- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Reviews and Retrospectives. + Synthesizes client/prospect account data to develop customized portfolios/ asset allocation proposals in order to aid testing in ... Business Analyst, Technology will partner closely with the Wealth Management & Asset Management Technology Business Unit, Product Management Team and with Technology… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**2. Internal Alignment & Continued Process Optimization** + Gain fluency in asset allocation methodologies and execution workflows currently used by the ... to the development and application of macro views across income-oriented and multi- asset portfolios + Collaborate with PMs, analysts, and traders on portfolio… more
- JPMorgan Chase (Ponte Vedra Beach, FL)
- …client acquisition + Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- JPMorgan Chase (Miami, FL)
- …client acquisition * Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- Tyto Athene (Doral, FL)
- …and reducing technical debt. + Monitors investment performance provides advice on asset allocation and prepares reports and presentations for clients. + ... Lead end-to-end project lifecycle for large-scale federal IT initiatives, including planning, scheduling, budgeting, execution, and close-out. + Manage multi-disciplinary teams, including system engineers, cybersecurity specialists, acquisition personnel, and… more
- M&T Bank (Vero Beach, FL)
- …a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with personal computers Experience maintaining ... high level of integrity and professionalism **Education and Experience Preferred:** Juris Doctor (JD) or Master's degree Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts ... with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of the Administrative Committee. * Exercises discretionary personal trust administrative authority as may be allowed by… more
- Edward Jones (Tarpon Springs, FL)
- …clients' goals and circumstances. + Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and ... make recommendations to client. + Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Cultivating relationships with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts ... with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of the Administrative Committee. * Exercises discretionary personal trust administrative authority as may be allowed by… more
- Edward Jones (Valrico, FL)
- …information to open new accounts + Research portfolio performance, cost/fees, asset allocation , changes to portfolio construction/investments, and make ... recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation + Execute Financial Advisor solicited buy/sell orders and confirm with clients + Answer general client questions regarding… more