- PNC (Tampa, FL)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, ... Tampa, FL. In this position, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… 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)
- …expertise in reviewing registered persons prior to affiliating with/joining Raymond James. The Senior Advisor of this team will work in partnership with Regional ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …department and AML department. * General understanding of securities markets and investment products including but not limited to mutual funds, unit investment ... compliance efforts in assigned business entity. * Informs and advises appropriate Senior Management about issues that may involve rule violations or potential… 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
- BMO Financial Group (Tampa, FL)
- …external network to support the identification of new and increased investment /lending business opportunities. + Retains and expands existing relationships to ... achieve portfolio retention, sales, service, and profitability objectives. + Establishes and enhances the Bank's brand by participating in meaningful and focused business and community. + Participates in industry forums and conferences to keep apprised of all… 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
- Citigroup (Tampa, FL)
- The Learning Advisor Lead is a strategic professional who stays abreast of developments within learning and contributes to the strategy by understanding their team, ... embedding of learning as well as the return on investment /experience. The programs this individual will be involved in...both technical and behavioral skills for junior through to senior managers. Whilst this program is very established, new… 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)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Senior Manager within the Investment Management - Real Estate Tax group, you ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Deloitte's Real Estate Services Tax practice as a Tax Senior Manager. What You'll Do Deloitte Tax Senior… 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
- Deloitte (Tampa, FL)
- …process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Work You'll Do As a Senior Tax ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… 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
- AECOM (Tampa, FL)
- …reports in varying levels of their career. + Serve as lead electrical engineer or senior electrical advisor on a variety of Site and Building project types, ... better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We...actively seeking a licensed Electrical Engineer, to serve as Senior Manager & Discipline Lead for immediate employment in… 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