- Bank of America (Destin, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- KeyBank (Naples, FL)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- Santander US (Miami, FL)
- …**Job Function Description** Monitors activities to minimize the Corporate & Investment Bank's (CIB) exposure to risk. Activities may include quantitative analysis, ... process maps/workflows. Support the execution of periodic risk assessments across investment banking lines under the direction of Business Control Officers (BCOs)… more
- Marriott (Tampa, FL)
- …within the building, including physical plant with attention to protection of the investment and plans to increase its value through superior care. Serves as a ... brand's target customer and employees and provides a return on investment . Implements training programs related to property management reinforcing constant quality… more
- Citigroup (Miami, FL)
- …consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking ... transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards… more
- Lincoln Financial (Tallahassee, FL)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Citigroup (Miami, FL)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- Citigroup (Miami, FL)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...+ Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all… more
- Cherry Bekaert (Tampa, FL)
- …, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised ... developers require detailed partnership tax models to value their investment . The IRA created new mechanisms to monetize renewable.... Cherry Bekaert is interested in providing tax equity investment opportunities to its current client base as well… 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