- Bank of America (Boca Raton, 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
- NTT America, Inc. (Tallahassee, FL)
- …that balance speed, cost, power access, and risk. + Serve as a strategic advisor within the Global Development, Investment , and Product teams, providing deep ... growth and capacity readiness. + Oversee the preparation and approval of investment cases, ensuring each project's commercial, technical, and financial inputs are… more
- Bank of America (Naples, FL)
- …and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk ... the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets, the Market Executive is supported by a… more
- Citigroup (Miami, FL)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… 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
- Oracle (Tallahassee, FL)
- …ensure they remain successful by realizing the full value of their investment with us, to ensure the client continues/replenishes/renews their contracts with Oracle. ... goals, and desired outcomes of their Oracle Cloud solution investment . + Leverage Oracle's Customer Success methodology to partner...consulting skills and proven results working as a trusted advisor to drive business value for customers. + Strong… more
- Bank of America (Tampa, 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 (Ponte Vedra 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other… more
- Oracle (Tallahassee, FL)
- …will lead a team of HR Business Partners and act as a trusted advisor to senior leadership driving people strategy in a fast-paced, technical, and global ... fast-paced industry. \#LI-VC7 **Responsibilities** **Key Responsibilities:** + **Strategic Partnership/Trusted advisor :** Serve as the lead HRBP for the core… more