- SolomonEdwards (Tallahassee, FL)
- …LLC ("SolomonEdwards") is a full-service professional services firm offering financial , operational, and technology consulting and operations support. We work ... Lead Credit Risk and Model Risk Consultant to join a major North American financial institution with a broad global footprint. This role will focus on supporting… more
- JPMorgan Chase (West Palm Beach, FL)
- …role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their ... Results - Individually and as a Team + Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages… more
- Humana (Tallahassee, FL)
- …in a planning or analytics capacity. + Strong understanding of financial planning , workforce management, and organizational design. + Experience with ... and evolve our enterprise-wide Anaplan platform across both Workforce Planning (Finance) and Workforce Management (HR) domains. This role...(eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the… more
- Eliassen Group (Tallahassee, FL)
- …a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring ... + Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the...to the VA's strategic roadmap. + Participate in PI planning , governance, and operational forums to represent the portfolio… more
- JPMorgan Chase (Miami, FL)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community * Develop, retain and deepen client relationships * ... and develop strategies for increasing business with current clients; professional advisor cultivation * Reading the fiduciary materials which are circulated to… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...+ Oversee the execution of the Incident Management (IM) planning and testing program, including review of test results… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and municipalities through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. ... PCG is the largest segment within Raymond James supporting financial advisors who provide financial planning...divisions now supported by PCG. Such processes include initial advisor due diligence, firm due diligence, and other recruiting… more
- Truist (Tampa, FL)
- …segment of Truist Wealth. The Reserve IM 2will deliver advice proactively based upon financial planning and a holistic view of the client's circumstances. The ... acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective clients. 2. Assist Wealth Advisors with… more
- M&T Bank (North Palm Beach, FL)
- …technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical Requirements:** M&T ... experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices and will serve as the primary point of ... + Partner with stakeholders such as PCG Management, Divisional Directors, financial advisors, operations, and legal and compliance to research, analyze and… more