- 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
- JPMorgan Chase (Tampa, FL)
- …As a Vice President of Risk and Control Management within the Commercial & Investment Bank, you will lead and manage the end-to-end system of controls to mitigate ... and oversee governance forums. Your role involves problem-solving, risk management, executive reporting, and team management. **Job Responsibilities:** + Lead and… more
- Lumen (Tallahassee, FL)
- …capacity, and deliver STEPN-wide performance and financial reporting. You will lead executive and internal communications, foster team culture and health, and drive ... the Lumen Transformation Office to inform and influence strategic direction, investment decisions, and program intake processes. + Develop and manage performance… more
- Humana (Tallahassee, FL)
- …conducting qualitative analysis, and synthesizing strategic options to create executive -level deliverables and recommendations for CenterWell's and Humana's senior ... for internal and external communication (including to CenterWell's and Humana's Executive Leadership and Board of Directors), ensuring consistency of vision and… more
- ISC2 (Tallahassee, FL)
- …between project execution and corporate strategy. This role requires a seasoned executive who has built and scaled PMOs in high-growth, complex organizations. As ... portfolio, ensuring initiatives deliver measurable business value. + Provide executive oversight for enterprise transformation projects, ensuring alignment with… more
- Bank of America (Winter Haven, FL)
- …their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, ... must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must...+ Prospecting + Referral Identification + Business Acumen + Executive Presence + Oral Communications + Risk Management +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …digital enablement. + Develop and iterate strategic presentations and executive -level materials that communicate findings, progress, and recommendations. + Conduct ... improvement opportunities and support strategic decisions. + Collaborate with Investment Banking senior management and functional leaders across HR, Technology,… more
- Aegon Asset Management (FL)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... levels of the organization. + Reviews progress of assignments with executive leadership/management. + Performs other duties and responsibilities as assigned.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …management; as well as provide expertise for business owner and corporate executive strategies. + Maintain a comprehensive understanding of the unique investment ... **Knowledge of** + Advanced concepts of private wealth management planning; investment management; and specialized products. + Advanced principles of banking, trust… more