- MUFG (Tampa, FL)
- …risks are managed, mitigated, and commensurate with the business risk. + Support Information Security oversight and governance by ensuring the control environment is ... monitored through relevant KRI/KPIs. + Ensure gaps are addressed via remediation plans with timely resolution which address root cause of control failures. **Reporting** + Compile and distribute program level reporting to relevant stakeholders.… more
- Bank of America (Naples, FL)
- …growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + ... team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- Bank of America (Destin, FL)
- …market + Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + ... and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible… more
- Bank of America (Plantation, FL)
- …63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ... Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- MUFG (Tampa, FL)
- …+ Always acts with integrity. + Iterative problem-solving. + Serving as a trusted advisor . _Visa sponsorship/ support is based on business needs. We do not ... Technology is focused on a transformative journey that will support our data strategy on how we develop and...join as Assistant Vice President, Data Pipeline Developer, to support projects and BAU work efforts. The successful candidate… more
- JPMorgan Chase (Miami, FL)
- …demonstrate your passion for capital markets and the wealth management industry, providing support to our advisor and client population. You will strengthen our ... + Schedule and Execute approximately 10 to 15 one on one advisor meetings per week to support new business opportunities + Attend client meetings as the subject… more
- Edward Jones (Fort Lauderdale, FL)
- …long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. ... are two or three people, and in a Client Support Team Professional role, you are a critical member...critical member of that team along with the financial advisor . You are the first voice a client hears… more
- Carnival Cruise Line (Miami, FL)
- …programs that support employee growth and performance. Act as a trusted advisor to leaders, offering HR support on issues including talent acquisition, ... plans, strategic workforce planning objectives and human resources guidelines that support specific needs for client groups. Provide leaders with ongoing… more
- Zoom (Tallahassee, FL)
- …Presenting 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 provide marketing support + Tracking sales pipeline, bookings against quota and...employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in… more
- City National Bank (Tallahassee, FL)
- …issue between the advisors, their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely ... will offer expert mortgage and servicing heloc expertise to provide consultative support to resolve operational questions, confusion, or issues that may from time… more
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