- 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
- Wells Fargo (Orlando, FL)
- …this role:** Wells Fargo is seeking a **Market Growth Director** in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the ... Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform...participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …limited supervision, the Development Risk Manager ("DRM") works within RJAHI's Asset Management group . The DRM will be a member of a professional team that provides ... expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate risk and complexity, performs… more
- City of Lakeland (Lakeland, FL)
- …City. + Develops requests for proposals for the procurement of Investment Managers, Financial Services, Custodial Services, Actuarial Services, and other services ... to the appropriate State of Florida agencies. + Reviews investment reports, investment management ADVs, monitors security...before the requested leave. The City will continue its group life and health insurance for an employee on… more
- Truist (Tampa, FL)
- …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… 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:** + Fully accountable for servicing and supporting… 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
- Marriott (Clearwater Beach, FL)
- …condominium facilities, including physical plant with attention to protection of the investment and plans to increase its value through superior care. Areas of ... brand's target customer and employees and provides a return on investment . Implements training programs related to property management reinforcing constant quality… more
- NextEra Energy (Juno Beach, FL)
- …electric utility and world leader in renewable energy - NextEra Energy. The group is responsible for engaging with the investment banks and counterparties ... structuring of complex transactions + Build relationships with industry executives, investment banks, and financial advisors + Oversee financial and strategic… more
- Deloitte (Tampa, FL)
- …tax planning opportunities with the support of our robust Washington National Tax group . Tax seniors build relationships as they coordinate and communicate with the ... training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more