- HUB International (Coral Gables, FL)
- **SUMMARY:** The Personal Lines Account Executive leads the overall service, recommendations, and implementation of a small book of insurance business. The job ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees… more
- Marriott (Orlando, FL)
- …(eg, Account Executives and Senior Account Executives) * Partners with account/selling manager to develop creative aspects of site visit * Gathers all important ... customer data from account/selling manager in order to plan appropriately (eg customers goals,...increasing revenues, controlling expenses and providing a return on investment for the owner and Marriott International. * Verifies… more
- JPMorgan Chase (Palm Beach, FL)
- …resource to clients * a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients ... * an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver trust services to the client **Job Responsibilities** + Collaborate with bankers to identify and prioritize prospects for private wealth management services. +… more
- American Express (Sunrise, FL)
- …and Fraud Risk Technology investment portfolio with strategic focus on investment optimization. As a Portfolio Manager , you will establish strong ... colleagues. **How will you make an impact in this role?** The Portfolio Manager role presents a dynamic opportunity for a motivated and accomplished financial… more
- Bank of America (Miami, FL)
- Merrill Market Supervision Manager Miami, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions....driven, resilient, results focused and effective. The **Market Supervision Manager ** (MSM) is a member of the Market Leadership… more
- Bank of America (Destin, FL)
- Merrill Market Client Relationship Manager Pensacola, Florida;Destin, Florida; Mobile, Alabama **Job Description:** Merrill Wealth Management is a leading provider ... of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest… 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 ... Private Bank Supervisory Manager in Asset & Wealth Management, you will coordinate...complex, high risk escalations from end-to-end and outreach to executive level stakeholders. **Job responsibilities** + Coordinate and lead… more
- Grant Thornton (Fort Lauderdale, FL)
- …operations, HR) to assess deal feasibility and integration planning. + Prepare investment memos and presentations for executive leadership and board review. ... Grant Thornton is seeking a Corporate Development Manager to join the team. Approved office locations...of long-term strategic plans and growth initiatives. M&A and Investment Activities + Lead financial modeling, valuation, and due… more
- JPMorgan Chase (Tampa, FL)
- …a key role in shaping the future of payments. As a Payments Global Sales Controls Manager within the Commercial & Investment Bank, you will be at the forefront ... procedures, providing advice on risk mitigation strategies, and producing executive reports to facilitate informed business decisions. **Job Responsibilities:** +… more
- Bank of America (Fort Lauderdale, FL)
- Merrill Market Supervision Manager Fort Lauderdale, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions....minimal guidance, while keeping the ME and Division Supervision Executive informed on significant matters. **Responsibilities:** * Performs, monitors,… more