- Citigroup (Tampa, FL)
- …Primarily responsible for day-to-day processes of intake/assignment/close out of investment complaints for a retail broker dealer/RIA and insurance agency ... Citigroup Global Markets ("CGMI"); assistance with the creation of control reporting of data associated with CGMI customer complaints. This process requires… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Analyst will play a pivotal role in managing product strategy, streamlining reporting frameworks, and optimizing analytics tools across all PMA groups and ... strategic decision-making, and underpins PMA's broader digital transformation and data reporting initiatives. This role requires a deep understanding of data… 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 ... to go beyond traditional brokerage services by offering clients not only investment products, but also a comprehensive array of lending solutions. **Job Summary**… 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. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …after your hire date. + Retirement Ready: Choose between the Pension or Investment plans with the Florida Retirement System. + Work-Life Balance: Anticipate working ... action to ensure the safety of themselves and others, reporting safety issues upon inspection + Perform other duties...of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the… more
- Lincoln Financial (Tallahassee, FL)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Citigroup (Miami, FL)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… 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. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and… more
- Citigroup (Jacksonville, 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:** + Clearly articulate business value proposition… more
- Bank of America (Destin, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
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