- Cherry Bekaert (Tampa, FL)
- **Description** The TCIA (Tax Credits & Incentives Advisory ) Practice is comprised of a diverse group of CPAs and tax law experts with numerous years of experience, ... expert tax planning. The group offers unparalleled knowledge and service in the area of tax credits and accounting...years' experience in federal tax compliance or tax consulting services . + Experience working in excel with Pivot tables… more
- City National Bank (Tallahassee, FL)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... *RELATIONSHIP MANAGER SENIOR SPORTS FINANCE & ADVISORY * WHAT IS THE OPPORTUNITY? The Senior Relationship Manager develops new business prospects and manages existing… more
- Charles Schwab (Naples, FL)
- …support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team ... Marketing teams. We are looking to add a Business Development Officer, Schwab Wealth Advisory role to our talented client facing team. **What you are good at:** The… more
- Ankura (FL)
- …not receive a response. Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end ... will possess a strong personal brand within Investigations and Forensic Accounting advisory and deep market-making relationships resulting in a robust flow of… more
- WTW (Tampa, FL)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... long-term incentive design + Compensation Committee advice/support + Board Advisory + Working closely with colleagues in other Work...on client contracting terms (eg scope of work, Master Services Agreements) + Be a positive role model of… more
- TIAA (FL)
- …understand the client-value segments. + Champions the strategic initiatives of wealth advisory services throughout the organization. + Ensures Wealth Advisor ... with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing...work at not-for-profits rely on our wide range of financial products and services to support and… more
- Black & Veatch (Orlando, FL)
- **Client Advisory Partner Electric & Gas (Central Region)** Date: Aug 15, 2025 Location: US Company: Black & Veatch Family of Companies **Together, we own our ... and perspectives to use. **The Opportunity** As the **Client Advisory Partner of Electric & Gas Utilities** ,you will...(Proven ability to break into new accounts and expand service offerings; develop a sales lead from start to… more
- Truist (Winter Park, FL)
- …and coach a team of wealth support specialists and oversee the daily service , sales and operations support of the assigned division. Performance accountabilities and ... first escalation point 3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and...experience 2. Five years of previous banking or other financial institution experience with an emphasis in operations or… more
- Deloitte (Boca Raton, FL)
- … services are focused on engagements related to independent External Audit services , Accounting, Controls & Reporting Advisory , and Specialized Assurance & ... programs + Perform internal audit assurance activities (internal audits over financial , operational, compliance, IT, SOX and QARs), consult with engagement… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Tool (dbt), Model Op, Snowflake, Azure, AWS, Redshift, Confluence, Azure DevOps + Financial markets, products, financial advisory function, and investment ... supporting technical teams Risk Management, enterprise technology and/or analytics in financial services , banking, asset management, FinTech, or consulting OR… more