Financial Advisor-Area Manager Synovus Financial CorpFinancial Advisor-Area ManagerTampa, FLRequired Knowledge, Skills, & Abilities: Broad and varied knowledge of all banking functions, to include M&A activity and new market entry, leading multiple lines of business and support functions, enterprise risk management and credit risk management. Uses objective financial and business analyses to evaluate the returns and risks of lending, credit and investment activities; evaluates short- and long-term implications of decisions and identifies solutions to mitigate risk.
Consultant - Construction Advisor (Building Inspector) Rimkus Consulting Group IncConsultant - Construction Advisor (Building Inspector)Tampa, FL$95,800–$143,600 / yearPart timeOur licensed engineers, architects, and technical specialists bring deep knowledge of regional requirements and industry best practices, enabling us to deliver customized, high-quality solutions that maximize the success of our clients’ investments. We integrate carbon footprint reduction, resiliency, maintainability, and long-term sustainability into everything we do helping clients not just meet today’s needs but prepare for tomorrow’s challenges.
Wealth Advisor III - Tampa / Naples Truist Financial CorporationWealth Advisor III - Tampa / NaplesTampa, 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.
Service Champion, RCS Raymond James Financial IncService Champion, RCSSaint Petersburg, FLMaintains an ongoing relationship with selected Under minimal supervision, uses specialized knowledge and skills obtained through experience, specialized training and/or certification to foster a positive client relationship and deliver an exceptional service experience for independent registered investment advisors and introducing broker dealers for the custodian and clearing services platform. Acts as a liaison between home office departments and clients to research and resolve complex, escalated issues regarding clients' accounts, operations processes and technology applications; follows the issue all the way through resolution and final communications.
Billing Associate Concurrent Investment AdvisorsBilling AssociateTampa, FL$60,000–$75,000 / yearThe ideal candidate has two or more years of relevant professional experience, with a strong preference for experience in the financial services, wealth management, or Registered Investment Advisor industry and direct exposure to advisory fee billing or related custodian billing processes. We are seeking a Billing Associate to support the firm’s advisory fee billing and other revenue generating billing operations by processing, reviewing, reconciling, and resolving billing activity across custodians, internal billing systems, and advisor teams.
Chief Compliance Officer Webull JobsChief Compliance OfficerSaint Petersburg, FloridaWork-Life Balance : Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays. Build and maintain policies and controls, leading enhancement opportunities by identifying gaps, recommending clear requirements to first-line teams, and tracking resolution.
Director, IT - Business Solutions Partner AmeriLifeDirector, IT - Business Solutions PartnerClearwater, FloridaThe Director will partner with Wealth leadership to align technology investments with business priorities, drive innovation, strengthen stakeholder engagement, and ensure that technology-enabled solutions deliver measurable business outcomes. Knowledge of wealth management and insurance distribution models, including affiliated agencies, financial advisors, broker-dealers, registered investment advisors, institutional partners, and independent distribution channels.
Marketing Associate Concurrent Investment AdvisorsMarketing AssociateTampa, FL$60,000–$80,000 / yearWorking closely with internal stakeholders across Business Development, Investments, Practice Synergies, Operations, Retirement, Human Capital, and executive leadership, this role helps strengthen Concurrent's brand while supporting advisor growth and business development initiatives. The Marketing Specialist will create compelling visual and written content, manage digital marketing campaigns, support social media strategy, execute email marketing initiatives, and assist with marketing technology platforms.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesSarasota, FL$55,000–$130,000 / yearLeverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
Compliance and Ops Risk Test Lead - Senior Associate JPMorgan Chase Bank, N.A.Compliance and Ops Risk Test Lead - Senior AssociateTampa, FLFull timeReport and present outcomes , by writing clear test reports documenting testing objectives, methodology, processes, and results for senior management, stakeholders, business control officers, and relevant Compliance functions. 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.
Relationship Associate - Custody Franklin ResourcesRelationship Associate - CustodySaint Petersburg, FL$60,000–$84,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. The Associate serves as the primary contact with clients and external advisors and acts as liaison between the client/advisor, Relationship Manager and operations, coordinating the processing of all requests, ensuring adherence to regulatory compliance.
Client Manager, Retirement Plans - The Baldwin Financial Services BRP Group, Inc.Client Manager, Retirement Plans - The Baldwin Financial ServicesTampa, FLYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Client Manager, Retirement Plans - The Baldwin Financial Services The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Financial ServicesTampa, FLYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Risk Analyst, RCS Raymond James Financial IncRisk Analyst, RCSSaint Petersburg, FLThe Risk Analyst operates under the direct supervision of department leadership and supports the RIA & Custody Services Division by identifying, assessing, and communicating business and regulatory risks that affect independent Registered Investment Advisers and Introducing Broker Dealers on the Raymond James platform. Customer service and client interaction: Provide professional, timely support to internal and external clients by responding to inquiries, communicating risk-related requirements, and helping resolve issues through clear and effective interaction.
NewClient Administrative Support Associate Raymond James Financial IncClient Administrative Support AssociateSaint Petersburg, FLThe associate serves as a critical support partner to multiple departments across RCS and collaborates with internal stakeholders to ensure operational excellence, regulatory compliance, and a positive client experience. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
IA Compliance Policies, Procedures and Testing Manager Osaic IncIA Compliance Policies, Procedures and Testing ManagerSt. Petersburg, FL$125,000–$135,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: IA Compliance Policies, Procedures and Testing Manager will be responsible for oversight and execution of the Firm's RIA Compliance Program which includes but is not limited to ongoing administration, new policy formulation, risk assessment, testing and regulatory filings.
Asset Management Group Undergraduate Intern The PNC Financial Services Group IncAsset Management Group Undergraduate InternTampa, FL$39,100–$126,500 / yearRequired Education and Experience: Working toward bachelor's degree, Preferred business relevant majors (e.g., Finance, Economics, Marketing, Math, Statistics, Management, Communications, Business Law, Psychology,, Actuarial Sciences), junior status, Minimum GPA 3.2. Institutional Asset Management (IAM): PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits, governments, and other institutional investors for over 75 years.
NewClient Service Specialist Advisor GroupClient Service SpecialistSun City Center, FLThe Client Service Specialist within the Payant Wealth Management Group serves as the first point of contact for clients, prospects, and visitors, delivering a high level of professionalism, warmth, and organization. This role is critical to ensuring smooth daily operations, excellent client experience, and effective administrative support within the advisory firm.
Regional Vice President (NQ Plan Sales) Ascensus LLCRegional Vice President (NQ Plan Sales)Tampa, FLJob Summary: Responsible for growing Newport's distribution of non-qualified retirement plan services, institutional life insurance programs (COLI, BOLI, ICOLI, etc.) and fiduciary services by developing relationships with advisors and third parties who have access to the C-Suite of corporations in the U.S. and consulting with advisors to help grow their business through the implementation of Newport Institutional Solutions products and services as well as cross sell other Newport/Ascensus products and services. Successfully establishes and cultivates RIA Networks, Broker/Dealer Networks, TPAs, Custodial relationships/partnerships, wire houses, consulting firms and other referral sources.
Asset Management Group Development Program Analyst/Associate The PNC Financial Services Group IncAsset Management Group Development Program Analyst/AssociateTampa, FL$39,100–$126,500 / yearInstitutional Asset Management (IAM): PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits, governments and other institutional investors for over 75 years. The AMG Development Program is a comprehensive, interactive program that will prepare you to cultivate relationships with clients and assume key client facing roles and/or prepare you for a role supporting the investment management businesses within the Asset Management Group.