- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of:** + Effective reporting and communicating complex information. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... Principles of banking and finance and securities industry operations. **Skill in:** + Gathering, streamlining and communicating complex information in a digestible way. + Creating reports, presentations and talking points for senior leaders. + Providing… more
- CBRE (Tallahassee, FL)
- …+ Experience engaging corporates around sustainability, ESG, or tax credit strategy . + Background in advisory, investment banking,private equity,or institutional ... CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an agilestartup-fast, focused, and… more
- PNC (Hollywood, FL)
- …book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. ... advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- JPMorgan Chase (Miami, FL)
- …trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax ... * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make recommendations regarding how… more
- Arena Investors LP (Miami, FL)
- Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a ... fundamentals based, asset-oriented financing and investing strategy across the entire credit/equity spectrum in areas where conventional sources of capital are… more
- Bank of America (Pensacola, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Marriott (Tampa, FL)
- …within the building, including physical plant with attention to protection of the investment and plans to increase its value through superior care. Serves as a ... target customer and employees and provides a return on investment . Implements training programs related to property management reinforcing...* Works with Guidance team to develop an operational strategy that is aligned with the brand's business … more
- Bank of America (Naples, FL)
- …of business, recruiting talent to the platform, and driving a culture and strategy of growth and client engagement across all roles. Through the leverage created ... and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk… more
- Marriott (Marco Island, FL)
- …for achieving booking goals and property revenues. Implements the brand's service strategy and applicable brand initiatives in all aspects of the sales process ... profile and property associates and provides a return on investment to the owner and Marriott International. **CANDIDATE PROFILE**...economic trends that may lead to changes in sales strategy to meet or exceed customer expectations. * Reviews… more
- Citigroup (Coral Springs, FL)
- …**Responsibilities:** + Wealth Mgmt Manager primary focus is to ensure corporate strategy execution on a regional level. + Visible to CBNA/CPWM senior management ... to the overall growth and success of the CPWM Investment business. + Job function includes top regional supervisory...+ Effectively executes the implementation of the CPWM/Citigold team strategy . + Held accountable for RSMs' territories to include… more