- Southern Glazer's Wine and Spirits (Miramar, FL)
- …comprehensive medical and prescription drug coverage, dental and vision plans, tax -saving Flexible Spending Accounts, disability coverage, life insurance plans, and ... with a company that truly cares about its people. **Overview** The Manager , Commercial Finance Supplier Investments is responsible for financial planning and… more
- Bank of America (Jacksonville, FL)
- …taxing authorities, while following established written procedures under moderate supervision. Wealth Management Tax Operations is responsible for the multiple ... withholding payments, and cost basis updates, primarily on behalf of Wealth Management Investment and retirement accounts. The Financial Data and Reporting… more
- Bank of America (Jacksonville, FL)
- … tax reporting and withholding payments, primarily on behalf of GWIM Investment and Retirement accounts. The Tax Operations Payment Associate is responsible ... standard operations processes related to consumer credit disputes, escalations and tax reporting. Key responsibilities include data entry, reporting data validation,… more
- JPMorgan Chase (Palm Beach, FL)
- …resource to clients * a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients ... individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to… more
- Regions Bank (Tampa, FL)
- …serves as part of the first line of defense, evaluating and underwriting tax credit investments to ensure each supports Regions' objectives and meets or exceeds ... investment guidelines. Through timely and thorough underwriting, this role...analysis of credit opportunities, underwriting of credit exposure, and management of a portfolio of loans and other credit… more
- Truist (Jupiter, FL)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail ... **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …executive strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary ... Skills, and Abilities** **Knowledge of** + Advanced concepts of private wealth management planning; investment management ; and specialized products. +… more
- Citigroup (Miami, FL)
- …to ensure that transactions meet compliance guidelines. Adhere to MPP, RDIP, banking, investment and tax regulatory and other compliance policies and procedures. ... and precise viable action plans on weekly o/d reports. + Business Risk Management - Documentation/ Tax -W8ben/Credit Deficiencies to less than 5% of total client… more
- HUB International (Tallahassee, FL)
- …and employee benefits broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth ... compliance topics and resources. + Escalate compliance questions to the Compliance Manager and/or CCO for additional support, interpretation, and/or assistance + Day… more
- Grant Thornton (Fort Lauderdale, FL)
- Technology Modernization - Strategy Manager As a Technology Modernization Strategy Manager , you'll provide strategic technology advisory services to address ... disciplines including accounting, finance, sales, operations, and human capital management and information technology to support the client's business strategy… more