- Raymond James Financial, Inc. (St. Petersburg, FL)
- …management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ensuring accuracy and ... to execute fee-related tasks and projects. + Ensures adherence to both business continuity and quality assurance standards in all fee-related processes. + Review… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Responsibilities** + **Risk Assessment & Decision-Making** + Evaluate new business , reinstatements, and coverage change requests. + Determine underwriting ... guidance on potential reconsiderations. + **Process Management** + Balance workload, advisor expectations and the underwriting team for effective underwriting. +… more
- Avnet (Orlando, FL)
- …being a part of a global team. We work collaboratively and with integrity, doing business the right way. For more than a century, we have partnered together to help ... for Hardware & Software aspects of our key customers' systems . An ideal candidate for this role will be...customer opportunities + Develop relationships with and become trusted advisor to (system) engineers & architects in your assigned… more
- Confluent (Tallahassee, FL)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... accelerate time to value, maximize product consumption and achieve their overall business objectives. The CSTA role is both deeply technical and commercial in… more
- Truist (Winter Park, FL)
- …reports and key performance indicators 6. Work with support leadership and business continuity planner to understand roles and responsibility in business ... support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and… more
- Humana (Tallahassee, FL)
- …deep understanding of HR technology trends and lead innovation across our systems to deliver a modern, data-driven, and scalable associate experience. **KEY ... and execute a forward-looking HR technology strategy that supports business growth, drives automation, and enhances the digital employee...the digital employee experience. + Serve as a trusted advisor to HR customers - serve as the primary… more
- Norstella (Tallahassee, FL)
- …insight to help our customers seize opportunities, mitigate risk and make business -critical decisions, faster. As the pharma and healthcare sector faces unparalleled ... informed. + Act as a senior point of contact and trusted advisor to clients throughout implementation, building long-term relationships and driving satisfaction and… more
- Truist (Orlando, FL)
- …knowledge in trust banking environment. Advanced knowledge of banking and trust systems , such as Trust 3000, Advisor Desktop. 3. Deposit/general banking ... proper procedures and policies necessary for account opening, onboarding fiduciary business , and backing up New Account Onboarding Advisors when needed.… more
- Truist (Orlando, FL)
- …including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure suitability and required documentation has been met. Focus ... regular updates and communication with advisors, Sales Managers, Team Lead and Business Partners to keep abreast of observations, trends and policy oversights +… more
- Anywhere Real Estate (Tampa, FL)
- …network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic ... Power BI), and have the ability to translate complex data into actionable business strategies for both internal and external partners (ie Franchise Sales and… more