- 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
- 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
- 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
- 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