- TD Bank (Tampa, FL)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... improve the customer experience + Acts as a trusted advisor expected to meet the needs of customers by...priorities + Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs + Develops… more
- Insight Global (Tampa, FL)
- Job Description A large broker-dealer and registered investment advisor firm local to the Tampa area is looking for 2 Compliance Associates to sit within the ... insurance regulations, FINRA and SEC rules and regulations, and internal company standards. In this role, you will be...standards. In this role, you will be managing financial advisor and regulator inquiries through multiple platforms such as… more
- Deloitte (Tampa, FL)
- …various functions including sales, legal, finance and delivery to act as a strategic advisor to help optimize deal flow along with sales and contracting cycles. + ... contractually required policies and processes and with the Firm's internal policies. + Continue to collaborate with different functions...contractual matters and risks and be the trusted QRM advisor on the largest, most critical deals. + Drive… more
- Amazon (Tampa, FL)
- …results by partnering with AWS customers, AWS field sales executives, and other internal stakeholders to empower our customers to evolve, address challenges, and to ... have customer facing experience, be a proven collaborator across internal and external stakeholders, and be a high business...Teams, Finance, Legal, etc.) * Act as a trusted advisor in the development of the commercial strategy of… more
- Hubbard Broadcasting (West Palm Beach, FL)
- …organized, and positive experience from day one--managing timelines, coordinating internal teams, and providing ongoing communication. The CSM provides best-in-class ... support to both internal and external stakeholders, consistently exceeding expectations, and helping...well-organized and aligned with client expectations. Serve as an advisor to clients, utilizing 2060 Digital resources, best practices,… more
- BMO Financial Group (FL)
- …of trust and integrity, adhering strongly to rules of engagement and internal standard operating procedures. Familiar with modern adversarial tradecraft supported by ... guidance in alignment with local and global regulatory requirements and internal governing enterprise risk management policies. Identifies security gaps and… more
- AssistRx (Orlando, FL)
- The Corporate Counsel is a key legal advisor assisting the General Counsel in providing guidance to all the company's business lines and corporate departments. This ... compliance. This role requires a detail-oriented professional who can collaborate with internal teams and senior management while ensuring the company's legal and… more
- ADP (Maitland, FL)
- …a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ... leader, resourceful, thrive under pressure, and bounce back quickly. + **Trusted Advisor ** **.** You build relationships, live integrity, and deliver on promises… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …keeping accurate records for each branch. Will have extensive contact with internal and external customers to identify, research, and resolve problems. **Essential ... schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, and production matching as well… more
- City National Bank (Tallahassee, FL)
- …in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more