Director, Accounting Advisory & Controllership Transformation (AACT) Portage Point PartnersDirector, Accounting Advisory & Controllership Transformation (AACT)Palm Beach, FLOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay, order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence, IPO readiness and post-transaction accounting.
NewDirector, Accounting Advisory & Controllership Transformation (Aact) Portage Point PartnersDirector, Accounting Advisory & Controllership Transformation (Aact)Palm Beach, FL$505,000–$695,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay, order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence, IPO readiness and post-transaction accounting.
DIR, CORPORATE FINANCE The GEO Group IncDIR, CORPORATE FINANCEBoca Raton, FLFrom the development of state-of-the-art facilities and the provision of management services and evidence-based rehabilitation to the post-release reintegration and supervision of individuals in the community, GEO offers fully diversified, cost-effective services that deliver enhanced quality and improved outcomes. The Corporate Finance Director assists with due diligence of acquisition candidates, including but not limited to consulting external agencies concerning legal, financial, and accounting issues associated with M&A activity.
Bookkeeper SP Plus CorporationBookkeeperWEST PALM BEACH, FLGeneral office skills including but not limited to: answer and direct incoming phone calls, open mail, send payments to the lockbox, and assist in customer inquiries and transactions. Support Field Operation Managers in preparation of invoicing, resolution of A/R issues and investigating areas of concern, monthly parker corrections, monthly parking collections, printing of reports.
Bookkeeper Metropolis TechnologiesBookkeeperWEST PALM BEACH, FloridaFull timeGeneral office skills including but not limited to: answer and direct incoming phone calls, open mail, send payments to the lockbox, and assist in customer inquiries and transactions. Support Field Operation Managers in preparation of invoicing, resolution of A/R issues and investigating areas of concern, monthly parker corrections, monthly parking collections, printing of reports.
Employee Health & Benefits Account Executive Marsh & McLennan Companies IncEmployee Health & Benefits Account ExecutivePalm Beach Gardens, FLWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH). We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Wealth Advisor III - Palm Beach / Boca Raton Truist Financial CorporationWealth Advisor III - Palm Beach / Boca RatonJupiter, FLEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
Managing Director, Valuations Armanino McKenna LLPManaging Director, ValuationsBoca Raton, FL$207,900–$283,200 / yearThis Managing Director role is responsible for expanding Armanino's Valuation and Financial Modeling practice by driving business development, leading complex client engagements, developing talent, and partnering across advisory practices to deliver integrated solutions. The ideal candidate is a proven valuation leader with a strong commercial orientation, deep technical expertise, an established professional network, and a track record of building teams, developing people, and expanding client relationships in a consulting environment.
Director, Wealth Portfolio Management Hancock Whitney CorpDirector, Wealth Portfolio ManagementSt. Petersburg Wealth - St. Petersburg, FLResponsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems. The Director manages and provides guidance on all aspects of asset management client engagement including retention and sales materials; appropriate communication points; and discussion of the firm's economic and market outlook.
NewU.S. Private Bank - Private Banker - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Executive DirectorPalm Beach, FLFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Bank Team Lead JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Bank Team LeadPalm Beach, FLFull timeGenerate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Investment Associate Northern Trust CorpSenior Investment AssociateBoca Raton, FLSenior Investment Associates are responsible for developing relationships with internal teams (performance reporting, accounting, trading, technology, alternatives, clients and handling many of the routine investment related and client relationship tasks to allow the portfolio manager to focus on their responsibilities. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
New["Wealth Advisor III - Palm Beach / Boca Raton","Wealth Advisor III - Palm Beach / Boca Raton"] SunTrust Investment Services["Wealth Advisor III - Palm Beach / Boca Raton","Wealth Advisor III - Palm Beach / Boca Raton"]JupiterEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
New["Wealth Advisor","Wealth Advisor"] Sequoia Financial Group["Wealth Advisor","Wealth Advisor"]Boca RatonThis role is ideal for an advisor who enjoys working directly with clients, leading planning conversations, coordinating expert resources, and helping families navigate complex financial decisions. Once a relationship is established, you will assume responsibility for ongoing advice, planning, and relationship management, supported by a dedicated Associate Wealth Advisor, Client Service team, and specialized planning resources.
NewManaging Director, Valuations Armanino McKenna Certified Public Accountants & ConsultantsManaging Director, ValuationsBoca Raton, FL$207,900–$283,200 / yearThis Managing Director role is responsible for expanding Armanino's Valuation and Financial Modeling practice by driving business development, leading complex client engagements, developing talent, and partnering across advisory practices to deliver integrated solutions. The ideal candidate is a proven valuation leader with a strong commercial orientation, deep technical expertise, an established professional network, and a track record of building teams, developing people, and expanding client relationships in a consulting environment.
Wealth Investment Associate M&T Bank CorpWealth Investment AssociatePalm Beach, FL$29.39–$48.99 / hourEducation and Experience Required: Bachelor's degree and a minimum of 1 years' investment-related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year's investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Wealth Investment Associate Wilmington TrustWealth Investment AssociatePalm Beach, FloridaBachelor’s degree and a minimum of 1 years’ investment-related experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year’s investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Treasury Sales Consultant - Commercial Truist Financial CorporationTreasury Sales Consultant - CommercialPalm Beach Gardens, FLPlease review the following job description: Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Gift & Estate Valuation Associate WithumGift & Estate Valuation AssociateBoca Raton, FL$65,000–$90,000 / yearThe Valuation Associate can be based out of any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Burlington, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Providence, RI; Columbia, MD; Tysons Corner, VA Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Portland, OR; Seattle, WA). The team's work spans gift and estate tax planning, financial reporting, transaction advisory, lender and SBA services, ESOPs, litigation support, and corporate planning, serving a client base that includes closely held businesses, high-net-worth individuals, private equity and venture capital funds, and healthcare organizations.
Asset & Wealth Management, XIG, Market Risk, Associate - West Palm Beach The Goldman Sachs Group IncAsset & Wealth Management, XIG, Market Risk, Associate - West Palm BeachWest Palm Beach, FLThe External Investing Group ("XIG") provides investors with investment and advisory solutions, across leading hedge fund managers, private equity funds, real estate managers, public equity strategies and fixed income strategies. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients.