- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Solutions. Responsibilities include structuring investments, assessing branch financials and firm valuations, conducting due diligence, managing the investment ... + Structure transactions that optimize returns and support the firm 's overall investment and retention strategy. +...assessment. + Strong ability to analyze data trends and market dynamics to guide investment decisions. +… more
- Citigroup (Miami, FL)
- …and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales ... assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth...Product Heads to help them understand and implement the firm 's market views. + Participate in Sales… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we ... our annuity contract owners and financial advisors of the firm . The person in this position must understand all...business or issues. * Coaches and mentors less experienced Investment Central associates. * Works in cohesion with other… more
- JPMorgan Chase (Tampa, FL)
- …working in an environment alongside Advisors preferred + Ability to understand new investment products and firm wide policies and procedures JPMorganChase, one ... team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. As a… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- **Job Summary** Through distance learning, apprenticeship and training at the firm 's international headquarters, the Advisor Mastery Program (AMP) offers a ... practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional… 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 Investment Sales properties ... Sands Investment Group (SIG), America's Fastest Growing Investment...properties to potential buyers Catalog relevant properties on the market by product type, CAP rate, and price Assist… more
- Citigroup (Jacksonville, FL)
- …within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, ... providing exceptional service, making investment /banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal… more
- Citigroup (Miami, FL)
- …adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client ... relationships (solutions and services) in an intensely competitive fragmented market , taking fullest advantage of the Citi franchise while protecting the Bank and… more
- Arena Investors LP (Miami, FL)
- Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a ... analysis of target universe of current/potential investments. - Maintain credit risk and market risk analysis spreadsheets. - Monitor news flow for any updates on… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills to drive referral agreement negotiations and operationalizing of private market investment opportunities. Supports the broader private markets platform ... **Job Summary:** This role will materially support the firm 's goal of delivering a menu of high-quality...goal of delivering a menu of high-quality private markets investment opportunities to private wealth clients, with a particular… more