- 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 ... established by the Pension Board. + Works with legal counsel to provide input in the drafting of ordinances...to the appropriate State of Florida agencies. + Reviews investment reports, investment management ADVs, monitors security… 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
- Aegon Asset Management (FL)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- KeyBank (Palm Beach Gardens, FL)
- …fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High-Net-Worth clients and their beneficiaries. Within the relationship ... ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. Designs and delivers… more
- First Horizon Bank (Orlando, 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
- Citigroup (Jacksonville, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts… more
- MyFlorida (Tallahassee, FL)
- …OPPORTUNITY DIVISION: OFFICE OF FINANCIAL REGULATION BUREAU: OFFICE OF GENERAL COUNSEL CITY: FLEXIBLE COUNTY: FLEXIBLE The Office of Financial Regulation (OFR) ... unions, trust companies, loan originators, mortgage lenders, securities dealers, investment advisors, consumer collection agencies and money transmitters throughout… more
- JPMorgan Chase (Tampa, FL)
- …managing documentation, conducting research, and liaising with clients and their legal counsel . This position offers the opportunity to work closely with experienced ... conferences and meetings. + Communicate effectively with clients and their legal counsel . + Prioritize and manage multiple projects and assignments. + Ensure… more
- Cherry Bekaert (Tallahassee, FL)
- …tax appeal processes, including engaging with assessors, external consultants, and legal counsel as required. + Conduct thorough due diligence for new acquisitions ... strong relationships with external property tax consultants, appraisers, and legal counsel . + Prepare detailed property tax budgets, forecasts, and variance… more
- MyFlorida (Lawtey, FL)
- …shop. + Evaluates student progress, administers grades and tests, and counsel 's individuals on program progress, behavior, or personal concerns. + Participates ... Retirement System: + + Pension Plan (Traditional Retirement Pension Plan) + Investment Plan (401(K)-Type Retirement Plan) + Deferred Retirement Option Program (Drop)… more