- NTT America, Inc. (Tallahassee, FL)
- …and reporting as requested by management , providing insights into fixed asset trends, performance metrics, and investment opportunities + Researches and ... and related GL balances + A lead role in special projects such as asset transfers between companies or into other investment portfolios, tax depreciation… more
- BMO Financial Group (West Palm Beach, FL)
- …exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works ... proposals and participates in meetings with prospects/clients. + Provides investment management , fiduciary expertise and strategic leadership for business,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Fundamental concepts, principles and practices of the securities industry and asset management products. * Broker/dealer operations. **Skill in:** * ... partners, and external parties. * Assimilate and prioritize strategies into operational guidelines . * Work independently as well as collaboratively within a team… more
- Oracle (Tallahassee, FL)
- …Technical Program Manager to lead a risk-driven, enterprise-scale vulnerability management program across cyber-physical security technologies. You will own strategy ... prioritization, and remediation of vulnerabilities impacting access control, video management , SOC platforms, security networks, servers/endpoints, cloud services, and… more
- Regions Bank (Orlando, FL)
- …to provide a broad range of wealth products and services including: financial planning, asset management , personal trust and estate planning, insurance and risk ... + Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines , call reporting, book of business management and maintenance, and… more
- Santander US (Miami, FL)
- I-Banking Business Controls & Risk Management , Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... in the financial services industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey that empowers you to explore… more
- Regions Bank (St. Petersburg, FL)
- …to provide a broad range of wealth products and services including financial planning, asset management , personal trust and estate planning, insurance and risk ... and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines , call reporting, book of business management and maintenance, and manages… more
- JPMorgan Chase (Sarasota, FL)
- …Worth (UHNW) clients in the Financial Services space on personal balance sheet asset allocation, investment management , wealth planning, credit, and banking ... with the following skills: providing financial services, including personal balance sheet asset allocation, investment management , wealth planning, credit… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …+ Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management . + Identifies and refers opportunities ... credentialed specialists to provide wealth planning, investments, private banking, risk management , and trust services. Ensures delivery and execution of Private… more
- JPMorgan Chase (Tampa, FL)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... Investment Middle Office Departmental Outline: JPMorgan Chase's ...of the lifecycle for each product from broker matching, management of the client's custodial network, lifecycle events including… more