- Eliassen Group (Tallahassee, FL)
- …team. You will play a crucial role in developing and maintaining our investment platform's front office tools. While financial services experience is a plus, it ... libraries and frameworks. + Understanding of financial markets and investment platforms. + Experience with Agile development methodologies. **Education… more
- Citigroup (Plantation, FL)
- …product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. ... ensure all clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more
- Citigroup (Boca Raton, FL)
- …client profiling and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of solutions using ... ensure all clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more
- JPMorgan Chase (Miami, FL)
- …* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal ... goals based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Tampa, FL)
- …+ Participate within the organization to ensure all timberland management investment services meet or exceed client commitments while ensuring that environmental ... or financial risk management reporting is conducted in a timely and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Miami, FL)
- …industry conferences, webinars, and professional media platforms + Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all ... + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent verbal… more
- Citigroup (Tampa, FL)
- …impact + Complete financial deliverables including monthly forecasts, the annual investment process, client reporting and ad hoc requests + Leverage technology ... and tools to enable communications and generate excitement and interest in risk communications + Appropriately assess risk when business decisions are made,… more
- Citigroup (Tampa, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... risks and make recommendations for enhancement + Collect and analyze security risk evidence and coordinate with internal and external compliance and auditing… more
- Truist (Orlando, FL)
- …activities may change from time to time. 1. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client ... on-boarding/welcome program, client servicing and advisor support. 8. Escalate potential at- risk relationships to advisor/regional managing director. 9. Serve as the… more
- JPMorgan Chase (Tampa, FL)
- …documents. + Ensure accountability that the unit complies with the JPMC risk & control policies and processes. Training/Mentoring the team periodically to upskill ... recommend through process change wherever necessary for improvement. + Escalate the Risk /Concern items through proper escalation Matrix and drive for resolution . +… more