- MyFlorida (Largo, FL)
- …FLAIR and State Treasury; journal entries and adjusting entries; cash and investment management ; schedules for year-end closing of the statewide financial ... reimbursement of invoices to FIFV. Responsible for the monitoring of cash management investments or liquidations. Reconcile investment balances monthly and… more
- Bank of America (Naples, FL)
- …and decision making, particularly on issues relating to business selection, risk management , talent and performance management , enterprise partnerships, ... of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In… more
- Bank of America (Vero Beach, FL)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... them achieve their financial goals; Conduct clientreviews/presentations,including a review of investment goals and recommended products such as stocks, bonds, mutual… more
- Scotiabank (Tampa, FL)
- … investment policies and educate sales teams on deposit and investment capabilities and strategies. Support portfolio management disciplines and initiatives ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Bank of America (Destin, FL)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… 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 and asset ... management . At Raymond James, we are putting the power...Responsibilities** + Prepare financial spreads used to analyze company performance using public and private financial statements. + Prepare… more
- City of Lakeland (Lakeland, FL)
- …statements and submission to the appropriate State of Florida agencies. + Reviews investment reports, investment management ADVs, monitors security trading ... detailed financial and participant reporting to the Pension Board and City management . The incumbent is expected to exercise considerable independent judgment in… more
- Bank of America (Jacksonville, FL)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and ... help them identify their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on… more
- BMO Financial Group (Winter Park, FL)
- …Asset Based Lending group through significant business development and excellent management of key client relationships throughout the Southeastern United States ... among typical Asset Based Lending referral sources such as investment banks (ie debt advisors), private equity sponsors (who...70% B. Managerial Leadership 10% C. Client and Relationship Management 10% D. Risk Management and Control… more