- Citigroup (Miami, FL)
- …and implement new investment products for highly specialized market segments and drive sales during new product launches. A PC will also work closely with their ... expand and improve Citi's existing product platform to determine changes in sales , investment, and portfolio construction strategies that isolate and capitalize on… more
- Norstella (Tallahassee, FL)
- …based * To effectively internally cross collaborate with Pre & Post sales Solution Specialist , Customer Success, Consultants, Account based Marketers, Product ... to help them make better decisions. Reporting into the Sales Director, the successful Global Accounts Director will be...Key Accounts base to ensure high levels of customer retention and revenue growth * Strategically map out and… more
- Truist (Orlando, FL)
- …and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new ... products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client… more
- Citigroup (Miami, FL)
- …desired results.** Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In ... areas: investment management, capital markets, and banking & lending + Create sales and marketing strategies designed to generate revenue growth and to acquire… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ensure that the organization has quality data to enable effective customer retention and business development activities. + Interview the customer, following a ... complex multilevel sales script, to clarify the customer's requirements, or assist...best practices through ongoing education, attending conferences, and reading specialist media. **Skills** : + Works with full competence… more
- BMO Financial Group (West Palm Beach, FL)
- Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust ... and training programs; may include delivery of training to audiences. + Performs sales & service support activities as required to meet client needs and maintain… more
- Citigroup (Tampa, FL)
- …Common Reporting Standard (CRS) regimes, Citi-wide governance, and US non-income tax including sales & use tax, personal property tax, and others. Our commitment to ... legal entity maintenance, and governance + Act as a tax information reporting specialist to execute operational and project initiatives + Act as an internally and… more
- Citigroup (Tampa, FL)
- …extensively with a range of internal stakeholders such as Front Office Sales and Trading Desks, Compliance, Legal, Finance and HR; alongside having significant ... oversight and adherence to applicable laws and regulations. The role will combine specialist expertise in risk and controls management, to drive and implement the… more
- Citigroup (Tampa, FL)
- …Common Reporting Standard (CRS) regimes, Citi-wide governance, and US non-income tax including sales & use tax, personal property tax, and others. Our commitment to ... legal entity maintenance, and governance *Act as a tax information reporting specialist to execute operational and project initiatives *Act as an internally and… more