- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …comprehensive offerings across every wealth demographic through divisions such as Investment Strategy , Wealth Planning, Investment Solutions, Insurance ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… 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
- Prime Therapeutics (Tallahassee, FL)
- …shared support of daily company cash operations, and develops cash forecast and investment strategy and provides key financial analysis on the consolidated cash ... flow forecast and investment portfolio. This role is responsible for providing leadership...analysis. **Responsibilities** + Identify and conduct complex analysis on investment alternatives using market data, broker relationships and corporate… more
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