- Raymond James Financial, Inc. (St. Petersburg, FL)
- …years of managerial experience with an emphasis on finance and operations, within an investment advisory or management firm . + Ten (10) years of compliance ... of a comprehensive compliance program for Capital Markets, encompassing Equity Investment Banking, Equity Research, Institutional Equity Sales & Trading, Affordable… more
- Molina Healthcare (Tampa, FL)
- …will have at least two years of experience as an analyst at an investment bank or similar firm . **Knowledge/Skills/Abilities** * Develop financial models and ... high-paced organization **PREFERRED EXPERIENCE:** + Prior analyst experience in investment banking strongly preferred + Healthcare industry experience preferred… more
- City National Bank (Tallahassee, FL)
- * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- JPMorgan Chase (Miami, FL)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...+ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and… more
- Citigroup (Miami, FL)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. **Responsibilities:** + … more
- Sands Investment Group (Fort Lauderdale, FL)
- …About SIG Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of net lease properties for private ... Sands Investment Group (SIG), one of the nation's fastest...the first to offer true sub-product type specialization, the firm 's experience in net lease, retail, office and industrial… more
- Deloitte (Miami, FL)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior executives.… more
- Citigroup (Jacksonville, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...and complaints are handled in accordance with FINRA and firm policy. + Ensures that KYC/AML and other compliance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …work groups. + Identifies, recommends, and works with other areas of the firm to automate and streamline functions to improve operational efficiencies of compliance ... findings. + Identifies, recommends, and works with other areas of the firm to automate and streamline functions to improve operational efficiencies of compliance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes… more