- Citigroup (Boca Raton, FL)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending ... The Senior Wealth Advisor SAFE Act is...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- Citigroup (Jacksonville, FL)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending ... The Wealth Solutions Advisor SAFE Act position is a developing professional...solutions + Respond to referrals and introductions generated through business partners and digital sources and recommend the best… more
- M&T Bank (Naples, FL)
- …duties as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process ... through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships… more
- SolomonEdwards (Tallahassee, FL)
- …compliance, and control environments. The consultant will serve as a strategic advisor and subject matter expert across complex modeling frameworks and regulatory ... delivery against audit commitments, monitor resourcing, and manage timelines to meet senior management expectations. . Develop and contribute to the annual audit… more
- Bank of America (Jacksonville, FL)
- …regulations and regulatory guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR") Officers of the Front ... to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success. + Risk Manager: Inspects and challenges risk… more