• Casey Quirk Investment & Wealth Management…

    Deloitte (Miami, FL)
    …seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights agenda across the investment management and wealth management ... Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical… more
    Deloitte (08/01/25)
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  • Manager , International Tax…

    Deloitte (Tampa, FL)
    …Private Equity and Investment Management practice. What You'll Do As a Manager , you will work within an engagement team and draw on experience in accounting ... you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory"… more
    Deloitte (05/28/25)
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  • Investment Sales Manager

    CBRE (Tampa, FL)
    Investment Sales Manager Job ID 218765 Posted 24-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets, Sales Support ... States of America **About The Role:** As a CBRE Investment Sales Manager , you will oversee a...+ Collaborate with cross-functional teams, including portfolio managers and research analysts, to ensure alignment between client needs and… more
    CBRE (05/28/25)
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  • Investment Portfolio Associate

    Raymond James Financial, Inc. (Coral Gables, FL)
    …by Financial Advisors. + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on ... for tracking periodic investment managers' reviews by third party and independent investment manager searches. + Generates periodic reports on investment … more
    Raymond James Financial, Inc. (08/01/25)
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  • Investment Consultant II - Merrill Premium

    Bank of America (Jacksonville, FL)
    …client's investment needs. Job expectations include owning the management, research , and communication process of resolving client issues and achieving high ... trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (06/07/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Jacksonville, FL)
    …the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, ... a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and...career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and… more
    Deloitte (06/23/25)
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  • Tax Manager - Private Equity

    Deloitte (Miami, 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
    Deloitte (05/19/25)
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  • Senior Real Estate Asset Manager - Senior…

    Wells Fargo (Boca Raton, FL)
    …modeling skills including robust Excel and Argus capabilities + Certified Commercial Investment Member (CCIM) + Certified Property Manager (CPM) + Relationship ... Real Estate Asset Management Services within its Wealth & Investment Management division. Learn more about the career areas...related to on going asset review reporting activities + Research and perform moderately complex tasks such as selling… more
    Wells Fargo (07/25/25)
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  • Asset & Wealth Management - Vice President…

    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
    JPMorgan Chase (05/31/25)
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  • Manager Client Executive

    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. ... agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force… more
    Aegon Asset Management (07/23/25)
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