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Financial Strategy Planning

Largo,FL

2024 Financial Strategy Planning jobs in Largo,FL

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Director, Fraud Strategy - Alloy Authentication

USAA

Tampa, FL 33601

RemoteHealth InsurancePaid Time OffRetirement Benefit

The salary range for this position is: $164,780 - $314,960**.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
Additionally, our career path planning and continuing education assists employees with their professional goals.
Bachelor's degree; OR 4 years of relevant education and/or experience.
8 years of experience in financial crimes participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions.
3 years of direct team lead or management experience.
Expert experience developing and implementing policies, processes, and procedures for fraud initiatives that drive overall fraud strategy and analytic capabilities.
Comprehensive understanding of the end-to-end process of gathering business requirements and applying business rules to recommend technology solutions. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
Extensive knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z.
Extensive experience collaborating with key resources and stakeholders, influencing decisions, and managing work to achieve strategic goals.
**Platform Migration Expertise:** Proven experience leading end-to-end migrations, specifically transitioning legacy authentication systems into Alloy, including UAT execution and rule strategy development.
**Advanced Data Analytics:** Deep proficiency in SQL and SAS for complex data analysis, with experience designing analytics architectures and data pipelines into cloud-based environments like Snowflake (Silver layer).
**Fraud & Authentication Strategy:** Demonstrated success in developing and implementing ATO (Account Takeover) mitigation strategies and authentication rules, preferably with hands-on experience integrating data flows into Actimize.
**Technical Integration:** Strong ability to bridge the gap between authentication data, strategy development, and downstream platform execution (Alloy to Actimize), ensuring data integrity and effective rule performance across the ecosystem.

Franchise opportunity, not a traditional job.

Mac Tools Franchise Owner – Financial Qualification Required
Mac Tools Logo

Mac Tools

Palm Harbor, FL 34683

  • Month-long training to run your franchise
  • Your truck, your territory, your customers
  • Must be willing to complete a credit check

Be part of the largest and fastest growing tool company in the world as a Mac Tools franchise owner.

New, Posted 7 hours ago
Recommended
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Financial Planner

Oxford Advisory Group

Tampa, FL 33646

New, Posted 7 hours ago
Recommended
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Financial Planning & Analysis Analyst

WPP

Tampa, FL 33646

New, Posted 1 day ago
Recommended
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Financial Consultant

Fisher Investments

Saint Petersburg, FL 33713

Hybrid~ 22 minHealth InsurancePaid Time OffRetirement Benefit

Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
Provide personalized career development
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
2+ years of instilling trust and building client relationship within the finance industry
Bachelor's degree or equivalent work experience
Series 65 (we will help you obtain upon starting)
New, Posted 7 hours ago
Apply Directly
Financial Advisor - Clearwater, FL

LatWealth Financial Advisors

Clearwater, FL 33755

Franchise opportunity, not a traditional job.

Mac Tools Franchise Owner – Credit Check Required
Mac Tools Logo

Mac Tools

Tarpon Springs, FL 34689

  • Month-long training to run your franchise
  • Your truck, your territory, your customers
  • Must be willing to complete a credit check

Be part of the largest and fastest growing tool company in the world as a Mac Tools franchise owner.

New, Posted 1 day ago
Recommended
Apply Directly
Loan Sales Specialist

OneMain Financial

Clearwater, FL 33755

~ 16 min OnsiteBilingual PreferredEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

Potential to earn an annual salary plus incentives
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Tuition reimbursement
Paid time off (15 days' vacation per year, prorated based on start date)
Paid sick leave as determined by state or local ordinance (prorated based on start date)
11 Paid holidays (4 floating holidays, prorated based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
High School Diploma or GED
Sales, Collections or Customer Service experience
Bilingual - Spanish
Director, Fraud Strategy - Alloy Authentication

USAA

Tampa, FL 33607

RemoteHealth InsurancePaid Time OffRetirement Benefit

The salary range for this position is: $164,780 - $314,960**.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
Additionally, our career path planning and continuing education assists employees with their professional goals.
Bachelor's degree; OR 4 years of relevant education and/or experience.
8 years of experience in financial crimes participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions.
3 years of direct team lead or management experience.
Expert experience developing and implementing policies, processes, and procedures for fraud initiatives that drive overall fraud strategy and analytic capabilities.
Comprehensive understanding of the end-to-end process of gathering business requirements and applying business rules to recommend technology solutions. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
Extensive knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z.
Extensive experience collaborating with key resources and stakeholders, influencing decisions, and managing work to achieve strategic goals.
**Platform Migration Expertise:** Proven experience leading end-to-end migrations, specifically transitioning legacy authentication systems into Alloy, including UAT execution and rule strategy development.
**Advanced Data Analytics:** Deep proficiency in SQL and SAS for complex data analysis, with experience designing analytics architectures and data pipelines into cloud-based environments like Snowflake (Silver layer).
**Fraud & Authentication Strategy:** Demonstrated success in developing and implementing ATO (Account Takeover) mitigation strategies and authentication rules, preferably with hands-on experience integrating data flows into Actimize.
**Technical Integration:** Strong ability to bridge the gap between authentication data, strategy development, and downstream platform execution (Alloy to Actimize), ensuring data integrity and effective rule performance across the ecosystem.
New, Posted 1 day ago
Recommended
Apply Directly
Financial Consultant

Fisher Investments

Clearwater, FL 33755

Hybrid~ 16 minHealth InsurancePaid Time OffRetirement Benefit

Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
Provide personalized career development
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
2+ years of instilling trust and building client relationship within the finance industry
Bachelor's degree or equivalent work experience
Series 65 (we will help you obtain upon starting)
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