- Citigroup (Tampa, FL)
- …assurance in a regulatory or risk management environment within the Financial Services/ Investment Banking industry. + Strong experience with risk management ... principles and regulatory remediation programs + Must be extremely organized, motivated and a self-starter + Ability to prioritize is key as is ability to juggle several tasks at once. + Must work well under pressure whilst, enthusiastic, hard-working and… more
- Citigroup (Tampa, FL)
- …in installing, configuring or supporting business applications. + Previous experience in investment banking industry is preferred. + Experience with some ... programming languages including Python and willingness/ability to learn. + Experience in supporting Enterprise Container Solutions (ECS) hosted applications ETL's like Abinitio/Talend. + Advanced execution capabilities and ability to adjust quickly to changes… more
- Deloitte (Miami, FL)
- …10 + years of work experience in corporate restructuring, Rx or distressed investment banking , commercial bank credit, and/or consulting or corporate positions ... with a financial or accounting focus + 10+ years experience in the following areas: + On company-side and lender advisory restructuring engagements + Working in Excel as an advanced user; practical experience financial modeling including the ability to build a… more
- Truist (Winter Park, FL)
- …years in the role as a Fiduciary Support Specialist, trust experience, investment , banking or financial planning-related client service experience, or equivalent ... outside experience 2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and procedures 4. Strong problem-solving skills 5. Contributes to a positive team… more
- Evolent (Tallahassee, FL)
- …experience + Minimum of 3 years of work experience, preferably in consulting, investment banking , healthcare strategy or operations role in an analytical ... environment. + Background with value-based care payor or provider organizations . Experience with specialty care management is a plus. + Strong analytical abilities, including extensive experience using Microsoft Excel. + Ability to identify, structure and… more
- Bank of America (Lake Worth, FL)
- …in a financial center where you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We will equip you with ... their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank… more
- BMO Financial Group (Marco Island, FL)
- … services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with ... further grow the customer's relationship with BMO beyond personal banking . + Welcomes and guides customers as they walk...education and experience. + Canada only: Registration to sell investment products completed or in progress (must be completed… more
- Bank of America (Boca Raton, FL)
- … and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained ... their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds,… more
- Regions Bank (Tampa, FL)
- …o Bachelor's degree in a business related field o Thorough understanding of Investment Services and Banking Industry o Solid understanding of Wealth Management ... range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an… more
- Charles Schwab (Orlando, FL)
- …PowerPoint, Excel, SharePoint). + Policy writing experience within a broker-dealer, registered investment adviser, or banking institution. **What's in it for ... you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.… more