- Raymond James Financial, Inc. (Coral Gables, FL)
- …best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- KEITH (Miami, FL)
- …is a hands-on, project responsible position, and will focus on our public and private client base. You will also be responsible for proposal writing, business ... on the principle of achieving success by combining the latest technology with client oriented business practices, and a strong group of talented professionals. What… more
- Citigroup (Boca Raton, FL)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... business partners and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations and provide… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …following office location: St. Petersburg, FL._** **Job Summary:** As part of the Private Client Group technology team, this Senior Software Engineer will build ... their needs a primary focus of action; develop and sustain productive client relationships. + Occasionally work a non-standard shift including nights and/or weekends… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …into a full-time role at Raymond James after graduation. **Department Overview** The Private Client Group is the largest segment within Raymond James supporting ... a variety of tasks relating to the collection and processing of various client account statements used to support our FA retention program. **Job Summary** Under… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and mutual success. We are looking for a Manager, HR Business Partner to support our Private Client Group (PCG). In this role, you'll be a trusted HR partner to ... HR Centers of Expertise (COEs) on the delivery of talent solutions, ensuring client needs are tailored and actionable within the business context. KSA: + Applies… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …CIP, CDD/EDD, and FinCen Rule 504 + Specialized understanding of trust structures, private client services, and fiduciary risks + Strong operational knowledge of ... framework aligned to the enterprise strategy and designed to protect client trust, financial integrity, and regulatory compliance. Additionally, this role oversees… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …AdvisorChoice Consulting department is the growth engine of the Raymond James Private Client Group and responsible for recruiting successful financial advisors ... to all divisions at the firm. This takes a detailed and coordinated effort between internal departments as well as external partners in order to be successful. In an extremely competitive environment, we need to continually improve our offering to stay ahead… more
- Traylor Bros., Inc. (Bradenton, FL)
- …just might be right for us! Job Summary: The Project Manager supports the private client book of business with planning, technical solutions, safety and ... operational excellence. They are the lead estimator and project manager on key projects within the region and support the Area Manager or Operations Manager. Ideal Candidate: Core Attributes: . Grit and Resiliency - We dig deep to figure out how to make things… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ideas and insights to support the strategy formation process. + Collaborates with private client group management to identify and implement solutions. + Monitors ... regulatory compliance with internal and external groups including auditors, FINRA, IRS, SEC and others. **Knowledge Of:** + Company's working structure, policies, mission, and strategies. + Project management methodology sufficient to act in a sponsorship… more