• Tax Senior , Private Equity

    Deloitte (Jacksonville, FL)
    …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , you will utilize your prior experience to provide...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective… more
    Deloitte (10/25/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Jacksonville, FL)
    Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues… more
    Deloitte (10/25/25)
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  • Tax Senior - Real Estate

    Deloitte (Lake Mary, FL)
    …process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
    Deloitte (10/25/25)
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  • Senior Manager, Strategic Finance

    AssistRx (Orlando, FL)
    …intersection of finance, operations, and strategy. You will be a trusted advisor to senior leadership-owning financial planning, strategic modeling, and ... innovation through data-driven insight and strategic partnership. About the Role The Senior Manager, Strategic Finance is a high-impact role designed for a strategic… more
    AssistRx (10/17/25)
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  • Senior Registered Client Service Associate

    Raymond James Financial, Inc. (Boca Raton, FL)
    …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial … more
    Raymond James Financial, Inc. (10/24/25)
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  • Key Private Bank Senior Relationship…

    KeyBank (Naples, FL)
    …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
    KeyBank (08/04/25)
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  • Senior Compliance Analyst - Park Avenue…

    Guardian Life (Tallahassee, FL)
    …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
    Guardian Life (09/10/25)
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  • Senior Business Developer

    Ameresco (FL)
    …and success for our customers. Ameresco has an immediate opening for a Senior Business Developer for our Northeast (Virginia, Florida, or California) territory. The ... key objectives for this role is to be regarded as a "trusted advisor " for our Clients - developing long-term relationships and projects. Relationship Account… more
    Ameresco (09/17/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (Boca Raton, FL)
    …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
    JPMorgan Chase (10/15/25)
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  • Senior Customer Success Manager

    Corcentric (FL)
    As a Senior Customer Success Manager (CSM), you will serve as a trusted advisor to our customers, ensuring ongoing success with our platform-based solutions, ... maximizing their return on investment , and facilitating strong customer retention and growth across...a bright future, join us at Corcentric. As a Senior Customer Success Manager, O2C you will: + Serve… more
    Corcentric (09/23/25)
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