- Citigroup (Miami, FL)
- …expand and improve Citi's existing product platform to determine changes in sales , investment , and portfolio construction strategies that isolate and capitalize ... and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales … more
- Cushman & Wakefield (Jacksonville, FL)
- …Hub Analyst will support transactions generated by Cushman & Wakefield's Investment Sales brokerage services specializing in multifamily investments. The ... + Communicate professionally to clients in the execution phase of the sales process (including assisting with Marketing Timelines, Scheduling Tours, Weekly Activity… more
- Deloitte (Miami, FL)
- …+ Help companies maximize the return for their digital sales enablement and sales operations infrastructure investment + Work with Sales Leadership on ... and commercial strategies, digital products and innovation, marketing, commerce, sales , and service. We are a team of strategists,...devising sales strategies aimed at improving sales productivity focused on sales process standardization,… more
- Scotiabank (Tampa, FL)
- …insights influence strategies, support product innovation, inform clients on drafting or revising investment policies and educate sales teams on deposit and ... of deposit acquisition strategies and ensure a complete range of deposit and investment products exists in each market and optimized pricing is maintained to ensure… more
- City National Bank (Tallahassee, FL)
- * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Lincoln Financial (Tallahassee, FL)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Navy Federal Credit Union (Pensacola, FL)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in… more
- Fifth Third Bank, NA (Pembroke Pines, FL)
- …business, investment products and financial solutions. + Highly developed sales and presentation skills. + Travel required within assigned territory. ... handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee… more
- Bank of America (Jacksonville, FL)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Jacksonville, Florida **To proceed with your application, you must be at least 18 years ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Consumer-Investments Investment -Specialist-Trainee--Obtain-SIE-Series-7-66-\_25018288) **Job Description:** At Bank of America, we are… more