- Raymond James Financial, Inc. (St. Petersburg, FL)
- … domain such as Credit Risk , Treasury Risk and Market Risk across the various segments ( Private Client Group and Asset Management, Capital Markets, ... risk platforms. + Serve as a senior technology advisor to Treasury, Market, and Credit Risk ...technology advisor to Treasury, Market, and Credit Risk leads-ensuring that platform decisions anticipate future regulatory shifts,… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- …and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor , your compensation is directly tied to your effort ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World...ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. + Collaborate with World's Private … more
- Bank of America (Tampa, FL)
- …study and obtain all required registrations. The **Elite Growth Practice (EGP)** ** Private Wealth Management Specialist** position may be filled at a Trainee, ... Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required… more
- M&T Bank (Naples, FL)
- …for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and ... business and may present at internal committee meetings. + Assist the Wealth Advisor by attending internal meetings to deepen knowledge of investments, core banking… more
- World Insurance Associates, LLC. (Tampa, FL)
- …to bring value to clients + Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, ... specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their… more
- KeyBank (Naples, FL)
- **Location:** 3777 Tamiami North - Naples, Florida 34103 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by… more
- M&T Bank (Naples, FL)
- …improvement and sales initiatives. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's ... Risk Appetite. Identify risk -related issues needing escalation...assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in… more
- Santander US (Miami, FL)
- …and send confirmation as needed. Credit Operations * Coordinate meeting with Credit Risk Department for new loan or renewal requests. * Review with banker any ... new loan or renewal documentation prepared by Credit Risk and send to client for signature. * Once...execution of investment proposals as requested by banker or advisor when necessary (Not applicable to Premier Banking). *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and qualitative due diligence, investment analysis (eg, financial modeling, risk analysis, validating investment merits, etc.), and making recommendations on ... hedge funds, private equity funds, real estate funds, credit funds, and...(eg, operations and marketing) in addition to direct financial advisor communication. + Composing and disseminating due diligence and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …investment opportunities. Coverage universe will span the spectrum of hedge funds, private equity funds, real estate funds, managed futures funds, and other ... diligence program. Update design as needed on a regular basis. * Perform operational risk reviews of funds. Prepare written reports based on these reviews. * Conduct… more