Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment * Strong ... Work you'll do As a Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import ...
Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment * Strong ... Work you'll do As a Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import ...
Collaborate with marketing and business development on proposals and CRM tracking * Manage, mentor, and develop team members while overseeing staffing and workload planning * Ensure technical quality ...
Collaborate with marketing and business development on proposals and CRM tracking * Manage, mentor, and develop team members while overseeing staffing and workload planning * Ensure technical quality ...
Federal Commissioning (Cx) Operations Manager
Tampa, FL · On-site
$62.45 - $87.19/hr
Collaborate with marketing and business development on proposals and CRM tracking * Manage, mentor, and develop team members while overseeing staffing and workload planning * Ensure technical quality ...
Federal Commissioning (Cx) Operations Manager
Tampa, FL · On-site
$62.45 - $87.19/hr
Collaborate with marketing and business development on proposals and CRM tracking * Manage, mentor, and develop team members while overseeing staffing and workload planning * Ensure technical quality ...
Project Manager
Tampa, FL · On-site
The Project Manager is responsible for managing project lifecycles, tracking milestones, and ensuring alignment with DoD acquisition policies. * The position requires leading specific Work Order ...
Quick apply
Project Manager
Tampa, FL · On-site
The Project Manager is responsible for managing project lifecycles, tracking milestones, and ensuring alignment with DoD acquisition policies. * The position requires leading specific Work Order ...
Defect & Risk Management Drive defect triage meetings and remediation tracking. Manage testing risks, issues, dependencies, and mitigation plans. Coordinate retesting and regression activities after ...
Defect & Risk Management Drive defect triage meetings and remediation tracking. Manage testing risks, issues, dependencies, and mitigation plans. Coordinate retesting and regression activities after ...
Lending Service Manager
Cooper City, FL · On-site
Oversee escrow administration, insurance tracking, tax monitoring, lien releases, title management, and UCC filings. * Ensure accurate servicing of consumer, mortgage, and commercial loan portfolios.
New
Lending Service Manager
Cooper City, FL · On-site
Oversee escrow administration, insurance tracking, tax monitoring, lien releases, title management, and UCC filings. * Ensure accurate servicing of consumer, mortgage, and commercial loan portfolios.
New
Experience project invoicing and tracking * Management of design schedules * Skilled in project meeting planning, hosting and documentation * Familiar with the site and building permitting process
Quick apply
Experience project invoicing and tracking * Management of design schedules * Skilled in project meeting planning, hosting and documentation * Familiar with the site and building permitting process
Design Project Manager
Jacksonville, FL · On-site
Experience project invoicing and tracking * Management of design schedules * Skilled in project meeting planning, hosting and documentation * Familiar with the site and building permitting process
Design Project Manager
Jacksonville, FL · On-site
Experience project invoicing and tracking * Management of design schedules * Skilled in project meeting planning, hosting and documentation * Familiar with the site and building permitting process
Executive Assistant
Miami, FL · On-site
Manage expense tracking, receipt collection, and company credit card reconciliation * Oversee Deal Day workspaces and reporting, tracking deadlines and ensuring accurate, on-time submissions
Executive Assistant
Miami, FL · On-site
Manage expense tracking, receipt collection, and company credit card reconciliation * Oversee Deal Day workspaces and reporting, tracking deadlines and ensuring accurate, on-time submissions
Marketing and Events Specialist
Tampa, FL · On-site
Responsibilities also include assisting with budget planning and tracking, managing vendor invoices, and ensuring accurate reporting of expenses to help maintain alignment with overall marketing ...
New
Marketing and Events Specialist
Tampa, FL · On-site
Responsibilities also include assisting with budget planning and tracking, managing vendor invoices, and ensuring accurate reporting of expenses to help maintain alignment with overall marketing ...
New
Executive Assistant
Miami, FL · On-site
Manage expense tracking, receipt collection, and company credit card reconciliation * Oversee Deal Day workspaces and reporting, tracking deadlines and ensuring accurate, on-time submissions
Quick apply
Executive Assistant
Miami, FL · On-site
Manage expense tracking, receipt collection, and company credit card reconciliation * Oversee Deal Day workspaces and reporting, tracking deadlines and ensuring accurate, on-time submissions
Project Manager
Tampa, FL · On-site
This role manages project timelines, resource allocation, and deliverable tracking while facilitating interagency coordination. This future opportunity is contingent upon award. * The Project Manager ...
Quick apply
Project Manager
Tampa, FL · On-site
This role manages project timelines, resource allocation, and deliverable tracking while facilitating interagency coordination. This future opportunity is contingent upon award. * The Project Manager ...
Key Account Manager
Orlando, FL · On-site
Maintain accurate and timely CRM documentation (e.g., Veeva) for all account interactions, action plans, and opportunity tracking. * Manage budget responsibilities including T&E, speaker programs ...
New
Key Account Manager
Orlando, FL · On-site
Maintain accurate and timely CRM documentation (e.g., Veeva) for all account interactions, action plans, and opportunity tracking. * Manage budget responsibilities including T&E, speaker programs ...
New
Project Manager
Jupiter, FL · On-site
Support overtime management/tracking for Service Engineering * Support Project specific budget tracking per Gate A Service Engineering allocation through execution and alignment with PM * Liaise with ...
Quick apply
Project Manager
Jupiter, FL · On-site
Support overtime management/tracking for Service Engineering * Support Project specific budget tracking per Gate A Service Engineering allocation through execution and alignment with PM * Liaise with ...
Grants Manager
Boca Raton, FL · On-site
This role drives process standardization, portfolio tracking, and cross-functional coordination to support efficient, audit-ready grant management. This Long-term Contract opportunity is suited for a ...
Quick apply
Grants Manager
Boca Raton, FL · On-site
This role drives process standardization, portfolio tracking, and cross-functional coordination to support efficient, audit-ready grant management. This Long-term Contract opportunity is suited for a ...
The Manager, Partner Relations is a key executor on First Tee's Advancement team, responsible for writing compelling partnership proposals, tracking fulfillment across a portfolio of corporate ...
The Manager, Partner Relations is a key executor on First Tee's Advancement team, responsible for writing compelling partnership proposals, tracking fulfillment across a portfolio of corporate ...
The Manager, Partner Relations is a key executor on First Tee's Advancement team, responsible for writing compelling partnership proposals, tracking fulfillment across a portfolio of corporate ...
The Manager, Partner Relations is a key executor on First Tee's Advancement team, responsible for writing compelling partnership proposals, tracking fulfillment across a portfolio of corporate ...
Maintenance Operations Manager
Tampa, FL · On-site
$80K - $90K/yr
This includes, but is not limited to, daily administrative issues, site rotation management, tracking of pre deployment qualifications, tracking of clearances, and assists in maintenance personnel ...
Maintenance Operations Manager
Tampa, FL · On-site
$80K - $90K/yr
This includes, but is not limited to, daily administrative issues, site rotation management, tracking of pre deployment qualifications, tracking of clearances, and assists in maintenance personnel ...
Marketing Manager
Bristol, VA · On-site +1
Marketing Manager (Remote - U.S.) This is a fully remote position. To support coloration with our ... pages, segmentation, tracking links, reporting dashboards, and campaign performance updates.
Marketing Manager
Bristol, VA · On-site +1
Marketing Manager (Remote - U.S.) This is a fully remote position. To support coloration with our ... pages, segmentation, tracking links, reporting dashboards, and campaign performance updates.
Site Operations/Printers
Melbourne, FL · On-site
System Asset Tracking, Management, Reporting, and Billing * Conduct and help coordinate MADC/IMAC activity. * Manage assets in ARMS: Missing Meter Reads, Moves, Adds, Swaps, Billing Details and ...
Site Operations/Printers
Melbourne, FL · On-site
System Asset Tracking, Management, Reporting, and Billing * Conduct and help coordinate MADC/IMAC activity. * Manage assets in ARMS: Missing Meter Reads, Moves, Adds, Swaps, Billing Details and ...
Tracking Manager information
What are the key skills and qualifications needed to thrive as a Tracking Manager, and why are they important?
What are some common challenges faced by Tracking Managers, and how can they effectively address them?
What is a Tracking Manager?
What is the difference between Tracking Manager vs Data Analyst?
| Aspect | Tracking Manager | Data Analyst |
|---|---|---|
| Required Credentials | Bachelor's in Business, Marketing, or related field; experience in tracking systems | Bachelor's in Statistics, Data Science, or related field; proficiency in data analysis tools |
| Work Environment | Marketing, logistics, or operations teams; focus on tracking systems and performance metrics | Data teams; focus on analyzing data sets and generating reports |
| Employer & Industry Usage | Retail, logistics, marketing agencies | Finance, tech, healthcare, marketing |
| Common Search & Comparison Intent | Understanding tracking system management and performance monitoring | Analyzing data to inform business decisions |
The main difference between a Tracking Manager and a Data Analyst lies in their focus areas. Tracking Managers oversee tracking systems and performance metrics within operational or marketing contexts, while Data Analysts analyze data sets to generate insights across various departments. Both roles require analytical skills, but their tools, environments, and objectives differ significantly.
Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)
Jacksonville, FL
Other
Posted 25 days ago
Deloitte rating
8.1
Based on 90 frontline employees who took The Breakroom Quiz
59th of 148 rated financial services
Job description
Are you an experienced analyst who is detail oriented and possesses strong process improvement, critical thinking, and interpersonal skills? Do you have experience with internal compliance monitoring systems and data feed processing? Do you enjoy working with customers to answer their questions?
We are seeking Services Associate who will be responsible for monitoring brokerage account compliance for approximately 75K professionals and the daily import of 20+ broker dealer files into Deloitte's Independence monitoring system called the Tracking & Trading System. The ideal candidate will be a strong problem solver, with a solid working knowledge of various financial instruments/markets, have a background or interest in compliance and will strive to provide exceptional quality and superior customer service.
Recruiting for this role ends on 07/24/2026.
Work you'll do
As a Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program) on the Independence & Conflicts Network team, you will:
- Work closely with outside brokerage firms and Deloitte professionals to support brokerage account compliance activities
- Gain a robust knowledge of Deloitte policies to provide guidance to professionals, resolve customer inquiries, evaluate risk, and determine the permissibility of financial relationships
- Assist partners and employees in understanding compliance requirements for personal financial relationships, with a focus on brokerage accounts
- Research financial products and support decisions on how those products should be monitored within the Tracking & Trading System
- Work with Deloitte professionals to support accurate reporting of financial relationships in internal systems and provide guidance on brokerage account transfers
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to provide clear guidance to others
The team
Risk & Brand Protection (R&BP)
At Deloitte, we are stewards of reputation - ours and our clients. That's why we foster a culture that protects, preserves, and enhances our reputation. With your help, we will distinguish Deloitte as the clear leader in professional services, making us the first choice for clients and talent.
Independence & Conflicts Network
The Independence & Conflicts Network (ICN) team performs a critical consultative, quality-assurance and risk management function for the Deloitte US Firms, helping the organization remain unbiased and free from conflicts-of-interest, in fact and appearance, when providing service to attest/audit clients. Independence requirements are defined by specific sets of policies, externals rules, and regulations, so maintaining both the independence of the Deloitte US Firms and personal independence is essential to the business and reputation of Deloitte. This position offers a dynamic work environment which is driven by changing financial instruments and the need for responsiveness to regulatory change. The Analyst will be expected to gain a solid understanding of financial relationships and independence policies. The analyst will work with other departments within the Independence & Conflicts Network, end users (Deloitte professionals with independence requirements) and numerous outside brokerage firms that participate in our import program.
Qualifications
Required:
- Bachelor's degree
- 1+ years of experience in a large corporate environment or professional services firm
- Experience using Microsoft Excel, Microsoft PowerPoint, and Microsoft Word
- Ability to travel 0-10%, on average, based on the work you do
- Limited immigration sponsorship may be available
Preferred:
- Experience working with securities and financial relationships, including stocks, bonds, mutual funds, and exchange-traded funds
- Knowledge of independence requirements for professional auditing firms
- Prior experience working at a broker dealer or in a compliance role
- In-depth knowledge of financial products and brokerage relationships
- Familiarity with broker data feeds
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $51,900 to $95,500.
EA_ExpHire
EA_RBP_ExpHire
Are you an experienced analyst who is detail oriented and possesses strong process improvement, critical thinking, and interpersonal skills? Do you have experience with internal compliance monitoring systems and data feed processing? Do you enjoy working with customers to answer their questions?
We are seeking Services Associate who will be responsible for monitoring brokerage account compliance for approximately 75K professionals and the daily import of 20+ broker dealer files into Deloitte's Independence monitoring system called the Tracking & Trading System. The ideal candidate will be a strong problem solver, with a solid working knowledge of various financial instruments/markets, have a background or interest in compliance and will strive to provide exceptional quality and superior customer service.
Recruiting for this role ends on 07/24/2026.
Work you'll do
As a Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program) on the Independence & Conflicts Network team, you will:
- Work closely with outside brokerage firms and Deloitte professionals to support brokerage account compliance activities
- Gain a robust knowledge of Deloitte policies to provide guidance to professionals, resolve customer inquiries, evaluate risk, and determine the permissibility of financial relationships
- Assist partners and employees in understanding compliance requirements for personal financial relationships, with a focus on brokerage accounts
- Research financial products and support decisions on how those products should be monitored within the Tracking & Trading System
- Work with Deloitte professionals to support accurate reporting of financial relationships in internal systems and provide guidance on brokerage account transfers
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to provide clear guidance to others
The team
Risk & Brand Protection (R&BP)
At Deloitte, we are stewards of reputation - ours and our clients. That's why we foster a culture that protects, preserves, and enhances our reputation. With your help, we will distinguish Deloitte as the clear leader in professional services, making us the first choice for clients and talent.
Independence & Conflicts Network
The Independence & Conflicts Network (ICN) team performs a critical consultative, quality-assurance and risk management function for the Deloitte US Firms, helping the organization remain unbiased and free from conflicts-of-interest, in fact and appearance, when providing service to attest/audit clients. Independence requirements are defined by specific sets of policies, externals rules, and regulations, so maintaining both the independence of the Deloitte US Firms and personal independence is essential to the business and reputation of Deloitte. This position offers a dynamic work environment which is driven by changing financial instruments and the need for responsiveness to regulatory change. The Analyst will be expected to gain a solid understanding of financial relationships and independence policies. The analyst will work with other departments within the Independence & Conflicts Network, end users (Deloitte professionals with independence requirements) and numerous outside brokerage firms that participate in our import program.
Qualifications
Required:
- Bachelor's degree
- 1+ years of experience in a large corporate environment or professional services firm
- Experience using Microsoft Excel, Microsoft PowerPoint, and Microsoft Word
- Ability to travel 0-10%, on average, based on the work you do
- Limited immigration sponsorship may be available
Preferred:
- Experience working with securities and financial relationships, including stocks, bonds, mutual funds, and exchange-traded funds
- Knowledge of independence requirements for professional auditing firms
- Prior experience working at a broker dealer or in a compliance role
- In-depth knowledge of financial products and brokerage relationships
- Familiarity with broker data feeds
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $51,900 to $95,500.
EA_ExpHire
EA_RBP_ExpHire