Client Engagement Manager

Client Engagement Manager

HYBRID - Saint Petersburg, FL 33716

Schedule:

Monday - Friday 8am - 5pm

Pay Rate: $35-$40/hrly

8 Month Contract

Description

+ Support the transition of financial advisors and their assets into the firm's platform.

+ Work alongside Transition Consultants and Technology Consultants in a project‑management capacity.

+ Assist with coordinating tasks, tracking progress, and ensuring smooth transition workflows.

+ Conduct frequent phone‑based interactions, including introduction calls and ongoing transition calls.

+ Facilitate, schedule, and lead calls related to specific financial products (e.g., 529 accounts, variable annuities, 401(k) plans).

+ Guide advisors through requirements for establishing a new Registered Investment Advisor (RIA).

+ Clearly outline the steps advisors must take when transitioning into the RIA space.

+ Provide hands‑on support for transitions involving RIA (Registered Investment Advisors) and RCS (Registered Custody Services).

+ Help advisors understand operational requirements, documentation needs, and platform setup steps.

+ Serve as a point of escalation for complex operational issues.

+ Troubleshoot operational challenges and resolve problems efficiently.

+ Assist with setting up data feeds and ensuring accuracy of transferred data.

+ Coordinate with third‑party vendors when needed for integrations or system setup.

+ Support the establishment of new advisor offices on the RCS platform.

+ Communicate across business units to resolve issues and ensure a cohesive transition experience.

+ Maintain professionalism in high‑volume, phone‑heavy communication environments.

+ Manage multiple concurrent transitions over an 8‑month ramp‑up period.

Skills

project coordination, financial services

Additional

Skills & Qualifications

+ At least 2+ years experience with custody and clearing experience

+ Strong written and verbal communication

#priorityeast

Job Type & Location

This is a Contract position based out of St. Petersburg, FL 33716.

Pay and Benefits

The pay range for this position is $35.00 - $40.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

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

Workplace Type

This is a hybrid position in St. Petersburg,FL 33716.

Final date to receive applications

This position is anticipated to close on Jan 30, 2026.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.

That's the power of true partnership. TEKsystems is an Allegis Group company.

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

About TEKsystems and TEKsystems Global Services  

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed.

We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at

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