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    Senior Account Manager, Wealth Management Advisory - Tampa, United States - Northern Trust

    Northern Trust background
    Description

    OH:

    Responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.

    This Partner establishes and maintains the account, resp Account Manager, Management, Advisor, Wealth, Manager, Client Advisor


  • Guidant Financial Tampa, United States Full time

    The Role · Through own expertise and the work of a team, will provide comprehensive financial guidance to small business clients which includes developing financial forecasting models, tax-advantaged strategies, multi-year cash flow projections, accounting software optimization, ...


  • Centri Business Consulting, LLC Tampa, United States

    We are looking for our next Manager - Accounting Advisory to join the #1 fastest growing CPA firm in the US (Centri - #1 fastest growing firm in the US). This Manager will oversee the Financial Reporting and Technical Accounting engagement work plans, and demonstrates excellent p ...


  • Wertz York Capital Management Tampa, United States

    Job Description · Job DescriptionWho we are and why you should join us.... · Water Walker Investments is a local investment advisor located in Tampa, Florida. The firm specializes in cash management services, fixed income portfolio advisory/management and treasury management cons ...


  • 00002 Citibank, N.A. Tampa, United States Full time

    Overview · The Program Management Advisory and Execution team (PMAE) is the only enterprise level resource that supports all business units across the bank to plan, execute and govern complex cross-functional initiatives, programs, and act as partners to interject project manage ...


  • The Sports Facilities Advisory & Management Hillsborough, United States

    MARKETING COORDINATOR - Iron Peak Sports & Events · Sports Facilities Management, LLC · LOCATION: Hillsborough, NJ · DEPARTMENT: MARKETING · REPORTS TO: BUSINESS DEVELOPMENT AND EVENTS DIRECTOR · STATUS: FULL-TIME (EXEMPT) · ABOUT THE COMPANY: · Iron Peak Sports & Events ...


  • TIAA Tampa, United States Full time

    · Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well def ...


  • Beacon Hill Tampa, United States

    Our client, a distinguished mid-sized professional services firm, is seeking a dynamic and experienced accounting leader to join their team as a Senior Director of Tax and Accounting. In this role, you will work directly with the Managing Directors, with the opportunity to advanc ...

  • OMNI Financial Services

    Financial Advisor

    3 weeks ago


    OMNI Financial Services Tampa, United States

    **Local candidates only - this is a sales & commission based opportunity. Only serious applicants, please · Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with l ...


  • Critical Fit Recruiting Tampa, United States

    Director of Key Account Manager - Boeing REMOTE · DESCRIPTION: · The ideal candidate is a passionate, self-motivated, and detail-oriented team player who is committed to the success of our customers. You will focus on growing and developing existing clients, as well as generating ...

  • LHH

    Executive Recruiter

    2 days ago


    LHH Tampa, United States

    LHH Recruitment Solutions has partnered with a client in Florida to find an experienced Executive Recruiter (Accounting/Finance). This highly successful business consulting firm is searching for an individual with executive recruiting and sales experience to support interim accou ...

  • The Mosaic Company

    Senior Auditor

    2 weeks ago


    The Mosaic Company Tampa, United States Full time

    Start in Internal Audit and Rotate out and into the Business in as little as Two Years · Internal Audit is a 100% fully rotational function and considered a key source of talent for the rest of the business. In the last 18 months, we have rotated-out 40% of our Internal Audit te ...


  • ProV International Tampa, United States

    Please send your updated resume to vinothkumar.. com · About Us: · ProV is an award-winning global technology consulting firm. Specializing in IT strategy, advisory, implementation, management, and optimization. Our proven technology solutions not only improve operations but prov ...


  • KPMG-UnitedStates Tampa, United States

    Business Title:Manager, Salesforce HealthcareRequisition Number: Function:Advisory · Area of Interest:State:FL · City:Tampa · Description: · The KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't ...


  • AEVEX Aerospace Tampa, United States

    Job Overview · This is a Flight Test Engineer position for UAS development testing and designing of loitering munitions. The ideal candidate has experience with UAS flight test and project execution and implementing management procedures and controls. This person will provide adv ...


  • UpTick Financial- Advisor Recruiters and Consultants Tampa, United States

    Company Description · Our esteemed client, a distinguished global leader in independent investment advisory services, commands a staggering portfolio exceeding $200 billion in assets under management across the globe. With an unwavering dedication to personalized wealth managemen ...

  • The CenterCap Group

    Financial Analyst

    4 days ago


    The CenterCap Group Tampa, United States

    The CenterCap Group, LLC is a boutique investment bank providing consulting, strategic advisory, and capital-raising related services to middle-market private and public sector companies and fund managers across the real estate industry. Our firm leverages the knowledge and exper ...

  • FORVIS

    Tax Manager

    2 weeks ago


    FORVIS Tampa, United States

    Requisition Number2232023 Description & Requirements · As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authent ...

  • USAA

    Audit Manager

    2 weeks ago


    USAA Tampa, United States Full time

    The Opportunity · As a dedicated Audit Manager - Operational Risk Management/Fraud Risk , you will lead and implement complex audit engagements throughout the audit lifecycle, to include understanding of horizontal and vertical business impacts, integrating audits with IT, anal ...

  • Addison Group

    Office Coordinator

    4 days ago


    Addison Group Tampa, United States

    Position: Office Coordinator · Onsite: Tampa, FL · Temp to Hire · Pay: 55-65k · We are looking for a Receptionist-Office Coordinator to join our Tampa office. Responsibilities include welcoming and greeting all visitors, managing the main phone lines, handling incoming and outgoi ...


  • AGW Capital Advisors Tampa, United States

    Independent investment firm, AGW Capital Advisors, is adding a new client relations associate to its growing team. The ideal candidate will be an all-in team player, passionate about solving problems, detail-oriented, and hungry for a new challenge. Please send your resume to wi ...