- Raymond James Financial, Inc. (Coral Gables, FL)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... written industry and company specific reports upon request to Financial Advisor . + Assists in development of...procedures used in the industry. + Principles of estate planning , trusts and securities industry operations. + Financial… more
- Bank of America (Destin, FL)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with Marketing senior leadership and the Data Insights team, identifies advisor experience metrics/KPIs and establishes overall advisor experience objectives ... estimates and budgets for key events and initiatives. + Develops actionable analysis on the effectiveness of various marketing strategies and campaigns and… more
- Humana (Tallahassee, FL)
- …in a planning or analytics capacity. + Strong understanding of financial planning , workforce management, and organizational design. + Experience with ... modules for: + **Finance** : Headcount cost modeling, compensation planning , forecasting, scenario analysis . + **HR** :...(eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the… more
- L3Harris (Palm Bay, FL)
- …the Director of Finance, Maritime. The Senior Manager of Finance will provide financial planning , program financial management and control services through ... site and will serve as a strategic partner and advisor to the leadership team. This position will report...a professional staff to analyze financial results, assess resource requirements, forecast planning … more
- PNC (Orlando, FL)
- … financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals ... client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team… more
- KeyBank (Naples, FL)
- …a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … services. + Information technology support and technical documentation. + Business planning and analysis -with a demonstrated ability to develop a product ... ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices and will serve as the primary point of… more
- BMO Financial Group (Jacksonville, FL)
- …decision and report on activity that indicates an exposure to financial crimes. Ensures potential threats and investigations are evaluated, documented, managed ... standards to ensure compliance as well as support trending, analysis and insights generation. + Fosters a culture aligned...and manages poor performance. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… more
- Bristol Myers Squibb (Tampa, FL)
- …influence within a matrix structure + Expertise in procurement process, agreement management, financial analysis , market analysis , supplier analysis , ... and GPS categories, through efficient contract review, issue identification and analysis , redlining, negotiation and management of escalations to the legal… more