- Truist (Miami, FL)
- …law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice ... strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition. 7. Document all client interactions via CRM… more
- Citigroup (Boca Raton, FL)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial Planning ... The Senior Wealth Advisor SAFE Act is a seasoned professional role....and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
- Fifth Third Bank, NA (Sarasota, FL)
- …efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank ... clients' best interests. + Plan and conduct individual and group coaching sessions with retail bank employees. + Develop...sessions with retail bank employees. + Develop and conduct client meetings to review existing accounts and close sales… more
- Citigroup (Coral Springs, FL)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Financial Planning ... The Financial Advisor is a strategic professional who stays abreast...and investment services to an Ultra high Net Worth client base in the United States. + Manage accounts… more
- MUFG (Tampa, FL)
- …and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...a vision to be the world's most trusted financial group , it's part of our culture to put people… more
- JPMorgan Chase (Tampa, FL)
- …a Senior Client Service Account Associate in The Trade and Working Capital Client Service Group , you will be responsible for managing and facilitating the ... unique and complex service needs of Global Trades client base. Service is delivered in a team-based model...your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The assigned… more
- Capgemini (Miami, FL)
- …execution, risk mitigation, and reporting. + Act as the operational and technology advisor to the client -s CIO, ensuring strategic alignment and delivery ... **About the job:** Sogeti is seeking a seasoned Client Delivery Partner / Executive to lead the...operational excellence. As the CIO-s trusted operational and technology advisor , the CDP brings a strong Engagement Management (EM)… more
- Eliassen Group (Tallahassee, FL)
- …+ Description + Recommended Jobs **Description:** **100% Remote** Our client has an exciting opportunity for a Portfolio Manager-Veteran's Affairs. ... a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring… more
- Hubbard Broadcasting (West Palm Beach, FL)
- …onboarding from start to finish, ensuring implementation is well-organized and aligned with client expectations. Serve as an advisor to clients, utilizing 2060 ... experts takes pride in delivering consistent, measurable results for our diverse group of clients. Our culture values trust, respect, creativity and innovation as… more
- BMO Financial Group (Miami, FL)
- …Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant ... Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy...new initiatives, based on an in-depth understanding of the business/ group . + Acts as a subject matter expert on… more