- City National Bank (Lake Mary, FL)
- …strategies and asset allocation for Royal Bank of Canada (RBC) Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development ... and/or review client portfolio review presentations and portfolio risk/return analysis presentations. * Manage the workflow and development of...stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors *… more
- Zoom (Tallahassee, FL)
- …and Demo Zoom Phone to customers, partners and teams + Being the "trusted" advisor for the partners you support for Zoom Phone + Executing sales training and ... Overall, the job drives strategic sales outcomes through market analysis , customer insight, and cross-functional solution coordination. Key Responsibilities Leading… more
- SHI (Tallahassee, FL)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... team and customers. + Act as a trusted AI advisor for customers, partnering with Field Account Executives. +...solutions that fit customers' needs and budgets through strategic planning . + Engage with multiple layers of client contacts,… more
- WM (Tallahassee, FL)
- …Leads, guides and influences Area Fleet Directors activities and performance of financial results of multiple Operating Units. Ensures that Operating Units meet or ... & Operations Manager to effectively drive performance improvement opportunities. + Supports analysis and reviews of the day-to-day operations of the Areas and… more
- Wolters Kluwer (Tallahassee, FL)
- …to providing a unified Performance Management Platform for Budgeting & Planning , Consolidation & Reporting, CCH Tagetik has developed pre-packaged solutions ... pain points and industry trends. + **Customer Engagement** + Act as a trusted advisor to C-level executives and finance leaders. + Translate complex financial … more
- Oracle (Tallahassee, FL)
- …Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, ... communication and resolution. + **Customer Success Advocacy:** Act as a trusted advisor , ensuring clients realize the full value of their investments while… more
- Oracle (Tallahassee, FL)
- …Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, ... clinical-centered solutions for the client. Performs independently varied and complex analysis , clinical studies, innovate new product offerings on external customer… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conferences or host prospects during Home Office Visits (HOV). + Manages Advisor Choice process, including aspects of RCS platform due diligence. + Spearheads ... firms. + Billing systems, pricing structures and fee schedules. + Event Planning and field marketing communications. **Skill in** + Organizing resources, creating… more
- BOOZ, ALLEN & HAMILTON, INC. (Tampa, FL)
- …right equipment and sof tware requires a combination of technical skill and careful planning . That's why we need an experienced network engineer like you who knows ... and forwarding, tactical networks, and SolarWinds, you'll serve as at rus ted advisor to clients on mission-critical projects. Using your technical curio sit y and… more
- Deloitte (Miami, FL)
- …efficient tax function that enhances the core responsibilities of compliance, reporting and planning , while also positioning tax as a strategic business advisor ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more