- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Trust and RJ Trust Company of New Hampshire. + Serve as a **trusted advisor and business partner** to senior leaders, providing credible challenge and guidance ... and industry best practices. **Skill in** + Strategic thinking and influencing senior leadership. + Communicating complex risk issues clearly and persuasively. +… more
- IBM (Coral Gables, FL)
- …with current releases, features and practices and share with team. * Act as senior client-facing advisor on designs and best practices. * Perform hands-on ... delivery of workshops, configuration, and other project tasks as necessary. * This Job can be Performed from anywhere in the US. **Required technical and professional expertise** * Post-secondary degree from an accredited institution (concentration in Finance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Contractor Division (ICD) at Raymond James and partner closely with our Senior Data Analyst to develop forward-looking, predictive, and prescriptive analytics that ... fuel advisor engagement and business growth. This role will help...coaching programs, or growth initiatives. + Collaborate with the Senior Data Analyst to integrate advanced analytics into dashboards… more
- Carrington (Jacksonville, FL)
- …complex problems and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a ... spokesperson in area of expertise. + Ability to work effectively in a team environment and manage complex projects. + Ability to thrive and drive in a changing environment and prioritize competing requests. + Ability to work directly with business subject… more
- Edward Jones (Starke, FL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be… more
- M&T Bank (Naples, FL)
- …and Trust advisement for prospects and clients. Assists Wealth Advisors and Senior Wealth Associates to provide support in the identification and expansion of ... for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …services to a diverse group of advisory teams with guidance provided by senior coaches and management. May lead defined work or projects of fundamental scope ... and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or needs. Delivers… more
- Bank of America (Tampa, FL)
- …Wealth Management Specialist** position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial ... Advisor Team. The Trainee is a non-exempt position for...performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Marketing senior leadership and the Data Insights team, identifies advisor experience metrics/KPIs and establishes overall advisor experience objectives and ... departments. Develops/ensures connections leading to enhanced opportunities for visibility and advisor engagement. + Presents to audiences of various levels and… more
- University of Miami (Coral Gables, FL)
- …and Graduate School teams and has direct reporting responsibility to the Senior Director of Student Activities and Student Organizations, with additional reporting ... DUTIES AND RESPONSIBILITIES: Advising, Advocacy, and Student Governance + Serves as co- advisor for the Graduate Student Association, acting as a liaison between the… more