Jobs in Kendall Florida

Only Candidates with US Work Authorization will be considered.

Scope of Internship: Provide support to Client Management Team by assisting with account opening, digital client onboarding, KYC reviews and account maintenance.

Requirements:

• Strong critical-thinking skills
• Handle multiple tasks efficiently
• Team player
• High degree of follow-through and thrive in a fast-paced dynamic working environment

Education and Experience: Bachelor Degree in Finance, Business Administration or related field

Language Skills: Excellent Written/Verbal skills in English and Portuguese.

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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About The Everglades Foundation

The Everglades Foundation is committed to the restoration and protection of America's Everglades through science, advocacy, and education. Founded in 1993 by two outdoor enthusiasts – Paul Tudor Jones II and the late George Barley – The Everglades Foundation works tirelessly to bring people together and provide a powerful bipartisan voice for Everglades restoration. We advocate for solutions rooted in science while empowering people with the knowledge of the importance of the Everglades ecosystem.

The Foundation's team includes renowned scientists, experienced educators, policy experts, and professionals in communications, human resources, finance, technology, and fundraising. By coupling this breadth of expertise with a passion for restoration, The Everglades Foundation is leading the effort to restore and protect the flow of clean freshwater to the Everglades. The Everglades Foundation, Inc. is a 501(c)(3) non-profit and a responsible employer that seeks to recruit and retain outstanding, high-performing professionals who are at the top of their fields to thrive in a dynamic, mission-driven culture committed to excellence, innovation, collaboration, and diversity. The Foundation offers a generous and comprehensive benefits package including twelve paid Federal holidays; ample Paid Time Off; a variety of health, dental, vision, life, disability, and supplemental insurance options; retirement plan and matching employer contributions; and maternity and parental leave.

Join us in our pursuit of completing the world's largest ecosystem restoration project.

Position Summary

The Director of Development, Leadership Giving brings proven experience stewarding annual donors and securing major gifts of $25,000 and above, including multi‐year and six‐figure commitments. The Director manages all phases of the gift cycle—identifying prospects, developing cultivation strategies, engaging volunteers and board members, soliciting support, and maintaining strong donor stewardship.

The Director proactively strengthens existing donor relationships and builds new ones. This role leads development projects, collaborates with colleagues to achieve strategic goals, and tracks and reports progress to senior leadership and the Board of Directors.

Reporting to the Associate Vice President of Development (AVP) and working closely with the Vice President of Development, the Development Team, executive leadership, staff, and Board members, the Director applies creativity and initiative to advance donor engagement and support major event-related fundraising efforts.

Primary Responsibilities

The primary responsibilities of the Director of Development, Leadership Giving include:

Fundraising Strategy

Work with the Associate Vice President of Development and the team to develop and implement strategies for leadership‐level donor acquisition and retention. Provide support in drafting and refining donor communications. Cultivate and sustain long‐term relationships with donors and prospects, including coordination with members of the Board of Directors. Employ structured "moves‐management" strategies to identify new prospects, advance them through the solicitation process, elevate giving levels, and ensure effective stewardship of event donors and sponsors.

Focus Areas

The Director has primary development responsibility for the Miami-Dade and Broward region, including the growth and management of the Miami Advisory Council, which is comprised of leading donors in the area. The Director also oversees the programming and engagement with the Foundation's Chairman's Advisory Council, consisting of leadership‐level donors.. This regional portfolio requires focused engagement with individual donors, grantmaking foundations, and corporate partners.

Build a Robust Donor Base

Develop and manage a personal portfolio of major donors and high‐capacity prospects ($10,000–$100,000 annually) to cultivate, solicit, and steward. Provide exemplary donor relationship management and ensure full adherence to all gift agreement requirements. Direct and coordinate special events and airboat tours that advance cultivation and stewardship objectives.

Communications & Follow-up

Provide timely, accurate responses to donors and deliver comprehensive updates on the Foundation's programs, initiatives, and activities. This function requires close coordination with the Science, Advocacy/Policy, and Education teams, as well as ongoing collaboration with the communications, finance, and technical/data teams to ensure all donor communications are consistent, precise, and reflective of organizational priorities.

CRM Use & Expertise

Maintain accurate, comprehensive, and current donor and event records in the Foundation's CRM system (Salesforce). Utilize the CRM to support and inform donor engagement, cultivation, and stewardship strategies.

Education and Qualifications

• Bachelor's degree required; CFRE or equivalent certification preferred.
• Minimum of five years of experience with demonstrated success fundraising for a mid- to large‐sized nonprofit or equivalent related experience.
• Proven ability to solicit and steward gifts of $25,000 and above, including multi‐year and six‐figure commitments, with a thorough understanding of all stages of the gift cycle.
• Experience with fundraising strategies and techniques related to annual event giving and major gifts.
• Proficiency with fundraising databases and experience tracking, analyzing, and reporting progress to management.

Knowledge, Skills, Abilities, Personal Attributes

• Ability to work collaboratively and lead through influence across the organization to drive initiatives and success
• Ability to handle sensitive and confidential information with discretion
• Commitment to the educational mission of the Everglades Foundation and ability to communicate it confidently and persuasively
• Exceptional writing and verbal communications and organizational skills
• Skills and experience with grant writing and grant management
• Skills and experience with prospect research
• Knowledge of estate-based charitable giving
• Experience with and willingness to coordinate donor-focused events
• Ability to work independently on complex projects while also maintaining close connection with co-workers
• Excellent interpersonal and networking skills
• Demonstrated analytical and strategic thinking capabilities
• Integrity, professionalism, and ability to maintain confidentiality
• Familiarity and experience with the Miami and Broward philanthropic communities is preferred

Mental and Physical Qualifications

To perform this job successfully, an individual must meet the above minimum qualifications and be able to perform each of the essential duties and responsibilities satisfactorily. The requirements listed below are representative of the physical and mental requirements of the job. Reasonable accommodation will be provided to enable individuals with disabilities to perform the essential functions of their job.

• Ability to sit or stand for extended periods of time
• Ability to concentrate and analyze information for extended periods of time
• Able to proactively solve problems and think analytically
• Ability to make sound, prompt decisions
• Ability to read and write
• Manual hand dexterity required to operate IT devices and complete paperwork
• Endurance to work long hours, including nights and weekends

Accountability

The Director reports directly to the Associate Vice President of Development and coordinates closely with members of the Development team and other Foundation staff.

Location and Schedule

This is a full‐time, on‐site position based at the Foundation's main office in Palmetto Bay, Florida. Regional and national travel is required for Board meetings and other organizational events. Evening and weekend work is expected, as needed. Limited remote work may be permitted at the Foundation's discretion.

Equal Employment Opportunity Statement:

The Foundation is an equal opportunity employer that affords equal protection against discrimination to job applicants and employees. The Foundation seeks to ensure that qualified applicants will have an equal opportunity with respect to all employment practices regardless of their race,color, religion, sex, national origin, disability, age, pregnancy, marital or familial status, sexual orientation, gender identity or expression, status as a victim of domestic or dating violence, source of income, veteran status, or any other characteristic protected by law.

How to Apply

To apply, send a cover letter and resume to Human Resources, at

Senior Dynamics 365 Administrator

LOCATION: Doral, FL

TYPE: Hybrid

SCHEDULE: Full-Time

TYPE OF CONTRACT: Direct Hire

DESCRIPTION:

ttg Talent Solutions is partnering with a well-established organization seeking a Senior CRM Administrator with strong Dynamics 365 cloud environments ownership to lead the management, customization, integration, and validation of enterprise CRM solutions built on Microsoft Dynamics 365, Dataverse, and the Power Platform.

This role plays a critical part in enterprise modernization and integration initiatives, supporting both Dynamics CRM 2016 on-premises and Dynamics 365 cloud environments. The ideal candidate combines deep CRM administration expertise with automation, Azure integrations, SQL analysis, and a disciplined QA mindset—serving as the final quality gate before production deployment.

This is a high-impact opportunity for a professional who thrives at the intersection of technology, governance, and operational excellence.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Design, develop, and maintain Power Automate flows for CRM and cross-system automation.
• Build and orchestrate system integrations using Azure Logic Apps.
• Develop and test Power Apps (model-driven and canvas) integrated with Dataverse.
• Administer and support Dynamics CRM 2016 (on-prem) and Dynamics 365 (cloud) environments.
• Manage Dataverse architecture including tables, relationships, forms, views, dashboards, and security roles.
• Customize CRM functionality using workflows, business rules, calculated fields, and automation tools.
• Support system upgrades, cloud migrations, and environment lifecycle management (Dev/UAT/Prod).
• Maintain platform stability, governance, security, logging, and performance best practices.
• Collaborate with BI teams supporting Power BI datasets sourced from Dataverse and SQL.
• Serve as QA Owner for CRM-related implementations and integrations:
• Develop comprehensive test plans
• Execute functional, regression, and end-to-end testing
• Validate cross-system business processes
• Identify, document, and track defects
• Coordinate User Acceptance Testing (UAT)
• Act as final approval gate prior to production release

REQUIREMENTS:

• 5+ years of experience administering and customizing Microsoft Dynamics 365 CRM
• Hands-on experience with Dynamics CRM 2016 (on-prem) and Dynamics 365 (cloud)
• Extensive knowledge of Dataverse architecture and security
• Strong SQL querying and data analysis skills
• Experience with:
• Power Automate
• Power Apps
• Azure Logic Apps
• Azure Data Factory and/or Azure Functions (preferred)
• Proven experience owning QA processes for CRM integrations and enterprise implementations
• Experience validating integrations across ERP systems, APIs, portals, and reporting platforms
• Understanding of CRM data models and business process flows
• Familiarity with CI/CD pipelines for Power Platform and Dynamics 365
• Experience supporting Power BI reporting environments
• Experience working within Agile or hybrid delivery frameworks
• Bachelor's Degree preferred (or equivalent experience)

We are looking for an entry level candidate for this role with a large company based in the Doral area in Miami.

Ideally looking for someone bilingual in English and Spanish.

The ideal candidate will have excellent and professional communication skills and presentation.

This is an entry level role and the position will prove to be a stepping stone for the right candidate.

An immediate need, please apply if you are immediately available to interview and start.

Only candidates with US Work Authorization will be considered.

About the Team: The Product Management team at Bradesco is responsible for managing the life cycle of the Banking Products suite, including Checking, Savings, Money Market, Certificate of Deposit, Loans, Credit and Debit Cards for multiple segments. The team defines product strategies, parameters, evaluates new opportunities, and focuses on driving profit and market share growth.

Position Overview: The Loan Products Analyst supports the end‐to‐end structuring, execution, and oversight of the bank's lending products. This role assists with product setup, pricing, regulatory compliance, documentation, and ongoing portfolio performance analysis. It involves close collaboration with Credit, Risk, Legal, Compliance, Sales, and Operations to ensure all loan products are correctly configured, properly structured, and fully aligned with internal policies and regulatory requirements.

Scope and Responsibilities

• Support the end‐to‐end execution and maintenance of loan products, ensuring accurate setup, timely updates, and full operational readiness
• Assist with loan structuring activities, including system parameter setup, pricing scenarios, repayment modeling, and contract preparation
• Ensure loan products, configurations, and documentation comply with internal credit policies and applicable regulations
• Prepare and maintain product documentation, operational procedures, workflows, and compliance checklists
• Conduct market and competitor research to support product strategy, pricing adjustments, and positioning
• Assist with requirements for product enhancements or system updates and participate in user acceptance testing (UAT)
• Collaborate with Credit, Risk, Legal, Compliance, Operations, and Commercial teams to support smooth implementation and training of loan products
• Gather and analyze product‐level data to evaluate performance against KPIs, identify opportunities for improvement and prepare recurring dashboards and reports
• Help prepare internal training materials and communications for new product launches or enhancements
• Perform additional responsibilities as assigned by the Banking Products Product Manager.

Risk Management

• Comply with Bradesco Bank Credit and Compliance/BSA policies
• Identify opportunities to improve processes, strengthen controls, and increase efficiency across product management workflows

Competencies, Skills, and Qualifications

• 2-3 years of experience in banking, lending, credit analysis, loan operations, or related field
• Familiarity with loan structuring concepts, including pricing, amortization methods, interest calculations, and collateral requirements
• Understanding of loan regulations, compliance expectations, and basic credit risk principles
• Fundamental knowledge of financial drivers such as revenue, expenses, and portfolio profitability
• Experience working with data, performing analysis, and supporting data-driven decisions
• Exposure to product implementation, system changes, or cross-functional project work is a plus
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Strong written and verbal communication skills, including the ability to prepare clear presentations and documentation
• Detail-oriented, analytical and results-driven with motivation for continuous improvement

Required Registrations or Certifications: Bachelor's degree: professional business/finance/economics degree or qualification

Language Skills: Excellent written and verbal communication in English and Portuguese; Spanish is a plus.

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Only candidates with US Work Authorization will be considered.

Scope of Responsibilities:

• Serve as project owner (PO) for the Channels team in the development and implementation of the Bank's project list of priorities and agreed initiatives with total focus in improving customer experience.
• Oversee the entire project/product development lifecycle, from ideation to launch, including working on the project roadmap defined by management
• Work closely with senior leadership to interpret product strategy and propose solutions to help achieve business objectives
• Bring to life the product vision and strategy working with the relevant teams and stakeholders
• Refine product roadmap aligned with business goals to drive innovation
• Prioritize and manage the product backlog, in partnership with the senior leadership, ensuring the highest-value features are timely developed and implemented
• Implement agile methodologies to coordinate sprints and ensure continuous alignment with business objectives and priorities
• Monitor product performance pre- and post-launch to help optimize post-launch enhancements
• Collaborate with IT engineering, design, compliance, legal, marketing, and business operations teams to drive seamless project execution
• Act as a bridge between technical and business teams, ensuring clear communication and alignment
• Develop strong relationships with internal and external stakeholders to secure support and drive adoption

Experience:

• Experience with financial services products and/or finance, risk management, product management or marketing analytics with 5-7 years of overall experience.
• Understanding key revenue and expense of drivers and financial planning basics.
• Experience utilizing advanced analytics to drive decision-making.
• Experience managing multiple projects simultaneously.

Education:

• Degree in business, finance, marketing, economics, or similar. A master's degree is preferred

Skills/Qualifications:

• 3+ years of experience in project management, financial markets, products and services
• Detail and results oriented.
• Knowledge and experience with agile model and processes.
• Inherent motivation to provide continuous project improvements.
• Strong ability to communicate and present ideas and plans verbally and in writing.
• Ability to work in a fast paced, dynamic environment while carrying multiple projects at any given time.

Language:

• Fluent in English. Spanish and Portuguese are considered a plus.

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Journey with us! Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation & benefits package, and excellent career development opportunities, each offering unique ways to explore the world.

We are proud to be the vacation-industry leader with global brands — including Royal Caribbean International, Celebrity Cruises and Silversea Cruises — the most innovative fleet and private destinations, and the best people. Together, we are dedicated to turning the vacation of a lifetime into a lifetime of vacations for our guests.

The Royal Caribbean Group's Maritime Safety Team has an exciting career opportunity for a full time Associate Investigator, Maritime Safety reporting to the Senior Manager, Marine HSE Compliance.

The position is onsite and based in Miami, Florida.

The position is also not eligible for work authorization sponsorship.

Position Summary / Job Purpose:

The Maritime Safety Associate Investigator position is responsible for investigating major maritime accidents and near misses such as fires, collisions, groundings, and technical issues. This position ensures the safety of Royal Caribbean Cruises Ltd. guests, employees, contractors, visitors, ships, capital equipment, real property, and reputation via shipboard safety incident response and oversight. This position is responsible to be up to date on the latest investigative processes and innovative tools. The investigative team produces lessons learned, safety bulletins and full investigative reports in line with the ISM Code and continuous improvement of maritime safety operations. The team also liaises with external authorities on investigations that warrant outside involvement and represents the company in legal matters and regulatory compliance.

Essential Duties and Responsibilities:

• Work independently in planning and conducting corporate and shipboard investigations identifying clear root and contributory causes as required

• Respond to incidents and investigations, occasionally outside of normal business hours, on holidays and weekends when required • Proactively suggest ways to improve operational safety and efficiency

• Deploy and travel for incident response on short notice (US and International)

• Facilitate successful shipboard incident response through sound decision making, effective communication and strong leadership

• Employ appropriate interview techniques to gather evidence at all levels of shipboard employees

• Ensure the timely documentation and regulatory reporting of shipboard maritime accidents in support of company policy and the IMO, Flag and Class accident reporting requirements. Assist the vessel in documenting incidents and accidents

• Work closely with local, state, federal and international organizations on matters relating to maritime accidents

• Give testimony and act as expert witness before courts and administrative hearings on investigative results when needed

• Act as internal expert on accidents and present facts to upper management

• Actively develop procedures, handbooks, training manuals and related material covering a variety of investigative techniques and programs

• Design, develop and present training to groups of employees (shoreside and shipboard) in a public speaking forum

• Meet with external authorities to discuss circumstances and facts surrounding investigations

• Identify potential risk through incident response oversight and guide shipboard safety personnel in the development of prevention strategies

• Help develop statistics and strategies based on trends identified from past investigative efforts.

• Participate as directed on focus and work groups and support agenda items by providing historical insight from past investigations

• In addition to the normal work schedule, the position will require 24 hour on call duty as needed Performs other duties as required. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to perform any other job-related duties assigned by their supervisor or management.

Education, Experience, Knowledge & Skills:

• Bachelor's degree in a maritime related degree program

• At least 3 to 5 years of maritime operational or investigative experience, seagoing experience as deck or engine officer in the cruise industry preferred

• 2 years of management experience preferred

• Proven interview skills required

• Strong understanding of international cruise ship regulatory requirements (SOLAS, MARPOL, Flag and Port State etc)

• Experience in development and implementation of safety prevention programs

• Proven track record of effectively conducting complex investigations with the ability to professionally communicate the findings orally and in writing

• Willing to work office hours, 5 days a week with potential for flexible time based on 24 hour on call requirement

• Strong writing and organizational skills required

• Self-starter with confidence to interact professionally at all levels of shipboard and shoreside employees during investigation

• Ability to effectively and diplomatically communicate decisions and guidance.

• Will exhibit mature, responsible decision-making, problem solving and proven judgment skills

• High level of tact, diplomacy, and independent judgment on actions of a highly confidential and sensitive nature and a detailed understanding of policies and procedures

• Excellent interpersonal skills to communicate in a multicultural environment with all levels of employees and management

• Self-driven to continually improve and actively works to bridge gaps in their knowledge in order to add more value to a particular project or setting

• Innovative and process driven individual who thrives on continual improvement • Capable of working independently and within a team, regardless of setting, must be self-driven and passionate

• Ability to work in a fast-paced environment with multiple projects and priorities • Ability to write reports, business correspondence and procedures manual with the appropriate attention to details

• Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public

• Working knowledge of MS Office applications and shipboard systems such as VDR, CCTV, ECDIS and machinery automation system

Agency and Third-Party Submissions: Please note this is a direct search by the Company, and applications through agencies and other third parties will not be accepted, nor will fees be paid for unsolicited resumes. Any unsolicited resumes will be considered the Company's property.

We know there's a lot to consider. As you go through the application process, our recruiters will be glad to provide guidance, and more relevant details to answer any additional questions. Thank you again for your interest in Royal Caribbean Group. We'll hope to see you onboard soon!

It is the policy of the Company to ensure equal employment and promotion opportunity to qualified candidates without discrimination or harassment on the basis of race, color, religion, sex, age, national origin, disability, sexual orientation, sexuality, gender identity or expression, marital status, or any other characteristic protected by law. Royal Caribbean Group and each of its subsidiaries prohibit and will not tolerate discrimination or harassment.

Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Job Summary: The Operations Business Analyst will play a critical role in supporting the successful implementation and ongoing optimization of the ServiceNow platform within the Operations team. This individual will act as the primary liaison between Operations stakeholders and the ServiceNow implementation team, ensuring that business requirements are accurately captured, workflows are designed to meet operational needs, and the platform delivers maximum value post-deployment.

Key Responsibilities

Implementation Phase

• Conduct deep dives into operational and technical processes to understand current workflows.
• Gather, document, and validate detailed business requirements.
• Create and refine user stories for development teams.
• Participate in design workshops and ensure alignment between business needs and technical solutions.
• Support testing activities, including User Acceptance Testing (UAT), and assist in issue resolution during deployment.

Post-Implementation

• Serve as the Operations team's subject matter expert (SME) for ServiceNow.
• Configure, build, and customize new workflows using ServiceNow Flow Designer and related tools.
• Maintain and optimize existing workflows to improve efficiency and compliance.
• Develop and maintain documentation for workflows, processes, and configurations.
• Provide training and support to Operations personnel on ServiceNow functionality.
• Monitor platform performance and usage, generating reports and dashboards for management.

Cross-Functional Collaboration

• Act as the primary point of contact between Operations and ServiceNow technical teams.
• Ensure smooth communication and coordination with other business units impacted by workflow changes.
• Participate in governance activities to maintain platform standards and best practices.

Qualifications:

Education: Bachelor's degree in Business Administration, Information Systems, or related field.

Experience:

• 3+ years as a Business Analyst or similar role, preferably in Operations or Financial Services.
• Hands-on experience with ServiceNow platform (ITSM, Workflow, or App Engine modules preferred).

Skills:

• Strong analytical and problem-solving skills.
• Excellent communication and stakeholder management abilities.
• Familiarity with workflow automation and process improvement methodologies (Lean, Six Sigma).
• Proficiency in ServiceNow configuration and workflow design.

Certifications (Preferred):

• ServiceNow Certified System Administrator (CSA).
• ServiceNow Certified Implementation Specialist (CIS) – App Engine or ITSM.

Languages: Portuguese and/or Spanish proficiency is considered a valuable asset.

Core Competencies:

• Ability to translate business needs into technical requirements.
• Strong documentation and process mapping skills.
• Collaborative mindset with experience in Agile/Scrum environments.

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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The Customer Service Specialist works with and reports to the Claims and Customer Service Manager, Miami. The position is located at 75 Valencia Avenue Coral Gables, FL 33134. The person in this position is the first to interact with our customers by answering incoming calls from the customer service and claims call queues. The Customer Service Specialist takes on a wide variety of tasks, all of which involve supporting the company's operations and products. They will be interacting with customers and building and maintaining relationships while providing exceptional customer service. In this role you have the ability, and are strongly encouraged to, advance levels within the department. Each level achieved results in increased pay. Knowledge Checks and minimum qualifications are required for advancement.

Job Duties And Responsibilities

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Answer incoming calls.
• Identify and document the needs of the customer utilizing all tools available.
• Always demonstrate excellent phone etiquette and use written skills to obtain clear and concise documentation of the customer's inquiry.
• Meet or exceed all performance metrics.
• Be knowledgeable and have a clear understanding of the business processes within MWG including departments, insurance carriers, brokers/agents, and group contacts.
• Route calls to appropriate resources.
• Utilize MWG Administrators Policy Administration Systems to verify eligibility and review members accounts based on the policy assigned.
• Recognize and resolved customer issues by following standard operating procedures and explaining the process to the customer.
• Identify and escalate issues to supervisors.
• Follow up customer calls where necessary and complete the daily assigned voicemails.
• Perform other duties as assigned by the Department Manager.

Working Environment Requirements

• Must be able to perform in a very high paced environment and be flexible to multi-task or handle
• Ability to work independently with excellent time management
• Strong written and verbal communication, interpersonal, and relationship building
• Ability to handle stressful situations
• Ability to maintain confidentiality and privacy in every aspect of the
• Knowledge of customer service practices and principles.
• Excellent problem-solving skills along with keen attention to details.
• Strong written/verbal communication, interpersonal and relationship building skills.
• Excellent data entry and typing skills
• Ability to maintain confidentiality and privacy in every aspect of the job.
• Always exhibit excellent phone etiquette and professionalism.
• Knowledge of all products and services.
• Understand and adhere to each department's policies and procedures within the TPA.

Experience & Education Requirements

• High School Diploma required; Associates or bachelor's degree is preferred.
• Must have previous customer service experience; previous Call Center experience is a plus.
• Must have excellent computer skills with experience in Microsoft Tools.
• Must be able to work well under pressure with multiple priorities and meet deadlines while maintaining a strong attention to detail.

Job Essential Requirements

The following are job functions that an employee must be capable of performing with or without reasonable accommodation.

• Must be able to read, write, and speak English and Spanish.
• Must be able to work as scheduled.
• Must possess sight and hearing senses or use prosthetics that will enable these senses to function adequately so that the requirements of the position as stated above can be fully met.
• Must be able to bend, stretch, reach, and sit or stand at a desk during 85 % of the working day.
• Must be able to remain stationary at workstation for extended times and/or walk throughout the area.
• Will require significant viewing and usage of computers and computer screens.

Only candidates with US Work Authorization will be considered.

About the Role

We are looking for a dynamic and detail-oriented Product Analyst to support the evolution of our Investment Platforms. This role works at the intersection of Wealth Management, Technology, and Operations, helping coordinate stakeholders, support platform enhancements, and ensure smooth user experience for both clients and internal teams.

The ideal candidate understands investment products, enjoys problem-solving, learns fast, and is comfortable dealing with multiple priorities in a fast-paced environment.

Key Responsibilities:

• Support stakeholders in the planning, execution, and validation of platform initiatives across onboarding, trading, portfolio management, performance, and operational workflows.
• Coordinate with stakeholders across Investments, Trading, Operations, Compliance, Marketing, and Technology to gather requirements and ensure proper alignment.
• Partner with Technology teams during development cycles: clarifying requirements, validating functionality, and supporting troubleshooting.
• Perform BUAT (Business User Acceptance Testing), create test cases, execute scenarios, log defects, and validate fixes before releases.
• Investigate and debug platform issues, including inconsistent data, account setup errors, operational or settlement issues, and trading/processing discrepancies.
• Translate complex issues into clear, actionable explanations for business stakeholders and for technical teams.
• Monitor platform performance, client behavior, and usage trends to identify opportunities for improvement. Create and track requirements for platform enhancements and maintenance.
• Help maintain product documentation, workflows, and release notes.
• Assist in validating investment products, fee configurations, account attributes, and operational flows.

Qualifications:

Education: Bachelor's degree in Finance, Economics, Business, Data Science, or a related field.

Experience: 1–3 years of experience in Wealth Management, Investment Operations, FinTech, Banking or Brokerage platforms.

Skills

• Strong understanding of investment products (equities, ETFs, REITs, mutual funds, fixed income).
• Comfort working with technology teams, APIs, data structures, and software development concepts.
• Excellent analytical skills and willingness to dive deep, debug, and investigate issues end-to-end.
• Strong communication skills, ability to simplify, structure, and clearly articulate problems and solutions.
• Ability to handle multiple tasks simultaneously while maintaining high attention to detail.
• Proactive, resourceful, and comfortable working in ambiguous or evolving environments.
• High sense of ownership and curiosity.

Preferred Qualifications

• Experience in a financial institution or investment firm.
• Proficiency in both English and Portuguese.
• Series 7 and Series 66 preferred (but not required).

Why This Role Matters

This position plays a critical part in ensuring our investment platform runs smoothly end-to-end, from onboarding to trading to ongoing client experience. You will help enhance platform capabilities, improve stability, and support our mission of delivering a world-class digital investment experience.

Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.