- Deloitte (Tampa, FL)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... the tax code! Work you'll do As a Tax Manager in the FTS-DART group, you will provide tax...marketplace targeting, including preparing client specific or industry wide marketing materials. The team National Federal Tax Services (NFTS)… more
- Confluent (Tallahassee, FL)
- …by the Department of Defense. **About the Role:** The Strategic Customer Success Manager (SCSM) will play a key role in driving customer success, retention, and ... internally for prompt resolution + Act as a trusted advisor to develop and nurture customers to become strong...engagement and help arrange for executive invites to headquarters, marketing , and customer engagement events **What You Will Bring:**… more
- Bank of America (Tampa, FL)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing...for performing a variety of specialized functions across a Financial Advisor team such as: Business Management,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(4) Professional Development tracks for branch personnel. + Promote branch manager / advisor development and execution of practice management plans through ... fundamental scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or… more
- PNC (Vero Beach, FL)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
- PNC (Orlando, FL)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
- Bank of America (Jacksonville, FL)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- EMCOR Group (Tampa, FL)
- …new & potential service agreement customers as designed by the General Manager and Sales Director, fostering strong relationships and identifying opportunities for ... * Collaborate with internal teams (eg, project management, accounting, Commercial Sales Advisor ) to ensure seamless client onboarding and service delivery. * Track… more
- Carnival Cruise Line (Miami, FL)
- …supporting the Customer Relationship Management system (Oracle Sales Cloud), Travel Advisor Booking Reward/Points Program, and email marketing system (Salesforce ... across technical development, customer training, documentation needs, etc. Supports manager to oversee the implementation of features within the applications… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Investment Group (eg, operations and marketing ) in addition to direct financial advisor communication. + Composing and disseminating due diligence and ... conducting quantitative and qualitative due diligence, investment analysis (eg, financial modeling, risk analysis, validating investment merits, etc.), and making… more