• Analyst, Investment Accounting Trade…

    Lincoln Financial (Tallahassee, FL)
    …securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and ... opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex … more
    Lincoln Financial (08/08/25)
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  • Regulatory GAAP & Statutory Investment

    Lincoln Financial (Tallahassee, FL)
    …at a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting ... research, analysis and ad hoc internal reporting of Lincoln's investment positions to support strategic investment...Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other… more
    Lincoln Financial (08/08/25)
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  • Investment Portfolio Associate

    Raymond James Financial, Inc. (Coral Gables, FL)
    …ad hoc performance reports. + Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
    Raymond James Financial, Inc. (08/01/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Jupiter, FL)
    …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...to provide exceptional client service, operational marketing, and administrative support . You will play a key role in supporting… more
    JPMorgan Chase (06/18/25)
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  • Investment Consultant II - Merrill Premium

    Bank of America (Jacksonville, FL)
    Investment Consultant II - Merrill Premium Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Investment -Consultant-II Merrill-Premium\_25024890) **Job Description:** At Bank of America, we… more
    Bank of America (06/07/25)
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  • Casey Quirk Investment & Wealth Management…

    Deloitte (Miami, FL)
    Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost… more
    Deloitte (08/01/25)
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  • Investment Sales Manager

    CBRE (Tampa, FL)
    …needs and investment strategies. + Regularly review sales data, evaluate performance against targets, and generate actionable insights. + Lead by example and ... Investment Sales Manager Job ID 218765 Posted 24-Jul-2025...Role type Full-time Areas of Interest Capital Markets, Sales Support Location(s) Tampa - Florida - United States of… more
    CBRE (05/28/25)
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  • Senior Advisor, Supervision- Investment

    Raymond James Financial, Inc. (St. Petersburg, FL)
    **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in accordance with SEC regulations and ... as well as firm policies governing advisory accounts. A Senior Advisor, general investment advisory is expected to conduct reviews which can include - fiduciary and… more
    Raymond James Financial, Inc. (07/15/25)
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  • Supplier Capacity Leader, Post Investment

    GE Vernova (FL)
    …be responsible for developing and executing a strategic capacity roadmap in the post- investment casting space to support the capacity required to meet customer ... and Responsibilities** + Partner with strategic suppliers in the post- investment casting space and cross functional GE Vernova team...etc. + Work regularly onsite with key suppliers to support the capacity ramp actions. + All other actions… more
    GE Vernova (07/08/25)
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  • Commercial Investment Banking KYC…

    JPMorgan Chase (Tampa, FL)
    …with clients and business partners? If so, our KYC team within the Commercial Investment Bank is the perfect place for you! As a Know Your Customer (KYC) ... Manager within the Commercial Investment Banking team, you will be responsible for the...Manager, you will play a key role in recruiting, performance management, employee development, coaching, training, and staff readiness.… more
    JPMorgan Chase (08/08/25)
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