TEKsystems · 17 hours ago
Client Engagement Manager
St. Petersburg, FL
Full-time
Hybrid
Entry, Mid Level
$35/hr - $40/hr
2+ years expTEKsystems is a leading provider of business and technology services, helping clients activate ideas and solutions for transformation. They are seeking a Client Engagement Manager to support the transition of financial advisors and their assets into the firm’s platform, coordinating tasks, tracking progress, and ensuring smooth workflows.
Information Technology
Responsibilities
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
Qualification
Required
At least 2+ years experience with custody and clearing experience
Strong written and verbal communication
project coordination
financial services
Benefits
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)
Company
TEKsystems
At TEKsystems, they understand people. Every year they deploy over 80,000 IT professionals at 6,000 client sites across North America,
10001+ employees
H1B Sponsorship
TEKsystems has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (46)
2024 (52)
2023 (33)
2022 (22)
2021 (36)
2020 (53)
Funding
Current Stage
Late StageLeadership Team
Ryan Skains
Vice President, TEKsystems Global Services
Recent News
2025-11-19
2025-10-29
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