- PNC (Tampa, FL)
- …needed to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, ... Financial Analysis, Identifying Sales Opportunities **Competencies** Accuracy and Attention to Detail, Business Acumen, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing… more
- JPMorgan Chase (Melbourne, FL)
- …the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on ... leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …+ Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and ... required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify… more
- ChenMed (Miami, FL)
- …Acquisition who is part of the Physician Recruitment team will own his/her own book of business/reqs and is responsible for recruitment of those reqs in a timely ... manner. This is a remote position that directly oversee a skilled team of Physician Talent Sourcing Specialists. **ESSENTIAL JOB DUTIES/RESPONSIBILITIES:** + Performs a wide range of team lead responsibilities including oversight of general… more
- The Walt Disney Company (Tallahassee, FL)
- …Guidelines, pertinent sections of the Vessel Sanitation Program (VSP) Manual and the Book of Privileges for Officers. + Provide professional and social mentorship to ... the medical staff + Supervise Medical team Crew Members participate in duties common to all onboard staff, such as lifeboat drills, responsibilities assigned by the Captain, or any other duty pertaining to Guest Safety. + See that hazardous materials are used… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …gift, GSTT and income tax rules, changes and consequences applicable to book of accounts with supervisory interaction and support. + Answers general Financial ... Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics. + Develops and maintains strong relationships across all levels of the organization. + Reviews progress of assignments with executive leadership/management. +… more
- Bank of America (Jacksonville, FL)
- …by both internal and 3rd party benchmarks + Effectively managing P&L's for their book of business + Manage the various Service Support organizations to ensure a high ... level of service + Identify and leverage the multiple and broad resources Bank of America has to most effectively serve each of your client's unique needs **Required Skills:** + 10+ years of industry experience + Series 7 / Series 66 (or ability to obtain… more
- Kimley-Horn (St. Petersburg, FL)
- …teams, with interaction across Kimley-Horn offices. + Prepare project book or sheet specifications, electrical construction cost estimates, supporting the ... growth of electrical engineering service areas in the local market and across the country. + Expected to assist in mentoring, training, and growing younger electrical engineering staff. + Coordinate with architects, owners, and other consultants with design… more
- Wells Fargo (Palm Beach, FL)
- …+ Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring ... client accounts are managed in accordance with sound fiduciary principles and applicable law. + Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust. + Execute on client… more
- WTW (Miami, FL)
- …specific job opportunity. **The Role** + Retains and manages a complex book of business while ensuring client satisfaction + Establishes comprehensive understanding ... of each client's industry, business, and objectives + Provides strategic planning and consulting advice to clients, monitoring insurance and risk management needs in collaboration with WTW resources, practice, and industry groups + Coordinates delivery of the… more