- Truist (Jupiter, FL)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. * Uses advanced… more
- Oracle (Tallahassee, FL)
- …policies. As a member of this high performing team, you will have a fiduciary responsibility to adhere to and promote our core objective of ensuring revenue is ... recognized in accordance with US GAAP, ASC 606 and Oracle's Revenue Recognition, Internal Controls, Finance & Accounting and Business Practices policies. Revenue Recognition Mission We promote consistent revenue recognition practices through collaboration with… more
- Oracle (Tallahassee, FL)
- …a member of this team, you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in full compliance with US GAAP ... (primarily ASC 606 and ASC 842) and in alignment with Oracle's Revenue Recognition, Internal Controls, Finance & Accounting, and Business Practices policies. Revenue Recognition Mission We promote consistent revenue recognition practices through collaboration… more
- Oracle (Tallahassee, FL)
- …policies. As a member of this high performing team, you will have a fiduciary responsibility to adhere to and promote our core objective of ensuring revenue is ... recognized in accordance with US GAAP, ASC 606 and Oracle's Revenue Recognition, Internal Controls, Finance & Accounting and Business Practices policies. Revenue Recognition Mission We promote consistent revenue recognition practices through collaboration with… more
- Oracle (Tallahassee, FL)
- …a member of this team, you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in full compliance with US GAAP ... (primarily ASC 606 and ASC 842) and in alignment with Oracle's Revenue Recognition, Internal Controls, Finance & Accounting, and Business Practices policies. Revenue Recognition Mission We promote consistent revenue recognition practices through collaboration… more
- Aegon Asset Management (FL)
- …Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules. + Explain and ensure participants understand product options; make appropriate ... recommendations. + Work with participants with multi-product needs and connect with other product specialists as needed. + Maintain current and accurate records to document progress towards goals. + Promote, educate and enroll participants into Managed Advice;… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance ... offerings). + Comprehensive understanding of family legacy and governance planning; risk management; and health and wellness planning. + Provide fully engaged support to financial advisors in developing a financial planning blueprint for their clients to… more
- Truist (Tampa, FL)
- …environment with multiple priorities 5. Strong knowledge of banking, fiduciary and wealth management systems, solutions, and offerings Preferred Qualifications: ... 1. Six years of previous banking or other financial institution experience with an emphasis in operations or administration 2. Demonstrates strong investment, wealth management, treasury services, consumer and commercial credit and deposit knowledge to… more
- First Horizon Bank (Tampa, FL)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. + Uses advanced… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Trust and fiduciary services operations, regulations, and risk exposures. + Risk management ... practices, methodologies, and internal control concepts. + Financial markets, banking, and investment products. + Regulatory expectations and industry best practices. **Skill in** + Strategic thinking and influencing senior leadership. + Communicating complex… more