- First Horizon Bank (Orlando, FL)
- **Description** **Location:** On site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business ... time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business...sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Job Summary:** We are seeking a highly analytical and detail-oriented Senior Product Manager who will focus on delivering a new suite of strategic reports and ... dashboards that support Private Client Group Management, its Divisional Directors and their related management teams. The associate will have extensive knowledge and… more
- Highmark Health (Tallahassee, FL)
- …+ Identify any changes to delivery and actively escalate those challenges to manager or director as appropriate. Manage tasks across the matrixed organization to own ... properly included in releases including monitoring release weekend activities and reporting progress during the release activities. Post closing conduct lessons… more
- Aegon Asset Management (FL)
- …Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also ... annual plan reviews. + Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach. + Serve as… more
- ICF (Tallahassee, FL)
- …program applications. + Maintain spreadsheets and databases for internal tracking and reporting . + Prepare internal and client -facing presentations. + Generating ... etc. + Serve as the primary point of contact for financial reporting to the System of Record Manager and to clients. + Maintain systems and controls necessary to… more
- Public Consulting Group (Tallahassee, FL)
- …in the areas of special education management systems, data warehousing, federal reporting , and other programs. The Analyst will be responsible for reviewing, ... setting scope, managing schedule, issues, risks, and collaborating with internal and client stakeholders. For larger, more complex projects, the Analyst may work… more
- City National Bank (Tallahassee, FL)
- * REPORTING ANALYST III* WHAT IS THE OPPORTUNITY? Partners with reporting manager and respective Line of Business (LOB) management to identify, prioritize, ... scale * Performing regular system audits to ensure complete and accurate reporting of data/metrics * Support quarterly, annual planning activities * Develop… more
- TD Bank (Lake Mary, FL)
- …to support trading, investment, and corporate banking functions. Team Overview: The Client Due Diligence (CDD) team conducts due diligence on TD Securities clients ... | Assist with onboarding requests: Continue to work on client onboarding, periodic reviews, and ad-hoc requests, ensuring compliance...| Identify areas of concern: Work closely with the manager to identify and address areas of concern, whether… more
- Towne Park (Gainesville, FL)
- …opportunity to brighten someone else's day and make an impact. When we see a customer, a client or one of our own team members smile, we know we made an impact. It's ... be subject to a specific plan or program terms. **SUMMARY** The Senior Account Manager directly oversees one Tier 3 or 4 assigned account and the organizational… more
- Cushman & Wakefield (Tampa, FL)
- …or a portfolio of client facilities and has at least one Facilities Manager and/or Assistant Facilities Manager reporting into it. **Job Description** ... of client facilities and has at least one Facilities Manager and/or Assistant Facilities Manager reporting into it. The Senior Facilities Manager … more