- Raymond James Financial, Inc. (St. Petersburg, FL)
- …leadership. **Skills in:** + Strategic planning, execution, and market expansion within investment management and wealth advisory sectors. + Leading distribution ... or relevant professional designation preferred. + 15+ years of leadership experience in investment management , asset management , or wealth advisory services,… more
- Truist (Tampa, FL)
- … Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients ... portfolio management and client communication cycle. 7. Based on investment reviews with HNW clients, recommend, establish, monitor and adjust investment… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by ... Special Servicer, which provides mid and back office services, including asset management , to Arena Investors and external clients. Quaestor is looking to expand… more
- TIAA (Coral Gables, FL)
- **Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... mindset in pursuit of growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose… more
- Deloitte (Jacksonville, FL)
- …in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of ... per year. The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more
- NextEra Energy (Juno Beach, FL)
- …complex analytical issues and distill them into simple to understand analysis for management decision making, communicating the key investment benefits and risks ... electric industry's transition to renewable energy. The role primarily includes investment valuation, financial due diligence, and providing expertise to support… more
- Mill Creek Residential (Boca Raton, FL)
- …Senior Real Estate Finance Analyst position to provide critical property investment valuation, planning, analysis and reporting support for MCR portfolio investments ... Finance Team. This position will have regular interactions with executive management , including responding to direct inquiries, communicating results, and providing… more
- Deloitte (Miami, FL)
- …in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide ... training. The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
- Truist (Tampa, FL)
- …in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and ... service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in...* 8 or more years of sales and client management experience in Wealth Management and a… 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 ... Under very limited supervision, the Senior Associate of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained… more