- Deloitte (Tampa, FL)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Truist (Fort Lauderdale, FL)
- …sales of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial ... development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities 5.… more
- NextEra Energy (Juno Beach, FL)
- …Performance Program Manager drives continuous improvement in NEER project investment outcomes by analyzing historical project performance, identifying root causes ... for deviations, and embedding learnings into future investment decisions. You enable better capital deployment and risk mitigation through portfolio-level… more
- Deloitte (Jacksonville, FL)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Neuberger Berman (FL)
- …and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Florida. This is ... accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead and… more
- Citigroup (Jacksonville, FL)
- …within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, ... providing exceptional service, making investment /banking referrals, as well as managing and fulfilling banking...7, 66 (or 63 and 65) licenses (required) + Group 1 insurance + This position requires the employee… more
- Deloitte (Lake Mary, FL)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Pearson (Tallahassee, FL)
- Reporting to Head of Corporate Strategy, the Senior Director of Group Strategy and Business Development is a key role that will drive, facilitate and enable ... role will connect the various business teams, functions, and investment plans to connect a new strategy advisory council...with key business strategy owners what our business and group plans are and how Pearson will realize its… 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 ... team of professionals that make up the Corporate Banking group are dedicated to purchasing and originating corporate (C&I)...rating. + Attend executive level meetings including the weekly Investment Committee meeting and the monthly Watch or Worse… more
- Aegon Asset Management (FL)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... is organized into three distinct businesses. These include 1) World Financial Group , including Transamerica Financial Advisors, 2) Protection Solutions and Savings &… more