- Regions Bank (Orlando, FL)
- …section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. ... Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to...+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of… more
- Deloitte (Jacksonville, FL)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What ... you'll do As a Tax Manager , 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
- Nestle (Tampa, FL)
- …for your development and growth. Join us! **Job Requisition:** The Operations Project Manager (Logistics End-to-End) will plan and lead investment projects and ... coordinate contribution of all stakeholders from investment project charter through vertical start-up and agreed sustained...assuring that the invested resources bring the return of investment expected with a flawless execution. This role will… more
- Bank of America (Destin, FL)
- Merrill Market Client Relationship Manager Pensacola, Florida;Destin, Florida; Mobile, Alabama **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pensacola/Merrill-Market-Client-Relationship- Manager \_25030149) **Job Description:** Merrill Wealth Management is a leading… more
- JPMorgan Chase (Tampa, FL)
- …team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. As a ... Private Bank Supervisory Manager in Asset & Wealth Management, you will coordinate...Public Offerings + Act as error escalation contact for investment related errors. This includes reviewing and correcting error… more
- City of Lakeland (Lakeland, FL)
- Retirement Services Manager Print (https://www.governmentjobs.com/careers/lakelandfl/jobs/newprint/4996587) Apply Retirement Services Manager Salary $87,583.96 ... + Develops requests for proposals for the procurement of Investment Managers, Financial Services, Custodial Services, Actuarial Services, and...are subject to approval by Department Head and City Manager or designee for less than ninety (90) days.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Position Summary** Under 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… 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. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Deloitte (Miami, FL)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... this may be the right role for you! We are looking for an innovative, analytical Manager who is ready to handle new challenges and join one of the largest Multistate… more
- Cherry Bekaert (Tampa, FL)
- **Description** As a ** Manager / Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice** , you will draw on experience in accounting and ... taxation to provide tax equity investment consulting services for clients. You will be a...developers require detailed partnership tax models to value their investment . The IRA created new mechanisms to monetize renewable… more