• Regulatory GAAP & Statutory Investment Reporting…

    Lincoln Financial (Tallahassee, FL)
    …on the General Account Invested Assets from portfolio management and multiple asset managers. + You will collaborate effectively with team members and applicable ... (eg management, peers and colleagues) and external parties (auditors, regulators, asset managers, reinsurers, other external partners); proven ability to develop… more
    Lincoln Financial (08/08/25)
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  • HVAC Specialist

    NBC Universal (Orlando, FL)
    …and operational standards. MAJOR RESPONSIBILITIES: + Advanced HVAC/R System Services . Perform complex servicing on heating, air conditioning, ventilation, ... Maximo system to ensure every piece of HVAC/R equipment asset is in Maximo and that every asset...and associated controls. This includes organizing and performing complex service operations, repairs, and overhauls of light commercial and… more
    NBC Universal (08/08/25)
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  • Financial Solutions Advisor - Lake Mary Financial…

    Bank of America (Lake Mary, FL)
    …goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates ... referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and...based on knowledge of client needs and potential product services recommended **Skills:** + Account Management + Advisory +… more
    Bank of America (08/08/25)
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  • Sr Business Analyst, Wealth Management Tech

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Business Analyst, Technology will partner closely with the Wealth Management & Asset Management Technology Business Unit, Product Management Team and with Technology ... FL. **Responsibilities:** + **Wealth Management Domain Knowledge: Knowledge of the Financial Services industry is must and Wealth Management domain is preferred.** +… more
    Raymond James Financial, Inc. (07/24/25)
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  • Investment Manager II

    Truist (Tampa, FL)
    …2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and deepen and ... client investment portfolios; develop investment strategy - inclusive of asset allocation, investment implementation, and portfolio construction. Effectively articulate… more
    Truist (07/19/25)
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  • Infrastructure Architect

    Insight Global (Fort Lauderdale, FL)
    …desktop, laptop, mobile (BYOD), virtual desktops, published applications, and remote access services . This role is responsible for managing the software lifecycle of ... alignment for user endpoints, and overseeing branch server infrastructure for EUC services . The Infrastructure Architect will also play a critical role in regulatory… more
    Insight Global (08/22/25)
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  • Business Development Representative, MultiPro…

    Valet Living (Jacksonville, FL)
    …most-used amenity services in the multifamily industry. We deliver increased asset value, reduced workload for onsite staff and improve the resident experience. ... & Retain Accounts: Build trusted relationships with clients, expanding service offerings based on their needs. + Promote Our... offerings based on their needs. + Promote Our Services : Educate clients and property teams on MultiPro's full… more
    Valet Living (08/12/25)
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  • ETP Analyst - Wealth Management, Birmingham AL;…

    Regions Bank (Orlando, FL)
    …Development Program Associate will participate in a variety of activities within Asset Management, Institutional Services , or Private Wealth Management designed ... on relationship management, portfolio management, research and/or client experience within Asset Management, Institutional Services or Private Wealth Management… more
    Regions Bank (08/20/25)
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  • Fee Based Senior Associate - Trading…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Asset Management Services (a division of Raymond James ... & Associates) offers comprehensive asset management services and products for Raymond James financial advisors. **Essential Duties and Responsibilities:** +… more
    Raymond James Financial, Inc. (08/19/25)
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  • Casey Quirk Investment & Wealth Management…

    Deloitte (Miami, FL)
    …transformational initiatives. We offer comprehensive end-to-end support and advisory services , covering areas such as valuation modeling, cost optimization, ... contribute to Deloitte's position as a trusted authority in the financial services sector. Key responsibilities: + Lead strategic research efforts and intellectual… more
    Deloitte (08/01/25)
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