- Thrivent Financial (Tallahassee, FL)
- …affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments , banking and generosity products and programs. For more than 100 ... financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed… more
- TD Bank (Fort Lauderdale, FL)
- …of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD ... and complex regulatory regimes.** **The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing Distribution teams are… more
- MyFlorida (Largo, FL)
- …of invoices to FIFV. Responsible for the monitoring of cash management investments or liquidations. Reconcile investment balances monthly and annually with ... and State Treasury; journal entries and adjusting entries; cash and investment management; schedules for year-end closing of the statewide financial statements;… more
- Lumen (Tallahassee, FL)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... a complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly cross functional… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a professional team that provides expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate ... and Construction Contract Law. + Understanding of partnership and other investment contract documents. + Understanding of Title, Construction, Ownership arid other… more
- JPMorgan Chase (Tampa, FL)
- …team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. As a ... Provide pre-approval of suitability for accounts to participate in alternative investments ; review and determine account eligibility for Initial Equity Public… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the firm's goal of delivering a menu of high-quality private markets investment opportunities to private wealth clients, with a particular focus on operationalizing ... and direct offerings. Collaborates with PCG and Capital Markets origination, investments research, operational due diligence, sales, and operations teams to… more
- City of Lakeland (Lakeland, FL)
- …City. + Develops requests for proposals for the procurement of Investment Managers, Financial Services, Custodial Services, Actuarial Services, and other services ... and submission to the appropriate State of Florida agencies. + Reviews investment reports, investment management ADVs, monitors security trading activity,… more
- Citigroup (Jacksonville, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting… more
- Truist (Orlando, FL)
- …to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and ... Wealth Private Advisor should have working knowledge and experience in investments , banking, insurance, and lending products to provide appropriate recommendations… more