- Oracle (Tallahassee, FL)
- …Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of ... within the PE ecosystem. Key Responsibilities: Identify and build relationships with Private Equity firms. Present NetSuite value prop to PE firms Collaborate with… more
- KeyBank (Naples, FL)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Tamiami North - Naples, Florida 34103 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and… more
- EFI Global (Tallahassee, FL)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... Reviews the work output of others ensuring all work meets or exceeds client expectations and contractual obligations. + Meets or exceeds productivity levels as… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation ... of testing in branch exam system and related work papers + Ensure prescribed sample methodologies are used and resulting sample sizes provide an adequate reflection of the activity being tested + Use professional judgement to know when to "ask the next… more
- HUB International (Fort Lauderdale, FL)
- …our Retirement & Private Wealth practice will continue to sharpen your client and consulting skills, while giving you the chance to work directly with seasoned ... DUTIES AND RESPONSIBILITIES:** + Manage the financial planning process: + Collect client data, organizing and creating deliverables + Track plan progress per… more
- 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 ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of Financial Advisor… more
- JPMorgan Chase (Boca Raton, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …data, client and meeting analytics projects, working alongside many ICD and Private Client Group (PCG) leaders who are passionate about building strong ... updates and dashboards, and help create field tools and advisor snapshots that will be piloted and delivered throughout...to 40 hours per week. **Duties and Responsibilities** + Advisor Relationship Data Project - Help document and organize… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Provide a high level of customer service, and address and resolve escalated advisor and client issues. * Use appropriate interpersonal styles and communicate ... assuming this role will be responsible for representing the Raymond James Private Market and Alternatives platform to financial advisors and clients, with the… more
- World Insurance Associates, LLC. (Tampa, FL)
- …any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more