- 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
- 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 Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained… 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
- Deloitte (Tampa, FL)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
- Deloitte (Jacksonville, FL)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... pursuits The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more
- Neuberger Berman (FL)
- …a high level of expertise related to capital markets, the broader investment management industry, and marketplace developments. + Coordinate all prospect ... + A minimum of 7 years' experience within the investment management industry; 5+ years of intermediary...required, graduate degree a plus. + CIMA, CAIA, or CFA designations a plus. + SIE, Series 7, 66,… more
- JPMorgan Chase (Tampa, FL)
- …testing, where your expertise will drive significant impact within the Asset Management business. As a Senior Test Lead within the Global Asset Compliance ... design and operating effectiveness of controls within the Asset and Wealth Management LOB. + Ensure compliance with internal policies, procedures, and external laws,… more
- Deloitte (Lake Mary, FL)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range… more
- Truist (Jupiter, FL)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail ... in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst ( CFA ), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more
- KeyBank (Naples, FL)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more