- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Provides Cross Border support services, assisting internal associates and/or Financial Advisors in researching and resolving issues (via email or phone). + ... Contribute to the preparation of various data and analytics reports. **Skills:** + Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. + Independently supports… more
- Deloitte (Jacksonville, FL)
- …and/or BPaaS (Business Process as a Service) + 5+ years managing third party advisors + 5 + years of leadership experience in defining global resource/coverage mixes ... and plans, leverage models, productivity models, and in driving approaches for automated solutions such as ticketing and monitoring + Bachelor's degree + Ability to travel up to 50% on average, based on the work you do and the clients and industries/sectors… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …vehicle reports. + **Stakeholder Communication** + Collaborate with financial advisors , Insurance Planning Specialists, and Internal Sales Consultants. + Clearly ... communicate underwriting decisions and provide guidance on potential reconsiderations. + **Process Management** + Balance workload, advisor expectations and the underwriting team for effective underwriting. + Document and update underwriting systems with… more
- Kestra Medical Technologies, Inc (Sarasota, FL)
- …key exhibits and conventions, as required * Coordinate patient interaction with Clinical Advisors and Customer Care team * Provide key feedback and information in a ... timely manner to appropriate internal stakeholders * Work closely with leadership across the Sales and Marketing Teams to successfully implement market strategies * Manage sales cycle from introduction to product delivery * Build long-term partnerships from… more
- WSP USA (Tampa, FL)
- …local communities, we are engineers, planners, technical experts, strategic advisors and construction management professionals. WSP USA designs lasting solutions ... in the buildings, transportation, energy, water and environment markets. With more than 15,000 employees in over 300 offices across the US, we partner with our clients to help communities prosper. www.wsp.com WSP provides a flexible and agile workplace model… more
- PulteGroup (Orlando, FL)
- …or initially declined loan scenarios. Collaborate with Mortgage Financing Advisors , Loan Consultants, Underwriters, and Product Specialists to identify viable ... paths to approval in alignment with lending guidelines. + Cross-Functional Collaboration:Build strong partnerships with centralized operations and internal mortgage teams to align on goals, remove obstacles, and streamline processes. + Performance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in developing and enhancing a critical Wealth Management application used by Financial Advisors . As part of a dynamic technology team of talented developers and ... architects, you'll contribute to high-impact, priority projects in one of the firm's fastest-growing divisions. **Responsibilities:** + Collaborating with team members on the design, development, testing, and support of advanced business solutions using… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …associates to inform them of any supervisory concerns that may arise with financial advisors and work together with them to address these concerns as well as to ... resolve any conflicts that may arise related to client accounts of the branch managers. . + Monitors and keeps up to date with regulations regarding trading activity in client accounts and applies them accordingly. + Assists in researching Supervision issues.… more
- Citigroup (Jacksonville, FL)
- …to client requests for investment products, referring clients to Financial Advisors , if requested. + Accountable for identifying prospective clients interested in ... becoming new clients. + Responsible for executing specific client contact campaigns as defined by Sales Management/Segments. + Responsible for proactively contacting clients to identify needs and deepen relationships. + Complete all required trainings… more
- UMB Bank (Tallahassee, FL)
- …with UMB._ **_Who we are_** We are more than a company. We are advisors , consultants, problem solvers, friends, community members, experts, and we are here to help ... you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf) Check out the road to a career at UMB more