- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Essential Duties and Responsibilities:** + Applies specialized knowledge of fee management to address complex issues independently. + Resolves inquiries from ... Financial Advisors and clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the… more
- Citigroup (Tampa, FL)
- …make evaluative judgement + Recommend and develop security measures in post implementation analysis of business usage to ensure successful system design and ... help define operating standards and processes + Serve as advisor or coach to new or lower level analysts...* Recommend and develop security measures in post implementation analysis of business usage to ensure successful… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …aspects of the business . **Skill in:** + Organization, planning, and time management skills, as well as a "roll up the sleeves" mentality sufficient to ... with Marketing senior leadership and the Data Insights team, identifies advisor experience metrics/KPIs and establishes overall advisor experience objectives… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and future-state ("to-be") workflows to identify opportunities for efficiency and enhanced advisor experience. + Define and maintain key business artifacts, ... Visa sponsorship, either currently or in the future._** **Key Responsibilities** + ** Advisor Onboarding & Enablement** + Serve as the primary technology liaison for… more
- PagerDuty (Tallahassee, FL)
- …centricity, and understanding the motion to win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately ... Inc. (NYSE:PD) is a global leader in digital operations management . Half of the Fortune 500 and nearly 70%...platform adoption, improve renewal rates and drive measurable customer business value to accelerate their digital journey. This strategic,… more
- BAE Systems (Jacksonville, FL)
- …for cost savings and process improvements. Responsibilities: + Serve as a trusted business partner and advisor to the Jacksonville Ship Repair organization + ... Business Reviews (QBR), Forecasting (Annual Operating Plan (AOP), Integrated Business Planning (IBP1 & IBP2), Ad-Hoc Variance Analysis , Financial… more
- Bank of America (Destin, FL)
- …Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pensacola/Merrill-Market-Client-Relationship-Manager\_25030149) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- Bristol Myers Squibb (Tampa, FL)
- …R&D and GPS categories, through efficient contract review, issue identification and analysis , redlining, negotiation and management of escalations to the legal ... & Organization" + Future Oriented Growth Mindset" + Change Management & Communications" + Business Process &...compliance with company standards + Coordinate and perform contract analysis to negotiate business /commercial terms to advance… more
- BMO Financial Group (Jacksonville, FL)
- …supports their development, and manages poor performance. + Acts as a trusted advisor to assigned business /group. + Influences and negotiates to achieve ... business objectives. + Recommends and implements solutions based on analysis of issues and implications for the business . + Assists in the development of… more
- TD Bank (Tampa, FL)
- …practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the ... competitor offerings that contribute to the direction of the business line or segment + Oversees the management...+ Extensive network of outside referral sources for new business + Excellent credit and financial analysis … more