- 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
- Raymond James Financial, Inc. (Orlando, FL)
- …AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors ... Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and… 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
- Bank of America (Naples, FL)
- …and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk ... is the leader of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment … more
- Citigroup (Miami, FL)
- …desired results.** Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In ... and Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales … more
- SitusAMC (Tallahassee, FL)
- …50 states and US territories, on behalf of a New York City based investment fund, via desktop property valuation reviews. This role will be responsible for reviewing ... responsible for reconciling the various valuation products, validating comparable sales (comps), assessing damage, estimating repair costs, and ultimately… more
- CBRE (Tallahassee, FL)
- …with commercial real estate finance, including commercial appraising, market analysis, and investment analysis. **What you'll do:** + Develop and maintain a robust ... business pitches and deliver integrated capital markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG)… more
- Truist (Jupiter, FL)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting...met where needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Jacobs (Miami, FL)
- …governments (FDOT and others) in Central Florida by collaborating and leading our sales and delivery teams to sustain existing workload and to lead strategy ... and recommend strategic actions to optimize our business development investment and market share growth * Identify higher levels...and employee satisfaction * Actively engage with project and Sales teams to influence pursuit team on sales… more
- JPMorgan Chase (Tampa, FL)
- …private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger ... financial advisor engagement across various channels and promote the firm's investment strategies to increase assets under management. **Job Responsibilities:** +… more