UNKNOWN

FEED

The Senior Consultant serves as a subject-matter expert for complex high-net-worth and ultra-high-net-worth client needs, leads client and advisor discussions, and helps strengthen consistent Risk Advisory practices across SCAS. REQUIRED SKILLS: Qualified candidates will possess an advanced degree of proficiency, typically developed through eight or more years of relevant experience, in: Insurance and Risk Analysis: Assessing life, disability, long-term care and annuity needs and evaluating existing and proposed solutions.

YEAR

Fifth Third Bank

Senior Risk Advisory Consultant

ea_via_bold

Heartfire, an Ameriprise Private Wealth Advisory Practice, is seeking a highly organized, detail-oriented, and proactive Client Service Specialist to join our growing wealth management practice in Dunedin, Florida. This is an important role within our team and is ideal for someone who understands the financial services industry, takes tremendous pride in getting the details right, and enjoys being the person others can rely on to make sure things get done correctly and efficiently.

Jambalaya Group

Client Service Specialist

Workable

Human Resources'',''Human Resources'',''CA-ON-Toronto-Toronto'',''CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver'',''CA-BC-Vancouver-Vancouver'',''HR'',''HR'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''661063'',''661063'',''true'',''661063'',''false'',''Submission for the position: Talent Acquisition Specialist - (Job Number: 2600673)'',''false'',''661063'',''false'',''true''. The successful candidate will bring strong full-cycle recruitment experience, ideally supporting areas such as Equity & Capital Markets, Wealth Management, Financial Advisory and Branch-based support functions.

Raymond James Financial Inc

Talent Acquisition Specialist

linkup_via_bold

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

Osaic Inc

Senior Finance Manager, M&A

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

Farther

Business Development Specialist - Association Sales & Outreach

GreenHouseAPI

Financial Planning'',''Financial Planning'',''CA-ON-Toronto-Toronto'',''CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver'',''CA-BC-Vancouver-Vancouver'',''PCG Solutions'',''PCG Solutions'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''660983'',''660983'',''true'',''660983'',''false'',''Submission for the position: Senior Financial Planner - (Job Number: 2600664)'',''false'',''660983'',''false'',''true''. Manages each RJL client planning engagement from the initial discovery meeting, gathering client data, entering client data, working with the client's other professional advisors, interpreting planning information and output, and generating and delivering client planning deliverable.

Senior Financial Planner

Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Complex Product Manager

Auditing & Compliance'',''Auditing & Compliance'',''CA-ON-Toronto-Toronto'',''CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver'',''CA-BC-Vancouver-Vancouver'',''Compliance'',''Compliance'',''Full-time'',''Full-time'','''','''','''','''',''Temporary Full-Time'',''Temporary Full-Time'',''false'',''660904'',''660904'',''true'',''660904'',''false'',''Submission for the position: Compliance Associate - (Job Number: 2600658)'',''false'',''660904'',''false'',''true''. RJLU is a cross-border firm registered in the U.S. with the Securities Exchange Commission (SEC) as a Registered Investment Adviser and Broker-Dealer and is a member of Financial Industry Regulatory Authority (FINRA).

Compliance Associate

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Deloitte

Investment Management - Business Strategy Manager

The Investment Business Manager (IBM) is responsible for owning the operational workflows and pipelines that run across Concurrent’s investment platform, including implementation, investment operations, due diligence, research, data and analytics, and the deliverables that support the firm’s investment management, OCIO, and consulting work. Working within Concurrent’s investment operations team, the IBM coordinates across implementation, trading, investment operations, due diligence, research, data and analytics, risk management, and marketing, and works with SaaS vendors and Financial Advisors on platform deliverables.

Concurrent Investment Advisors

Investment Business Manager

PinpointHQ

Bachelor's degree in Finance, Business Administration, Economics, or a related field required; advanced degree or relevant compliance certifications preferred (IACCP, CRCM, CAMS, Series 7/24/65/66, or similar compliance/regulatory credentials). Working knowledge of the Investment Advisers Act, SEC compliance obligations, and core adviser compliance program requirements; direct experience is required and strong related experience will be considered.

Webull Jobs

Senior Associate Director, Compliance

This role will partner closely with Sales, Product Marketing, Digital Marketing, Marketing Operations, Compliance, Data, and external vendors to deliver campaigns that drive engagement, lead generation, pipeline growth, and business impact across financial advisors, intermediary platforms, and institutional investors. Educational/Previous Experience Requirements: Bachelor's degree in Marketing, Communications, Business, or a related field and a minimum of five (5) years of experience in integrated marketing, campaign management, demand generation, or channel marketing within asset management, wealth management, financial services, or a similarly regulated industry.

Campaign Manager - Raymond James Investment Management

Summary: The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Finance Manager, M&A

They should not only understand Core Life Insurance policy administration systems but must also demonstrate hands-on experience designing Advisor portals (Agency), configuring Wealth/Investment-Linked products (ILAS), and integrating native sales journeys within Banking platforms (Bancassurance). Life & Wealth Management: Define, map, and implement end-to-end client and Advisor journeys for traditional Life products (Par/Non-Par) and Wealth/Investment-Linked Insurance Products (ILAS).

Employee Strength : 223,000 on March 31, 2025  Countries of Operation : 60 Countries
Consolidated Revenues: US $13.8B ,for 12 months ending March 2025
HCLTech is a global technology company, home to more than 223,000 people across 60 countries, delivering industry-leading capabilities centered around digital, engineering and cloud, powered by a broad portfolio of technology services and products. We work with clients across all major verticals, providing industry solutions for Financial Services, Manufacturing, Life Sciences and Healthcare, Technology and Services, Telecom and Media, Retail and CPG, and Public Services. Consolidated revenues as of 12 months ending March 2025 for $13.8 Billion. To learn how we can supercharge progress for you, visit <a href="https://urldefense.com/v3/__https://linkprotect.cudasvc.com/url?a=https*3a*2f*2fhcltech.com&c=E,1,YLM9eqRIWyisk6rzUtt-TC_a-5aSuyJgSIT9CeUPKnlUHPWiaGYFDbJcWWbmdqug2u98u_CZS5tci2GRD6BvXZTPh12d-2kJzo-lftXy4J-mjXTUYg05Rpqg&typo=1&ancr_add=1__;JSUl!!D1XWH5In!V6bxMmyaEl7QJGSlh0iumVpbseS84s_GjLWkU6RQjIykjc44OxVMj5Sr1w3fm5uNyDwFqsjk5jjMgYOjuAHsToBXuSQi39UvC78$" target="_blank" rel="noopener" shape="rect">hcltech.com</a>.

HCL Technologies Ltd

Lead Business Analyst

As 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.

Lutz

Client Service Associate + Lutz Financial

sourcestack_via_bold

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

IA Processing Specialist

The team offers a fast-paced environment with real ownership of transactions, direct exposure to senior decision-makers, and the chance to build deep expertise and relationships in a sector that continues to consolidate and evolve. The VP will lead transaction execution for independent wealth management firms, serve as a primary day-to-day contact for clients, and provide strategic advice on M&A, capital raising and succession.

Dynasty Financial Partners

Investment Banking Vice President

With an emphasis on long-term relationships, collaboration, and exceptional client service, the firm offers a unique opportunity to work alongside experienced professionals while making a meaningful impact on clients' financial lives. Pathway Talent Partners is partnering with a well-established, client-focused wealth management and advisory firm serving successful individuals, families, business owners, and entrepreneurs.

Pathway Talent Partners

Tax Manager

The associate serves as a critical support partner to multiple departments across RCS and collaborates with internal stakeholders to ensure operational excellence, regulatory compliance, and a positive client experience. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Client Administrative Support Associate

Administrative & Support Services'',''Administrative & Support Services'',''CA-BC-Vancouver-Vancouver'',''CA-BC-Vancouver-Vancouver'',''CA-ON-Toronto-Toronto, CA-QC-Montreal-Montréal'',''CA-ON-Toronto-Toronto, CA-QC-Montreal-Montréal'',''PCG Admin'',''PCG Admin'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''660383'',''660383'',''true'',''660383'',''false'',''Submission for the position: Client Access Support Associate - (Job Number: 2600612)'',''false'',''660383'',''false'',''true''. ''660383'',''true'',''660383'',''false'',''Submission for the position: Client Access Support Associate - (Job Number: 2600612)'',''false'',''660383'',''false'',''true'',''Client Access Support Associate'',''2600612'',''!*!

Wealth Advisor Jobs in Tampa, FL

Senior Risk Advisory Consultant Fifth Third Bank

Client Service Specialist Jambalaya Group

Talent Acquisition Specialist Raymond James Financial Inc

Senior Finance Manager, M&A Osaic Inc

Business Development Specialist - Association Sales & Outreach Farther

Senior Financial Planner Raymond James Financial Inc

Complex Product Manager Osaic Inc

Compliance Associate Raymond James Financial Inc

Investment Management - Business Strategy Manager Deloitte

Investment Business Manager Concurrent Investment Advisors

Senior Associate Director, Compliance Webull Jobs

Campaign Manager - Raymond James Investment Management Raymond James Financial Inc

Finance Manager, M&A Osaic Inc

Lead Business Analyst HCL Technologies Ltd

Client Service Associate + Lutz Financial Lutz

IA Processing Specialist Osaic Inc

Investment Banking Vice President Dynasty Financial Partners

Tax Manager Pathway Talent Partners

Client Administrative Support Associate Raymond James Financial Inc

Client Access Support Associate Raymond James Financial Inc

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