- 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
- FranklinCovey (Tallahassee, FL)
- …not limited to: forecasting the following fiscal years bookings, developing the GTM strategy , managing key investment & headcount strategy , territory carving ... more, visit franklincovey.com . **Title:** Manager of Revenue Operations & Strategy - Customer Growth **Payroll Title:** Revenue Operations Manager **Division:**… more
- UKG (Ultimate Kronos Group) (Weston, FL)
- …MBA degree * 2 years of SaaS pricing experience * Management consulting, investment banking, corporate strategy , pricing/product strategy or product ... We're united by purpose, inspired by you. About the Team: The Pricing Strategy Team develops and implements monetization strategies for UKG's product and services… more
- American Express (Sunrise, FL)
- …+ Ensure consistent financial management processes are supportive of the technology investment strategy as well as regulatory and accounting standards. + ... will also include managing Credit and Fraud Risk Technology investment portfolio with strategic focus on investment ...CFR, ICRST leadership team, Finance, and peers across Tech Strategy & Portfolio Management to ensure the financial success… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …investments. + Structure transactions that optimize returns and support the firm's overall investment and retention strategy . + Prepare key investment memos, ... Profile Summary** Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital… more
- JPMorgan Chase (Tampa, FL)
- The Commercial & Investment Bank Payments Controls Data Strategy team is responsible for building a platform to drive proactive and data-driven controls ... decisions. As an Associate in the Payments Controls Data Strategy team, you will gather and analyze data to...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Robert Half Finance & Accounting (Groveland, FL)
- …all aspects of capital structure, including banking relationships, credit facilities, and investment strategy * Provide financial analysis and support for ... reporting, compliance, and internal controls * Oversee IT operations and systems strategy to ensure security, scalability, and data availability in alignment with… more
- Citigroup (Miami, FL)
- …sheet analysis and forecasting, to identify emerging risks and determine appropriate investment portfolio strategy ; Risk governance, including controls and risk ... metrics; Market factor impact analysis on balance sheet and investment products including bonds, certificates of deposits (CDs), government...appetite framework, to ensure business strategy is aligned with risk appetite; Compliance with US… more
- Evolent (Tallahassee, FL)
- …experience + Minimum of 3 years of work experience, preferably in consulting, investment banking, healthcare strategy or operations role in an analytical ... Value Team to support Evolent's Musculoskeletal and Imaging solutions. The Solution Strategy & Value team is accountable for end-to-end oversight of Evolent's… more