- Grant Thornton (Fort Lauderdale, FL)
- Grant Thornton is seeking a Private Equity Client Relationship Executive ( Director ) to join the team in Ft. Lauderdale, FL. About the Role : Private Equity client ... Private Equity firms with $500M-20B in assets under management (AUM) and their portfolio companies. The primary buyers are C-Suite finance, accounting, risk and tax… more
- Jacobs (Miami, FL)
- …in the Southeast. * Work with the Geographic Cities & Places Market Growth Director to align Healthcare strategy within the broader East Cities and Places Healthcare ... portfolio . * Identify, charter, and lead client service teams...and recommend strategic actions to optimize our business development investment and market share growth. * Identify higher levels… more
- Truist (Winter Park, FL)
- …servicing and advisor support. 8. Escalate potential at-risk relationships to advisor/regional managing director . 9. Serve as the on-site local contact for ... Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned… more
- Truist (Orlando, FL)
- …client servicing and advisor support. + Escalate potential at-risk relationships to advisor/regional managing director . + Serve as the on-site local contact for ... and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support teammates, commercial… more
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