- Bank of America (Palm Beach, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Arrowroot Capital (Miami, FL)
- …seeks a Miami-based Associate with 1-3 years of post-undergraduate experience in technology investment banking or growth equity to be an integral member of our ... management teams at portfolio companies to help build value through efficient sales & marketing operations, organic growth and add-on acquisitions. This individual… more
- JPMorgan Chase (Lake Mary, FL)
- …the organization. This role acts as a bridge between business development, sales , product, and operations teams, driving project delivery and supporting field ... execution. + Coordinate and lead training and support for sales and support teams to ensure effective adoption of...+ Data analysis and reporting + Training and facilitation INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED *… more
- JPMorgan Chase (Tampa, FL)
- …an expert in marketing-related obligations (eg, FINRA 2210, SEC Rule 206, Investment Company/Advisers Act, OCC, MSRB, CFTC, FTC etc), with dedicated compliance ... compliance bulletins for targeted groups (eg Digital, Marketing, Supervisors, Front-office, Sales and Trading Teams, etc.) + Identify compliance and regulatory… more
- Truist (Melbourne, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- The ODP Corporation (Boca Raton, FL)
- …Private strategic Account Development creates and executes strategies that will grow sales and drive the direction of retention teams while developing and sustaining ... exemplary sales competency for existing customers. The incumbent will provide...or exceeds our commitments to our stakeholders and the investment community at large. This position will also serve… more
- Principal Financial Group (Miami, FL)
- …share information regarding participant experience and our education solutions with field sales and service, advisors, and plan sponsors. + Offer advisory services ... as an advocate within the Education COE. Work closely with Service and Sales teams. Focus on benefit event and TRS clients/participants such as Non-Qualified, DB,… more
- Western Digital (Tallahassee, FL)
- …and unit economics of alternative business models vs. traditional product sales + Evaluate capabilities, partnerships, and investments required to execute on ... platform and ecosystem opportunities into clear, actionable C-suite and investment priorities. + Synthesize market research, customer insights, and competitive… more
- Bank of America (Cape Coral, FL)
- …them achieve their financial goals; Conduct clientreviews/presentations,including a review of investment goals and recommended products such as stocks, bonds, mutual ... must have a strong understanding of core banking and investment solutions. With demonstrated success, you have unlimited career...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Citigroup (West Palm Beach, FL)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more