- 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...operating models, and technology innovation. You will collaborate with senior leaders across the firm and industry… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and guidelines as well as firm policies governing advisory accounts. A Senior Advisor, general investment advisory is expected to conduct reviews which can ... **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in accordance with SEC regulations… more
- Sands Investment Group (Fort Lauderdale, FL)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and ... Sands Investment Group (SIG), one of the nation's fastest...Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of… 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 ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Develop and implement corporate strategy to drive growth, optimize investment performance, and expand distribution networks. + Lead investment ... and distribution strategy, identifying new channels and opportunities for investment product placement with financial advisors, institutions, and wealth platforms.… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... 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… 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...to perform analytical and related assignments in support of Senior Bankers and clients in an assigned industry. Responsibilities… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** Under very limited supervision, the Senior Associate of Alternative Investment Operational Due Diligence utilizes specialized knowledge and ... equity funds, real estate funds, managed futures funds, and other non-traditional investment opportunities. The Senior Associate is expected to lead onsite… more
- Deloitte (Jacksonville, FL)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , 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 (Miami, FL)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues… more