- Wolters Kluwer (Tallahassee, FL)
- …territory Account Manager to ensure customer retention/success. + Partner with the Managed Services Account Executive Team Lead on new sales ... industry, business, financials, and customer needs to drive ftwilliam.com Managed Services /Business Process Outsourcing (BPO) sales within your territory.… more
- Lowe's (Jacksonville, FL)
- …members to ensure the proper and most relevant products related to their managed account customers. + Communicates effectively with Regional Pro Sales Director ... with larger Pro customers and leveraging opportunities to deploy product and account management solutions, resulting in sales gains. Additionally, the Sr. Account… more
- Allied Universal (Fort Lauderdale, FL)
- …' security solutions, including installation, service , maintenance agreements, and hosted managed services + ** Account Management** : Foster consultative ... while protecting what matters most through innovative security technology. Allied Universal(R) Technology Services is hiring an Account Manager. The Account … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …work experience to review and implement model portfolio overlays on several managed account platforms, using various exchange traded products. Under general ... including equities, ADRs, ETFs, UCITs, and Mutual Funds. + General knowledge of managed account practices. + Principles of banking and finance and securities… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working ... as assigned. **Knowledge, Skills, and Abilities:** **Knowledge of:** + General knowledge of managed account practices. + Principles of banking and finance and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …work experience to review and implement model portfolio overlays on several managed account platforms using various exchange-traded products. Under general ... Perform other duties and responsibilities as assigned. **Skills:** + General knowledge of managed account practices. + Principles of banking and finance and… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …**Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …assigned. **Skills:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... than 60 years of rich history and recognition for service and excellence in the Financial Services ...and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …assigned. **Skills:** * Company's working structure, policies, mission, and strategies. * Managed account platforms. * General office practices, procedures, and ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...and responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and other… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …such as Reporting, Investment Research, Portfolio Management (including Unified Managed Account ), Tax Optimization, Discretionary & Non-Discretionary Trading, ... FL. **Responsibilities:** + **Wealth Management Domain Knowledge: Knowledge of the Financial Services industry is must and Wealth Management domain is preferred.** +… more
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