- HUB International (Gainesville, FL)
- …our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our ... accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation,… more
- Edward Jones (Apopka, FL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...can also expect ** + A culture of continuous improvement and professional development reflecting a respect for individuals… more
- Edward Jones (Tallahassee, FL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...can also expect ** + A culture of continuous improvement and professional development reflecting a respect for individuals… more
- PagerDuty (Tallahassee, FL)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... leaders (Success Managers and Directors) who embody our values, establish trusted advisor relationships and focus on making every customer successful. + Instill… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Visa sponsorship, either currently or in the future._** **Key Responsibilities** + ** Advisor Onboarding & Enablement** + Serve as the primary technology liaison for ... future-state ("to-be") workflows to identify opportunities for efficiency and enhanced advisor experience. + Define and maintain key business artifacts, including… 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 ... & Strategic Alignment** + Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the VA's strategic roadmap. +… more
- University of Florida (Gainesville, FL)
- …effective, and tailored to faculty needs. Acting as a senior advisor , the Director drives transformational change, upholding strong communication standards, and ... insights to guide strategic decisions and develop initiatives Senior Advisor + Serve as an advisor to...leadership and operational insights. + Contribute to the ongoing improvement and innovation of the Center by integrating new… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... ensure firm-wide compliance across advisory activities. + Foster a continuous improvement mindset by proactively identifying and executing process enhancements that… more
- Bank of America (Destin, FL)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to… more
- TD Bank (Jacksonville, FL)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...+ Fosters an environment/culture that encourages productivity, innovation, process improvement , teamwork and a high level of professionalism +… more