- Citigroup (Miami, FL)
- …consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking ... transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards… more
- Insight Global (Orlando, FL)
- …to their Fund Order Processing Team. This team sits within the Alternative Investment Services space, doing client processing within Fund of Hedge Fund ... Custody, and is dedicated to processing fund of hedge fund investments on behalf of its clients and providing client reporting. This candidate will serve as a… more
- Navy Federal Credit Union (Pensacola, FL)
- …Reserve account to meet reserve and clearing balance requirements, and determine funds available for investment or required for operations (Branch Office/ATM ... Overview To support the execution of Navy Federal's investment and liquidity management strategy by ensuring proper accounting and documentation of associated… more
- AdventHealth (Tampa, FL)
- …Foundation Director of Community Giving implements key acquisition and sustained fund development efforts to include donor acquisition, annual giving, mid-level ... the core process to identify, qualify, engage, solicit and steward donors for charitable investment in the mission. Achieve an annual financial goal for fund … more
- City of Lakeland (Lakeland, FL)
- …City. + Develops requests for proposals for the procurement of Investment Managers, Financial Services, Custodial Services, Actuarial Services, and other services ... to the appropriate State of Florida agencies. + Reviews investment reports, investment management ADVs, monitors security...Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence… more
- University of Florida (Gainesville, FL)
- …of $100,000, and overseeing the College's participation in the University's annual fund activities. + Develop and present major gift proposals and acknowledge and ... and faculty in the analysis, formation and implementation of fund raising and alumni activities plans and policies, and...period. Build a retirement roadmap with competitive pension plans, investment accounts and a host of voluntary add-ons, such… more
- Santander US (Miami, FL)
- …Operations department. * Attend clients' visits and accompany them to deposit/withdraw funds from their account(s). * Resolve client's inquiries such as loan ... request, investment orders, statement reviews, and other, and resolve any...report for Bankers' review and ensure client has sufficient funds to cover fee. * Work on special projects… more
- Bank of America (Destin, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Cherry Bekaert (Tampa, FL)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trends, and portfolio positioning. + Maintain a deep understanding of our investment offerings, including mutual funds , ETFs, model portfolios & Separately ... and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be...Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their… more