- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the business + Identifies, recommends, and works with other areas of the firm to automate and streamline functions to improve operational efficiencies of compliance ... Currency (OCC) regulations is beneficial but not required + Knowledge of Investment concepts, practices and procedures used in the securities industry is beneficial… 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. * Performs ... procedures of securities industry and/or banking compliance reviews. * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- APTIM (Boca Raton, FL)
- …Overview:** APTIM, a full-service multidiscipline environmental and engineering consulting firm , is currently seeking an experienced, goal-oriented individual with ... for our clients and communities + A voice in making our company better + Investment into your personal and professional development As of the date of this posting, a… more
- Grant Thornton (Fort Lauderdale, FL)
- Technology Modernization - Strategy Manager As a Technology Modernization Strategy Manager , you'll provide strategic technology advisory services to address ... and efficiently meet business objectives and ensure a return on investment . + Develop recommendations that leverage artificial intelligence, strategic enterprise… more
- 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
- 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 ... fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will learn… more
- Arena Investors LP (Miami, FL)
- Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a ... Assistant. In this role, this individual will work with the Portfolio Manager . Ideal candidates will be organized, self-motivated, resourceful and able to work… more
- Bank of America (Tampa, 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
- 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
- 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