- Truist (Orlando, FL)
- …abreast of observations, trends and policy oversights + Primary approval of advisor Regulation Best Interest documentation as it pertains to trigger events assigned ... Insurance Licensing + 5 or more years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/Compliance. + Must have… more
- Citigroup (Plantation, FL)
- …product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- MUFG (Tampa, FL)
- …services team, including all lines of business (Global Corporate & Investment Banking, Finance, Risk, Compliance, Chief Data Office, Information Technology), Product ... with data domains such as loans, deposits, trade finance, markets, investment banking, transaction banking, payments, compliance in the banking or financial… more
- CBRE (Tallahassee, FL)
- …CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an agilestartup-fast, focused, and ... and Renewables. **Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent… more
- University of Miami (Medley, FL)
- …Finance Department. CORE JOB SUMMARYThe Director, Finance - Central as principal advisor regarding all financial matters which may affect the short-term or long-term ... arrangements with external parties.9. Invests excess short-term and long-term cash and investment portfolios to maximize the return on investment while… more
- NTT America, Inc. (Tallahassee, FL)
- …drive sustainable growth, and demonstrate your ability to be a trusted advisor . + Gain in-depth knowledge of each customer's technology landscape, strategic goals, ... for your business in the qualification of opportunities and presales investment effort. + Collaborate with internal resources, such as marketing, pre-sales,… more
- University of Miami (Miami, FL)
- …for a full time Director, Finance position. The incumbent acts as principal advisor regarding all financial matters which may affect the short-term or long-term ... parties. + Invests excess short-term and long-term cash and investment portfolios to maximize the return on investment... investment portfolios to maximize the return on investment while maintaining the safety of the investments. +… more
- Anywhere Real Estate (Tampa, FL)
- …+ Proficiency in evaluating business models, monetization strategies, and basic investment analysis + Exceptional written communication skills - able to craft ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Lenovo (FL)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... needs, and architecting NVIDIA-based solutions. You will act as the primary technical advisor during the sales process, demonstrating the value of Lenovo ISG's AI… more
- Citigroup (Tampa, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... essential procedures are followed and help define operating standards and processes + Serve as advisor or coach to new or lower level analysts + Has the ability to… more