- Raymond James Financial, Inc. (St. Petersburg, FL)
- …. Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, ... Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure… more
- Citigroup (West Palm Beach, FL)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed… more
- Citigroup (Miami, FL)
- …Private Bank banking and product systems, platforms, tools and capabilities. **Job Family Group :** Private Client Coverage **Job Family:** Private ... ** Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the ...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services)… more
- Citigroup (Miami, FL)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Product Services **Job Family:** ... depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Raymond James Financial Advisors, senior leadership within both PCG Investment Products and Private Client Group , and management at alternative investment ... including, but not limited to, new investments, commission payments, pricing, client statements, and redemptions. + Learn and employ basic technological concepts… more
- CBRE (Tallahassee, FL)
- …markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client ... **What you'll do:** + Develop and maintain a robust national and regional client base focused on FHA multifamily lending, generating fee income through HUD-insured… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …key data, client and meeting analytics projects, working alongside many ICD and Private Client Group (PCG) leaders who are passionate about building ... strong relationships and delivering exceptional service to our advisors. They will also participate in key department meetings, develop strategy updates and dashboards, and help create field tools and advisor snapshots that will be piloted and delivered… 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. ... standards and regulatory developments to promote operational compatibility, efficiency, and client benefit. + Provide executive oversight and strategic direction for… 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 ... and timely manner + Provide guidance and mentoring to less-experienced peer group members **Knowledge, Skills, and Abilities** **Advanced knowledge of:** + Concepts,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …business needs. **Department Overview** Branch Third-Party Suppliers Solutions serves and consults Private Client Group advisors with Raymond James ... problems, supporting corporate initiatives. + Cross-collaborates with compliance peer group , when necessary. + Prepares presentations, management reports, documents… more