• Casey Quirk Investment & Wealth Management…

    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
    Deloitte (08/01/25)
    - Related Jobs

  • Compliance Sr. Manager , Investment…

    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. (09/05/25)
    - Related Jobs

  • Institutional Sales- Raymond James…

    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
    Raymond James Financial, Inc. (08/16/25)
    - Related Jobs

  • Registered Wealth Investment Services…

    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
    Citigroup (08/15/25)
    - Related Jobs

  • Compliance Business Oversight Manager

    TD Bank (Fort Lauderdale, FL)
    …Business Oversight Manager will:** + **Ensure ongoing compliance with the Investment Company Act of 1940, FINRA, SEC rules, and other applicable state and ... of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD… more
    TD Bank (09/03/25)
    - Related Jobs

  • Tax Manager - Mutual Funds

    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
    Deloitte (06/23/25)
    - Related Jobs

  • Asset & Wealth Management - Vice President…

    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
    JPMorgan Chase (08/15/25)
    - Related Jobs

  • Tax Manager - Private Equity

    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
    Deloitte (08/18/25)
    - Related Jobs

  • Merrill Market Client Relationship Manager

    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
    Bank of America (08/08/25)
    - Related Jobs

  • Healthcare Market Client Account Manager

    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
    Jacobs (08/20/25)
    - Related Jobs