- Jacobs (Tampa, FL)
- …address client needs and recommending strategic actions to optimize our business development investment and market share growth * Identify higher levels of ... their goals while fully leveraging that relationship for the firm . Working with members of our team, your focus...various clients in Central Florida * Work with the Market Growth Director for Water to align Central Florida… 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 ... risk domain such as Credit Risk, Treasury Risk and Market Risk across the various segments (Private Client Group...Officers. The role is highly collaborative, interfacing with the firm 's Risk leaders, enterprise data teams and other Raymond… more
- Edward Jones (West Palm Beach, FL)
- …clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate ... clients first in everything they do. We're creating all-new market locations to help us better reach our clients...related to the implementation and execution of a clients financial/ investment plan and deliver ongoing proactive support to ensure… more
- Cherry Bekaert (Coral Gables, FL)
- …CFO Advisory practice with the opportunity to drive strategy for our practice and the firm and take advantage of a significant market opportunity + Have deep ... with robust sales resources? At Cherry Bekaert, a leading assurance, tax, and advisory firm , we are expanding our Advisory practice due to significant growth. We are… more
- JPMorgan Chase (Orlando, FL)
- …to effectively educate advisors who have a wide array of abilities, investment /capital market knowledge, and financial planning experience + Foundational ... Management **Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also… more
- TD Bank (West Palm Beach, FL)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role...+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (eg OCC,… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by ... risk management, portfolio surveillance, and maximization of return for the firm 's investment portfolio. Ideal candidates will be organized, self-motivated,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …extraordinary things to achieve RCS business goals + Perform product and market analysis by gathering and interpreting information from multiple sources (including ... firms. + Building platforms and technology to service independent registered investment advisors and introducing broker dealers, especially from the standpoint of… 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
- 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