- Regions Bank (Clearwater, FL)
- …and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and developments in the ... Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** +… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by ... Special Servicer, which provides mid and back office services, including asset management , to Arena Investors and external clients. Quaestor is looking to expand… more
- Owens Realty Services (Orlando, FL)
- …in 1990, Owens Realty Services is a full-service commercial brokerage, investment , management , maintenance, housekeeping and environmental services company. Our ... VP of Engineering and Energy Management Orlando, FL, United States of America $130,000.00 -$150,000.00 BackApply Now Back Apply Now Overview Established… more
- Deloitte (Tampa, FL)
- …do/Responsibilities + Assist in the evaluation of emerging vendor solutions in investment management and cultivate relationships with those most relevant to ... our clients' needs + Assist in the implementation of strategic investment management solutions including operating model, process reengineering, technical design… more
- Bank OZK (Clearwater, FL)
- …employer-sponsored retirement plans (401(k), 403(b), pension), business IRAs, and institutional investment management and cash solutions. Bridges the gap between ... Trust & Wealth divisions to ensure institutional clients receive cohesive advice across investment management , fiduciary oversight, and plan design with a focus… more
- City National Bank (Lake Mary, FL)
- …DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years of experience in Investment Management * FINRA Series 7 and 66 securities or ability to ... portfolio management expertise * Comprehensive understanding of RBC Rochdale investment and research philosophy * Analytical skills, ability to translate and… more
- Deloitte (Jacksonville, FL)
- …in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of ... year. 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
- Bank of America (Sarasota, FL)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management , sales activities and new client development. + Achieved ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and… more
- Deloitte (Jacksonville, FL)
- …in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide ... 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
- Regions Bank (Orlando, FL)
- …financial services industry experience in commercial banking, consumer banking, trust investment , wealth management , or related + Trilingual (Portuguese, ... section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the… more