- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained ... work experience and formal training to develop and maintain an alternative investment operational due diligence program designed to provide high net worth clients… more
- Deloitte (Tampa, FL)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Truist (Tampa, FL)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- Regions Bank (Orlando, FL)
- …Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities ... + Implements and communicates investment related changes based on Investment Working...and economic markets + Progress towards Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner (CFP) designation, or Certified… more
- Deloitte (Jacksonville, FL)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Neuberger Berman (FL)
- …and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Florida. This is ... grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. + Develop and implement business...required, graduate degree a plus. + CIMA, CAIA, or CFA designations a plus. + SIE, Series 7, 66,… 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 tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Charles Schwab (Orlando, FL)
- …Team, you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized ... a 120-day condition of employment for certified and current CFP(R) designation or CFA (R) designation holders, verified before hire + Active FINRA Series 66 license… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by ... portfolio surveillance, and maximization of return for the firm's investment portfolio. Ideal candidates will be organized, self-motivated, resourceful, and… more
- Truist (Jupiter, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more