- Wolters Kluwer (Tampa, FL)
- …Support & Provider Solutions (CDSP) product portfolio. They serve as a trusted advisor for our largest and most strategic accounts and are responsible for optimizing ... valuable insights and expert guidance, positioning yourself as a trusted advisor for strategic discussions and decision-making. + Foster long-term relationships with… more
- Guardian Life (Tallahassee, FL)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated broker/dealer as a… more
- CDM Smith (Vero Beach, FL)
- …compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee relations, ... to meet evolving business needs. * Serve as a trusted advisor on employee relations matters, managing conflict resolution, disciplinary actions, grievances,… more
- TD Bank (Fort Lauderdale, FL)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... on plans to continuously improve the customer experience + Acts as a trusted advisor expected to meet the needs of customers by providing creative products /… more
- Insight Global (Tampa, FL)
- Job Description A large broker-dealer and registered investment advisor firm local to the Tampa area is looking for 2 Compliance Associates to sit within the ... and internal company standards. In this role, you will be managing financial advisor and regulator inquiries through multiple platforms such as a Salesforce que,… more
- ADP (Fort Myers, FL)
- …life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and ... leader, resourceful, thrive under pressure, and bounce back quickly. + **Trusted Advisor ** **.** You build relationships, live integrity, and deliver on promises… more
- JPMorgan Chase (Jacksonville, FL)
- …best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the market ... with resolution of various technology issues + Maintain and update Independent Advisor coverage report + Serve as liaison and manage relationships between Private… more
- Deloitte (Tampa, FL)
- …various functions including sales, legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize sales and contracting cycles + ... Work independently to manage contractual matters and risks and be the trusted advisor on multiple accounts + Provide mentoring and training to Risk Management… more
- Otsuka America Pharmaceutical Inc. (Tallahassee, FL)
- …operational excellence, including policies and SOPs. + Serve as a key advisor to senior leadership on learning trends, capability-building strategies, and risk ... and align initiatives with business goals. + Act as a trusted advisor to senior leadership on training effectiveness and workforce capability development.… more
- ADP (Maitland, FL)
- …life-long friendships here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall ... leader, resourceful, thrive under pressure, and bounce back quickly. + **Trusted Advisor .** You build relationships, live integrity, and deliver on promises every… more