- JPMorgan Chase (Orlando, FL)
- …Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content and drive adoption ... ideas + Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and… more
- Citigroup (Tampa, FL)
- …+ Provide guidance to the local teams on technical challenges and client communication + Project management, implementation, and testing plans **Qualifications** : + ... full project cycle for complex business deliverables - including translating client logic into functional requirements, writing FRDs/BRDs, working with the… more
- Citigroup (Tampa, FL)
- …success + Support a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients + Accountable for management ... and trade capture) and basic knowledge of other areas (settlement, post settlement, client service, margin, control, etc.), to resolve issues that have impact beyond… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …specialists. Foster a culture of accountability, continuous improvement, and client -centric service. Manage staffing, training, and performance evaluations to ensure ... team excellence. + **Technology & Systems Integration:** Oversee the implementation and optimization of technology platforms used in advisor transitions. Collaborate with IT and digital teams to enhance automation, data accuracy, and user experience. Evaluate… more
- Citigroup (Tampa, FL)
- …on the delivery of required infrastructure and systematic capability, and with client -facing and shared services teams in the transformation to the target state. ... A strong data analytics background (with understanding of AI models), passion for driving change, navigating and overcoming obstacles, and working effectively independently and in team settings are critical to the role holder's success and growth. The position… more
- Citigroup (Tampa, FL)
- …desk heads with sales strategy & projects - for example technology change, client tiers, reference data, etc. + Provide input into technology change, process, and ... control framework enhancements. **Business & Communication** + Relay business knowledge, product knowledge, and requirements to sales staff and internal support functions. + Co-ordinate and participate actively in relevant business initiatives. + Foster… more
- Citigroup (Tampa, FL)
- …or equivalent **Job Family Group:** Customer Service **Job Family:** Institutional Client Management **Time Type:** Full time **Primary Location:** Tampa Florida ... United States **Primary Location Full Time Salary Range:** $93,440.00 - $140,160.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee… more
- Citigroup (Tampa, FL)
- …and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and ... efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others,… more
- Citigroup (Tampa, FL)
- …and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and ... efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others,… more
- Citigroup (Tampa, FL)
- …and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and ... efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others,… more