- PNC (Sarasota, FL)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC Private Bank organization, you will be based ... the manager's discretion. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a week at our St. Petersburg, FL, corporate office.** **Job Summary:** Manage advisor relationships at the senior executive level while Financial Advisors are ... of project management and the expectation to interact with senior leadership across the firm to advocate for each... leadership across the firm to advocate for each advisor and their unique needs. Associate must be able… more
- Deloitte (Tampa, FL)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As a Tax Senior , you will ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of formal governance routines, issues & exam management and ongoing reporting. The senior advisor position, supporting the Supervision Business Unit Risk Manager ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Deloitte (Tampa, FL)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …guidance to compliance efforts in assigned business entity. * Informs appropriate Senior Management about issues that may involve rule violations or potential ... internal reports for employee adherence with rules and regulations. * Advises Senior Compliance Management on issues that involve possible rule violations and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supervisory oversight. * Educates branch staff associates. * Escalates concerns to senior management and may propose new policies or procedures regarding risk; ... of company policies and procedures and industry rules and regulations. * Investment concepts, practices and procedures used in the securities industry. * Financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …expertise in functional area. This position will have extensive contact with senior management across the firm. **Essential Duties and Responsibilities:** * Set ... to action. **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** * Investment concepts, practices and procedures used in the securities industry… more
- Truist (Tampa, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …upon milestones for effectives in achieving specified results. Extensive contact with senior leaders across the firm including Private Client Group and Technology is ... Balances conflicting resource and priority demands. + Maintains regular contact with senior management and other internal customers to identify research and resolve… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... correspondence review, social media and e-mail review teams. The advisor for this team will administer and analyze various...and firm policies and procedures. Escalates and partners with senior advisors and management team for highly sensitive or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Alternative Investments Group ("AIG") Operations team, Raymond James Financial Advisors, senior leadership within PCG Investment Products and Global Wealth ... to provide support of all Raymond James RCS division approved alternative investment products throughout their entire life cycle, including new product onboarding,… more
- Deloitte (Tampa, 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 (Tampa, FL)
- …Deferral techniques. Consulting for major players. Does this describe your background? If you're a senior leader who wants to play in the big pond and have a solid ... partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more
- Truist (St. Petersburg, FL)
- …States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty ... Group advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will serve… more
- Raymond James Financial, Inc. (Tampa, 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
- Deloitte (Tampa, FL)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- Deloitte (Tampa, FL)
- …an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... M&A IT Strategy and Diligence Senior Consultant The US M&A and Restructuring (M&A/R)...strategy, organic and inorganic growth paths, target profiles and investment thesis. + Test the information that informs a… more
- Deloitte (Tampa, FL)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... team of proven innovators! Work you'll do: As a Senior , you will identify eligible federal C&I generating activities...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a… more
- Deloitte (Tampa, FL)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more