- Citigroup (Miami, FL)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... sectors + Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects + Profile, qualify, and convert prospects into… more
- Citigroup (Miami, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service;… more
- Verint Systems, Inc. (Tallahassee, FL)
- …debt including overall leadership of the cash management, debt management, and investment management functions of the organization and its affiliated entities. The ... pooling. + Prepare consolidated cash flow projections. + Establish fixed income investment positions. + Assess foreign exchange risk and implement hedge programs and… more
- Cherry Bekaert (Tallahassee, FL)
- …in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 32,880 direct jobs, served 655,382 low-income individuals through ... and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as...with CDFIs, CDEs, and various community development stakeholders + Identify opportunities with existing or aspiring CDFIs to allow… more
- Sedgwick (Jacksonville, FL)
- …of M&A activity-including acquisitions, divestitures, joint ventures, and strategic investments -with a focus on enhancing Sedgwick's market position, expanding ... SVP works closely with the CEO, CFO, and business unit leaders to identify and execute transactions that align with the company's long-term strategic objectives… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of a comprehensive compliance program for Capital Markets, encompassing Equity Investment Banking, Equity Research, Institutional Equity Sales & Trading, Affordable ... Housing Investments , Fixed Income Sales & Trading, and Public Finance...Compliance team, providing leadership, mentorship, and strategic oversight. + Identify , assess, and mitigate regulatory risks associated with Capital… more
- M&T Bank (Vero Beach, FL)
- …and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create new relationships and expand existing relationships. + ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
- TD Bank (Lake Mary, FL)
- …innovate, and succeed, while delivering infrastructure services to support trading, investment , and corporate banking functions. Team Overview: The Client Due ... development of new processes, systems, and operational enhancements across the department. | Identify areas of concern: Work closely with the manager to identify … more
- BMO Financial Group (Bonita Springs, FL)
- …customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. + Engages customers to complete needs ... assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg… more
- Anywhere Real Estate (Miami, FL)
- …the business. **Key Responsibilities:** + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's ... key role in identifying, evaluating, and executing acquisitions and investments across Anywhere's ecosystem-including franchise operations, brokerage businesses, and… more