- Citigroup (Miami, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...and complaints are handled in accordance with FINRA and firm policy. + Ensures that KYC/AML and other compliance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …firms. + Building platforms and technology to service independent registered investment advisors and introducing broker dealers, especially from the standpoint of ... the client experience of the technology platform used by independent registered investment advisors and introducing broker dealers. + Products, process, and business… more
- Sands Investment Group (Fort Lauderdale, FL)
- …About SIG Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of net lease properties for private ... Sands Investment Group (SIG), one of the nation's fastest...the first to offer true sub-product type specialization, the firm 's experience in net lease, retail, office and industrial… more
- Citigroup (Miami, FL)
- …advantage of the Citi franchise while protecting the Bank and client/ firm by complying with relevant policies, procedures, and country legal/regulatory requirements. ... Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and… more
- Citigroup (Miami, FL)
- …the product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/ investment goals related to ... management of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals,… more
- Jacobs (Miami, FL)
- …achieve client satisfaction and fully leverage relationships to benefit the clients and the firm . Working with members of our team, your focus is to make sure Jacobs ... is the clients' firm -of-choice for Healthcare advisory, design and PMCM across our...and recommend strategic actions to optimize our business development investment and market share growth. * Identify higher levels… more
- Jacobs (Tampa, FL)
- …to help them achieve their goals while fully leveraging that relationship for the firm . Working with members of our team, your focus is to make sure that ... Jacobs is the client's firm of choice and is seen as their best...and recommending strategic actions to optimize our business development investment and market share growth * Identify higher levels… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …roadmap , architecture, and delivery of technology solutions that enable the firm 's Financial Risk Management capabilities. This role is central to building ... Chief Risk Officers. The role is highly collaborative, interfacing with the firm 's Risk leaders, enterprise data teams and other Raymond James senior management… more
- Wells Fargo (Palm Beach, FL)
- …this role:** Wells Fargo is seeking a **Market** **Growth Director** in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the ... sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet… more
- Bank of America (Miami, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more