• Registered Wealth Management Client…

    Bank of America (Winter Park, FL)
    …support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often serve as ... client experience excellence + Works quickly to fulfill client needs delivering complex solutions + Frequent...quickly to fulfill client needs delivering complex solutions + Frequent communication, and an abundance of discretion… more
    Bank of America (05/08/25)
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  • Sr. Solutions Architect - Services Presales…

    SHI (Tallahassee, FL)
    …successful end-user adoption, behavioral change, and business transformation. As a client -facing architect, you will partner with sales, solutions ,and delivery ... to be a $14 billion global provider of IT solutions and services. Over 17,000 organizations worldwide rely on...Client Relationship Management + Function as a trusted advisor for clients, building strong relationships with stakeholders and… more
    SHI (04/27/25)
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  • Client Engagement Mng RCS

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …oversee, manage and coordinate the conversion of Independent Registered Investment Advisor (RIA) firms, Independent Broker/Dealer firms, and investment advisers to ... customers is required for effective implementation related to operations and the client experience. A successful Client Engagement Manager is characterized by… more
    Raymond James Financial, Inc. (04/29/25)
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  • Sr. Solutions Architect - Enterprise…

    SHI (Tallahassee, FL)
    … solutions to engage stakeholders at all levels + Ability to analyze client requirements and design solutions that meet their business objectives and budget ... **Job Summary** We are seeking a Sr. Solutions Architect - Enterprise Networking to lead the...+ Collaborate with sales teams and clients to understand client requirements, goals, and pain points + Support pre-sales… more
    SHI (02/11/25)
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  • Citi Private Bank - HNW Investment Counselor

    Citigroup (Miami, FL)
    …An individual in this role will be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , ... Clients Group and offers a wide range of products and solutions , including investment strategies, banking and lending, trust and specialized services.The… more
    Citigroup (04/30/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Orlando, FL)
    …representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment ... Associate in JP Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within… more
    JPMorgan Chase (05/09/25)
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  • Strategic Account Manager - Remote ( Pharma as…

    AssistRx (Orlando, FL)
    …to client to upsell and enhance their products and services. + Research high-level solutions for the client . + Develop the relationship with the client ... customer experience. + Establish and maintain a role as advisor to clients and colleagues. + Present new ideas...benefit from iAssist's features and benefits. + Works with Client Services to solve complex support issues effectively. +… more
    AssistRx (03/25/25)
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  • Sr. AI and Copilot Solutions Architect…

    SHI (Tallahassee, FL)
    …client requirements, goals, and pain points. + Design and present tailored solution solutions , addressing business and technical needs. + Lead discovery ... + Develop and present compelling proposals and demonstrations thatshowcasethe value of Copilot-enhanced AI solutions . + Act as a trusted advisor to clients on AI… more
    SHI (04/18/25)
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  • Middle Market Relationship Manager III

    Citizens (West Palm Beach, FL)
    …diverse bank products and services through cross-sell partners and acts as a trusted advisor to the client 's executive management team. Within the Middle Market ... is responsible for active market coverage of prospective clients to achieve new client acquisition goals to generate new and incremental margin and fee-based revenue… more
    Citizens (05/03/25)
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  • Cloud Architect, Azure

    Liberty IT Solutions, LLC (Melbourne, FL)
    … delivered to our customers. You will have knowledge of enterprise software solutions , application, and infrastructure cloud solution landscape. You will develop ... Liberty and customer teams, and to maintain and grow Liberty's strong client relationships. The Senior Cloud Architect will also participate in project scoping… more
    Liberty IT Solutions, LLC (05/05/25)
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