Transaction Management Ops Analyst – Alternative Investments Trading & Operations Bank of AmericaTransaction Management Ops Analyst – Alternative Investments Trading & OperationsJacksonville, FloridaThe Alternative Investments Trading and Operations Team is responsible for transactional exception processing for Alternative Investments (Hedge Funds, Managed Futures, Private Equity, Exchange Funds and Precious Metals), review, approval, execution of subscription, redemption, dividend, Registration and Transfer orders. Processing includes back-office order entry, trade correction processing, trade execution, fund level reporting, document review, break resolutions and instruction of fund level money movements.
Senior Associate, Alternative Investment Specialist SS&C Technologies Holdings IncSenior Associate, Alternative Investment SpecialistJacksonville, FLSS&C Accord is an AI-driven, end-to-end alternative investment service built for wealth managers and advisors-automating the ingestion of complex data such as capital calls, distributions, and PCAPs, and delivering seamlessly integrated data into downstream reporting platforms. Our team sits at the intersection of cutting-edge technology and deep alternatives expertise, combining intelligent automation with hands-on subject matter specialists to ensure data accuracy and operational excellence for our clients.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumJacksonville, FLWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach.
NewIndependent Risk Management Director, Investment Products SofiIndependent Risk Management Director, Investment ProductsJacksonville, FL$160,000–$275,000 / yearAs part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. This role will act as the primary risk partner to Invest leadership, providing credible challenge, strategic risk advisory, and oversight across all material risk categories associated with the business, excluding Compliance Risk, which is overseen by a dedicated Invest Compliance organization.
Financial Consultant, Truist Investment Services, Ponte Vedra Beach, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Ponte Vedra Beach, FLPonte Vedra Beach, 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.
Manager, Alternative Investment Specialist SS&C Technologies Holdings IncManager, Alternative Investment SpecialistJacksonville, FLWhat You Will Bring: Bachelor's and/or Master's degree in Finance, Accounting, Economics or related discipline 2 years or more of supervising 2 or more staff 5-10+ years working experience in financial services Experience/knowledge in fund accounting with an understanding of commitment based vehicles and/or fund of funds The ideal candidate should be highly motivated; a self-starter who can establish priorities, meet deadlines, and work independently in a hybrid environment Strong interpersonal and communication skills Team player mentality with ability to partner with various departments and levels Strong Excel knowledge (Pivot Table, Sumif, V-lookup) Tech savvy, ability to quickly learn new technology. What You Will Get To Do: Lead a team of alternative investment specialists Client ownership and interaction Communicate with clients in a proactive & professional manner Monitoring, retrieving, processing, reporting and reviewing alternative investment data Management of workload queues Project ownership for onboarding of new clients Working with various systems across the SS&C landscape Assisting with researching differences between the alternative investment data and systems Identify potential problems and troubleshoot to resolve issues.
NewSenior Associate, Alternative Investment Specialist SS&CSenior Associate, Alternative Investment SpecialistJacksonville, FloridaSS&C Accord is an AI-driven, end-to-end alternative investment service built for wealth managers and advisors—automating the ingestion of complex data such as capital calls, distributions, and PCAPs, and delivering seamlessly integrated data into downstream reporting platforms. Our team sits at the intersection of cutting-edge technology and deep alternatives expertise, combining intelligent automation with hands-on subject matter specialists to ensure data accuracy and operational excellence for our clients.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentJacksonville, 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.
Call Center Associate - Investment & Retirement Services SGA Inc.Call Center Associate - Investment & Retirement ServicesJacksonville, FLAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Financial Consultant, Truist Investment Services, Ponte Vedra Beach, FL Truist Financial CorporationFinancial Consultant, Truist Investment Services, Ponte Vedra Beach, FLPonte Vedra Beach, 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 Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerJacksonville, FL$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.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningJacksonville, 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.
Financial Consultant, Truist Investment Services, Ponte Vedra Beach, FL Truist BankFinancial Consultant, Truist Investment Services, Ponte Vedra Beach, FLPonte Vedra Beach, 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.
Call Center Associate - Investment & Retirement Services Software Guidance & AssistanceCall Center Associate - Investment & Retirement ServicesJacksonville, FLAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Investment Counselor Lead - Director Citigroup IncInvestment Counselor Lead - DirectorJacksonville, FL$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
Senior Manager, Investments (Development) Regency Centers CorpSenior Manager, Investments (Development)Jacksonville, FLThe Senior Manager of Investments (Development) will be involved in all aspects of the development process including deal sourcing, networking, acquisition, underwriting, zoning/entitlements, design, permitting, construction, leasing negotiation and delivery. This individual will be responsible for supporting the team in making daily advancement of development projects and will encounter a variety of roles from high-level decision making to daily project and team coordination.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentJacksonville, FLCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
NewInvestment Sales Agent Marcus & Millichap Real Estate Investment ServicesInvestment Sales AgentJacksonville, FloridaCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
Hybrid-Real Estate Investment Representative/Acquisitions Agent RebuiltHybrid-Real Estate Investment Representative/Acquisitions AgentJacksonville, FloridaRebuilt ( 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 AgentJacksonville, FloridaRebuilt ( 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.