- 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 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. (St. Petersburg, FL)
- …and institutional investment products and landscape + Wealth management distribution models, including third-party sales , intermediary partnerships, and ... leadership. **Skills in:** + Strategic planning, execution, and market expansion within investment management and wealth advisory sectors. + Leading distribution… 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
- 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
- PNC (Palm Beach Gardens, FL)
- …, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client ... assets under management . Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services… more
- Truist (Ocala, 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
- Bank of America (Jacksonville, FL)
- …and sales teams. * Is an effective communicator with an aptitude for sales and relationship management * Has strong computer skills * Is prepared to ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)...responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point… 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