Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Bank of America CorpConsumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)Jacksonville, FLThis includes our commitment to being an 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. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
Transaction Management Operations Analyst - Investment and Monetary Controls (Wealth Management Operations) Bank of America CorpTransaction Management Operations Analyst - Investment and Monetary Controls (Wealth Management Operations)Jacksonville, FLKey responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Back to search results Transaction Management Operations Analyst - Investment and Monetary Controls (Wealth Management Operations) Jacksonville, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
NewInvestment Operations Specialist (Level III) Canon Recruiting GroupInvestment Operations Specialist (Level III)Jacksonville, FLBy promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. This includes maintaining a robust risk-control framework aligned with firm policies, regulatory expectations, emerging risks, and evolving market dynamics that influence business strategy and advisory practices.
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FLJacksonville, FLAid 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Consultant, Truist Investment Services, Jacksonville, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Jacksonville, FLJacksonville, 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 Banking Transaction Coordinator Deutsche BankInvestment Banking Transaction CoordinatorJacksonville, Florida$45,250–$62,750 / yearIt is responsible for business planning and strategy, reporting of finance, performance, risk and human capital, analysis of cost and revenue trends, oversight over infrastructure and service providers, business continuity planning and administrative tasks. Travel and Expense management provides corporations, financial institutions, supranational, sovereigns, and agencies with customized funding and risk management solutions.
Senior Operations Consultant - Investment Information Management Bank of America CorpSenior Operations Consultant - Investment Information ManagementJacksonville, FL$63,000–$105,000 / yearResponsibilities:Leads the design, development, and implementation of complex products, systems, and services in an operations environment using subject matter expertiseManages projects and direct activities of a team related to special initiativesAdvises as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiativesBuilds relationships with business partners across various Lines of BusinessManages and defines responsibilities and accountabilities for key program and projectsDesign and execute strategic roadmaps supporting performance platform enhancements, operational improvements, and technology transformation initiatives. Required Qualifications:Strong knowledge of wealth management products, investment performance, account structures, and performance-related data sources.2 to 4 years experience with investments and investments products1 to 3 years demonstrated success in establishing and monitoring operations metricsAbility to communicate sophisticated performance, financial, and mathematical concepts clearly to both technical and non-technical audiences.
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.
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.
Investment Specialist II SoFi Technologies IncInvestment Specialist IIJacksonville, FLThe role: As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.
Financial Consultant, Truist Investment Services, Jacksonville, FL Truist BankFinancial Consultant, Truist Investment Services, Jacksonville, FLJacksonville, 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. JOB SUMMARYProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients.
Consumer Investments - Resiliency & Remediation Manager Bank of AmericaConsumer Investments - Resiliency & Remediation ManagerJacksonville, FloridaJob expectations include supporting the implementation of quality assurance and quality control processes within the LOB or ECF through ongoing monitoring and testing of controls, identifying issues and control improvements for remediation, and building out actions plans and milestones. The role will focus on supporting the Platform & Product Controls team with, mitigating risk, triaging platform incidents with key stakeholders, and preparing Business Continuity plans for major market events.
NewSenior Implementation Consultant - Investment Management SS&C Technologies Holdings IncSenior Implementation Consultant - Investment ManagementJacksonville, FLGet To Know Us: SS&C is looking for a Senior Implementation Consultant to join the Investment Management (IM) Implementations team responsible for front-office components of the Genesis Platform, including Eze OMS and Genesis Portfolio Management. In addition, Implementation Consultants are responsible for creating effective, scalable, and supportable configurations through testing and analysis of different workflows based off initial requirement gathering.
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 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).
Registered Wealth Investment Services Associate Citigroup IncRegistered Wealth Investment Services AssociateJacksonville, FL$62,620–$87,380 / 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. The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully 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 Citi's Investment and/or Banking clients.
Associate Director, Investments Marcus & Millichap Real Estate Investment ServicesAssociate Director, InvestmentsJacksonville, 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+. .
Consumer Investments Money Movement Ops Specialist - Jacksonville, FL Bank of AmericaConsumer Investments Money Movement Ops Specialist - Jacksonville, FLJacksonville, FloridaThis role requires subject matter expertise to perform reviews within established processing deadlines, proactively engage clients to ensure their needs are met, and provide superior service through expert knowledge and judgment. Willingness and ability to cross-train and provide support across the division as business needs require, ensuring operational continuity, enhancing team collaboration, and delivering a seamless client experience.
Consumer Investments Managed Strategy Bank of AmericaConsumer Investments Managed StrategyJacksonville, FloridaUS - MA - Boston - 285 Huntington Ave - HUNTINGTON AVENUE BC (MA5141), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530). Responsible for MGIA/MGI strategy including Tech enhancements, FSA feedback, product launches, ongoing tech issues, Enrollment Notes tool design, supervision partnership, PWA strategy.