- JPMorgan Chase (Jupiter, FL)
- …best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management , you will have the ... assist in building and maintaining client relationships, managing account reviews, and engaging in risk management . This role offers the chance to work in a… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently...issues will be owned end to end by the associate and will be treated with a closed loop… more
- JPMorgan Chase (Jacksonville, FL)
- …relationships; prepare timely and accurate performance reports + Actively engage in Risk Management ; including Know Your Customer procedures, Account Reviews and ... to the primary Private Client Advisor(s), within JPMorgan Wealth Management . **Job responsibilities** + Work as a team with...operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and… more
- Raymond James Financial, Inc. (FL)
- …and expand distribution networks. + Lead investment strategy, portfolio management oversight, and risk governance to ensure strong client outcomes ... our associates, fostering a culture of collaboration and mutual success. Raymond James Investment Management (RJIM), a wholly owned subsidiary of Raymond James… more
- JPMorgan Chase (Miami, FL)
- …you with the opportunity to take your career to the next level. As an Investment Professional in the US Private Bank, you will provide integral daily support to ... 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team + Work with Team...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Tampa, FL)
- …and Compliance in line with the firm's standards. Leverage your broad knowledge in risk management principles and practices to assess and monitor risks and ... firm's robust risk strategy. As a Tech Risk & Controls Senior Associate in Control... posture + Analyze complex situations, provide advice on risk management strategies, and support the implementation… more
- JPMorgan Chase (Tampa, FL)
- Join JPMorgan Chase to drive excellence in compliance and risk management . Leverage your analytical skills and collaborate with cross-functional teams to make a ... a pivotal role in enhancing our compliance and operational risk management . Your expertise in executing tests...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Citigroup (Tampa, FL)
- …Primarily responsible for day-to-day processes of intake/assignment/close out of investment complaints for a retail broker dealer/RIA and insurance agency ... of detail, subject matter expertise, and some familiarity with investment products/characteristics. **Responsibilities:** + Supporting teams with compliance and… more
- JPMorgan Chase (Tampa, FL)
- …team acts as an internal clearing house within the Payments businesses for risk management -related items. TCM collaborates with internal 1LOD stakeholders like ... Product, Technology, and Operations, as well as 2LOD stakeholders such as Credit Risk Management and Compliance, to ensure coordinated processes that benefit the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …markets and complex products * Quantitative and qualitative understanding of the investment management business and performance measurement * Understanding of ... **Job Description Summary** Under very limited supervision, the Senior Associate of Alternative Investment Operational Due Diligence...as needed on a regular basis. * Perform operational risk reviews of funds. Prepare written reports based on… more
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