- Bank of America (Tampa, 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
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …individual practice. The Trainee will balance new client development, sales activities, investment management , customer service and compliance with personal and ... Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. +… more
- Educational Testing Service (Tallahassee, FL)
- …with core activities including corporate strategy, competitive analysis, financial planning and investment management . The position will be part of the Corporate ... the company and its business units via external strategic business partnerships, and investment transactions. The successful individual will have a key role in all… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …company policies and regulations. + Analyze and solve problems with a focus on fee management within an investment or wealth management firm. + Demonstrate ... **Essential Duties and Responsibilities:** + Applies specialized knowledge of fee management to address complex issues independently. + Resolves inquiries from… more
- Deloitte (Jacksonville, FL)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... 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 of… more
- Neuberger Berman (FL)
- …a high level of expertise related to capital markets, the broader investment management industry, and marketplace developments. + Coordinate all prospect ... **Qualifications** + A minimum of 7 years' experience within the investment management industry; 5+ years of intermediary distribution experience preferred. +… more
- Arena Investors LP (Miami, FL)
- Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a ... sell-side analysis, expert calls) and attend conferences to enhance our investment research processes. - Develop reporting tools to update Portfolio Manager… more
- TD Bank (Fort Lauderdale, FL)
- …integrated wealth business as a bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements ... Affluent clients of TD Bank, NA encompassing banking, custom credit, asset management , securities, investment advisory and insurance) through multiple legal… more
- MyFlorida (Largo, FL)
- …FLAIR and State Treasury; journal entries and adjusting entries; cash and investment management ; schedules for year-end closing of the statewide financial ... reimbursement of invoices to FIFV. Responsible for the monitoring of cash management investments or liquidations. Reconcile investment balances monthly and… 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 ... The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical… more