- Truist (Tampa, FL)
- …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... $5MM in investible net worth. * Is able to understand complex investment and economic strategy to inform portfolio management decisions * Is able to communicate … more
- Coinbase (Tallahassee, FL)
- …3+ C-level executive, and their leadership teams shape company-wide resource allocation, investment strategy , and long-term financial planning * Drive the vision ... 8+ years in FP&A, strategic finance, or a combination of these roles with investment banking experience * At least 2 years of people management experience *… more
- Anywhere Real Estate (Miami, FL)
- …new monetization opportunities across our digital properties and build business cases for investment **Digital Growth Strategy ** 1. Define how we win in an ... **Director, Digital Strategy ** The way customers discover and engage with...websites into high-performing growth engines. As Director of Website Strategy , you'll own the revenue and lead generation … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... the basis of merit and business needs. **Department Overview** Raymond James Investment Management ("RJIM") is a wholly owned subsidiary of Raymond James Financial.… more
- Truist (Orlando, FL)
- …using a wide range of investment solutions to help build an investment strategy for clients. Leverage technology to interact with clients for communication, ... of America) **Please review the following job description:** Provides investment advice in a virtual environment with an assigned...portfolio strategy , and display. Responsible for ensuring that all business… more
- Huntington National Bank (Naples, FL)
- … investment objectives. + Works closely with the customer to monitor investment performance and recommend a strategy . + Responsible for ongoing customer ... Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large and complex… more
- TECO Energy (Tampa, FL)
- …and federal levels.(20%) 3. Lead the development of Company's Community Investment strategy , including contributions, participation, and communications; provide ... to local government relations, economic development, stakeholder engagement, community investment , franchise agreements, customer matters, emergency response functions and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with fund managers/administrators on operations (fund structure, transaction timing, share classes, investment strategy ) + Attend and lead meetings with internal ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- SHI (Tallahassee, FL)
- …to coordinate outbound prospecting sales plays with SHI partners. + Inform channel investment strategy by partnering with internal digital, events, content, and ... will have a deep understanding of the Healthcare market, sales processes and strategy , and will understand the capabilities of marketing channels to drive valuable… more
- Charles Schwab (Miami, FL)
- …vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy . + Excellent oral and written communication skills. + ... 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. +… more