- Regions Bank (Orlando, FL)
- …Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities ... + Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions… more
- NextEra Energy (Juno Beach, FL)
- …Performance Program Manager drives continuous improvement in NEER project investment outcomes by analyzing historical project performance, identifying root causes ... for deviations, and embedding learnings into future investment decisions. You enable better capital deployment and risk mitigation through portfolio-level… more
- Deloitte (Jacksonville, FL)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include … more
- JPMorgan Chase (Palm Beach, FL)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... Responsibilities** + Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services + Make recommendations… more
- Sands Investment Group (Fort Lauderdale, FL)
- Sands Investment Group (SIG), America's Fastest Growing Investment Sales Company, is officially accepting applications for the highly-selective Junior Broker ... foundational skills necessary to become successful Commercial Real Estate Investment Sales Brokers. The Junior Broker role is heavily...well? Are you passionate about Commercial Real Estate and/or Investment Sales? Do you have your FL Real Estate… more
- JPMorgan Chase (Miami, FL)
- …trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax ... Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make...it has as executor and or trustee * Oversee investment decisions, including working with investors to ensure that… more
- Bank of America (Tampa, 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
- Microsoft Corporation (Fort Lauderdale, FL)
- …unlocking the largest customer opportunity, backed by the industry's most significant investments . Leveraging the power of AI and our extensive partner ecosystem, we ... and close Cloud Solution Area (CSA) pipeline with assigned partners and leverage investments to drive pipeline velocity in the Corporate business + You will be… more
- Crowley Maritime Corporation (Jacksonville, FL)
- …sophisticated financial models to support business decisions, capital investments , and strategic initiatives. . *Performance Analysis:*Deliver actionable insights ... to align financial plans with corporate strategy, evaluate potential investments , and assess M&A opportunities. . *Reporting Excellence:*Drive the monthly… more
- Thrivent Financial (Fort Lauderdale, FL)
- …parameters throughout the year. Collaborate with matrix partnership and operational leadership for investments in the area as needed. Working in the Matrix: + Serve ... success. + Demonstrated track record of solid sales results (ie L/H/A, investments , etc.) and alignment to providing clients wholistic, purpose-based advice. +… more