- PNC (Hollywood, FL)
- …in Aventura, FL. Bilingual Spanish preferred. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage ... advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Travel + Leisure Co. (Orlando, FL)
- …all daily payment transactions to tight deadlines, including payment campaigns, executing investment settlement transactions, and managing all HOA bank account ... both banking and Treasury system process improvement projects as well as analyzing bank fees for savings opportunities. This role is **hybrid** in office Monday,… more
- JPMorgan Chase (Palm Beach, FL)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... + Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services + Make...delivery of services + Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee… more
- JPMorgan Chase (Miami, FL)
- …trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax ... Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make...delivery of services * Make recommendations regarding how the Bank shall exercise discretionary powers it has as executor… more
- Arena Investors LP (Miami, FL)
- Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a ... sell-side analysis, expert calls) and attend conferences to enhance our investment research processes. - Develop reporting tools to update Portfolio Manager… more
- Scotiabank (Tampa, FL)
- …of deposit acquisition strategies and ensure a complete range of deposit and investment products exists in each market and optimized pricing is maintained to ensure ... influence strategies, support product innovation, inform clients on drafting or revising investment policies and educate sales teams on deposit and investment … more
- Citigroup (Tampa, FL)
- About Citi: Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- Citigroup (Tampa, FL)
- About Citi: Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- KeyBank (Naples, FL)
- **Location:** 3777 Tamiami North - Naples, Florida 34103 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center...external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary… more
- Verint Systems, Inc. (Tallahassee, FL)
- …debt including overall leadership of the cash management, debt management, and investment management functions of the organization and its affiliated entities. The ... pooling. + Prepare consolidated cash flow projections. + Establish fixed income investment positions. + Assess foreign exchange risk and implement hedge programs and… more