- Deloitte (Jacksonville, FL)
- …hedge funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... with the support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with the client contacts… more
- Deloitte (Jacksonville, FL)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... fast-paced environment, we have the career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and taxation to provide tax compliance… more
- Highmark Health (Tallahassee, FL)
- …representatives concerning overdue payments, Resolution of inquiries related to broker commissions or TPA's, Creation of monthly reports detailing problematic ... times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global institutional asset manager that provides creative solutions for those seeking capital in special situations. With more ... the Investment Advisers Act of 1940; . Support the CCO with FINRA broker -dealer requirements; . Monitoring of Client guidelines and restrictions; . Review of… more
- AON (Lake Mary, FL)
- Account Manager , Consumer Benefits Solutions As part of an industry-leading team, you will help empower results for our clients by delivering innovative and ... supporting our Consumer Benefit Solutions Group. As an Account Manager , you will report directly to the Director of...vary from day to day based on current client, broker and carrier needs. Responsibilities: + Project managing of… more
- Zurich NA (Tallahassee, FL)
- …have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers ... either a Mid-Senior or Senior Underwriter level. The hiring manager will determine the appropriate level based upon the...Zurich: + You will develop and maintain relationships with broker partners and customers across all industries in support… more
- Zurich NA (Tallahassee, FL)
- …AVP, Underwriting Officer or VP Senior Underwriting officer level. The hiring manager will determine the appropriate level based upon the selected applicant's ... of the external marketing strategy + Adherence to underwriting rules and guidelines, insurance laws, regulations, and the Zurich Way of underwriting + Establish new… more
- Zurich NA (Tallahassee, FL)
- …AVP, Underwriting Officer or VP Senior Underwriting officer level. The hiring manager will determine the appropriate level based upon the selected applicant's ... of the external marketing strategy + Adherence to underwriting rules and guidelines, insurance laws, regulations, and the Zurich Way of underwriting + Establish new… more
- Guardian Life (Tallahassee, FL)
- …and registered investment advisor compliance experience, with experience at an insurance -affiliated broker /dealer as a plus. + Prior examination, auditing ... compliance with FINRA Rule 3110 and, in certain circumstances, various state insurance laws. The Lead Compliance Analyst is responsible for developing a risk-based… more
- Citigroup (Miami, FL)
- …issues escalated + Review and approval of designated bank-channel and broker -dealer investments + Manage surveillance alerts within stated policy guidelines + ... + Assist with ad-hoc projects and/or workflow testing as assigned by Manager + Assist with coaching and training Registered Representatives when applicable +… more