AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)Tampa, FL$224,250–$403,650 / yearDeep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
VP, Banking Investment TalentBridgeVP, Banking InvestmentTampa, FLRemote$200–$225 / yearApplication Requirements In addition to a current resume, candidates must submit a completed Deal Sheet (template provided) that includes: All current active deals (2026), blinded, including industry, engagement type, transaction value, company size, company location, and your specific role. Lead all phases of the transaction process including marketing, buyer outreach, management presentations, due diligence, and negotiations.
Senior Associate Investments KettlerSenior Associate InvestmentsTampa, FLThe Senior Investment Associate will serve as a key member of the Investments leadership team, with the goal of providing analytical expertise to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily and mixed-use investments. Proficiency in Microsoft Office Suite (Excel, Word, Power Point), experience with Costar, Real Page, Yardi Matrix.
Senior Associate - Investments UNAVAILABLESenior Associate - InvestmentsTampa, FLThe Senior Investment Associate will serve as a key member of the Investments leadership team, with the goal of providing analytical expertise to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily and mixed-use investments. Proficiency in Microsoft Office Suite (Excel, Word, Power Point), experience with Costar, Real Page, Yardi Matrix .
Senior Associate - Investments Kettler Enterprises, IncSenior Associate - InvestmentsTampa, FloridaFull timeOverview: The Senior Investment Associate will serve as a key member of the Investments leadership team, with the goal of providing analytical expertise to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily and mixed-use investments. Proficiency in Microsoft Office Suite (Excel, Word, Power Point), experience with Costar, Real Page, Yardi Matrix.
Senior Investment Portfolio Specialist Hancock Whitney CorpSenior Investment Portfolio SpecialistSt. Petersburg, FLJOB FUNCTION / SUMMARY: The Senior Investment Portfolio Specialist provides support to all lines of Wealth Asset Management by engaging in asset management functionalities, such as, portfolio management, strategy implementation, trading, performance reporting, marketing and compliance. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Senior Associate, Investment Strategy Homebound IncSenior Associate, Investment StrategyFLCreated by an experienced team of construction, real estate, design, and technology experts, Homebound is transforming the residential construction industry by improving the costly and inefficient process of building a home. Homebound has raised $150M in capital from leading venture capitalists like Google, Khosla, Thrive Ventures, and we're scaling quickly in places like Texas, Colorado and Florida.
Internal Wholesaler- Raymond James Investment Management Raymond James Financial IncInternal Wholesaler- Raymond James Investment ManagementSaint Petersburg, FLAssist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. Ability to: Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client's at all organizational levels, and with all levels of expertise in the securities industry, to accomplish objectives.
Sales Representative for Real Estate Investment Company Acquisition RepsSales Representative for Real Estate Investment CompanySt. Petersburg, FL$120,000–$140,000Behavioral Traits : Self-starter with an incredible work ethic, exudes a positive “Go Giver” attitude, strong time management skills, competitive, persuasive, coachable, confident (but not cocky), resilient, accountable, works well under pressure with a strong sense of urgency, relationship-focused, results-driven, able to handle direct feedback, comfortable asking hard questions, patient but assertive with difficult people, persistent with follow-up. As a Home Buying Specialist, you will turn seller leads into signed purchase agreements by talking with distressed homeowners, understanding their situation, building trust, evaluating motivation, reviewing property details, negotiating offers, and helping the company buy properties at the right price.
Investment Sales Coordinator GTE FinancialInvestment Sales CoordinatorTampa, FloridaThey are responsible for the Licensed Banker Program across all locations, developing and coordinating training initiatives with the Financial Advisors, internal partners, and the GTE Talent Team. Partner with leadership, compliance, and advisory teams to identify growth opportunities, improve referral quality, and strengthen investment experience for members.
Senior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpTampa, FL$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantSt. Petersburg, FLThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesTampa, FLFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Financial Consultant, Truist Investment Services, Clearwater. FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FLGeneral 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. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Vice President of Investment Sales Staffing In MotionVice President of Investment SalesTampa, FloridaThis is an inside sales role with an Investment firm and the primary responsibilities are calling high -net -worth leads that the firm provides, scheduling video meetings with prospective clients for the purpose of gathering new assets (clients for the firm). There is no cold calling/prospecting with this role and the firm prefers that you just focus on closing the leads provided.
Senior Analyst Investments KettlerSenior Analyst InvestmentsTampa, FLThe Senior Investment Analyst will provide analytical support to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily and mixed-use investments. Create, manage and update pro-forma cash flow models for new multifamily and mixed-use acquisitions, existing investments and new development projects.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningTampa, FLRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Senior Analyst - Investments UNAVAILABLESenior Analyst - InvestmentsTampa, FLThe Senior Investment Analyst will provide analytical support to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily and mixed-use investments. Create, manage and update pro-forma cash flow models for new multifamily and mixed-use acquisitions, existing investments and new development projects .
Senior Analyst - Investments Kettler Enterprises, IncSenior Analyst - InvestmentsTampa, FloridaFull timeOverview: The Senior Investment Analyst will provide analytical support to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily and mixed-use investments. Responsibilities: Create, manage and update pro-forma cash flow models for new multifamily and mixed-use acquisitions, existing investments and new development projects.
Investment Real Estate Agent Prophet HomesInvestment Real Estate AgentSt. Petersburg, FloridaIndustry-Leading Resources - Structured onboarding, individualized training, and mentorship - Our managers have more knowledge and experience than anyone in the industry, and work closely with agents to help you start earning fast - Our team-centered approach promotes peer-to-peer learning and personal support to help you develop and progress quickly - Access to our proprietary training database, sales methods, investor marketplace, and technology systems . - Active Florida real estate license or willingness to obtain one (we guide you through the process) - Background in sales, real estate, acquisitions, wholesaling, business, or finance preferred - Strong communication, coachability, and relationship-building skills - Comfortable communicating with prospects via phone and email, using CRM systems and other technology tools - Self-motivated, goal-oriented, and comfortable in a commission-based environment .
International Investment Counselor (US Based) - Canadian Clients Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian ClientsTampa, FLYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Tampa, FLYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
NewReturn on Investment Specialist CACI International IncReturn on Investment SpecialistTampa, FL$68,400–$143,700 / yearPay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. This role is responsible for cost-benefit analysis, producing readiness metrics and analyzing and evaluating financial and strategic returns while applying provide ROI methodologies to ensure that every resource delivers measurable, mission-aligned results.
Financial Consultant, Truist Investment Services, Tampa, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Tampa, FLTampa, FLGeneral 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. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Investment Data Scientist - Python & Portfolio Analytics (Hybrid) Raymond James Financial IncInvestment Data Scientist - Python & Portfolio Analytics (Hybrid)Saint Petersburg, FLAs part of the AMS Research team, the Investment Data Scientist plays a key role in developing, improving, and evaluating quantitative models that directly support investment decision-making and portfolio management. This is a hands-on technical role focused on writing production-quality Python code to analyze financial datasets, enhance portfolio construction methods, and automate investment workflows.
Investment Advisor Capital Investment AdvisorsInvestment AdvisorTampa, FloridaOur tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.
Vice President, Innovation - Raymond James Investment Management Raymond James Financial IncVice President, Innovation - Raymond James Investment ManagementSaint Petersburg, FLThe Vice President, Innovation is responsible for driving practical, scalable innovation across Raymond James Investment Management, with a focus on technology-enabled capabilities, artificial intelligence, and strategic partnerships. The position emphasizes execution, governance, adoption, and change management - translating emerging capabilities into durable solutions that improve investment processes, operational workflows, sales effectiveness, and client outcomes.
Compliance Director, Investment Advisory Compliance Raymond James Financial IncCompliance Director, Investment Advisory ComplianceFLWe expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm. • Rules and regulations of: Securities Exchange Commission (SEC); Investment Advisers Act of 1940 and SEC regulatory environment, Financial Industry Regulatory Authority (FINRA); state securities regulatory agencies.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Professional - AssociateTampa, FLConsult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates. 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.
NewSenior Investment Sales Analyst: CRE Market & Deal Expert CBRE GroupSenior Investment Sales Analyst: CRE Market & Deal ExpertTampa, FLAnalyst for Investment Sales to manage the sale, leasing, and marketing of commercial properties in Tampa, Florida. Applicants should have a Bachelor's degree and strong negotiation skills, with proficiency in data analysis.
NewInvestment Sales Senior Analyst CBRE GroupInvestment Sales Senior AnalystTampa, FLAnalyst, you will develop business and negotiate the selling, leasing, and marketing of large and high profile commercial real estate properties for clients. What You'll Do:Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base.
Middle Office Investment Banking Analyst Mitsubishi UFJ Financial GroupMiddle Office Investment Banking AnalystTampa, FloridaAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Liaise and coordinate pre-closing requirements with internal and external stakeholders (Portfolio Management, Syndications, Credit, Loan and Agency Services, Finance, Legal, and Back Office).
NewReturn on Investment Specialist CACIReturn on Investment SpecialistTampa, FloridaPay Range : There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. This role is responsible for cost-benefit analysis, producing readiness metrics and analyzing and evaluating financial and strategic returns while applying provide ROI methodologies to ensure that every resource delivers measurable, mission-aligned results.
VP Investment Banking - ESOP Raymond James Financial IncVP Investment Banking - ESOPFL$130,000–$250,000 / yearTakes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or prospective clients of the firm, evaluating risk in that context, and coordinating and executing the banking function, in a manner consistent with all applicable legal and regulatory requirements. 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.
Investment Real Estate Acquisitions Agent Prophet HomesInvestment Real Estate Acquisitions AgentSt. Petersburg, FloridaOur company is built on community revitalization, affordable housing solutions, and providing agents with the tools they need to succeed in the competitive world of real estate investment. Prophet Homes is looking for ambitious, results-oriented individuals who are ready to build and continue a successful career as an Investment Real Estate Acquisitions Agent.
Administrative Assistant - Alternatives Investments TandymAdministrative Assistant - Alternatives InvestmentsSaint Petersburg, Florida$35–$38 / hourA financial services firm in Florida is seeking an temporary Administrative Assistant in Saint Petersburg to provide organized, responsive support to a Private Markets Investment team. Advanced PowerPoint skills with a sharp eye for formatting and visual clarity.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerFL$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Marketing Specialist (Investments) Dynasty Financial PartnersMarketing Specialist (Investments)FLThe Investments Marketing Associate will gain hands-on experience working directly with investment professionals and contributing to high-impact initiatives that support financial advisors and their clients. Dynasty Financial Partners is seeking a motivated and detail-oriented Marketing Specialist to support the development and execution of marketing initiatives across the firm's investment platform.
Portfolio Planning & Investment Governance Leader - Senior Vice President Citigroup IncPortfolio Planning & Investment Governance Leader - Senior Vice PresidentTampa, FL$141,440–$212,160 / yearThe successful candidate will play a pivotal role in ensuring financial discipline, optimizing risk management, and fostering collaboration across diverse stakeholder groups, with a focus on enhancing transparency, traceability, and proactive management of technology investments. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Middle Office Investment Banking Analyst MUFG Americas Holdings CorpMiddle Office Investment Banking AnalystTampa, FL$70,000–$85,000 / yearAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Liaise and coordinate pre-closing requirements with internal and external stakeholders (Portfolio Management, Syndications, Credit, Loan and Agency Services, Finance, Legal, and Back Office).
Head of Investment Platform Concurrent Investment AdvisorsHead of Investment PlatformTampa, United StatesRemote$180,000–$325,000 / yearInstead, it owns the governance, structure, scalability, and operational execution of the firm’s investment platform, spanning custodians, portfolio management systems, trading infrastructure, fintech integrations, supervisory controls, and regulatory alignment. Ten or more years of experience in wealth management asset management RIA platform leadership TAMP OCIO or enterprise investment platform environments.
Product Delivery Manager - Investment Middle Office Services - Vice President JPMorgan Chase Bank, N.A.Product Delivery Manager - Investment Middle Office Services - Vice PresidentTampa, FLFull timeLead end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination. 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.
Financial Consultant, Truist Investment Services, Tampa, FL Truist BankFinancial Consultant, Truist Investment Services, Tampa, FLTampa, FloridaGeneral 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. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Clearwater. FL Truist BankFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FloridaGeneral 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. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Hybrid-Real Estate Investment Representative/Acquisitions Agent RebuiltHybrid-Real Estate Investment Representative/Acquisitions AgentTampa, FLRebuilt ( www.rebuilt.com ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
Hybrid Real Estate Investment Representative/Disposition Agent RebuiltHybrid Real Estate Investment Representative/Disposition AgentTampa, FLRebuilt ( www.rebuilt.com ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
Commercial Banker-Healthcare Services-VP/ED JPMorgan Chase & CoCommercial Banker-Healthcare Services-VP/EDTampa, FLHealthcare Bankers work closely with product partners, Global Corporate Banking and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. 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.
Senior Consumer Relationship Banker (Belleair Highland) Regions Financial CorpSenior Consumer Relationship Banker (Belleair Highland)Clearwater, FLJob Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.
Senior Consumer Relationship Banker - NE St. Petersburg Regions Financial CorpSenior Consumer Relationship Banker - NE St. PetersburgSt Petersburg, FLJob Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.