- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Director plays a leadership role in defining and overseeing the implementation of client product and technology solutions for RCS. This leader drives strategy and ... This role requires an understanding of the wealth management industry, client user requirements, and clearing and custody technology platforms. The individual… more
- Citigroup (Jacksonville, FL)
- …channel and account solutions that best meet the needs of the client , which may include digital platforms, centralized team-based advice, or in-market, dedicated ... outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments… more
- CBRE (Miami, FL)
- …leader with full ownership of sector performance, including financial results, client satisfaction, and talent development. The OMED drives strategy, fosters durable ... client partnerships, and ensures the delivery of exceptional service,...talent enablement for teams, including the selection, development, and retention of Alliance Director talent and capabilities. + Facilitate… more
- Truist (Tampa, FL)
- …* This position is located at Truist Tampa, FL. on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio ... advisor(s) to meet the needs and objectives of the client , and will serve as the primary point of...pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone… more
- Citigroup (Miami, FL)
- …the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the ... client relationships they build to recognize business growth opportunities....include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical,… more
- Citigroup (Miami, FL)
- **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market,… more
- MyFlorida (Orlando, FL)
- …shall establish monthly case conferences with clients' medical and other providers to sustain retention in care and improve the client 's quality of life as ... than 35 clients and updated case information for each client monthly, keep all records in accordance with the...SCC. Staff will provide at a minimum five (5) client services daily per provider schedule and accurately complete… more
- Citigroup (Miami, FL)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- Truist (Orlando, FL)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- PNC (Rockledge, FL)
- …and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more