- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Knowledge, Skills, and Abilities** + Quantitative and qualitative understanding of the investment management business and performance measurement. + Macro and ... equity funds. + Preparing product approval memos/presentations for use by the Investment Committee, comprised of senior management . + Conducting due diligence… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …operational, compliance, and financial audits for Raymond James Internal Audit's Wealth Management Team. Manages the work of other auditors to conduct operational ... audits and develop risk profiles in a variety of functional areas. Leads...in achieving specified results. Maintains extensive contact with executive management to lead others in identifying, researching, analyzing and… more
- Bank of America (Miami, FL)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... Wealth Management Client Associate (FP) Miami, Florida **To proceed...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- Regions Bank (Tampa, FL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range ... of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an… more
- Wells Fargo (Palm Beach, FL)
- …this role:** Wells Fargo is seeking a **Market** **Growth Director** in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part ... Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance… more
- Regions Bank (Jacksonville, FL)
- …planning, asset management , personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking ... management and maintenance, and manages all elements of risk and compliance needs for the book of business,...industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High… more
- PNC (Rockledge, FL)
- …Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management ... activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Understand business needs and opportunities, including a good understanding of business risk and the ability to perform and communicate feasibility studies. Manage ... new or existing ventures the business is considering. Provide risk assessment and general information about impact on the...with client departments to quantify current costs, justify project investment , and identify the return on investment .… more
- Regions Bank (West Palm Beach, FL)
- …and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and developments in the ... in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk...financial and economic markets + Ten (10) years in investment management or equivalent experience **Preferences** +… more
- Arena Investors LP (Miami, FL)
- Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing ... Provide real-time analysis of target universe of current/potential investments. - Maintain credit risk and market risk analysis spreadsheets. - Monitor news flow… more