- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. + Apply financial ... resources. + Produce factual and accurate information for presentations to clients and senior management. + Review progress of assignments with senior team… more
- 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
- 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
- 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 ... the growth of institutional assets under management across all investment products, sourced from US investment consulting...detailing which capabilities to present to each assigned consulting firm , with an emphasis on new ratings and existing… 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
- 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
- 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. Will… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Partner with business units to recommend policy and process changes to Senior Management. + Ensures effective coordination occurs within assigned work group and ... work groups. + Identifies, recommends, and works with other areas of the firm to automate and streamline functions to improve operational efficiencies of compliance… more
- Deloitte (Tampa, 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
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