- Raymond James Financial, Inc. (St. Petersburg, FL)
- …approach to risk identification and mitigation, especially tailored to banking and fiduciary service operations. You will serve as a trusted advisor to senior ... guardian and guide in a high-stakes financial environment. **Key Responsibilities** + Lead development and execution of the AML compliance program for Raymond James… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Work independently, make non-routine decisions and resolve complex accounting problems. + Lead meetings and contribute to team efforts by ensuring all relevant ... to support strategic decision making by the Board and executive leadership. + Lead the design and continuous improvement of billing systems and pricing models to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …drive growth, optimize investment performance, and expand distribution networks. + Lead investment strategy, portfolio management oversight, and risk governance to ... ensure strong client outcomes and financial success. + Lead sales and distribution strategy, identifying new channels and opportunities for investment product… more
- Deloitte (Tampa, FL)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare and lead client meetings on compliance and consulting projects related...be involved in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth … more
- Truist (Tampa, FL)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects *… more