• Sr. Accountant

    Robert Half Finance & Accounting (Boca Raton, FL)
    …we're building a finance and accounting team that is as forward-thinking as our investment strategy . This is an exciting opportunity for a talented accounting ... + Prepare quarterly and annual financial statements for funds and investment entities. + Support investor reporting, capital calls, and distribution notices.… more
    Robert Half Finance & Accounting (09/05/25)
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  • Business Development Officer, Schwab Wealth…

    Charles Schwab (Naples, FL)
    …vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy . + Excellent oral and written communication skills. + ... 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. +… more
    Charles Schwab (08/27/25)
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  • Actuary, Annuity Solutions Pricing

    Lincoln Financial (Tallahassee, FL)
    …strategies: understand the impacts of potential changes in product design, investment strategy , reserve and/or capital requirements, and hedging strategies ... on product risk and profitability. *Collaborate with key stakeholders on strategies to meet or exceed profitability or sales objectives. *Present results to team members, key business partners, and management. **Actuarial / Technical Support** *Maintain… more
    Lincoln Financial (09/06/25)
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  • Summer Internship - Georgia Tech

    Santander US (Miami, FL)
    …**Products Department** + **Technology Department (Infrastructure and/or Cybersecurity)** + ** Investment Strategy ** + **Accounting Department** + **Risk ... Management Department** **What Else You Need To Know** **:** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact… more
    Santander US (09/04/25)
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  • Experience Team Analyst I

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …three (3) years of professional experience in management or technology consulting, investment banking, corporate strategy , or a technology-driven business role. ... improvement opportunities and support strategic decisions. + Collaborate with Investment Banking senior management and functional leaders across HR, Technology,… more
    Raymond James Financial, Inc. (09/04/25)
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  • Private Wealth Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …executive strategies. + Maintain a comprehensive understanding of the unique investment management offerings ( strategy and allocation; institutional fiduciary ... **Knowledge of** + Advanced concepts of private wealth management planning; investment management; and specialized products. + Advanced principles of banking, trust… more
    Raymond James Financial, Inc. (08/26/25)
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  • CenterWell Strategy & Operations Senior…

    Humana (Tallahassee, FL)
    …and leverage management consulting frameworks and tools (eg, competitive analysis, strategy road map, strategic investment prioritization) to structure and ... of our caring community and help us put health first** The CenterWell Strategy Senior Consultant provides data-based strategic direction to support broader team and… more
    Humana (09/04/25)
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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 ... lasting impact. Casey Quirk (CQ) is part of Deloitte's Strategy Offering, within our broader Strategy &...for talented professionals with an interest in the global investment industry and a passion for providing strategic advice… more
    Deloitte (08/01/25)
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  • Director, Data & AI Architecture

    NASCO (Tallahassee, FL)
    …responsible AI practices + Proven ability to define and execute a hybrid data strategy and investment plan in a commercial SaaS environment + Effective ... of Data and AI Architecture will drive the evolution of our hybrid data strategy and AI architecture to enhance our industry leading SaaS healthcare payer products… more
    NASCO (07/24/25)
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  • Investment Advisor

    Navy Federal Credit Union (Pensacola, FL)
    …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
    Navy Federal Credit Union (09/07/25)
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