Portfolio Companies Jobs in Clearwater Beach

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Posted On Sep 08, 26
Full-time 5 views Experience : 5-7 yrs required

the guidance of the Senior Vice President (SVP) Legal. - This role involves handling legal reviews and negotiations for the Company's contracts portfolio while fostering business partners'... understanding of legal issues related to corporate risk and contracts. Key Duties: - Draft an...

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Posted On Jul 28, 26
Full-time 1 views Experience : 5-8 yrs required

Title: Senior Compliance Officer Job Responsibilities: - Regulatory Compliance: - Support the implementation and ongoing administration of the company's compliance program under Rule 38a-1 of the Investment Company Act of 1940. - Monitor compliance with applicable SEC regulations, Investment Advisers Act requirements,...

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Posted On Sep 09, 26
Full-time 2 views Experience : Min 5 yrs required

Customer Success Manager Job Title eDiscovery Customer Success Manager Job Responsibilities The eDiscovery Customer Success Manager is a strategic, client-facing role, responsible for leading the client-side implementation experience, driving the adoption of the Managed Services operating model, and ensuring long-term success for Managed Services...

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Posted On Jul 22, 26
Full-time 2 views Experience : 5-8 yrs required

Title: Compliance Program Support Specialist Job Responsibilities: - Support the implementation and ongoing administration of the company's compliance program under Rule 38a-1 and Rule 206(4)-7. - Monitor compliance with SEC regulations, Investment Advisers Act requirements, fund governance standards, and internal policies. - Assist in...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Manager, Outside Counsel Job Responsibilities: The Manager, Outside Counsel is responsible for the strategic analysis, governance, evaluation, and performance oversight of outside counsel relationships. This role involves ownership of all aspects of law firm management processes, including selection, panel management, rate...

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Posted On Jul 28, 26
Full-time Experience : Min 3 yrs required

the company's technology transformation portfolio. Partner closely with Delivery... Product Owners, product leadership, business stakeholders, and technology teams to help translate business needs into delivery-ready features, validate quality through detailed review and testing, and support the successful rollout of product...

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Full-time Experience : 8-10 yrs required

leadership to align litigation strategy, case evaluation, and settlement practices. - Serve as the primary escalation point for complex and high-exposure matters. - Monitor litigation performance, exposure trends, and case progression across the team's portfolio. - Conduct file reviews... a...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 3 yrs required

delivering high-quality tax compliance and consulting services to a diverse portfolio of healthcare clients. Key... responsibilities include: - Conducting technical tax research and advising clients on various tax matters. - Assisting with the planning and execution of compliance and consulti...

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Full-time 5 views Experience : Min 5 yrs required

lead and manage a portfolio of litigation matters from... intake through resolution, including case strategy, pleadings, discovery, dispositive motions, trial preparation, settlement/mediation, and (as needed) appeals. - Defend the company in litigation involving Consumer and Community banking products and services. Assess...

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Posted On Sep 24, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Manager, Technical Product Owner - Tax Transformation Job Responsibilities: As a Manager, Technical Product Owner in the Tax Transformation team, you will be accountable for overseeing vendor teams in the construction and delivery of platform features based on prioritization. Key responsibilities...

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Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required

Title: Senior Consultant, Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in Tax Strategy and Transformation, you will work collaboratively with tax subject matter specialists, technologists, and key stakeholders on tax transformation projects. These projects span various business threads,...

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Posted On Sep 21, 26
Full-time 38 views Experience : Min 8 yrs required

Advisor III - High Net Worth and Ultra-High Net Worth Clients Location: Available in 2 locations (United States of America) Category: Wealth, Brokerage and Premier Banking Job Type: Regular Language Fluency: English (Required) Work Shift:...

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Posted On Sep 21, 26
Full-time 4 views Experience : 10-10 yrs required

needs trusts, investment management, custodial, and guardianship accounts. - Manage a portfolio with varying account complexities... and asset sizes. - Understand and interpret financial, estate planning strategies, and legal and fiduciary documents to deliver fiduciary advice to clients or client teams. -...

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Posted On Sep 10, 26
Full-time 5 views Experience : 8-8 yrs required

relationships while overseeing a portfolio of large clients, acting... as a primary contact for both internal and external clients. - Manage senior-level relationships with large clients, provide tactical advice, and hold a high level of responsibility for service delivery. -...

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Posted On Sep 10, 26
Full-time 1 views Experience : 5-5 yrs required

team to provide industry knowledge and experience. - Manage teams of tax professionals and assistants working on client projects. - Manage a portfolio of clients of varying... size and scope, acting as the point of contact for internal and ex...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required

5500s for a diverse portfolio of employee benefit plans... and direct filing entities. Oversee the gathering, analysis, and interpretation of financial and participant data, ensuring accuracy and compliance with federal regulations, including ERISA and the Internal Revenue Code. Deliver on...

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Posted On Sep 10, 26
Full-time 2 views Experience : 5-8 yrs required

a multi-disciplinary team, leveraging industry knowledge and experiences. - Oversee a portfolio of clients of varying... size and scope, acting as the point of contact for internal and external clients. - Manage teams of tax professionals and assistants working...

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