- JPMorgan Chase (Tampa, FL)
- …solutions with financial advisors from wirehouse, private bank, RIA, independent broker /dealer, and JP Morgan Chase affiliatechannels. + Proactively contact ... broker -dealer firms to identify avenues for increased penetration, including...+ 5+ years' experience with financial services company in sales/ specialist role. + Extensive experience in the private alternative… more
- WTW (Jacksonville, FL)
- …client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary ... Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you have the potential...tools + Must achieve and maintain an active insurance broker 's P&C license, and complete various continuing education activities… more
- AIG (Miami, FL)
- …the Miami FAC Desk including developing business strategy, management of broker and distribution channels, budget and business planning functions and reporting, ... cross-sell the company's offerings. + Collaborate with engineering and technical specialist to identify and understand risk exposures. + Negotiate policy terms… more
- Bank of America (Jacksonville, FL)
- …or related experience + Demonstrates an understanding of introducing broker and institutional Brokerage Services, and or alternative investments/large portfolio ... services and/or a related government entity + Certified Anti-Money Laundering Specialist (CAMS) **Skills:** + Critical Thinking + Fraud Management + Regulatory… more
- Bank of America (Tampa, FL)
- …services and/or a related government entity + Certified Anti-Money Laundering Specialist (CAMS) + Knowledge of anti-money laundering (AML) regulation and guidance ... for broker -dealers + SIE, Series 3, Series 4, Series 7, and/or Series 24 licenses + Experience interacting with Front Line Units & Customers/Clients + Knowledge of… more
- Deloitte (Miami, FL)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable, ... Certification + Open Group Certified Architect (Open CA) + Open Group Certified IT Specialist (Open CITS) + IASA's Certified IT Architect (CITA) (Level F or A) +… more
- ChenMed (Lauderhill, FL)
- …and we need great people to join our team. The Member Retention Specialist is responsible for helping to cultivate positive patient experience and drive long-term ... Center Dyad + Compliantly connects future disenrolls/disenrolled members with agent of record of broker /agent of the day and notifies MGC of record or MGC of the day… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …internal and external auditing environments, practices and procedures for broker /dealers, investment and financial planning industries, and related processes and ... from initiation to execution. **Licenses/Certifications** + Certified Anti-Money Laundering Specialist (CAMS) Certification (preferred) or ability to obtain within… more
- Deloitte (Lake Mary, FL)
- …approval: + Licensed attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable, ... Certification + Open Group Certified Architect (Open CA) + Open Group Certified IT Specialist (Open CITS) + IASA's Certified IT Architect (CITA) (Level F or A) +… more
- Deloitte (Miami, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable, ... Certification + Open Group Certified Architect (Open CA) + Open Group Certified IT Specialist (Open CITS) + IASA's Certified IT Architect (CITA) (Level F or A) +… more
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