Account Manager
Renew Financial job in Miami, FL
Description ***COVID-19 UPDATE: Company policy at the present time is for all non-essential office workers to telecommute whenever possible.*** Renew Financial is the nation's leader in affordable financing products for renewable energy and energy efficiency projects that will help move America toward a clean energy model. We originated the Property Assessed Clean Energy (PACE) model, an innovative, low-cost financing solution that helps homeowners make improvements that dramatically reduce their energy and water use -- and repay on their property taxes. We are seeking an Account Manager to build and foster strong client (B2B) relationships within assigned territories.
Essential Duties & Responsibilities
Manage high volume inbound and outbound calls with assigned Contractor partners, to drive financing applications and signed assessment contracts.
Provide program support and conduct online trainings to assigned Contractors, including Management, Office Staff and Sales Representatives.
Build customer satisfaction by meeting and exceeding established Client Satisfaction survey target goals.
Support client team initiatives and requests while proposing value added services to help drive volume.
Collaborate with the Product, Operations, and Marketing teams to ensure best in class client tools, support, and programs.
Minimum Requirements (candidates not possessing the following will not be considered)
3-5 years of Sales experience working in the Financial Services, HVAC, solar, Energy Efficiency and/or home improvement industries.
Extensive prospecting, inside sales and client relationship management experience with the proven ability to establish lasting business relationships.
Strong understanding of consumer finance products.
Proficiency with Salesforce.com, Google Docs, Gmail, Mac OS and/or PC.
Superior verbal and written communication skills; data entry experience with strong attention to detail is required.
Must be a team player, willing and able to contribute ideas and collaborate with other Account Managers and Regional Sales Managers.
Preferred Qualifications
Fluency in a 2nd language (Spanish)
Renew Financial is an equal opportunity employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity or expression, religion, disability, ethnicity, national origin, marital status, protected veteran status, genetic information, or any other legally protected classification or status. Our organization participates in E-Verify. Click here to learn about E-Verify: ************************** Work environment: This position sits in a professional, climate controlled office environment. Physical demands: This position requires prolonged sitting along with the utilization of computers and phones. The employee will also be required to have verbal interactions in person or over the phone. Expected hours of work: This is a full-time position. Days and hours of work are Monday through Friday, 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. Renew Financial is an Equal Opportunity Employer.
Auto-ApplyInside Sales Manager
Renew Financial job in Fort Lauderdale, FL
Job Title: Inside Sales Manager
Classification: Exempt under the Fair Labor Standards Act (FLSA)
Reports to: Executive
Enroll new Contractors in the financing programs offered by RF, 2) manage and support assigned Contractors, who utilize our financing solutions to make their energy efficient projects more affordable to homeowners, and 3) drive revenue and new account development
Essential Functions:
Manage workflow with a team of AMs to ensure contractor enrollments and loan volume targets are met or exceeded, while maintaining excellent partner and customer service
Identify and call on new accounts
Strengthen relationships with existing accounts
Help grow revenue by creating a partnership with Contractors
Establish monthly goals, reporting and daily/weekly metrics for success
Manage quality of applications
Facilitate new processes, tools, communications, training and methodologies to increase the adoption and success of the programs across all accounts managed by the Team
Serve with departmental management to facilitate relationships among members of these various departments and locations in order to achieve the organization's goals and objectives
Participate in client interactions to ensure cross-training, customer satisfaction and program/process improvements
Competencies:
Hunter mentality
Goal Oriented
Consultative
Team Player
Problem solver
Accountable
Time Management
Required Qualifications:
Bachelor's degree, and/or 5+ years' experience working in the Financial Services, Solar, Energy Efficiency (i.e. HVAC, Windows/Doors, Roofing) and/or Home Improvement industries
Minimum of 1 year building/training/mentoring a team of account managers
Minimum of 2 years of Inside Sales and Client Relationship Management experience.
Demonstrated experience meeting/exceeding a sales quota
Strong understanding of consumer finance products
Experience with Salesforce to plan, track and monitor performance (strongly preferred)
Proficiency with MS Word, Excel, and PowerPoint.
Excellent verbal and written communication skills
Proven ability to establish lasting business relationships
Renew Financial is an equal opportunity employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity or expression, religion, disability, ethnicity, national origin, marital status, protected veteran status, genetic information, or any other legally protected classification or status.
Our organization participates in E-Verify. Click here to learn about E-Verify: **************************
Work environment: This position sits in a professional, climate controlled office environment with the flexibility of working from home.
Physical demands: This position requires prolonged sitting along with the utilization of computers and phones.
Expected hours of work: This is a 40 hour a week full-time position. Overtime will be as needed.
Travel: up to 20%
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Renew Financial is an Equal Opportunity Employer
Auto-ApplyData Conversion Analyst
Tampa, FL job
Must Have Technical/Functional Skills * Strong experience in Workday Financials - particularly in AP, AR, Expenses, Business Assets, GL, Banking & Settlement, and Procurement modules. * Hands-on expertise in data conversion processes - including extraction, transformation, and loading (ETL).
* Knowledge of PeopleSoft Financials data structures and mapping to Workday equivalents.
* Experience with Workday Data Loading tools.
* Strong SQL skills for data extraction and validation from legacy systems.
* Strong understanding of Workday data model and object relationships across Financials modules to ensure accurate mapping and conversion.
* Expertise in data validation and reconciliation techniques to ensure accuracy post-conversion.
* Familiarity with Workday reporting tools (Custom Reports, Calculated Fields) for conversion audit.
* Experience in designing and executing data conversion strategies, including mapping, transformation logic, and reconciliation for large-scale ERP migrations
Roles & Responsibilities
* Lead data conversion strategy and planning for Workday implementation.
* Analyze legacy PeopleSoft data and define mapping to Workday structures.
* Develop and execute data extraction scripts from PeopleSoft and other source systems.
* Design and build Workday EIB templates for loading financial data.
* Perform data cleansing and transformation to meet Workday requirements.
* Coordinate with functional teams to validate converted data and resolve discrepancies.
* Conduct mock conversions and reconciliation to ensure data integrity.
* Prepare detailed documentation for conversion processes and mapping rules.
* Collaborate with integration teams for dependencies between data conversion and integrations.
* Support cutover activities and post-go-live data validation to ensure smooth transition.
Generic Managerial Skills:
* Strong stakeholder management across finance, procurement, and IT teams.
* Ability to gather requirements and translate into system design.
* Change management skills to drive adoption of new procurement processes.
* Project management experience (Agile or Waterfall delivery).
* Strong documentation skills (process flows, functional specs, training materials).
* Analytical problem-solving and issue resolution.
* Excellent communication and presentation skills with business and technical teams.
Salary Range: $100,000-$140,000 a year
#LI-DM1
Embedded Risk Associate
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.
Auto-ApplyCorporate Actions Testing Senior Analyst
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.
Auto-ApplyEUC Desktop / Field Services Support
Opa-locka, FL job
Must Have Technical/Functional Skills * Proficiency in English * Excellent communication skills, handling customers and matching the pace * Understanding of EUC role, Filed services * Must have a good experience in Image Management * Expertise with System Center Configuration Manager (SCCM) components, Operating System Deployment (OSD/MDT), Software Distribution & Hardware/Software Inventories.
* Expertise in maintaining and troubleshooting the Windows (client and server) operating system.
* Strong knowledge of Windows10 (client) operating systems.
* Good knowledge on Service Now, MS Office, Remote Support, Mobility, Antivirus, Engineering Services.
* Experience with managing iOS, Windows & Android devices in a Global environment.
Process knowledge on ITIL
Roles & Responsibilities
* Must have a good experience in Image Management
* Expertise with System Center Configuration Manager (SCCM) components, Operating System Deployment (OSD/MDT), Software Distribution & Hardware/Software Inventories.
* Expertise in maintaining and troubleshooting the Windows (client and server) operating system.
* Strong knowledge of Windows10 (client) operating systems.
* Good knowledge on Service Now, MS Office, Remote Support, Mobility, Antivirus, Engineering Services.
* Experience with managing iOS, Windows & Android devices in a Global environment.
Process knowledge on ITIL
Base Salary Range: $90,000 - $110,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
#LI-SV2
#LI-KUMARAN
Product Owner Intern [2026 Internship Program]
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.
Auto-ApplyCustomer Support Engineer - OMS, Outage Storm Assist
Melbourne, FL job
Bachelor's degree in Electrical Engineering, Computer Science, or related field. Strong knowledge of Distribution Management Systems (DMS), OMS, and SCADA. Hands-on experience with OMS platforms (Oracle, Siemens, or similar). Understanding of utility operations, storm management processes, and crew dispatch workflows.
Technical proficiency in Linux/Windows server environments, networking, and relational databases (Oracle/SQL).
Familiarity with integration protocols (CIM, ICCP, MultiSpeak, web services APIs).
Strong problem-solving skills with ability to work under pressure during critical events.
Roles & Responsibilities:
Provide L2/L3 support for OMS applications and Outage Storm Assist modules.
Monitor and troubleshoot real-time OMS functions including outage prediction, call handling, crew management, and restoration tracking.
Assist utilities in storm preparation, active storm support, and post-event analysis.
Ensure system stability, scalability, and performance during high load conditions.
Collaborate with dispatchers, field crews, and utility operators to resolve operational issues.
Perform incident management, problem resolution, and RCA for critical system issues.
Support release management including testing, deployment, and validation of patches and upgrades.
Document knowledge articles, runbooks, and storm response best practices.
Provide customer training, simulations, and workshops on OMS storm features.
Drive process and tool improvements to reduce restoration times and enhance outage communications
Ensure adherence to ITIL processes for incident, problem, and change management
Base Salary Range: $100,000 - $130,000 per annum
#LI-SV2
#LI-KUMARAN
Solution Sales Consultant
Boca Raton, FL job
**************************
You will be responsible for helping our clients design and execute technology strategies to solve their biggest challenges in manufacturing, supply chain, and operations. This includes working across all levels of our clients organizations and providing expertise on topics such as:
Current-State Technology Assessments
Business-Aligned Technology Roadmap Development
IT Organization and Operating Model Evaluation
Build vs. Buy and Software Selection Decisions
IT Spend Analysis and Optimization
General IT Strategy
EXPERIENCE:
5+ years of SaaS sales experience Pricing
Excels at creating pricing proposals, negotiating terms and managing the contract process.
Credible - Experience selling to a technical and business audience, building trust and mutual respect.
Passionate - Think creatively and possess strong interpersonal and communication skills to make complex contractual, technical, and financial details sound simple.
Travel - Must be open to travel to meet with clients.
Experience building Playbook ; Pipeline
Package Details
Contract W2 role for an experienced Tech Seller!
Base Salary (Draw) W2
Commissioned: from 1-3% on lifetime Support
+ Bonus on Managed Services
+Cash Bonus
What's in it for you
Qualified Leads
Technical Sales & Service Support
Product Selling Training Provided
Dynamics 365 - CRM
Dynamics 365 - Business Central
Microsoft 365
ISV Solutions (Offers)
Neural Impact Sales Optimization Training
Differentiation & Engagement
Effective Discovery & CIO Engagement
Project Impact & Objection Handling
$ 150,000.00
(US Dollar)
BIzzApp Sales 2. Acct exec 3. services & support consult
Quantitative UX Researcher
Tampa, FL job
Must Have Technical/Functional Skills * Bachelor's degree. * Experience in designing, collecting, and analyzing data from Qualtrics site intercepts with a strong understanding of survey flow, targeting logic, and dashboards. * 5 years of experience in an applied research setting or similar.
* Expertise in survey design and analysis.
* Ability to translate complex data into actionable insights and concrete recommendations for improving the user experience.
* Excellent written and verbal communication skills with the ability to present research findings and recommendations to both technical and non-technical stakeholders.
* Demonstrated expertise in descriptive, inferential, and multivariate statistics (e.g., t-test, correlations, regression analysis).
* Proficiency in statistical analysis software (R, SPSS, Qualtrics).
Roles & Responsibilities
As a Quantitative User Experience Researcher (Quant UXR), you'll play a lead role in
helping partners in UX, product management, and technology understand user needs and
behaviors. Your work will generate essential inputs for designing useful, usable products
that meet and exceed user needs. You'll work with stakeholders across all functions and
levels and influence all stages of product development.
The ideal candidate has a deep knowledge of how to gather, analyze and make sense of UX
data to better understand behavior, and can work independently to scope, design, execute,
analyze, and report quantitative research studies. Collaborating with our Qualitative
researchers, you'll modify intercept surveys as needed, and develop a recursive research
strategy.
Our Quant UXRs use methods and tools that include survey research, in-product
intercepts, behavioral analytics, regression analysis, clustering models, text IQ, and logs
analysis. Most importantly, you should bex skilled in designing intercept studies in
Qualtrics, including setting the intercept logic, managing cookie preferences, developing
workflows, and creating engaging Qualtrics dashboards for Product Managers.
Key Responsibilities:
Support the in-product feedback program using Qualtrics intercept surveys.
Develop creative ways to enhance survey effectiveness for data collection, insights
generation, action planning, and KPI improvement.
Conduct in-depth data analysis to identify inconsistencies and propose solutions for
process improvements.
Collaborate with Qualitative researchers to continuously modify intercept surveys and
develop recursive research strategies.
Share insights with diverse audiences using Qualtrics dashboards and workflows,
featuring engaging graphics, organized filters, and specialized permissions.
Gather, analyze, and interpret UX data to understand user behavior. Independently and collaboratively scope, design, execute, analyze, and report
quantitative research studies.
Utilize methods and tools including survey research, in-product intercepts, behavioral
analytics, regression analysis, clustering models, text IQ, and logs analysis.
Design intercept studies in Qualtrics, including setting intercept logic, managing cookie
preferences, developing workflows, and creating engaging Qualtrics dashboards for
Product Managers.
Salary Range: $80,000 to $100,000 per year
Process Excellence Associate
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.
Auto-ApplySMALLWORLD - All Geo Network Management product SME
Melbourne, FL job
5+ years of experience with Smallworld PNI, Core SW4, SW5, EO, GDO, GTO, GSS, GSA, DM, MES, NRM, K8 5+ years of experience with magik, Java, VMDS & Oracle Database SQL, shell scripting, ability to read and interpret logs & debug files Hands on and development experience in Magik programming.
System configuration and Hands on Experience with installation of Smallworld suite of products.
Must have experience in picking up and installing fixes on live customer systems
Proven track record of problem analysis, identification and resolution
Strong troubleshooting & debugging skills
Good communication skills (verbal and written)
MS office applications (Word, PowerPoint, Excel) and MS Outlook competency
Object-Oriented programming techniques, Oracle, and/or system administration, is a plus
Base Salary Range: $100,000 - $140,000 per annum
#LI-SV2
#LI-KUMARAN
Brazil Tax Application Specialist
Clermont, FL job
Must Have Technical/Functional Skills * Brazilian Citizenship (Mandatory) * Fluent in Portuguese (Mandatory) * Strong functional knowledge of Brazilian tax applications, specifically: o Thomson Reuters Mastersaf DFE o Thomson Reuters TaxOne * Experience with SAP integration for tax applications.
* Basic understanding of cloud technologies (AWS, Azure, or GCP).
Roles & Responsibilities
* Implement and support Thomson Reuters tax solutions for Brazil, specifically Mastersaf DFE and TaxOne.
* Ensure compliance with Brazilian tax laws and localization requirements.
* Collaborate with cross-functional teams to integrate tax applications with SAP systems.
* Participate in full-stack development activities for custom solutions:
o Front-End: React.js
o Back-End: Node.js or equivalent technologies
* Assist in designing and implementing cloud-based solutions (basic cloud knowledge required).
* Troubleshoot and resolve issues related to tax applications and integrations.
* Provide documentation and training for implemented solutions.
Generic Managerial Skills, If any
Preferred Qualifications (Good to Have):
* Hands-on experience in Full Stack Development:
o Front-End: React.js
o Back-End: Node.js, Java, or similar
* Familiarity with API integration and middleware solutions.
* Knowledge of Brazilian tax compliance processes and reporting.
Soft Skills:
* Strong analytical and problem-solving skills.
* Excellent communication and collaboration abilities.
* Ability to work independently and in a team environment.
Base Salary Range: $90,000 - $110,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
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Product Management Senior Associate (Product Insights & Modernization)
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.
Auto-ApplyCFO Embedded Risk Management Intern [2026 Internship Program]
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.
The Embedded Risk Management (ERM) Intern will support CFO teams in managing, monitoring and reporting on operational risk. The intern will support initiatives managing risk and improving the financial functions' control environments. In addition, the ERM Intern will help 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).
*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, Accounting, Economics, Business Administration or related field of study
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
Talents Needed for Success:
Ability to prioritize and handle multiple tasks in a fast-paced environment
Decisive, detail-oriented, and highly accurate
Strong analytical, organization, presentation, writing and interpersonal skills
Strategic thinker with good judgment
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.
Auto-ApplyIntegration Consultant I
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.
Auto-ApplyCorporate Actions Analyst
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..
Auto-ApplyDirector Oracle Database Engineering
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.
Auto-ApplyOperations Risk & Control Analyst
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.
Auto-ApplySenior IT Business Analyst
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 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 through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance.
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 member of the Change & Release Management Strategic Enablement Team, you will be a key driver of enterprise transformation, enabling smarter, faster, and more resilient change across the organization. This role blends business analysis, change and release management, and emerging technologies, particularly AI and machine learning, to deliver high-impact solutions that support strategic initiatives with minimal disruption to business operations.
You will lead efforts to translate business needs into actionable insights, support the deployment of AI/ML capabilities into operational workflows, and ensure alignment with ITIL and DevSecOps frameworks. Your work will directly influence how the organization adopts innovation, manages risk, and scales digital capabilities.
Qualifications:
Minimum of 2 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
Tools: JIRA, Microsoft Office Suite, Microsoft CoPilot, ServiceNow, Snowflake, Ansible, familiarity with AI/ML concepts and tools is a plus.
Frameworks: Strong knowledge of ITIL, Agile, and DevSecOps methodologies
Analytical Mindset: Ability to synthesize complex data into clear insights and recommendations.
Communication Skills: Adept at translating technical concepts for non-technical audiences and facilitating cross-functional collaboration.
Adaptability: Comfortable navigating ambiguity and shifting priorities in a fast-paced environment.
Certifications (Preferred): ITIL 4 Foundation, or equivalent.
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.
Auto-Apply