• Branch Manager -North Florida Northwest Jax

    Wells Fargo (Jacksonville, FL)
    …environment * Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business * Experience building ... is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager… more
    Wells Fargo (08/01/25)
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  • Pipeline Account Manager II

    PennyMac (Tampa, FL)
    …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager II ensures consistent delivery of a best-in-class client...meet all service level agreements. As the Pipeline Accounts Manager , you will serve as the central point… more
    PennyMac (06/18/25)
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  • Wealth Relationship Manager SAFE Act - East

    Citigroup (Boca Raton, FL)
    …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... The Wealth Relationship Manager SAFE Act is a seasoned professional role....financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (07/26/25)
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  • Wealth Relationship Manager - Safe ACT

    Citigroup (Plantation, FL)
    …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... The Wealth Relationship Manager SAFE Act is a seasoned professional role....financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (07/25/25)
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  • Tax Manager - South Florida (Coral Gables…

    Cherry Bekaert (Fort Lauderdale, FL)
    …problems for clients in industries such as manufacturing, real estate, professional services, and high net worth individuals + Manage engagements and provide ... Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a **Tax Manager ** to support our **South Florida** market on a hybrid schedule… more
    Cherry Bekaert (07/31/25)
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  • Underwriter Manager

    PennyMac (Tampa, FL)
    …of FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... homeownership through the complete mortgage journey. A Typical Day The Underwriter Manager is responsible for managing and supporting the underwriting function in… more
    PennyMac (06/24/25)
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  • Ukg Hrco WFM Senior Manager

    Deloitte (Tallahassee, FL)
    UKG HRCO WFM Senior Manager Are you passionate about helping clients realize their ROI related to technology transformations? Do you love finding the right support ... UKG Technical Architecture, including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+ years of experience in… more
    Deloitte (06/14/25)
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  • Delivery Tax Manager - Global Employer…

    Deloitte (Jacksonville, FL)
    …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
    Deloitte (07/31/25)
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  • Attorney - Consumer Banking & Wealth Mgmt

    Bank of America (Jacksonville, FL)
    …strategic advice to the Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including ... **Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (06/27/25)
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  • Custodial Supervisor (Flagler JAX)

    Owens Realty Services (Jacksonville, FL)
    …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... and condominium complexes, government buildings, educational facilities, corporate campuses, high -profile venues and family entertainment parks in both the public… more
    Owens Realty Services (06/19/25)
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