• Wealth Support Specialist

    Truist (Orlando, FL)
    …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support teammates, commercial… more
    Truist (09/06/25)
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  • Senior Wealth Support Specialist II…

    Truist (Tampa, FL)
    …This position is located at Truist Tampa, FL. on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will serve as the primary point of intake for a… more
    Truist (08/02/25)
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  • Wealth Regional Supervisor Specialist Team…

    Truist (Tampa, FL)
    …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… more
    Truist (07/08/25)
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  • Generations Client Concierge Specialist

    Edward Jones (West Palm Beach, FL)
    …clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate ... products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve our high-net-worth clients.… more
    Edward Jones (08/20/25)
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  • Management Fee Specialist

    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. (07/15/25)
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  • Customer Success Specialist

    DoorDash (Miami, FL)
    …with our customers. About the Role We are looking for a Customer Success Specialist to help secure the long-term success of our customers by providing support ... objectives are achieved. Build strong, long-lasting relationships and become a trusted advisor with key stakeholders and executive sponsors using our product and… more
    DoorDash (08/02/25)
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  • Private Client Relationship Manager

    First Horizon Bank (Orlando, FL)
    …in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
    First Horizon Bank (07/23/25)
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  • HNW Private Banker SAFE Act

    Citigroup (Miami, FL)
    …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects +… more
    Citigroup (09/02/25)
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  • Citi Private Bank - UHNW Private Banker - Director…

    Citigroup (Miami, FL)
    …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects +… more
    Citigroup (07/09/25)
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  • Mechanical Engineer IV

    8-koi, Inc. (Melbourne, FL)
    …complete project documents. + Assists upper-level management and staff as a technical specialist or advisor . + Participates with reviews of project documents for ... of representing the team at project meetings. + Lead Investment Grade Audits (IGAs) efforts + Organize in-house resources....conformity and quality assurance. + Serves as the technical specialist for the mechanical team. + Keeps informed of… more
    8-koi, Inc. (08/28/25)
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