- Burns & McDonnell (Orlando, FL)
- …for providing strategic guidance, research, planning, and best practices to our client's executive leaders to make investment decisions that align with the ... with completing high-level project communications and status reporting to the supporting executive team. + Assist with providing a central point of contact for… more
- Burns & McDonnell (Orlando, FL)
- …guidance, road mapping, research, planning, and leading practices to our client's executive leaders to make investment decisions aligned with the organization's ... solutions utilizing various industry standard tools. + Experience developing executive -level technology assessments, roadmap strategies focusing on enterprise and/or… more
- Neuberger Berman (FL)
- …and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Florida. This is ... services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. + Develop and implement business plan for the… more
- NextEra Energy (Juno Beach, FL)
- …Performance Program Manager drives continuous improvement in NEER project investment outcomes by analyzing historical project performance, identifying root causes ... for deviations, and embedding learnings into future investment decisions. You enable better capital deployment and risk...Assist business management in the annual living pro forma executive report + Performs other job-related duties as assigned… more
- NextEra Energy (Juno Beach, FL)
- …energy - NextEra Energy. The group is responsible for engaging with the investment banks and counterparties during the deal process in order to negotiate terms ... acquisitions. Corporate Development also works on corporate strategy presentations for executive leadership in conjunction with the subject matter experts around the… more
- JPMorgan Chase (Orlando, FL)
- …Management **Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also ... effectively educate advisors who have a wide array of abilities, investment /capital market knowledge, and financial planning experience + Foundational knowledge in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …enterprise valuation, performance vs budget, and recommended risk rating. + Attend executive level meetings including the weekly Investment Committee meeting and ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- JPMorgan Chase (Tampa, FL)
- …team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. As a ... managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. **Job responsibilities** + Coordinate and lead monthly meeting… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to the annual strategic planning process + Acts as a strategic consultant for executive leadership team on key grow and change initiatives + Able to translate ... firms. + Building platforms and technology to service independent registered investment advisors and introducing broker dealers, especially from the standpoint of… more
- Bank of America (Destin, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of… more