- Bank of America (North Port, FL)
- …client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, ... appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … more
- Harbor Group Management (FL)
- …to property management . This position will work closely with Asset Management , Construction, Employee Development/Ops Integration, Transactions, Legal, HR, ... Management Company is a multi-billion dollar real estate investment and property management firm. As we...involving transactions and activities among Sr. Regional Manager, SVP, Asset Management , Property Managers and the Central… more
- Veterans Affairs, Veterans Health Administration (Miami, FL)
- …Strategic Capital Investment Plan, Capital Asset Inventory, Capital Asset Resource Survey, Deferred Maintenance, management of an engineering department, ... across the country and VA Leadership from the Office of Capital Asset Management and Engineering Support (OCAMES). This position interfaces between VACO and the… more
- Charles Schwab (Delray Beach, FL)
- …manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management , Banking & Lending Management , Insurance & ... or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles… more
- Scotiabank (Tampa, FL)
- …of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... results, in an inclusive and high-performing culture. **Product Manager - Cash Management , Global Transaction Banking - Tampa, FL** Global Transaction Banking (GTB)… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we ... regarding submitted business or issues. * Coaches and mentors less experienced Investment Central associates. * Works in cohesion with other Virtual Financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in investment and financial planning, in addition to capital markets and asset management . At Raymond James, we are putting the power of perspectives ... company research by collecting, organizing, and analyzing data, writing investment -related research reports, and creating/maintaining financial models. Responsible for… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global institutional asset manager that provides creative solutions for those seeking capital in special situations. With more ... a wide variety of regulatory compliance issues primarily in compliance with the Investment Advisers Act of 1940; . Support the CCO with FINRA broker-dealer… more
- Bank of America (Tampa, FL)
- …follow-up and resolution of more complex routine research requests **Skills:** + Account Management + Customer and Client Focus + Oral Communications + Research + ... reports, reject reports and other error reports that have to do with asset transfers that were not processed successfully, along with updating the corporate action… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a ... is an affiliated Special Servicer, which provides mid and back-office services, including asset management , to Arena Investors and external clients. Quaestor is… more