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
- ...with extraordinary clients spanning every... ...from independence-related constraints that may... ...your potential and invest in it to build a legacy... ...! The Role Senior Managers in our... ...legislative changes, and lead change effectively... ...Accounting, Finance, Economics or...SeniorWork experience placementInternshipPrivate practice
- 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
- ...Tampa, Florida is seeking a Tax Manager responsible for managing client relationships and overseeing tax compliance and advisory... ...ideal candidate must hold a Bachelor's degree in Accounting or related field, possess an active CPA, EA, or JD credential, and have over...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
$150k - $225.5k
...rewarding futures for our clients and their... ...health plans, securing finances for retirement, or... .... Sr. Principal Lead Health Actuary... ...partnership with senior members of the client... ...projecting health care related costs. Review the... ..., people and investments, and management consulting...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...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
- ...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
$110k
...Senior Accountant Our distinguished client has an immediate opening for a Senior Accountant in Tampa, Florida! As the FR&A Senior Associate you will actively... ...Qualifications Minimum of 6 years of related experience Bachelor's degree preferred with Masters...SeniorImmediate start- Diversified Maintenance is hiring a Client Relations Executive to retain and grow the customer relationship. This role collaborates with the customer and operations teams to ensure long-term success through high-quality service, with travel expected 50%-70% of the time...
- Channel Partners Solutions, LLC., located in Tampa, FL, is seeking a Senior Analyst to lead client analytics relationships from data architecture to executive presentations. This role requires 5-10+ years of data analytics experience and strong communication skills, operating...SeniorFlexible hours
- ...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
$76.6k - $157.2k
...Tax Campaign Marketer Lead Specialist If you’re a... ...market visibility, deepen client engagement, and... ...degree in Marketing or related disciplineAbility to travel... ...well as through our own investments, commitments, and actions... ...entry-level employees to senior leaders, we believe...Work at officeLocal area- ...edge products that fit client challenges. As a Senior Client Solutions Architect... ...with market-leading Supply Chain Finance, Receivables Finance, Contract... ...across a broad set of related productsProficient technical... ...we are a leader in investment banking, consumer and small...SeniorContract work
- ...government services provider in Tampa is seeking a Senior Systems Administrator to support technical... ...for a federal agency. The role involves managing Relativity databases, collaborating with attorneys, and leading technical teams to meet expections. Ideal candidates...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
- ...- CFO Services – Senior Associate OVERVIEW... ...companies and provide our clients with solutions to... ...project scope Lead client interviews... ...(accounting, finance, economics) preferred... ...years of experience related to: Accounting /... ...Diligence, Restructuring, Investment Banking or Private...Senior
- A federal consulting firm is seeking an eDiscovery Analytics Lead in Tampa, Florida. The role involves providing electronic discovery support and ensuring compliance with legal standards using Relativity. Candidates need a minimum of 5 years of eDiscovery services experience...Senior
$86.7k - $177.13k
...cross-border operations, investments, and transactions. As a Tax Senior Consultant, you will support clients with international tax... ...leading projects or workstreamsCapacity... ...degree in accounting, finance, or other business-related field3+ years of experience...SeniorWork at officeLocal area$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 area$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 sponsorship- CLA is seeking an Audit Senior to join our State and Local Government... ...in the Sunbelt Region. You will lead and execute assurance engagements, working closely with clients and decision makers.... ...Bachelor's degree in Accounting or Finance and at least 2 years of audit experience...SeniorLocal area
$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 sponsorship- ...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
- 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
$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 week- A government service provider in Tampa, Florida is seeking a Senior Systems Administrator to manage Relativity databases and provide technical support for a Federal agency. Ideal candidates should have significant experience in litigation support and excellent communication...SeniorFull time
- Tampa General Hospital seeks a Senior Physician Business Development Representative - Oncology to educate physicians about clinical programs... ...tertiary service areas. Reporting to the Manager of Physician Relations, the role trains new hires, represents physician business...Senior
- ...Compliance Risk Management Senior Associate, you will support Auto Financing, Pricing and Credit... ...and testing activities related to pricing, decisioning,... ...institutional and government clients under the J.P. Morgan... ...today we are a leader in investment banking, consumer and small...Senior
$138.8k - $215.9k
As a Senior Manager in our Tax Credits and Incentives... ...to provide tax equity investment consulting services for clients. You will be a leader... .... You will help to lead and grow a a small team... ...degree in accounting, finance, or other business-related fieldKnowledge of HLBV...SeniorFull timeWork experience placementLocal areaRemote work
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