• CIB Business Controls & Risk

    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
    Santander US (06/30/25)
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  • UHNW Private Banker - Managing Director

    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
    Citigroup (07/31/25)
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  • Director Private Banker CPB

    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
    Citigroup (07/08/25)
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  • President, Raymond James Investment

    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
    Raymond James Financial, Inc. (07/03/25)
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  • Business Transformation Manager

    JPMorgan Chase (Tampa, FL)
    …and advanced analytics. + Knowledge of financial products and services, including trading, investment , and risk management . Final Job Grade and officer ... conclusions with sufficient comprehension of the business to understand risk implications + Develop effective visuals/presentations, including complex analytical… more
    JPMorgan Chase (07/25/25)
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  • Technology Supply Chain Sourcing Director

    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
    Citigroup (07/25/25)
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  • JP Morgan Wealth Management - Private…

    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
    JPMorgan Chase (06/18/25)
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  • Investment Manager II

    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
    Truist (07/19/25)
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  • Investment Advisor I

    PNC (Palm Beach Gardens, FL)
    …the introduction and expansion of financial services to the client. + Executes risk management practices through the adherence to PNC's policies and procedures. ... activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate… more
    PNC (07/26/25)
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  • Investment Consultant II - Merrill Premium

    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
    Bank of America (06/07/25)
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