- HSBC (Miami, FL)
- …platforms (currently Spectrum and Managed Portfolio Allocations) and Alternatives. As the Senior Investment Specialist for Asset Management, you will ... of wallet from Premier, High Net Worth, Ultra High Net Worth. As our Senior Investment Specialist you will: + Serve as back-up on the internal wholesaling… more
- KPMG (Miami, FL)
- **Business Title:** Manager / Senior Manager, Compliance & Reporting Specialist **Requisition Number:** 113212 - 24 **Function:** Tax Services **Area of ... important than investing in our culture because it's an investment in our people, our future, and what we...a firm KPMG is currently seeking a Manager / Senior Manager to join our Global Compliance Management Services… more
- KPMG (Miami, FL)
- **Business Title:** Workday Integrations, Senior Specialist **Requisition Number:** 112046 - 24 **Function:** Advisory **Area of Interest:** **State:** FL ... in Advisory. KPMG is currently seeking a Workday Integrations, Senior Specialist to join our Managed Services...opportunities for clients to realize value out of Workday investment + Mentor and upskill junior resources both onshore… more
- Citigroup (Miami, FL)
- …loan portfolio. The position supports the lending unit within Global Wealth Management (" Investment Finance"), which caters to the credit needs of High Net Worth ... communication skills in order to negotiate internally, and often at a senior level. **Responsibilities:** + Underwrite loans from Citi Global Wealth's lending… more
- Citigroup (Miami, FL)
- …Create tailored investments proposals for offshore accounts, according to client's investment needs. Communicate with different product specialist areas in ... NOTICE OF FILING Citibank, NA seeks an Associate Banker Senior Manager for its Miami, Florida location. Duties: Deepen...order to deliver a holistic approach with the investment proposal. Requirements: Requires a Bachelor's degree, or foreign… more
- Morgan Stanley (Miami, FL)
- …is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The ... VP will be responsible for supporting the following: * Serve as a senior risk manager for 1L Financial Crimes responsible for establishing, procedures, processes,… more
- Truist (Miami, FL)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Morgan Stanley (Miami, FL)
- …comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and ... expectations as well as championing the customer experience. Serve as a senior risk manager for 1L Financial Crimes responsible for establishing internal strategies,… more
- Morgan Stanley (Miami, FL)
- …comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and ... prioritize and resolve issues promptly. o Report metrics and communicate results to senior management and stakeholders. o Assist in preparing ongoing and ad hoc… more
- Morgan Stanley (Miami, FL)
- …comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and ... responsibilities include:* > Collaborate closely with critical internal stakeholders including Senior Business Leaders, Second Line, Technology and Internal Audit >… more