- 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 ... appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance , to ensure timely delivery of quality service and expand client… more
- Citigroup (Boca Raton, FL)
- …specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… 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
- 8-koi, Inc. (Melbourne, FL)
- …our clients and capable of representing the team at project meetings. + Lead Investment Grade Audits (IGAs) efforts + Organize in-house resources. + Train and mentor ... proposal efforts and proposal presentations. + Prepares project budgets, monitors compliance with time/schedule deadlines. + Plans and obtains additional work… more
- MUFG (Tampa, FL)
- …Data services team, including all lines of business (Global Corporate & Investment Banking, Finance, Risk, Compliance , Chief Data Office, Information ... experience with data domains such as loans, deposits, trade finance, markets, investment banking, transaction banking, payments, compliance in the banking or… 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 ... with external parties. + Invests excess short-term and long-term cash and investment portfolios to maximize the return on investment while maintaining… more
- Fifth Third Bank, NA (Orlando, FL)
- …types. This position reports directly to the Director, Business Transition Advisor . ESSENTIAL DUTIES AND RESPONSIBILITIES: Support the Prospect and Client ... implementation of advanced planning techniques: (estate, tax, insurance, option, investment , retirement). + Conducts research related to various advanced planning… more
- Citigroup (Jacksonville, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… 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 ... within Raymond James supporting financial advisors who provide financial planning, investment advisory and securities transaction services to their clients. The… more
- Citigroup (Tampa, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more