- JPMorgan Chase (Tampa, FL)
- …of Wholesale Payments, including FX and ACH + Strong team player with risk management skills + Excellent communication and analytical skills + Ability ... all JP Morgan's lines of business, including Corporate & Investment Bank, Asset & Wealth Management , Commercial...service issues + Conduct service reviews and assess operational risk + Leverage data insights to manage agent performance… more
- CBRE (Tallahassee, FL)
- …& Analytics, Data Centers, Engineering/Maintenance, Environmental Consultancy, Facilities Management , Health and Safety/Environment, Investment Management ... , Legal, Marketing, People/Human Resources, Project Management , Property Management , Purchasing/Procurement, Risk Management , Sales Support Location(s)… more
- JPMorgan Chase (Miami, FL)
- …Demonstrated understanding of wealth management including, but not limited to: investment management , trusts and financial planning + Expert knowledge of and ... credit presentations + Supervise credit approval memos/restructure memos + Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Develops and maintains product policies and procedures. + Works in conjunction with management to prepare the Compliance Risk Assessment. + Completes the annual ... packaged products including annuities/insurance, mutual funds, 529 plans, unit investment trusts, and exchange traded products. Provides regulatory and policy-driven… more
- KeyBank (Palm Beach Gardens, FL)
- …estate tax- related issues. Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain ... counsel to High-Net-Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions to… more
- First Horizon Bank (Coral Gables, FL)
- …Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues ... including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of… more
- Citigroup (Tampa, FL)
- …develop remediation plans, and drive continuous improvement initiatives specific to Wealth Management . ** Risk Assessment:** Conduct regular risk , self - ... integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess in-depth knowledge… more
- World Insurance Associates, LLC. (Tampa, FL)
- …and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve ... Sales Executive - Commercial Lines Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus… more
- AECOM (Tampa, FL)
- …+ Build and maintain project schedules for delivering project success including the management of resources, budgets and risk . + Plan, direct, supervise and ... better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We...maintain project schedules for delivering project success including the management of resources, budgets and risk . +… more
- CenterWell (Tallahassee, FL)
- …high-impact complex care initiatives to drive quality and cost improvement for high- risk senior populations in full risk Medicare arrangements. This individual ... + Implement tools and processes to track program impact, assess return on investment , and identify opportunities for refinement and scaling. **Use your skills to… more