- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and future-state ("to-be") workflows to identify opportunities for efficiency and enhanced advisor experience. + Define and maintain key business artifacts, ... understanding of Raymond James' technology ecosystem, regulatory environment, and advisor needs. + Pursue ongoing professional development , certifications,… more
- Wells Fargo (Miami, FL)
- …**In this role, you will:** + Strategically support Business Development Representatives in sourcing new Commercial ... Banking Relationship Manager to join our team in the South Florida Market, supporting business clients that have sales revenue up to $100MM. Learn more about the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Friday, up to 40 hours per week. **Duties and Responsibilities** + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act as a ... as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act… more
- First Horizon Bank (Orlando, FL)
- …As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising ... growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to… more
- BAE Systems (Jacksonville, FL)
- …financial leadership and expertise to drive business growth, optimize financial performance, and support the development of successful proposals. Your ... and process improvements. Responsibilities: + Serve as a trusted business partner and advisor to the Jacksonville...Provide financial leadership and expertise to drive business outcomes and support the development of… more
- Bank of America (Jacksonville, FL)
- …Innovative Thinking + Oral Communications + Product Management + Strategy Planning and Development + Business Development + Executive Presence + Relationship ... are guided by a common purpose to help make financial lives better through the power of every connection....delivering exceptional risk management. The ideal candidate brings proven business leadership experience with a track record of managing… more
- City National Bank (Tallahassee, FL)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...and goal-oriented * A focus on sales and new business development * Masters Degree preferred *… more
- Bank of America (Miami, FL)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, ... sales practice activities, and conduct of market personnel * Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence… more
- Black & Veatch (Orlando, FL)
- …to PFAS treatment projects. The PFAS Process Lead will be responsible for business development activities and external marketing opportunities such as presenting ... proposed PFAS regulations and will serve as a technical advisor to internal and external clients. The PFAS Regional...to accommodate our clients' goals and objectives * Lead business development or pursuit activities, including involvement… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …industry procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** ... supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory… more