1,552 Results for

Financial Services Jobs in Sunny Isles, FL

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Financial Services Tax Senior - Dealership & Partnerships! Jobot

Miami, FL

Remote

$80,000–$130,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Based in the Midwest, we are a national CPA firm offering a unique opportunity for Tax professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer!

2 days ago

Environmental Services Manager Aramark

Fort Lauderdale, FL

Model key leadership behaviors and ensure the highest levels of safety, quality and service excellence for employees, clients and consumers. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential.

13 days ago

Retail Account Manager (RAM) – NRS & Retail Services IDT Corporation

Fort Lauderdale, FL

You will drive revenue by selling our flagship National Retail Solutions (NRS) portfolio—including Point-of-Sale (POS) systems, credit card merchant services, and cash advances—while simultaneously managing and expanding our traditional telecom and financial services products (Boss Revolution) within your territory. Drive NRS Product Sales: Prospect, pitch, and close sales for NRS Point-of-Sale (POS) devices, Merchant Services, and Cash Advances to new and existing retail accounts.

23 days ago

Tax Managing Director, Transaction Advisory Services (M&A) Bdo Consulting

Miami, FL

$300,000–$450,000 / year

The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

23 days ago

Sr. Associate, Cyber Security Architect Santander Holdings USA Inc

Coconut Grove, FL

Associate, Cybersecurity Architect is responsible for designing, governing, and continuously improving secure architecture across enterprise platforms, applications, and infrastructure within a regulated financial environment. Embed security controls early in the project lifecycle under a “shift-left” model: Partner with engineering, product, and business teams to translate risk into actionable design requirements.

4 days ago

Wealth Management Advisor I Amerant Bank

Coral Gables, FL

Full time

With support from Client Associates, WA-IC I periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals. They apply investment profiling interview to facilitate portfolio selection, prepare and explain proposals on recommended model portfolios, provide periodic performance information and remain aware of changes in portfolio performance or customer profile by maintaining and documenting regular contacts with customers.

8 days ago

Retail Customer Service Associate FedEx

Fort Lauderdale, Florida

Part time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

20 days ago

Associate, Fund Finance Credit Underwriting & Portfolio Management (First Line of Defense) Santander Holdings USA Inc

Miami, FL

The Associate role sits within Santander Corporate & Investment Banking and functions as a First Line of Defense credit role supporting the underwriting, structuring, execution, and active portfolio management of fund finance transactions for private capital clients, including private equity, credit, infrastructure, and other alternative asset managers. Reporting to the Head of Fund Finance Credit Portfolio Management, this role offers exposure to the full transaction lifecycle and is designed for a highly motivated professional seeking to develop deep expertise in fund finance underwriting, portfolio management, and credit risk management.

3 days ago

Capital Markets Sales Director Vaco LLC

Boca Raton, FL

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

14 days ago

Associate, Transaction Management Santander Holdings USA Inc

Miami, FL

Review and track that approvals, KYC/AML diligence, borrower/guarantor/lender onboarding, legal documentation, collateral/security requirements, insurance, UCC/lien perfection, flood diligence, covenant setup, risk system updates, deal capture and booking data for completion, escalating outstanding items as appropriate. Work closely with Leveraged Finance, Structured Finance, IG, GTB, Capital Markets, Credit, Legal, Compliance, Agency, Treasury, Finance, Operations, and Client Lifecycle Management stakeholders.

10 days ago

Head of Domestic Wealth Management Amerant Bank

Coral Gables, FL

Full time

Working closely with Private Banking, Commercial Banking, Professional Banking, Treasury Management, and other relationship teams, the Head of Domestic Wealth Management embeds wealth advisory services within Amerant's relationship banking model and supports a coordinated client experience. This executive is accountable for expanding wealth management revenue, increasing assets under management, generating net new assets, improving advisor productivity, strengthening referral conversion, and deepening client relationships across the Bank.

6 days ago

VP - Business Control & Unit, EUC Santander Holdings USA Inc

Miami, FL

Preferred: Master's degree in a related field and/or a relevant certification such as Certified Records Manager (CRM), Information Governance Professional (IGP), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), or comparable risk, compliance, audit, or information-governance credential. • Partner with EUC Program Leads, entity leads, owners, managers, and Technology Risk to improve controls and escalate incomplete inventories, documentation, testing, and remediation.

10 days ago

Senior Business Banking Relationship Manager First Horizon Bank

DORAL, FL

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.

7 days ago

Business Banking Relationship Manager II First Horizon Bank

DORAL, FL

7 days ago

Commercial Relationship Manager III First Horizon Bank

CORAL GABLES, FL

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.

7 days ago

Senior Private Client Relationship Manager First Horizon Bank

CORAL GABLES, FL

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

7 days ago

Estate Planning Sales Consultant Trust Counsel PL

Coral Gables, FL

$75,000–$110,000 / year
Quick Apply

It fits people who have sold a high-trust service in a consultative setting, such as financial advising, insurance, wealth management, or pharmaceutical and medical device sales, and who want work where the outcome matters to the family in front of them. Log every meeting, outcome, and follow-up in our CRM and report weekly on meetings held, engagements, average case value, and lead quality.

1 day ago

CFO / FinOp (Series 27) Page Group

Miami, FL

$180,000–$250,000 / year
Full time

An established wealth management and financial services organization is seeking an experienced FinOp to oversee the financial and operational controls of a regulated broker-dealer and affiliated advisory business. This individual will play a critical role in ensuring compliance with regulatory requirements, maintaining financial integrity, and supporting the overall operational framework of the business.

17 days ago

Director of Financial Reporting Lennar Homes

Miami, FL

Full time

Beyond technical expertise, we are looking for a leader who can engage and inspire teams through transformation, someone who brings people along, challenges the status quo, builds strong partnerships, and creates an environment where teams are empowered to continuously improve. You will have the opportunity to identify opportunities to leverage technology and emerging capabilities to improve the close-to-report cycle, strengthen internal controls, enhance data quality, and create greater efficiency and insight for Finance leadership.

30+ days ago

Sr Business Analyst Lennar Homes

Miami, FL

Full time

This role goes beyond traditional business analysis: the ideal candidate will partner directly with leadership on priorities and special projects, represent leadership in meetings and decision-making forums, and lead and mentor junior analysts. Serve as a trusted advisor and strategic partner to leadership, helping set priorities, drive special projects, and represent leadership in meetings and cross-functional decision-making.

30+ days ago

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Financial Services Jobs in Sunny Isles, FL

Financial Services Tax Senior - Dealership & Partnerships! Jobot

Environmental Services Manager Aramark

Retail Account Manager (RAM) – NRS & Retail Services IDT Corporation

Tax Managing Director, Transaction Advisory Services (M&A) Bdo Consulting

Sr. Associate, Cyber Security Architect Santander Holdings USA Inc

Wealth Management Advisor I Amerant Bank

Retail Customer Service Associate FedEx

Associate, Fund Finance Credit Underwriting & Portfolio Management (First Line of Defense) Santander Holdings USA Inc

Capital Markets Sales Director Vaco LLC

Associate, Transaction Management Santander Holdings USA Inc

Head of Domestic Wealth Management Amerant Bank

VP - Business Control & Unit, EUC Santander Holdings USA Inc

Senior Business Banking Relationship Manager First Horizon Bank

Business Banking Relationship Manager II First Horizon Bank

Commercial Relationship Manager III First Horizon Bank

Senior Private Client Relationship Manager First Horizon Bank

Estate Planning Sales Consultant Trust Counsel PL

CFO / FinOp (Series 27) Page Group

Director of Financial Reporting Lennar Homes

Sr Business Analyst Lennar Homes

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