- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in partnership with the leadership team for the group. + Manage client and prospect relationships specific to business-driven objectives. + Preparation, development, ... of pitch and marketing materials for all constituents listed above. + Assistance in managing the team's CRM system to ensure timely and effective follow ups related… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- Bank of America (Tampa, FL)
- …and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Citigroup (Jacksonville, FL)
- …Within Citi's Global Consumer Banking business, the FCFP Group has responsibility for managing the end-to-end fraud and financial crimes processes across Retail ... Manager will have responsibility to manage third party suppliers within the Global Financial Crimes and Fraud Prevention group. The candidate will provide support in… more
- Verint Systems, Inc. (Tallahassee, FL)
- …serving as a trusted liaison between Finance and IT. + **Vendor & Partner Collaboration:** Experienced in systems integration and managing external partnerships, ... the execution and delivery of projects while maintaining ongoing support for all Financial and related systems. The Sr. Manager will be responsible for leading a… more
- Coinbase (Tallahassee, FL)
- …role will require trust building with executive level partners at the largest financial institutions in the world. This client -facing role will include leading ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...and more. Our team takes a consultative approach to partner engagement, helping our partners navigate from strategy through… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …and securities industry operations. + Financial markets and products. + Effectively managing client relationships. + Strategic planning as part of client ... goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. +...in a fast paced environment. **Skill in** + Effectively managing client relationships. + Strategic planning as… more
- CBRE (Miami, FL)
- …experience in managing large, complex portfolios and driving significant financial results. + Extensive experience in client relationship management, ... visible and engaged leader with full ownership of sector performance, including financial results, client satisfaction, and talent development. The OMED drives… more
- Edward Jones (Orlando, FL)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing… more
- JPMorgan Chase (Orlando, FL)
- …banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management ... you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as...Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with… more