- Bank of America (Tallahassee, FL)
- …+ Proven ability to partner and promote lead generation + Experience balancing investment management , sales activities, and new client development + ... Management is a leading provider of comprehensive wealth management and investment products and services for... Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales… more
- Bank of America (Orlando, FL)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management , sales activities and new client development. + ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to work with complex data sets to drive meaningful insights. * Understanding of investment management sales , marketing, and products. **Skill in:** * ... **Job Description Summary** At Raymond James Investment Management , data plays a pivotal...hands-on approach throughout the development cycle, influencing how our sales , marketing, and management teams perceive trends… more
- Raymond James Financial, Inc. (FL)
- …and institutional investment products and landscape + Wealth management distribution models, including third-party sales , intermediary partnerships, and ... our associates, fostering a culture of collaboration and mutual success. Raymond James Investment Management (RJIM), a wholly owned subsidiary of Raymond James… more
- Lincoln Financial (Tallahassee, FL)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
- Lincoln Financial (Tallahassee, FL)
- …opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex ... investment data and investment accounting for the...the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to… more
- Navy Federal Credit Union (Pensacola, FL)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the use of various reports and systems. * Interfaces with specific business platform sales management associates to inform them of any supervisory concerns that ... including approval and ongoing qualifications of the discretion platform Monitors the sales practices, fiduciary and investment advisory activities of advisors… more
- Citigroup (Jacksonville, FL)
- …+ Responsible for executing specific client contact campaigns as defined by Sales Management /Segments. + Responsible for proactively contacting clients to ... Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting...from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to… more
- Truist (Tampa, FL)
- …Set the strategic direction of the Financial Advisor team to increase assets under management , sales and service. 3. Develop and maintain a profitable level of ... sales process to partner with clients to review investment plans on a regular basis. 5. Lead overall...Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5.… more