- APTIM (Tampa, FL)
- …projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ESG-focused ... for our clients and communities + A voice in making our company better + Investment into your personal and professional development As of the date of this posting, a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Leads projects of moderate scope and complexity and serves as a technical advisor to various business lines. Resolves or recommends solutions to complex problems. ... reviews. * Rules and regulations of the US PATRIOT Act. * Fundamental investment concepts, practices and procedures used in the securities industry. * Principles of… more
- Cardinal Health (Tallahassee, FL)
- …Contributes to budgeting and estimation of Strategic initiatives to generate investment requests for financial planning. + Stakeholder Engagement: Collaborate with ... and ensure the technology strategy meets business needs. Act as a trusted advisor on GTBS strategy and digital transformation. + Technology Roadmap: Design and share… more
- Truist (Tampa, FL)
- …support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and ... with an emphasis in operations or administration 2. Demonstrates strong investment , wealth management, treasury services, consumer and commercial credit and deposit… more
- AdventHealth (Tampa, FL)
- …+ Consultations & Ultrasounds- No Deliveries + Brand New Infrastructure & Equipment Investment + GE Voluson Expert 22 US Machines + GE Viewpoint Integrated with ... and are home to some of the nation's top beaches. Come see what Forbes Advisor 's number one best place to live has to offer! **Category:** Physician Services **Req… more
- Citizens (Miami, FL)
- …lines of business. Accountable for generating fee and margin revenue, new investment balances, cross-sell to other Treasury Solutions products and new DDA balances. ... partners and through own self developed resources. + Act as a Trusted Advisor to clients; understand their needs and recommend solutions to meet those needs.… more
- DoorDash (Miami, FL)
- …objectives are achieved. Build strong, long-lasting relationships and become a trusted advisor with key stakeholders and executive sponsors using our product and ... Assist with product adoption and optimization to help clients maximize their investment and success. + Work seamlessly with various teams across our In-Store… more
- JPMorgan Chase (Tampa, FL)
- …client growth and efficiency opportunities. **Job responsibilities:** + Act as key advisor to the client, providing advice and consultation on decision making + ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Confluent (Tallahassee, FL)
- …a Federal Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this ... can best achieve their business goals and value-based outcomes via their Confluent investment . In this role, you will have the opportunity to build broad experience… more
- Deloitte (Tampa, FL)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more