- Deloitte (Jacksonville, FL)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for appropriate team building activities and rewards and recognition + Handles performance management including career development and progressive discipline of ... appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance . Or… more
- Bank of America (Miami, FL)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- Bank of America (Jacksonville, FL)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- American States Utility Services (Eglin AFB, FL)
- …process to assist operations in asset planning and drives capital program management at local subsidiary. Responsible for systems investment appraisal decisions, ... systems and wastewater collections and treatment systems, including asset management , capital planning, project and construction management , business… more
- Bank of America (North Port, FL)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing, and rewarding performance , and how we make an impact in the communities we serve. ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Marriott (Marco Island, FL)
- …strategic priorities of the market. * Creates effective structures, processes, jobs and performance management systems are in place. * Sets goals and ... **Schedule** Full Time **Located Remotely?** N **Position Type** Management **JOB SUMMARY** Functions as the leader of the… more
- Arena Investors LP (Jacksonville, FL)
- …a wide variety of regulatory compliance issues primarily in compliance with the Investment Advisers Act of 1940; . Support the CCO with FINRA broker-dealer ... . Review of compliance policies and procedures; . Administration of firm ( Investment Adviser and Broker-Dealer) annual compliance review (testing and monitoring); .… more
- Lincoln Financial (Tallahassee, FL)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Celestica (Orlando, FL)
- …to meet the business model financial and strategic objectives as established during the investment review and commitment. Work with the management team of the ... participating in the decision of whether or not to proceed with the investment . Develop the integration plan for new acquisitions to ensure the realization of… more