- CBRE (Miami, FL)
- …visible and engaged leader with full ownership of sector performance, including financial results, client satisfaction, and talent development. The OMED drives ... Demonstrated experience in managing large, complex portfolios and driving significant financial results. + Extensive experience in client relationship… more
- Cognizant (Tampa, FL)
- …contributing to the sales process through a mix of RPI development, client presentations, financial modeling, pricing strategy, and flawless delivery; creating ... Consulting team is a high performing organization that is continually expanding our client base and increasingly being recommended by analysts such as Forrester and… more
- AECOM (Miami, FL)
- …track record in driving business fundamentals that include business development, client management, financial oversight, quality control, project delivery, and ... We are seeking an individual who is an industry-recognized leader, has strong client relationships, and an established industry network to help grow our Urbanism… more
- Sodexo (Tampa, FL)
- …compliance with company food and physical safety programs; + Achieve **company and client financial targets and goals** through effective cost control and ... managers, supervisors, bartenders, and custodial staff;** + **Develop and maintain client and customer relationships** to enhance the guest experience; + Motivate,… more
- Truist (Orlando, FL)
- …and lending strategies are adhered to while maintaining a high level of client responsiveness. Analyze financial statements and navigate a wide variety of ... and thoroughly documented 2. Analyze and/or recommend adjustments to financial statement spreads 3. Interact with client ,...to financial statement spreads 3. Interact with client , verbally and in writing, on pending loan requests… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. + Responds to inquiries from ... of estate planning, trusts and securities industry operations. + Financial markets and products. + Effectively managing client... Financial markets and products. + Effectively managing client relationships. + Strategic planning as part of … more
- Navy Federal Credit Union (Pensacola, FL)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/advisor/agent of Navy ... Overview To provide financial consulting services to assist members and non-members...under supervision. Responsibilities + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
- Edward Jones (Apopka, FL)
- …members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have ... allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on...recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when… more
- Citigroup (Fort Lauderdale, FL)
- …a holistic view of the risks. Focus on understanding the client 's financial strength, investment objectives, risk tolerance, investment/collateral portfolio ... to conduct business due diligence and assess a counterparty's financial strengths + Independent problem solving skills, ability to...preferably gained at either Citigroup or at a major financial institution + An MBA, CPA, CFA or formal… more
- Citigroup (Boca Raton, FL)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more