Senior 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.
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.
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.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesJacksonville, 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.
Corporate Paralegal, Investment Banking BGC Group IncCorporate Paralegal, Investment BankingJacksonville, FLThe Corporate Paralegal will play a vital role in assisting our Investment Banking group, working on a diverse range of U.S. and cross-border transactions. We welcome candidates considering law school, with potential opportunities for summer associate roles and full-time attorney positions upon graduation.
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.
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.
NewInvestment 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.
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.
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.
NewConsumer Investments Money Movement Service Representative - Jacksonville, FL Bank of America CorpConsumer Investments Money Movement Service Representative - Jacksonville, FLJacksonville, FLThe Money Movement Service Generalist is responsible for providing world class service to our Bank of America/Merrill clients and/or internal financial service advisors via inbound and outbound calls, as well as processing financial service transactions. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FLJacksonville, FLFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades.
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.
Sr. Land Analyst Mattamy HomesSr. Land AnalystJacksonville, FLThe Senior Land Analyst partners closely with Land Acquisition leadership and cross-functional teams to provide actionable insights that influence investment strategy, capital allocation, and risk management. This role is responsible for financial modeling, investment analysis, due diligence coordination, and market intelligence to support land acquisition decisions and long-term portfolio strategy.