- 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 tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Citigroup (Jacksonville, FL)
- …within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, ... providing exceptional service, making investment /banking referrals, as well as managing and fulfilling banking...compliance norms are strictly adhered to + Appropriately assess risk when business decisions are made, demonstrating consideration for… 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
- Arena Investors LP (Jacksonville, FL)
- …global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, ... The Asset Management Group's primary responsibilities include asset valuation, risk management, portfolio surveillance, and maximization of return for the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we ... business or issues. * Coaches and mentors less experienced Investment Central associates. * Works in cohesion with other...are integrated and aligned with business practices to mitigate risk to the business. * Provides escalated support and… more
- Bank of America (Destin, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- JPMorgan Chase (Tampa, FL)
- …a Vice President of Risk and Control Management within the Commercial & Investment Bank, you will lead and manage the end-to-end system of controls to mitigate ... team as a Vice President, where you will lead Risk and Control management for Fraud and Sanctions Screening...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- BMO Financial Group (Winter Park, FL)
- …have significant contacts among typical Asset Based Lending referral sources such as investment banks (ie debt advisors), private equity sponsors (who tend to focus ... B. Managerial Leadership 10% C. Client and Relationship Management 10% D. Risk Management and Control 10% **ACCOUNTABILITIES** **A. Business Delivery and Operational… more
- M&T Bank (Naples, FL)
- …Advisor with operational support, inclusive of reporting that supports planning and investment needs to ensure client satisfaction. + Leverage available internal and ... external resources, including fiduciary, planning, investment , and banking partners, as well as external accountants, attorneys, and other professionals to assist in… more
- Bank of America (Miami, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more