- Deloitte (Miami, FL)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... for talented professionals with an interest in the global investment industry and a passion for providing strategic advice...CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of experience working in a consultant relations role for a multi-capability institutional investment management firm . + The ideal candidate must have a proven ... is to drive the growth of institutional assets under management across all investment products, sourced from US investment consulting firms, with a particular… 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
- Deloitte (Jacksonville, FL)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and...taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of… more
- JPMorgan Chase (Tampa, FL)
- …working in an environment alongside Advisors preferred + Ability to understand new investment products and firm wide policies and procedures JPMorganChase, one ... team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. As a… more
- Deloitte (Jacksonville, FL)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective… more
- Cherry Bekaert (Tampa, FL)
- **Description** As a ** Manager / Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice** , you will draw on experience in accounting and ... taxation to provide tax equity investment consulting services for clients. You will be a...value our people bring to our clients and our Firm . The salary range for this position is included… more
- Bank of America (Destin, FL)
- Merrill Market Client Relationship Manager Pensacola, Florida;Destin, Florida; Mobile, Alabama **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pensacola/Merrill-Market-Client-Relationship- Manager \_25030149) **Job Description:** Merrill Wealth Management is a leading… more
- Jacobs (Miami, FL)
- …our best and know that we're making a difference. As a Client Account Manager (CAM), you will have the opportunity to impact strategic business relationships for to ... leverage the relationship to benefit the clients and the firm . Working with members of our team your focus...and recommend strategic actions to optimize our business development investment and market share growth * Identify higher levels… more
- Jacobs (Miami, FL)
- …No. 1 for Healthcare/Hospital Building Design and Construction. As a Client Account Manager (CAM) for the Healthcare Market in the Southeast Region, you will have ... fully leverage relationships to benefit the clients and the firm . Working with members of our team, your focus...and recommend strategic actions to optimize our business development investment and market share growth. * Identify higher levels… more