer satisfaction Align risk and control processes into day to day responsibilities to monitor and mitigate risk; escalate appropriately **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Minimum 6 years of related experience Bachelor's degree (preferred) or equivalent experience Talents Needed for Success: Self-starter who can work autonomously, while also being an energetic, efficient, and resourceful team player Present information clearly in writing and orally in larger group settings Convince others on key topics by presenting persuasive arguments and alternative approaches Inspire teams to constructively challenge established views We offer top class training and development for you to be an asset in our organization! The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $69k-101k yearly est. Auto-Apply 60d+ ago
  • Integration Consultant I

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive. Comprehensive health and life insurance and well-being benefits, based on location. Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Integration Consultant I within SIFMU Integration, is responsible for supporting the team with new member onboarding, account changes and supporting lifecycle activities. The team will interact directly with potential new clients, delivering prompt and professional guidance to applicants as they navigate through the entire onboarding process. Upon activation of membership, you will assist in processes and underpin the client account lifecycle including add-on accounts, products and services. Your Primary Responsibilities: Support all aspects of the Client onboarding lifecycle across all DTCC stages Participate in project kickoff meetings to align on expectations, timelines and overall results Support the membership application process and manage all aspects of setups across Client Test and Production Environments Drive client engagement/activities, answer questions on Membership Application Portal (MAP) process or coordinate with the vital people/groups to facilitate client conversations (ex. Legal, product) Provide recommendations to clients' additional services if needed, such as file or message reporting Provide test scripts and handle the client User Acceptance process Schedule and lead regular small project status meetings with clients to provide project status updates Support client activations by partnering with all internal parties to ensure readiness and successful transition to production Proactively support clients on Day 1 of activation Build and maintain strong relationships across all groups involved with the Client Onboarding process Identify and implement opportunities for efficiencies by working across the Client Services Teams and overall DTCC Organization Build and maintain project materials as needed (Project Status Reports, SOP, project plans, test plans, etc.) Successfully engage in multiple client projects simultaneously **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Minimum of 4 years of related experience Bachelor's degree preferred or equivalent experience Talents Needed for Success: Demonstrated project management and application integration skills required, PMP certified desirable. Minimum of 3 years of related experience preferably in the Financial Services industry with understanding of the Institutional Trade Flow and Trade Processing business e.g. STP and current securities industry initiatives Experience with similar business/application messaging systems and protocols highly desirable Must have extensive client facing experience with proven ability to effectively manage client expectations and concerns Strong verbal and written communication skills to communicate information/issues clearly and succinctly to technical/non-technical colleagues and clients. Demonstrated problem-solving capability and analytical skills The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $85k-110k yearly est. Auto-Apply 31d ago
  • Accounting Intern [2026 Internship Program]

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. About our Internship Program: The Summer Internship Program is a unique and challenging 10-week experience for diverse, talented, high-performing individuals interested in different aspects of the financial and technology industry. Contingent upon business needs, performance and completion of degree, our internship serves as a pipeline to our full-time early-career program EDGE. What to expect as a DTCC Intern: Access to senior leaders Workshops for skill-building and career development Participation in employee resource groups Team volunteering with local charities A sense of community Assigned a mentor throughout the summer A flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry. DTCC's Financial Reporting & Accounting (FR&A) department advises on the accounting treatment for complex transactions, performs all accounting and prepares all external financial statements and regulatory reports. This intern will support one of the team's key responsibilities which is to perform the monthly general ledger close. This includes preparing journal entries, performing balance sheet account reconciliations, and analyzing account activity including providing variance explanations for monthly management reporting. The intern will work collaboratively and cross-functionally with other departments within the Chief Financial Offfice and will become proficient in Oracle ERP as well as other internal systems. *NOTE: The Primary Responsibilities of this role are not limited to the details above. * Selection and Program Timeline: (timing may vary) August - October 2025: Applications open October - December 2025: Interview and Selection process January - May 2026: Early engagement and onboarding process June 2026: Start of program Qualifications: Candidates must be working towards a bachelor's degree in the following curriculums: Finance or Accounting Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future) Candidates must have minimum of a 3.2 GPA to be considered Talents Needed for Success: Must demonstrate superior analytical and communication skills Strong interest in the financial services industry, with previous internship experience a plus Able to handle multiple projects and deadlines in a fast-paced work environment Proficient in Excel, Word, and PowerPoint The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $23k-36k yearly est. Auto-Apply 9d ago
  • Director Oracle Database Engineering

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Director Oracle Database Engineering team is responsible for managing DTCCs public and private cloud databases and responsible for the design, build, and operational aspects of the database. The Director Oracle Database Engineering is responsible for leading the database team and will be responsible for the strategy, design, implementation, and operations of database solutions. You and your team will engage with the infrastructure and application development teams and support the adoption of cloud database solutions and provide a clear path to migrate from the private cloud to the public cloud. Your Primary Responsibilities: Lead engineering and support teams that will support DTCC's modernization efforts. Collaborate and align with the modernization plans of the platform and application development teams. Enhance and further mature the Oracle distributed database service that is attuned to the customer's needs by promoting self-service capabilities. Extensive involvement in audit and regulatory reviews for all items related to the cloud database space. Encourage & lead automation initiatives for public and private cloud databases. Strong people leadership to empower, encourage, and engage. **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Bachelor's degree preferred with Masters or equivalent experience Minimum of 10 years of related experience of database engineering, delivery, and support. Talents Needed for Success: Ability to work across teams to create partnerships that achieve organization goals, and passionate about building an innovative culture. Ability to technically lead the cloud database technology team along with providing transparency and insight that can be consumed by business teams. Proven understanding of Oracle technologies hosted in the private and public cloud. Passionate about building a strong team to support the organization's goal for modernization. Solid understanding of automation and orchestration tools such as Terraform, Ansible, and GitLab. Familiarity with Software Development Life Cycle management & the Agile methodology. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $98k-138k yearly est. Auto-Apply 60d+ ago
  • Operations Risk & Control Analyst

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: Being a member of the Operations Risk & Control Team, the Analyst will be responsible for maintaining the integrity of DTC's books and records through various monitoring, reconciliation and error resolution activities aimed at ensuring the daily balancing of client, inventory, and internal account positions for both cash and securities. The OR&C Team monitors and processes agent related transactions and provides support to the Transfer Agent community. In addition, the Operations Risk & Control Analyst will interact with clients and partners to assess and resolve problems, display attention to detail, and possess the ability to multi-task while providing excellent internal and external client service. Your Primary Responsibilities: Complete operational processes by following documented procedures and job aides, make suggestions on improving process and efficiency Process specialized workflows, resolve exceptions, assist with complex inquiries Ensure results met in line with procedures, metrics, and benchmarks, while adhering to critical timeframes Build knowledge of department controls. Align risk and control processes into day-to-day responsibilities to monitor and mitigate risk Maintain a focus on client service, including responding to inquiries timely and accurately, resolving issues promptly Build and maintain strong relationships with internal and external partners to facilitate issue resolution, operational improvements, and risk reduction Demonstrate active engagement in meetings and display curiosity to learn and grow; accept feedback given and apply it to the role Participate in projects and initiatives **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Entry level - internship experience highly preferred Bachelor's degree (preferred) or equivalent experience We offer top class training and development for you to be an asset in our organization! The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $54k-73k yearly est. Auto-Apply 60d+ ago
  • Cybersecurity Analyst [2026 EDGE Program]

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. About the EDGE Program: The Exploration, Development, Growth and Experience (EDGE) Program supports DTCC's commitment to identifying and selecting diverse early career talent across the organization, ensuring you have a comprehensive understanding of our industry, our company, the technical / functional skills needed for the various business areas, and the leadership competencies needed for overall success within DTCC. What to expect as an EDGE Analyst: A program that provides accelerated development opportunities designed to cultivate the future leaders for DTCC Week-long orientation A comprehensive learning and engagement plan Assigned to your own mentor and EDGE buddy to gain a well-rounded view of the company Networking and exposure to senior management Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: As a participant in the Cybersecurity EDGE Program within the IT Cybersecurity and Platform Strategy department, you will play a critical role in protecting our organization from cyber threats while developing a strong foundation in cybersecurity. Through this 18-month rotational program designed for recent college graduates, you will directly contribute to strengthening our security posture by working hands-on across three essential domains: Identity Access Management, Threat and Vulnerability Management, and Incident Response. Each rotation lasts six months and is designed to build foundational knowledge, technical skills, and cross-functional collaboration. The program culminates in full-time role placement opportunities based on performance and business needs. Your efforts will ensure that access to critical systems remains secure, security risks are proactively identified and mitigated, and the organization is prepared to detect and respond to incidents in real time. Your Primary Responsibilities: Support the management and protection of system and data access by assisting with credential management, conducting access reviews, and enforcing security policies within the Identity Access Management (IAM) rotation. Participate in proactive security measures by conducting vulnerability scans, analyzing threat intelligence, and assisting in remediation planning as a member of the Threat and Vulnerability Management (Cyber Green) team. Contribute to real-time detection and response efforts by supporting investigations, containment, and post-incident analyses with the Incident Response (Cyber Blue) team. Collaborate across functions to develop both technical and professional skills, preparing for transition into a full-time cybersecurity role upon successful completion of the program. *NOTE: The Primary Responsibilities of this role are not limited to the details above. * Selection and Program Timeline: (timing may vary) August - October 2025: Applications open October - December 2025: Interview and Selection process January - July 2026: Early engagement and onboarding process July 2026: Start of program Qualifications: Candidates must be working towards a bachelor's degree in the following curriculums and graduating no later than May 2026: Cybersecurity, Computer Science, MIS, Technology Management, or any other related field Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future) Candidates must have minimum of a 3.2 GPA upon graduation Talents Needed for Success: Must demonstrate superior analytical and communication skills Strong interest in the financial services industry, with previous internship experience a plus [Ability to engage cross-functional teams and promote a security-first culture The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation .
    $56k-80k yearly est. Auto-Apply 60d+ ago
  • Associate Director IT Asset Management (SALM)

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits Pension Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (Onsite Tuesdays, Wednesdays and a third day of your choosing) The impact you will have in this role: As an Associate Director in IT, you will be a strategic subject matter authority and leader in the IT Asset Management team, playing a meaningful role in modernizing how we lead our software assets, alignment into the configuration management database, supporting data models, lifecycle, and relationships across systems. This role provides a unique growth opportunity to use your experience, communication, and problem-solving skills to transform and advance some of our most critical support functions. With a risk and control mentality, you will also be critical in ensuring that DTCC is best positioned to control the full lifecycle of software from onboarding, updating, and retiring software assets. You and your team will drive governance elements, demonstrating new discovery processes, automation, and a data-driven controls. This is an exciting time for the area where we are redefining, modernizing, and improving the overall implementation of ITAM practices and a great time to join our evolving team. Your Primary Responsibilities: Lead SALM function and staff. Maintain records and databases containing information regarding licenses, warranties, and service agreements for the organization's hardware and software. Track quality throughout the product lifecycle. Responsible for day-to-day operations and lifecycle management pertaining to IT Assets within the contracted operating environment. Coordinate with the procurement, finance, and legal functions on contracts to gather vital software license positions and management of the software license inventory. Coordinate and manage all software management and lifecycle related policies, procedures, controls, job aids, and reports. Support the modernization of ITAM processes that will be built on a new industry standard platform which will provide more insight into relationship management, life cycle management, and risk management. Align with adjacent teams to coordinate on process, operations, and lifecycle management. Ensure process efficiency by implementing key performance indicators, continuous improvement plans, and automation. Manage related audit, regulatory, and control framework requests for information and evidentiary reporting. Maintain strong operational controls around SALM functions. **NOTE: The Responsibilities of this role are not limited to the details above. ** Qualifications: Bachelor's degree and/or equivalent experience Minimum of 10 years of related experience, including IT delivery, operations, service management and/or support Talents Needed for Success: Minimum of 10 years of related experience, including software asset management, asset lifecycle management, IT service management, contracts and licensing, and working across a wide array of IT support functions. Strong communication skills and ability to meet with clients, present to senior management and provide updates to regulators / supervisors. Ability to work across teams to create partnerships that achieve organization goals, and passionate about building an innovative culture. Strong critical thinking, communication, and teamwork skills are key to be successful in this role. Proven track record of implementing and/or redefining ITAM & SALM functions. Familiarity with agile delivery practices and methodology. Deep understanding of ITAM and ITIL principles and configuration management. Solid understanding of the Common Service Data Model (CSDM) and its application in the IT Asset Management space. Experience initiating continuous improvement projects. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $115k-145k yearly est. Auto-Apply 60d+ ago
  • Information Technology Intern [2026 Internship Program]

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. About our Internship Program: The Summer Internship Program is a unique and challenging 10-week experience for diverse, talented, high-performing individuals interested in different aspects of the financial and technology industry. Contingent upon business needs, performance and completion of degree, our internship serves as a pipeline to our full-time early-career program EDGE. What to expect as a DTCC Intern: Access to senior leaders Workshops for skill-building and career development Participation in employee resource groups Team volunteering with local charities A sense of community Assigned a mentor throughout the summer A flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information solutions through activities that include development of essential business applications, building infrastructure capabilities to meet client needs and implementing data standards and governance. The Information Technology Intern will participate in the collection and analysis of project requirements, create technical specifications, build and test application code, assist in procedural and code documentation for assigned projects, can make contributions within their business areas, and learn from experts currently working within the field. IT Departments Overview: Enterprise Product & Platform Engineering (EPPE) Infrastructure develops and manages platforms that support core IT systems. EPPE enables business outcomes, drives innovation, and boosts operational resilience by shifting from manual infrastructure delivery to a modern, automated, code-driven approach focused on Infrastructure as Code (IaC), self-service, and platform engineering. The division is organised into specialised departments that collaborate to maintain a unified and robust infrastructure ecosystem. EPPE is organized into six key areas: Infrastructure Enablement: This includes automation, Infrastructure as Code (IaC), Site Reliability Engineering (SRE), management of shared services and tools, development support, and change/release management. Cloud Platforms & Engineering: Design and manage public/private clouds, containers, virtualization, backup, and AI/BI platform operations. Network Engineering: Architecture, operations, instrumentation, telecom provisioning. Data Engineering: Database engineering on DB2, SQL, Oracle, and Aurora; data operations and platform support. Mainframe Engineering, Resiliency & Infrastructure Testing: Involves mainframe operating system, security, storage, and communications engineering; disaster recovery, cyber recovery, and operational resilience; as well as infrastructure testing and extended run operations. Enterprise Production Stability: Oversight of incident and problem management across multiple regions, strategic data center operations, capacity planning, and command center management. Application Development builds and maintains systems for financial market infrastructure, focusing on secure and scalable post-trade applications. They support clearing, settlement, asset servicing, and data reporting worldwide, ensuring compliance and resilience. The AD teams include Software Developers, DevOps Engineers, and QA/Test Engineers. Application Development Teams: FinSight (Financial Risk Management and Insight through Observability, Service Now and IT Asset Management): Develop, test, modernize, reporting, data and support applications for Securities Services and Risk Management including the following business functions: Asset Services , Fixed Income Clearing , Wealth Management Services , Financial Settlement , Risk Management WRAFT Delivery: Wealth Management Services, Fixed Income (FICC), Asset Services, Repository & Derivative Services (RDS), as well as Business, Governance, and Application Support. Equities Delivery: Equity Clearing, Institutional Trade Processing (ITP), Equities Settlement, Business, Governance and Application Support Technology Research & Innovation (TRI) at DTCC leads enterprise-wide AI efforts by collaborating across business areas for responsible integration. TRI pilots and assesses emerging technologies, supports digital assets through Launchpad and web3 infrastructure, engages in industry events and partnerships, and contributes thought leadership. TRI's work spans four main domains: AI: Oversees organization-wide initiatives, tools like Insight IQ, and platforms supporting experimentation. Digital Assets & Web3: Develops financial infrastructure and projects such as the Launchpad and Collateral Industry Pilot. Emerging Technology: Evaluates tools and innovation in quantum computing, cryptography, and strategic technology projects. Open Innovation: Fosters collaboration through hackathons, academic partnerships, and internal professional development. Architecture and Enterprise Services (AES) provides the models, governance, and practices essential for defining, planning, and managing Business and IT capabilities. The department is committed to reducing risk and increasing operational efficiency across the organization. AES Key Focus Areas Enterprise Architecture Governance: Oversees ITAES procedures, standards, and policies to ensure consistent architectural practices. Application and Platform Architecture: Offers consultative services for application design and development, while managing enterprise architecture standards and governance. Corporate and Common Services (CCS): Delivers foundational IT services that support the development and operation of DTCC's business applications. Cybersecurity Architecture: Designs secure architectural solutions and publishes reusable security patterns to strengthen information security. Data Architecture and Analytics: Simplifies DTCC's data environment by establishing enterprise-level standards and best practices for data governance and delivery. Digital Services and Governance: Enhances digital customer experience through intuitive interfaces, proactive support, and strengthened governance. IT Business Management & Operations (BMO): Manages IT system delivery processes, performance metrics, and provides business and operational support. Client & Messaging Technologies: Supports enterprise frameworks including Middleware, Messaging, Web Platforms, FIX, and SWIFT through secure and scalable infrastructure. Your Primary Responsibilities: Participate in the analysis of project requirements and development of technical specifications. Assist in procedural and code documentation for assigned projects. Develop and test code for existing or proposed business applications. Perform troubleshooting of applications. *NOTE: The Primary Responsibilities of this role are not limited to the details above. * Qualifications: Candidates must be working towards a bachelor's degree in the following curriculums: Business, Computer Science, Computer Engineering, MIS, Business & Technology Management or related major Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future) Candidates must have minimum of a 3.2 GPA to be considered Talents Needed for Success: Must demonstrate superior analytical and communication skills Strong interest in the financial services industry, with previous internship experience a plus Good written & oral communication skills Motivated self-starter Ability to grasp new concepts Proficient computer and technical skills Ability to work within a team environment The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $38k-58k yearly est. Auto-Apply 60d+ ago
  • Embedded Risk Manager, Chief Financial Office

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: Are you an internal auditor with 4+ years of experience? Are you looking to transition to a new and more diverse risk management role? Or, are you an operational risk professional who wants to immerse yourself in a finance function and contribute to improving its control environment? The Embedded Risk Manager (ERM) will support CFO teams in managing, monitoring, and reporting on operational risk. The ERM will be a trusted advisor on managing risk and improving the financial functions' control environments. In addition, the ERM will document risk assessments; write and maintain operating procedures, process maps, and risk/control inventories; design and administer control testing; report on key risk indicators; and help fulfill team and department-wide deliverables, such as requests from control groups (e.g., Compliance). Your Primary Responsibilities: Control Environment Assessments: Examine internal controls, document findings and potential issues, and provide strategic and proactive consultation in identifying risk exposures and developing solutions. Administration: Provide day-to-day administration of risk management activities, including tracking completion of action plans, documentation reviews, and control group requests. Excel-Based End User Computing: Advise teams on Excel-based control design and execution and provide oversight of control maintenance activities Control Testing: Develop, monitor, complete, and report on management's self-testing of controls. Process Mapping: Document, update, and analyze end-to-end process maps. Risk/Control Inventories: Build and maintain risk & control inventories, and facilitate teams' timely review of them. Risk Profiles: Complete quarterly risk profiles for the Chief Financial Office. Action Plans: Identify action plans to remediate audit findings and operational risk incidents, advise on approach to closing them, and track their completion. Procedure Maintenance: Serve as a Chief Financial Office documentation gatekeeper, making sure procedure documentation is updated on time, verifying edits meet Compliance and documentation standards, and verifying documentation includes controls. Procedure Projects: Manage projects of significant scope to update policies, processes, and procedures. Write policies and procedures that are user friendly, organized logically, well written, and meet the needs of different collaborators, such as new employees, internal control groups, and regulators. Control Group Deliverables: Help teams interpret and fulfill requests from our internal control groups. Third-Party Risk: Review third-party risk assessments of the Chief Financial Office's suppliers. Metrics: Develop, maintain, and report on key risk indicators and performance measurements, including the organization's risk tolerance dashboards. Qualifications: Minimum of 8 years of related experience Bachelor's degree preferred or equivalent experience Certified Public Accountant (CPA) designation or SOX knowledge / experience a plus Talents Needed for Success: Experience in audit, risk management, or compliance. Experience analyzing processes, identifying risk, and developing controls, preferably in the financial services industry. Demonstrable experience creating and maintaining risk management documentation, including process maps, risk & control matrices, and procedures Proficient in Microsoft Excel, with experience in reviewing and auditing complex financial workbooks to ensure accuracy, consistency, and compliance with internal control Strong written communication; a writing sample will be required. Automated control testing experience ideal but not required. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $91k-125k yearly est. Auto-Apply 60d+ ago
  • Corporate Actions Analyst

    DTCC 4.9company rating

    Tampa, FL job

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension / Retirement benefits Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Enterprise Business Operations (EBO) organization is responsible for all operations and asset services supporting the following DTCC businesses: The Depository Trust Company (DTC), National Securities Clearing Corporation (NSCC), Fixed Income Clearing Corporation (FICC) - Government Securities Division (GSD) & Mortgage-Backed Securities Division (MBSD), Wealth Management Services (WMS), and Insurance & Retirement Services (I&RS). EBO's mission is to provide the securities Industry with superior operations processing and client services support in an environment that minimizes risk and cost while maximizing efficiency. Corporate Actions Processing areas announce and process all asset servicing events associated with DTC-eligible securities and respond to client inquiries on the same. Due to the scope of event types and their volume, Corporate Actions is organized into the following business units: Principal and Income (P&I): Includes cash distribution events such as dividends, interest, and pro-rata principal, as well as redemption events such as partial and full calls, and maturities. Stock Dividends: Includes stock distribution events such as forward stock splits, spin-offs, rights distributions, as well as processing dividend reinvestment instructions on behalf of DTC's clients. Dividend International Services (DIS): Includes optional services to investors such as events with foreign currency options and "at-source" tax relief. Global Tax Services: Performs processing associated with classification, withholding, remittance, and reporting of US-sourced income to the IRS, and year-end reporting to the IRS on behalf of DTC, NSCC and FICC. Mandatory Reorganization: Includes cash and stock events such as mergers, reverse splits, name changes and bankruptcies where there is no decision to be made by an investor. Voluntary Reorganization: Includes cash and stock events where an investor has a decision to make. These events include tenders, mergers with election, election of rights and warrants, exercise of convertible securities and processing securities with put features. P&I Event Reconciliation Support (PIERS): Identifies, researches, and resolves residual payment discrepancies associated with P&I Events; performs monitoring and reporting on P&I cash and securities accounts, as well as handles claims to and from issuers and agents. Your Primary Responsibilities: Executes operational processes by following detailed procedures and job aides while working at understanding and mastering knowledge of process. Takes ownership of workload, ensures deliverables met in line with procedures, metrics, and benchmarks; while adhering to critical timeframes; ability to manage competing priorities. Maintains a steadfast focus on meeting the needs/requests of our internal and external clients, including responding to inquiries timely and accurately, resolving issues promptly. Builds and maintains positive relationships with internal and external customers to facilitate issue resolution, process improvements, and risk reduction. Demonstrates effective communication skills, active engagement in meetings and displays a curiosity to learn and grow; accepts feedback given and applies to role. Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk; escalates appropriately **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Entry Level - internship experience highly preferred Bachelor's degree preferred Talents Needed for Success: Collaborates well within and across teams. Communicates openly with team members and others. Works with the team to review deliverables and ensure quality and accuracy. Adheres to established rules and procedures when performing work. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation..
    $63k-87k yearly est. Auto-Apply 60d+ ago

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