- Raymond James Financial, Inc. (St. Petersburg, FL)
- …full-time role at Raymond James after graduation. **Department Overview** Raymond James Global Wealth Solutions (GWS) provides a leading platform delivering ... to more than 8,000 Financial Advisors. **Job Summary** Join Global Wealth Solutions (GWS) as an intern...and kickstart your career in the dynamic world of wealth management . GWS is seeking enthusiastic interns… more
- JPMorgan Chase (Tampa, FL)
- JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. ... is a global leader in asset and wealth management with assets under supervision of...as a liaison for issue resolution. Review and resolve compliance surveillance inquiries + Provide principal approval for brokerage… more
- Citigroup (Tampa, FL)
- …the QA function for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services. Ensure adherence to ... meet new compliance standards, especially those impacting wealth management products such as investments, alternatives,...services industry, with specific experience in Wealth Management . + In-depth knowledge of global regulatory… more
- Citigroup (Miami, FL)
- …Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the ... implementation of Citi Global Wealth investment products to identify unusual...Wealth Outlook. + Work closely with the sales management , PC Team Leaders, and Product Heads to help… more
- JPMorgan Chase (Jacksonville, FL)
- …marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management . **Job responsibilities** + Work as a team with ... resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new… more
- Citigroup (Tampa, FL)
- …of alumni of top bracket consulting and banking firms. + Exposure to Citi senior management . + Gain deep understanding of both global businesses around Citi. + ... The Citi Wealth Business provides services for clients in Private...Senior Analyst will be working on the Operations Change Management team to govern and manage the Tech Book… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...Lead Analyst will be working on the Operations Change Management team to govern and manage the Tech Book… more
- Scotiabank (Tampa, FL)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director, US Bank Regulatory Compliance , Global Transaction Banking **Requisition ID:**...and GTB business. + Contribute to the development of Compliance related Management Information (MI) for the… more
- JPMorgan Chase (Tampa, FL)
- Join our Asset & Wealth Management team as a member of our Campbell Global team where you will have the opportunity to work with local and corporate ... professionals providing excellent management services to clients. As a Forester within Campbell Global , you will be responsible for planning and supervising all… more
- JPMorgan Chase (Tampa, FL)
- …assess the design and operating effectiveness of controls within the Asset and Wealth Management LOB. + Ensure compliance with internal policies, ... your expertise will drive significant impact within the Asset Management business. As a Senior Test Lead within the... business. As a Senior Test Lead within the Global Asset Compliance and Ops Risk Testing… more