- Truist (Tampa, FL)
- …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… 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 ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Oracle (Tallahassee, FL)
- …economics while rapidly scaling. In this role you will be a key business advisor to the product and engineering organization with end-to-end product ownership as a ... overall offerings) using KPIs, and goal setting. + Understand and influence investment decisions through detailed financial analysis. + Drive overall gross margin… more
- Oracle (Tallahassee, FL)
- …while rapidly scaling. In this role you will be a key business advisor to the product and engineering organization with end-to-end product ownership leading an ... overall offerings) using KPIs, and goal setting + Understand and influence investment decisions through detailed financial analysis + Drive overall gross margin… more
- World Insurance Associates, LLC. (Miami, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring comprehensive risk management and employee… more
- Oracle (Tallahassee, FL)
- …firms. The ideal candidate will have a strong understanding of PE investment strategies, excellent relationship-building skills, and a proven track record of ... pipeline activity, and client feedback to optimize strategies. Understand PE firms' investment strategies and value-creation goals to tailor sales pitches. Act as a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... You can expect to enhance presentation skills, experience client and financial advisor interactions with seasoned members of the alternative investments group and… more
- Bank of America (Rockledge, 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
- Bank of America (Daytona Beach, 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