- Citigroup (Tampa, FL)
- …Tax Operations Quality Assurance (QA) team in our Wealth division. The Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) VP will ... Regulatory Reporting & Client ...and accuracy of information across a broad range of wealth management products and client portfolios. The ideal… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset ... models needed to risk manage the business. . Oversees and evolves risk reporting processes to enhance the accuracy and effectiveness of risk information. . Ensures… more
- Truist (Tampa, FL)
- …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Regions Bank (St. Petersburg, FL)
- …unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum ... of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of... Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- As part of the IT Wealth Management Product team, the Senior Business/Data Analyst will partner with Product Managers and Business to facilitate and implement ... preferred. + Broad Financial Services experience is strongly preferred. + Wealth Management background is required. **Knowledge, Skills, and Abilities:** Knowledge… more
- Deloitte (Tampa, FL)
- …Recognition and Well-being (RRWB) in the management of Deloitte's US Wealth Accumulation program, consisting of 401(k) savings and profit-sharing defined ... daily retirement plan operations in accordance with company guidelines and regulatory requirements. Ensure plans are administered appropriately, in accordance with… more
- First Horizon Bank (Tampa, FL)
- …requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage ... **Location:** On site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business development with… more
- Citigroup (Tampa, FL)
- …whether for real-world needs or as part of our scenario planning and regulatory reporting . While that sounds straightforward, it's a meaningful undertaking to ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi… more
- TD Bank (Tierra Verde, FL)
- …initiatives, fundraisers, etc. + Builds relationships by promoting a client /customer centered organization and proactively addresses customer needs + Contributes ... + Creates store-specific strategies to grow the business + Uses reporting to identify opportunities to acquire and deepen customer relationships to… more
- Citigroup (Tampa, FL)
- …/ Good to have_ + 5+ years of experience in finance, Risk and Regulatory Reporting . Strong knowledge of credit risk concepts **Job Family Group:** Technology ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …will focus on building out Supervision and Compliance Surveillance controls within Wealth Management. The ideal candidate will have extensive experience with **AWS ... + Terraform + CI/CD pipeline **Generic domain background:** + Data Analysis and Reporting : **Proficiency is SQL** + Data Analysis using large data sets + System… more