- Truist (Weston, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Truist (Cape Coral, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and...ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.… more
- TD Bank (Jacksonville, FL)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... process to develop the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of specialization; reports on emerging… 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
- Bank of America (Destin, FL)
- …needs. Job expectations include driving responsible growth while minimizing regulatory , financial, operational, and reputational risks. The **Market Client ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… more
- American Express (Sunrise, FL)
- …of Defense. This role is responsible for advising the business on regulatory obligations and ensuring that front-line activities operate within internal policy and ... external regulatory frameworks. The ideal candidate has strong subject matter...and emerging risk trends + Act as a trusted advisor to senior leaders, supporting a culture of compliance… more
- Cardinal Health (Tallahassee, FL)
- …maintains security policies and IT compliance programs in alignment with regulatory , legal, and contractual requirements, while collaborating closely with key ... management (eg, HITRUST, SOC 2), and proactively driving compliance to emerging regulatory obligations. The manager will lead a high-performing team and work… more
- APTIM (Tampa, FL)
- …10+ years of proven expertise in environmental compliance, air permitting, and regulatory strategy. This key role supports both internal teams and external clients ... Source Review, and Permits by Rule--as well as compiling regulatory compliance reports such as annual emissions inventories and...individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's… more
- TD Bank (Palm Beach, FL)
- …business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages ... on plans to continuously improve the customer experience + Acst as a trusted advisor expected to meet the needs of customers by providing creative products /… more
- GE Aerospace (Jacksonville, FL)
- …specialist third parties and represent the company in policy and regulatory matters. **Job Description** **Essential Responsibilities:** + Define and implement the ... address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior...and data insight. + Represent the organization in external regulatory , legal and tax forum + Monitor and influence… more