- Santander US (Miami, FL)
- …financial services sector, particularly the products and services of a commercial or investment bank. Operational Risk Management Experience; including the ... CIB Business Controls & Risk Management , Analyst - Miami Country:...Function Description** Monitors activities to minimize the Corporate & Investment Bank's (CIB) exposure to risk . Activities… more
- Citigroup (Miami, FL)
- … management of wealth. + Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. + Set challenging ... involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +...and communicate the risk involved with various investment strategies. + Establish credibility and trust with all… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and expand distribution networks. + Lead investment strategy, portfolio management oversight, and risk governance to ensure strong client outcomes ... leadership. **Skills in:** + Strategic planning, execution, and market expansion within investment management and wealth advisory sectors. + Leading distribution… more
- Citigroup (Jacksonville, FL)
- …build multi-year cost reduction roadmaps and technology investment plans. + Risk & Compliance Management + Ensure third-party technology suppliers meet ... responsible for developing and executing the sourcing and supplier management strategy for technology infrastructure categories including software, hardware,… more
- JPMorgan Chase (Jupiter, FL)
- …assist in building and maintaining client relationships, managing account reviews, and engaging in risk management . This role offers the chance to work in a ... to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management , you...timely and accurate performance reports + Actively engage in Risk Management ; including Know Your Customer procedures,… more
- Truist (Tampa, FL)
- …and non-discretionary investment , portfolios. 8. Adhere to (and document) risk management and compliance with all relevant regulatory policies and ... Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and… more
- Bank of America (Jacksonville, FL)
- … Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading **Shift:** 1st shift (United States of America) ... products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management , research,… more
- Citigroup (Jacksonville, FL)
- …is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:** + ... The Registered Wealth Investment Service Associate is a Client Service and...from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to… more
- JPMorgan Chase (Jacksonville, FL)
- …relationships; prepare timely and accurate performance reports + Actively engage in Risk Management ; including Know Your Customer procedures, Account Reviews and ... to the primary Private Client Advisor(s), within JPMorgan Wealth Management . **Job responsibilities** + Work as a team with...operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and… more
- Truist (Ocala, FL)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective...may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term… more