- 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
- Grant Thornton (Fort Lauderdale, FL)
- …and efficiently meet business objectives and ensure a return on investment . + Develop recommendations that leverage artificial intelligence, strategic enterprise ... business cases for enterprise system transformation (ie, application rationalization, investment needs, value-added saving opportunities, etc.) + Experience developing… more
- JPMorgan Chase (Palm Beach, FL)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... crucial in maintaining our reputation as a leading global financial services firm . **Job Responsibilities** + Analyze trust documents for legal, tax, administrative… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we ... our annuity contract owners and financial advisors of the firm . The person in this position must understand all...business or issues. * Coaches and mentors less experienced Investment Central associates. * Works in cohesion with other… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- **Job Summary** Through distance learning, apprenticeship and training at the firm 's international headquarters, the Advisor Mastery Program (AMP) offers a ... practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional… 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 ... talents for the benefit of clients, your career, our firm , and our communities. Raymond James is an equal...(GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy.… more
- Citigroup (Miami, FL)
- …analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Demonstrating a commitment to creating an environment that aligns with the firm 's core values, putting clients' interests first. + Analyzing the investment ... equity funds. + Preparing product approval memos/presentations for use by the Investment Committee, comprised of senior management. + Conducting due diligence for… more
- Deloitte (Jacksonville, FL)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of...and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general… more
- TD Bank (Fort Lauderdale, FL)
- …of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD ... and complex regulatory regimes.** **The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing Distribution teams are… more