- Raymond James Financial, Inc. (St. Petersburg, FL)
- …bonuses, schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, and production ... as well as any other special arrangements. + Reviews and processes all financial advisor compensation changes and ensures they are compliant with policies… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to forecast… more
- M&T Bank (Naples, FL)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- JPMorgan Chase (Miami, FL)
- …seeking a Business Manager in Miami or New York. This role involves financial planning, sales management, project management, and change management initiatives. As a ... Finance & Business Management Associate within Business Management, you will optimize business performance...by promoting key initiatives and acting as a trusted advisor to Business/Group Heads. You will be responsible for… more
- University of Miami (Miami, FL)
- …. CORE JOB SUMMARYThe Strategy & Transformation Sr. Associate contributes to UHealth's success by providing insight & ... independently identifying and executing actions.The Strategy & Transformation Sr. Associate manages the lifecycle for assigned workstreams and projects including… more
- Insight Global (Tampa, FL)
- …regulations, and internal company standards. In this role, you will be managing financial advisor and regulator inquiries through multiple platforms such as a ... Job Description A large broker-dealer and registered investment advisor firm local to the Tampa area is...Requirements -3 years of experience within compliance in a financial environment -Series 7 & 24 registrations -- must… more
- Bank of America (Miami, FL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate (FP) Miami, Florida **To proceed with your...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Wolters Kluwer (Tampa, FL)
- About the Role: As a Product Management Associate Director, ** Associate Director of Product Operations** to lead and scale our product operations function. This ... and has broad knowledge across field of specialization serving as a senior advisor to management * Anticipates business and industry issues and recommends to the… more
- Stryker (Fort Lauderdale, FL)
- As an Associate Counsel - IT Procurement, you will serve as a legal partner and advisor to certain members of the Information Technology (IT) Procurement teams ... and making decisions related to legal matters which could have a large financial impact on the company including areas involving compliance with laws, contracting,… more
- Stryker (Fort Lauderdale, FL)
- As Associate GQO Counsel, will serve as a strategic legal partner and advisor to the Indirect Procurement team, divisional leadership, and leadership within ... and making decisions related to legal matters which could have a large financial impact on the company, including areas involving compliance with laws, contracting,… more