- Fisher Investments (Anna Maria, FL)
- …ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based ... sales or virtual connections Your Qualifications: 2+ years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Success persuading and educating… more
- Comerica (Palm Beach Gardens, FL)
- …financial wellness conversations to add value to customers relationships.Support consumer portfolio management efforts to retain, expand and increase the number of ... portfolio customers in the banking center.Assist in community awareness events to increase bank outreach and foster new business relationships.Effective utilization… more
- AmeriLife (Kissimmee, FL)
- …of the industry's top insurance carriers, and are provided an extensive product portfolio that offers your clients an array of powerful and competitively priced ... insurance products.KEY RESPONSIBILITIES* Provide outstanding customer service to all AmeriLife clients* Engage in a needs analysis for your clients, determining what may best serve their retirement and life and health insurance needs* Develop business… more
- Norris Furniture (Fort Myers, FL)
- …SketchUp, 3D Max, Illustrator or other design programs a plusExcellent portfolio of previous workPossess creative talent, imagination and eye for designExcellent ... communication and presentation skillsSuccessful project management skillsBS degree in Interior Design or similar preferredRequirements:Ability to make home calls to customers to provide a complete design solutionValid driver's license with a good driving… more
- Bankers Life (Fleming Island, FL)
- …Benefits:Commission structure designed to grow with youDiverse and flexible income portfolio and Bonus programsAccess to free pre-licensing coursework, SIE, Series ... 6, Series 63, CFP(R), and moreRetirement Savings ProgramNote: Applicants must reside in the state of position to be considered more
- Sazerac Company (Destin, FL)
- …development representative (MDR) On-Premise role is tasked with building the Sazerac portfolio in a given territory of On-Premise outlets such as Bars, Restaurants, ... and hotels. Day to day, the MDR role interacts with Owners and managers of these establishments to build mutually beneficial partnerships that grow revenue and profit. To do this effectively, you need to be solution oriented, have a customer service mindset,… more
- American Express (Sunrise, FL)
- …in your professional development. Find your place in technology of #TeamAmex. The Portfolio Manager role will be supporting the US Consumer & Digital Technology ... Portfolio reporting to the Director - Portfolio Management, and work with senior Technology and business leaders to manage the USCDT Technology Investment … more
- Truist (Jacksonville, FL)
- …exposure for CCB clients and actively manages a Middle Market or CML portfolio . Includes day-to-day client interaction, managing portfolio risk and adheres to ... Real Estate, Corporate Banking, Working Capital and other Truist product offerings. Portfolio Management: Accountable for and manages assigned portfolio by… more
- Bristol Myers Squibb (Tampa, FL)
- …Read more: careers.bms.com/working-with-us . **Position Summary** The Sr Manager for Portfolio Management Insights plays a pivotal role in developing analytical ... operational insights at the portfolio /project/study-level, as well as custom data reports crucial for Drug Development strategic decision-making. The successful… more
- University of Miami (Miami, FL)
- …of Miami Health System, "UHealth", IT Department has an exciting opportunity for a Portfolio Manager. The Portfolio Manager will enjoy a high degree of ... management of selected critical programs and projects. This group of portfolio , program and project management professionals ensures the successful definition,… more
