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.
U.S. Private Bank - Investment Specialist - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - AssociateMiami, FLAs an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships. 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.
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.
NewInvestment 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.
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.
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 Products Specialist ItauInvestment Products SpecialistMiami, FloridaDrive cross-functional product initiatives and platform enhancements by translating business needs into executable solutions, defining target-state operating models, coordinating stakeholders across Legal, Compliance, Operations, Technology, Risk, Treasury, and Front Office teams, and ensuring successful implementation and integration within the Bank. Lead the evaluation, design, implementation, and enhancement of investment and balance sheet products, including mutual funds, structured products, certificates of deposit (CDs), time deposits, money market solutions, lending products, and bespoke client solutions.
Investment Advisor Sr PNC BankInvestment Advisor SrBoca Raton, FloridaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentTampa, 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.
Investment Advisor LutzInvestment AdvisorLutz, FloridaAs an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure financial future, managing investments, or designing retirement plans for businesses. Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyMIAMI, FL$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Investment Sales Lead Citigroup IncInvestment Sales LeadMiami, FL$161,100–$170,000 / yearFive (5) years of experience must include: Performing Financial Analysis and forecasting to predict and understand revenue, expenses and product trends with the aim of improving business profitability using MS Excel, Bloomberg Terminal, FactSet, and Capital IQ; Performing complex data analyses using large datasets to generate business insights through Business Intelligent tools such as MS Excel, PowerBI, Tableau and Qlik and presenting findings to leadership through MS PowerPoint presentations and PowerBI or Tableau visualizations; Elaborating and negotiating Business Contracts with third-party stakeholders including amount, clauses, and collateral using MS Word; Supporting projects such as development, implementation, launch and training involving timeline creation, tracking, and reporting using tools such as MS SharePoint, MS Access and MS OneNote; and Analyzing credit for companies and individuals, such as financial assessment, collateral analysis, revenue projection, payment plan and risk study. Coordinate with regional Portfolio Managers, the LATAM Investments head as well as the regional General Market Manager (GMM) and Investment Counselor (IC) Team Leader on the CIM Managed strategy for the region.
NewSenior Investment Advisor - Institutional Asset Management PNC BankSenior Investment Advisor - Institutional Asset ManagementCoral Gables, FloridaReporting to the Institutional Asset Management Market Managing Director, the Senior Investment Advisor will deliver OCIO (Outsourced Chief Investment Officer) solutions to our growing institutional client base of non-profit organizations, defined benefit pension plans, higher education institutions, and corporations across the market. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Investment Performance Analyst Selby Jennings LtdInvestment Performance AnalystCoral Gables, FLRather than relying on a single investment style, we utilize a flexible research-driven framework that evaluates opportunities across global equity markets, fixed income, private investments, credit strategies, real assets, hedge funds, venture investments, and select direct investment opportunities. 2-5 years of experience within investment operations, portfolio analytics, institutional consulting, wealth management, OCIO platforms, family offices, asset management firms, or similar financial organizations.
Investment Banking Analyst II - Capital Structure Advisory (West Palm Beach) Raymond James Financial IncInvestment Banking Analyst II - Capital Structure Advisory (West Palm Beach)Palm Beach, FLWorks with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Investment Advisor Sr The PNC Financial Services Group IncInvestment Advisor SrBoca Raton, FLPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentTampa, 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+.
Investment Sales Agent Marcus & Millichap Real Estate Investment ServicesInvestment Sales AgentMiami, 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+. .
NewAssociate 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+. .
South Investment Counselor Team Lead Citigroup IncSouth Investment Counselor Team LeadWest Palm Beach, FLIn accordance with goals set by the Private Bank Regional Head and the Private Bank Global Head of Investments, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets. Works effectively across the region, in close partnership with the senior leadership team for Investments, the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver to them the best of the Citi platform to clients.