• Wealth Regulatory Reporting and Client Tax…

    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 ... services industry, with specific experience in Wealth Management . + In-depth knowledge of global regulatory...Wealth Management . + In-depth knowledge of global regulatory frameworks (eg, Dodd-Frank, EMIR, MiFID II, FATCA,… more
    Citigroup (07/24/25)
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  • Asset & Wealth Management - Vice…

    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. ... than 160 years. JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of… more
    JPMorgan Chase (08/15/25)
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  • Operational Risk Head of Data Risk Center…

    Citigroup (Tampa, FL)
    …aggregation of operational risk. Its mandate covers all business lines (US Personal Banking, Global Wealth Management , Markets, Services, Banking, Global ... in a large-scale, distributed organization. + Extensive experience applying operational risk management frameworks in a global organization. + Strong track… more
    Citigroup (08/14/25)
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  • Data Architecture Risk, Senior Vice President

    Citigroup (Tampa, FL)
    …aggregation of operational risk. Its mandate covers all business lines (US Personal Banking, Global Wealth Management , Markets, Services, Banking, Global ... in a + large-scale, distributed organization. + Experience applying operational risk management frameworks in a global organization. + Strong track record… more
    Citigroup (08/19/25)
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  • Summer Internship - Global Wealth

    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
    Raymond James Financial, Inc. (08/26/25)
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  • Casey Quirk Investment & Wealth

    Deloitte (Miami, FL)
    Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... expand our research and insights agenda across the investment management and wealth management marketplaces....is an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers… more
    Deloitte (08/01/25)
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  • Loan Administrator II

    Bank of America (Jacksonville, FL)
    …for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and ... + Written Communications + Quality Assurance + Recording/Organizing Information + Risk Management **Shift:** 1st shift (United States of America) **Hours Per Week:**… more
    Bank of America (08/30/25)
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  • Document Administrator II - Credit Fulfillment…

    Bank of America (Jacksonville, FL)
    …for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and ... + Works closely with Client Managers, Credit and Portfolio Officers, Agency Management , internal and external legal counsel, and many internal operational support… more
    Bank of America (08/28/25)
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  • Citi Wealth - VP, Portfolio Consultant

    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
    Citigroup (08/23/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (Palm Beach, FL)
    The Global Trusts & Estates Practice is an integral...trust. **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you ... will be an integral part of our Global Trusts & Estates Practice. You will oversee the...with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of… more
    JPMorgan Chase (08/11/25)
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