- Deloitte (Tampa, FL)
- …Private Equity and Investment Management practice. What You'll Do As a Manager , you will work within an engagement team and draw on experience in accounting ... thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border ...your interest? Do you enjoy providing tax consulting and compliance services to US and foreign clients while identifying… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... 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… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** * Performs RJ Bank fair lending compliance reviews and analyzes the fair lending risk within various business units. * ... Performs periodic compliance monitoring and prepares reports summarizing the Bank's fair...business units to recommend policy and process changes to Senior Management. * Ensures effective coordination occurs within assigned… more
- Wells Fargo (Boca Raton, FL)
- …modeling skills including robust Excel and Argus capabilities + Certified Commercial Investment Member (CCIM) + Certified Property Manager (CPM) + Relationship ... you. About this role: Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate...Real Estate Asset Management Services within its Wealth & Investment Management division. Learn more about the career areas… more
- Cherry Bekaert (Tampa, FL)
- **Description** As a ** Manager / Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice** , you will draw on experience in accounting and ... taxation to provide tax equity investment consulting services for clients. You will be a...fast-paced, environment + Experience developing administrative policies, procedures, and compliance frameworks + Ability to work closely with clients… more
- Guardian Life (Tallahassee, FL)
- …want to be part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory, ... branch office. + Timely communicate preliminary findings to your manager and branch office management verbally and then in...of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at… more
- Charles Schwab (Orlando, FL)
- …team of CFP(R) or CFA(R) investment professionals. **Managing change** - The Senior Regional Manager will establish strategies and design plans to ensure ... specialized products to meet income generation, risk mitigation, and liquidity needs. As a ** Senior Regional Manager ** you will coach and counsel a team of 10-12… more
- First Horizon Bank (Miami Beach, FL)
- …associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and business lending solutions ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
- Deloitte (Tampa, FL)
- Financial Services Senior Manager - Regulatory & Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk ... on November 30, 2025 Work You'll Do As a Senior Manager , you will have opportunities to:...Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** The Senior Manager of Conflicts of Interest ("COI") Supervision will manage a supervisory team responsible for oversight of the firm's Outside ... as well as Raymond James policies and procedures. The Senior Manager - COI Supervision reports directly...with Advisors and Associates to recommends actions that ensure compliance with existing rules and regulations as well as… more