Call Center Representative Ascensus LLCCall Center RepresentativeMiami, FLRemoteService center teams are accountable for servicing Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts. Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Head Of Strategic Investments AJAIAHead Of Strategic InvestmentsFort Lauderdale, FLWorking closely with the Founder/CEO and senior leadership, you will build financial models, structure investments and acquisitions, conduct due diligence, and guide transactions from initial opportunity through closing. As our portfolio grows, we are expanding our investment capability to evaluate, structure, and execute investments, partnerships, and acquisitions that strengthen the education ecosystem.
Corporate Development Lead AJAIACorporate Development LeadFort Lauderdale, FLWorking closely with the Founder/CEO and senior leadership, you will build financial models, structure investments and acquisitions, conduct due diligence, and guide transactions from initial opportunity through closing. As our portfolio grows, we are expanding our investment capability to evaluate, structure, and execute investments, partnerships, and acquisitions that strengthen the education ecosystem.
Account Analyst – Latin America PIMCOAccount Analyst – Latin AmericaMiami, New YorkAccount Analysts develop skills in market and portfolio analysis, client communication, CRM and pipeline management, and the thoughtful use of data, automation, and AI-enabled tools to improve reporting, meeting preparation, and client insights. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Account Analyst - Latin America PIMCOAccount Analyst - Latin AmericaMiami, FL$90,000–$100,000 / yearAccount Analysts develop skills in market and portfolio analysis, client communication, CRM and pipeline management, and the thoughtful use of data, automation, and AI-enabled tools to improve reporting, meeting preparation, and client insights. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Senior Relationship Manager - LATAM Deutsche BankSenior Relationship Manager - LATAMMiami, New YorkYour primary focus is on growth - increasing “wallet share” through cross-selling and attraction of new clients and identifying sales initiatives based on expert knowledge of the market, industry, and Wealth Management’s capabilities (products and services). As the Relationship Manager you will offer value-added client solutions and demonstrate the ability to “close the deal”; you will have an understanding of capital markets and the use in wealth preservation and a technical skill set focused on comprehensive wealth management.
Project Analyst II HNTB CorpProject Analyst IIMiami, FLThe Project Analyst acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such as contracting, compensation and payment terms, workplan/project management system alignment, budgets, cost controls, revenue recognition, and cash and invoice management. Intermediate data analysis skills, able to accurately analyze and interpret data to draw conclusions using tools such as Excel, HNTB's enterprise reporting system, and HNTB's project management system.
Private Wealth Management Expert - Remote YO AI LabsPrivate Wealth Management Expert - RemoteMiami, FloridaRemoteThis high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
Trust Relationship Manager Hancock Whitney CorpTrust Relationship ManagerSt. Petersburg Wealth - St. Petersburg, FLJOB FUNCTION / SUMMARY: The Trust Relationship Manager 3 manages a portfolio of high-value and complex fiduciary client relationships, serving as a senior advisor for trusts, estates, guardianships, and agency accounts. 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.
Manager of Tax Services- Private Wealth Berkowitz Pollack BrantManager of Tax Services- Private WealthMiami, FloridaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Branch Operations Specialist (Ft.Lauderdale, FL) Oppenheimer Holdings IncSenior Branch Operations Specialist (Ft.Lauderdale, FL)Fort Lauderdale, FLInc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is seeking a Branch Senior Operations Specialist to join their Private Client Branch office in Ft. Lauderdale, FL Branch.
Tax Intern Hill, Barth & KingTax InternBoca Raton, FloridaAt HBK, the firm's internship program is designed to provide a valuable and challenging "hands-on" learning experience, to develop an understanding of the firm, the public accounting profession and to enhance the intern's formal education. Please note that application and interview timeframes and processes differ by office location For specific questions regarding your application and the expected timeframe, please reach out to Catie Cohn at ccohn@hbkcpa.com.
Full-Time Florida Estate Planning and Tax Planning Attorney Opportunity - $150,000 - 180,000 annual salary plus Origination and Full Benefits The Freelance FirmFull-Time Florida Estate Planning and Tax Planning Attorney Opportunity - $150,000 - 180,000 annual salary plus Origination and Full BenefitsFort Lauderdale, Florida$150,000–$180,000 / yearDraft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, intentionally defective irrevocable trusts, and tax-free reorganizations. We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms.
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateMiami Beach, MichiganOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Private Wealth Management International Registered Client Service Associate - Bilingual: Portuguese/English Morgan StanleyPrivate Wealth Management International Registered Client Service Associate - Bilingual: Portuguese/EnglishMiami, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Indirect Tax Manager Hill, Barth & KingIndirect Tax ManagerBoca Raton, Florida$125,000–$150,000 / yearHBK's SALT (State and Local Tax) Center of Excellence Advisory Practice helps clients navigate the complexity of sales and use tax compliance, controversy, and strategic planning. 1. Advise clients on sales and use tax matters, including nexus studies, taxability analyses, sales tax controversy matters, and reverse audits.
Private Wealth Management Senior Registered Client Service Associate Morgan StanleyPrivate Wealth Management Senior Registered Client Service AssociateMiami Beach, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
International Client Service Associate - Bilingual English/Spanish Morgan StanleyInternational Client Service Associate - Bilingual English/SpanishMiami, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Hybrid/Flex-Schedule, Full-time Florida Estate Planning Attorney Opportunity The Freelance FirmHybrid/Flex-Schedule, Full-time Florida Estate Planning Attorney OpportunityCoral Gables, FloridaWe are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote on-demand support for both short-term and long-term legal projects for our client law firms. We are now interviewing for a full-time Estate Planning Attorneywith experience in sophisticated trusts and estate-planning matters for a dynamic Coral Gables Firm.
Private Wealth Management Registered Client Service Associate - Bilingual: Spanish/English Morgan StanleyPrivate Wealth Management Registered Client Service Associate - Bilingual: Spanish/EnglishMiami, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).