- Lenovo (FL)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... (KPIs, BMS, governance) in partnership with operational owners. + Serve as a strategic advisor and thought partner to the Chief of Staff, supporting the VP/GM of… 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 ... of accounts with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other… more
- Bank of America (Venice, 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)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use their...team. Sales acts in two main capacities: 1) the advisor 's primary voice and resource at the home office,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ensuring accuracy and ... to assist with issues concerning various broker-dealer trades and investment products. + Collaborates with cross-functional teams, including portfolio managers,… 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
- M&T Bank (North Palm Beach, FL)
- …needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ... and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants,… more
- Anywhere Real Estate (Miami, FL)
- …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, securities litigation ... articles. * May enter orders at the direction of the Financial Advisor . * Actively engages in available training/cross-training and educational and/or professional… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …arrange next steps, and continue to collaborate in the recruiting process with the advisor (s) and all relationships on a proactive basis. Act in a professional sales ... after meetings have occurred. . Identifies other business models based on advisor feedback and in consultation with their recruiting partners. . Cultivates… more