- Raymond James Financial, Inc. (St. Petersburg, FL)
- …timely and appropriate planning, collection, creation, distribution, storage, retrieval, management , control , archiving, and disposition of project information. ... case creation with client departments to quantify current costs, justify project investment , and identify the return on investment . Typically works without… more
- Lumen (Tallahassee, FL)
- …of large/complex/cross-functional strategic programs and technical initiatives, workflow management and investment optimization functions from strategic ... and dependencies + Implement best practices in program governance, change management , and stakeholder engagement. Monitor and report on program performance, using… more
- Citigroup (Miami, FL)
- …to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... in a client's life and business which have significant financial implications. + Serve as a trusted advisor to...Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. +… more
- BMO Financial Group (Winter Park, FL)
- …Leadership 10% C. Client and Relationship Management 10% D. Risk Management and Control 10% **ACCOUNTABILITIES** **A. Business Delivery and Operational ... and coordinates pricing approval as client advocate **D. Risk Management and Control ** + Protect the Banks...sheets and negotiating ABL credit agreements + Expertise in financial computer applications and database management tools… more
- Citigroup (Miami, FL)
- …and Business Development** + Grow client net revenue annually in core product areas: investment management , capital markets, and banking & lending + Create sales ... long-term solutions for clients/prospects + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is… more
- Citigroup (Jacksonville, FL)
- …on process improvement. + Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested. + ... 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… more
- Citigroup (Miami, FL)
- …consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking ... + Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance from the Banker teams… more
- Polk County Public Schools (Bartow, FL)
- …accounting area of the school district, which includes accounts payable, treasury, and financial accounting. Analyzes all bank and investment accounts at month ... school finance laws, rules, and policies. Knowledge of governmental accounting and financial reporting standards. Knowledge of modern office management practices… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets ... approach to evaluate and improve the effectiveness of risk management , control , and governance processes. **Job Summary**...have an interest in learning about audit and risk management concepts within the financial services industry.… more
- 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:**...from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to… more