- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and external constituents to identify communications goals and objectives; executes solutions for high-impact projects/initiatives + Backs up management of other ... techniques for writing and developing communications plans and related content + Investment concepts, practices and procedures used in the securities industry … more
- World Insurance Associates, LLC. (Miami Lakes, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions . Position Summary Independently leads client service including ALL...deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a… more
- Oracle (Tallahassee, FL)
- …OCI Associate Architect, OCI Architect Professional; AWS Certifications: AWS Solutions Architect, AWS Security Specialist, Microsoft Certifications: Azure Security ... Engineer, Associate, Azure Solutions Architect, Google Certifications: GCP Cloud Architect Certification +...for hyperscalers (CloudFormation for AWS, ARM/Bicep for Azure, Deployment Manager for GCP, and cloud-agnostic tools like Ansible or… more
- Capgemini (Orlando, FL)
- …analytics initiatives. + Provide executive recommendations to influence long-term investment decisions, operating models, and transformation roadmaps.Data & Insights ... the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by… more
- Bank of America (Palm Beach, FL)
- …Client Associate or Wealth Management Client Associate, providing business development, investment solutions , and/or business management support to multiple FAs ... referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products… more
- Raymond James Financial, Inc. (Trinity, FL)
- …in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions , and services that are suitable for prospects ... risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and… more
- PNC (Sarasota, FL)
- …investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions ... of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our...OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development… more
- Truist (Aventura, FL)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services....time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,… more
- Bank of America (Naples, FL)
- …o Responsible for client satisfaction and retention o Drives delivery of the investment and fiduciary platform credit and banking solutions and enterprise ... foundational end to end knowledge of the business, including the fiduciary and investment platform, banking and credit products, and industry trends. *… more
- Bank of America (Jacksonville, FL)
- …quality. Client facing, the Credit Officer II collaborates with the Relationship Manager (RM),Treasury Solutions Officer (TSO), and other product partners, when ... agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum....In Dealer Financial Svs, assigned as a market or industry level resource, the Credit Officer II is a… more