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8 jobs found for

Investment Management Attorney Jobs in Saint Petersburg

Job info
Company
In-House
Experience
5-7 yrs required
Location
Saint Petersburg, FL
Posted Date
Jun 24, 17
Info Source
Employer
provides solutions to wealth management issues. Consult with financial... clients regarding overall wealth management products and services. Lead... benefits of offered wealth management products and services for... to present overall wealth management products and services. Gather... and strategies. Present wealth management activities at necessary meetings.... management... read more
Company
In-House
Experience
7-10 yrs required
Location
Saint Petersburg, FL
Posted Date
Jun 10, 17
Info Source
Employer
working along with the investment officer to establish the... appropriate asset allocation and to review and approve portfolio changes. Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. Participates as a voting member of the... read more
Company
In-House
Experience
Min 7 yrs required
Location
Tampa, FL
Posted Date
Jun 25, 17
Info Source
Employer
for administration and relationship management of a complex and... asset allocation and oversee investment of assets by the... real estate, tax elections, management of retirement accounts within... management and oversee an annual investment review of all fiduciary... on legal issues, regulations, investment and tax issues, trends...... read more
Company
In-House
Experience
5-7 yrs required
Location
Tampa, FL
Posted Date
Jun 24, 17
Info Source
Employer
provides solutions to wealth management issues. Consult with financial... clients regarding overall wealth management products and services. Lead... benefits of offered wealth management products and services for... to present overall wealth management products and services. Gather... and strategies. Present wealth management activities at necessary meetings.... management... read more
Company
In-House
Experience
Location
Tampa, FL
Posted Date
Jun 24, 17
Info Source
Employer
for communication to senior management. Maintain a working knowledge... Control (C&ORC) for Wealth Management Americas. Conducts annual, regulatory... mandated inspections of our branch offices nationwide. Responsible for conducting independent and rigorous branch exams to ensure adherence to applicable regulations and... read more
Company
In-House
Experience
Min 9 yrs required
Location
Tampa, FL
Posted Date
Jun 24, 17
Info Source
Employer
engineering, organizational redesign, change management, IT strategy and architecture,... development, capital planning and investment control, portfolio and project... management, systems development, and operations.... Designs, develops, and maintains current and future views and data describing the enterprise architecture. Researches and advises... read more
Company
In-House
Experience
Min 5 yrs required
Location
Tampa, FL
Posted Date
Jun 26, 17
Info Source
Employer
stakeholders globally (Compliance, Risk Management, Governance, Financial Intelligence Units,... Provide back-up support for Global Business Office for ad-hoc reports and presentations for regulatory and senior management related needs. Interact on... various tasks with other team members and senior management globally.... read more
Company
In-House
Experience
Min 7 yrs required
Location
Tampa, FL
Posted Date
Jun 24, 17
Info Source
Employer
be responsible for project management, oversight and execution of... program update for Senior Management; Function as Policy and... and other critical initiatives; Manage data, and produce metrics and reports required to track work progress and develop presentations for Senior Management.... read more
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