- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Develop and implement a robust supervisory framework for investment advisory programs. + Monitor regulatory changes and ensure firm-wide compliance across ... advisory activities. + Foster a continuous improvement mindset by...of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic… more
- WTW (Tampa, FL)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... + Short and long-term incentive design + Compensation Committee advice/support + Board Advisory + Working closely with colleagues in other Work & Rewards practices… more
- US Bank (Naples, FL)
- …and fiduciary administration. In addition, PWM has specialized capabilities in business -sale advisory and pre-transaction planning. The Private Wealth Advisor ... of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, US Bank...of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA… more
- Black & Veatch (Fort Myers, FL)
- **Client Advisory Partner Electric & Gas (Central Region)** Date: Aug 15, 2025 Location: US Company: Black & Veatch Family of Companies **Together, we own our ... and perspectives to use. **The Opportunity** As the **Client Advisory Partner of Electric & Gas Utilities** ,you will...(Proven ability to break into new accounts and expand service offerings; develop a sales lead from start to… more
- TIAA (FL)
- …understand the client-value segments. + Champions the strategic initiatives of wealth advisory services throughout the organization. + Ensures Wealth Advisor ... opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and… more
- Deloitte (Miami, FL)
- … services are focused on engagements related to independent External Audit services , Accounting, Controls & Reporting Advisory , and Specialized Assurance & ... engagement leadership and clients on strategic plans and other business matters, and help to anticipate emerging risks for...SOC 2, and SOC 3 reports, ensuring all third-party services meet the required principles and standards + Oversee… more
- US Bank (Sarasota, FL)
- …and fiduciary administration. In addition, PWM has specialized capabilities in business -sale advisory and pre-transaction planning. The Private Wealth Advisor ... a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for… more
- Truist (Winter Park, FL)
- …and coach a team of wealth support specialists and oversee the daily service , sales and operations support of the assigned division. Performance accountabilities and ... serve as first escalation point 3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and communicate differentiated goals… more
- Bank of America (Jacksonville, FL)
- …+ Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization ... Client Service Associate Jacksonville, Florida **To proceed with your...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Responsible for executing strategic business development plans in partnership with the leadership team for the group. + ... Manage client and prospect relationships specific to business -driven objectives. + Preparation, development, and presentation of pitch and marketing materials for… more