- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to assist with issues concerning various broker-dealer trades and investment products. + Collaborates with cross-functional teams, including portfolio managers, ... Researching and addressing transaction discrepancies, including those involving complex investment products. + Gathering, analyzing, and compiling fee-related information… more
- Santander US (Miami, FL)
- …the Enterprise Risk Management Framework. Specifically, the Sr. Analyst works to identify , assess for key risks throughout the assigned business line by, driving ... **Job Function Description** Monitors activities to minimize the Corporate & Investment Bank's (CIB) exposure to risk. Activities may include quantitative analysis,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to design, implement and enhance the service experience for independent registered investment advisors and introducing broker dealers for the custodian and clearing ... platform. + Products, process, and business structure of independent registered investment advisors and introducing broker dealers. + US financial regulations… more
- Jacobs (Fort Lauderdale, FL)
- …transportation, transit agencies, and water, wastewater and stormwater utilities to identify appropriate infrastructure investments , develop funding and rate ... the following: * Lead funding strategy and financial planning projects to help identify the appropriate mix of outside funding, debt, and equity funding sources to… more
- TD Bank (Sarasota, FL)
- …Scope:** + Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or ... to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- TD Bank (Deerfield Beach, FL)
- …attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them ... to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- TD Bank (Orlando, FL)
- …points with related areas + Manage ambiguity, and apply judgement to identify , troubleshoot and resolve ongoing business and operational issues + Interpret and ... area + Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- System One (Tallahassee, FL)
- …performance against program objectives within a (USD)5M annual budget. + Identify and recommend new affiliate partners, negotiate deal terms within established ... the campaign cycle. + Stay informed on affiliate marketing trends and identify potential applications to improve campaign execution or partner performance. +… more
- Citigroup (Tampa, FL)
- …to learn about Citi Wealth's key businesses such as Deposits, Lending, Investments and understand importance of KYC, Client Onboarding and Client Reporting. As ... in close partnership with business heads and senior leadership to identify opportunities and issues of strategic importance, develop transformational strategies to… more
- TD Bank (Miami, FL)
- …team on the status/progress of projects, issues, and points of interest + Helps identify and drive process improvements related to all aspects of the State/Local Tax ... / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations +...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more