Senior Client Relations Lead - Finance & Investments
AGW Capital Advisors
A financial advisory firm in Tampa is seeking an experienced Client Relations Associate to support their investment consulting team. This full-time in-office role requires 3-5 years of experience in client relations within the financial services industry. Ideal candidates will be detail-oriented team players with strong communication skills and an interest in capital markets. Compensation is negotiable based on experience. #J-18808-Ljbffr AGW Capital Advisors
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Relations Lead - Finance & Investments in Tampa, FL vacancy
$10k
...Start building your legacy by joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a Senior Client Tax Accountant!The Opportunity:As a... ...work to oversee the execution and delivery of tax related work to Fisher Investments US PCG Clients. Working...SeniorWork at officeLocal areaWork from homeFisher Investments
Tampa, FL1 day ago$150k - $225.5k
...of our People and Investment business at Marsh.... ...a Sr. Principal Lead Health Actuary Consultant... ..., you'll manage client projects focused... ...partnership with senior members of the... ...projecting health care related costs. Review... ...math, statistics, finance, economics or related...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekMercer Consulting
Tampa, FL1 day ago- Aureate Development in Tampa seeks an experienced Investor Relations professional to manage relationships with EB-5 investors, respond to inquiries, and provide timely updates on project status and immigration milestones. You will prepare investor communications, market...Senior
- Marsh seeks an experienced Senior Lead Health Actuarial Consultant to join our Actuarial and Financial Consulting teams in the United States... ...optimization, and serve as a primary financial contact for clients while guiding analysts and associates. #J-18808-Ljbffr MercerSeniorWork at office
- ...experienced wealth advisors to manage top-tier clients and expand client relationships. Candidates should have a bachelor's degree in finance or related fields, along with over 10 years of experience in financial planning or investment management. The role includes conducting...Suggested
$117k - $175k
...part of our People and Investments business at Marsh.... ...the office. As a Senior Lead Health Actuarial Consultant... ..., you will manage client projects focused on employers... ..., and other projects related to underwriting health... ..., math, statistics, finance, economics, or a...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekMercer Consulting
Tampa, FL1 day ago- ...and enjoy servicing a large portfolio if clients? If so, come join our team!As a Latin America... ...on business and operational decisions.Lead resolution and escalation of service... ...over 200 years and today we are a leader in investment banking, consumer and small business banking...SeniorFlexible hours
JP Morgan Chase
Tampa, FL1 day ago - ...financial statement audit engagements for financial institution clients. The role serves as a trusted advisor to clients, exercises... ...software. Qualifications Bachelor’s degree in accounting or related field required. Minimum 2+ years of relevant audit experience...Senior
$200k
...Advisors, Inc. is seeking an experienced Portfolio Manager to lead investment modeling, trading, and portfolio implementation for a... ...portfolios, and coordinate across Compliance, Operations, Finance, and senior leadership. This role offers high visibility, direct reporting...Senior$75k - $110k
...With over $1 trillion in client assets under... ...banking, payments, fund financing, foreign exchange overlay... ...complexities of today’s investment management landscape.... ...strength and stability of a leading financial institution.... ...\n Reporting to the Senior Associate Director, a...Work at officeWorldwideMUFG Investor Services
Tampa, FL19 days ago$10k
...custom portfolio solutions for clients with complex and significant... ...closely with High AUM Investment Counselors, Service Teams, and... ...financial situation.The Day-to-Day:Lead comprehensive evaluation of... ...travel as needed for client-related activity.Provide direction and...SeniorWork at officeWork from homeFisher Investments
Tampa, FL2 days ago- ...independent and entrepreneurial investment banking advisory firm. PEI is... ...in strategic advisory for clients in Power, Energy and Infrastructure... ...PEI is seeking Full-Time Senior Analysts to join the team and... ...xhyhwjd Maintain client relations during the deal execution period...SeniorFull timeImmediate start
PEI Global Partners
Tampa, FL6 days ago - ...and help us develop game-changing, high-quality solutions that redefine how clients experience financial services. As a Senior Lead Architect at JPMorganChase within the Commercial & Investment Bank(Payments Technology), you are an integral part of a team that works to...SeniorFor contractors
- ...Banking Relationship Manager Senior, you’ll be the primary... ...high-value corporate clients, driving business... ...and targeted outreach.Lead the delivery of financial... ...understanding of accounting, finance, and credit analysis.... ...Degree in Business or related field Required.An...SeniorWork at office
City National Bank of Florida
Tampa, FL3 days ago - ...Building Company, part of the STO Building Group, seeks an experienced Preconstruction Manager who leads project planning and cost strategy from concept to GMP. This client-facing role partners with clients, design teams, and operations to guide pricing and validate...Senior
- ...audit procedures over income statement and balance sheet accounts, applying GAAP to deliver accurate financial reporting for diverse clients. You will collaborate with client management, support proposals, and participate in campus recruitment and internal knowledge...SeniorFlexible hours
- HDR, Inc. is seeking a Senior Designer, Interiors in Tampa, FL. You will lead interior design projects, collaborating across disciplines and guiding teams from... ...junior staff, develop design concepts, present to clients and stakeholders, and ensure quality outcomes while...Senior
- ...seeking Wealth Advisors and Senior Wealth Advisors for... ...ultra-high net Worth clients achieve their unique financial... ...of $5 to 15M in investable assets using Vanguard products... ...client needs and goals related to investment advice,... ...of our clients. To lead through product and services...SeniorLocal areaRemote work
Vanguard Group, Inc.
Tampa, FL5 days ago $148.2k - $292.3k
...shape the future of finance. As part of... ...capabilities, you will help clients modernize finance... ...12/31/2026. As a Senior Manager, Solution... ..., you will lead the growth of our... ...Accounting, or a related field.12+ years of... ...as through our own investments, commitments, and...SeniorLocal areaDeloitte
Tampa, FL5 days ago$134.48k - $269.88k
...are seeking an experienced Senior Manager to lead delivery, drive quality, and... ...as a trusted advisor to clients navigating the public company... ...advise clients on matters related to SEC reporting and compliance... ...as well as through our own investments, commitments, and actions...SeniorWork at officeLocal areaVisa sponsorshipDeloitte
Tampa, FL1 day ago$128k - $252.5k
...team helps guide clients through their most... ...opportunity to support finance integration and... ...value. As a Senior Consultant in M&A... ...ready deliverables related to close and consolidation... ...to lead projects or workstreamsAbility... ...as through our own investments, commitments, and...SeniorLocal areaDeloitte
Tampa, FL5 days ago$110.7k - $218.3k
...efficiency. As an Oracle Senior Consultant at... ..., you will help clients define their cloud... ...streamlining operations for leading organizations. If... ...in Accounting, Finance, Business... ...Systems, or another related field Preferred: Ability... ...through our own investments, commitments, and...SeniorVisa sponsorshipDeloitte
Tampa, FL5 days ago$110.7k - $218.3k
...Summary Today’s finance leaders face increasing... ...businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...growth. We’re just as invested in our own team’s growth... ...Information Systems, or another related fieldAbility to travel...SeniorLocal areaVisa sponsorshipDeloitte
Tampa, FL5 days ago$78.68k - $160.75k
...enabled solutions. As a Senior, Tax Services in... ...practice, you will support clients through complex partnership... ...with transaction-related tax work involving Securities... ...to lead projects or workstreamsAbility... ...well as through our own investments, commitments, and actions...SeniorWork at officeLocal areaVisa sponsorship2 days per week3 days per weekDeloitte
Tampa, FL1 day ago$148.2k - $292.3k
...shape the future of finance. As part of... ...capabilities, you will help clients modernize finance... ...12/31/2026. As a Senior Manager, Solution... ..., you will lead the growth and delivery... ...Accounting, or a related field.12+ years of... ...as through our own investments, commitments, and...SeniorLocal areaDeloitte
Tampa, FL5 days ago- ...to JPMorganChase. As a Senior Associate in... ...support our company, clients, and communities. Our... ...lines in Commercial and Investment Bank (CIB) Payments: Global... ...Escrow, and Embedded Finance & Solutions. Additionally... ...and testing activities related to Payments, ensuring...Senior
JP Morgan Chase
Tampa, FL2 days ago $78.68k - $157.88k
...Technology Auditor - Senior Consultant Do you... ...working alongside leading professionals... ...lifecycle events to help clients become stronger... ...the trust of the investing public and capital... ...with other services related to financial... ...Systems Administration, Finance or Internal Audit....SeniorWork experience placementWork at officeLocal areaVisa sponsorshipDeloitte
Tampa, FL1 day ago- Job Summary A Senior Tax Manager works closely with partners... ..., as well as staff and clients and is responsible for... ...tax implications on investments, mergers and... ...impact and opportunities Lead tax engagements from start... ...ability to articulate tax-related concepts clearly and...SeniorWork at officeLocal area
- ...distribution. With over $8 billion in annual revenue and a blue-chip client base, ABM delivers innovative technologies and sustainable... .... Committed to creating smarter, more connected spaces, ABM is investing in the future to meet evolving challenges and build a healthier...SeniorFull timeLocal areaNight shift
- ...STI-TEC offers government and commercial clients a comprehensive portfolio of services that... ...and improve business processes related to entities’ most valued resource, information... ...and 2-3 years with demonstrated experience leading medium to large projectsMinimum 10 Years...SeniorContract workFor contractorsWork at officeFlexible hours
Solutions Through Innovative Technologies
Tampa, FL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Relations Lead - Finance & Investments. Be the first to apply!
Related searches
- senior business development Tampa, FL
- american senior communities Tampa, FL
- senior technical advisor Tampa, FL
- senior devops engineer remote Tampa, FL
- senior information technology project manager Tampa, FL
- senior vmware engineer Tampa, FL
- sr electrical engineer Tampa, FL
- sr marketing manager Tampa, FL
- senior manufacturing manager Tampa, FL
- senior IT support specialist Tampa, FL