- American Express (Sunrise, FL)
- …throughout the enterprise and be a key connection point with the second-line Global Risk & Compliance (GRC) teams. **How will you make an impact in this role?** ... execution of these responsibilities will help to strengthen ECM's risk and control environment. The Regulatory & Audit Exam...audit and regulatory perspective. + Act as resource and advisor for 1LOD teams on cross business unit's exams,… more
- Bank of America (Tampa, FL)
- …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 ... for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment… more
- Truist (Tampa, 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...clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services… 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 goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Citigroup (Tampa, FL)
- …related to feasibility studies, time and cost estimates, IT planning, risk technology, applications development, model development, and establish and implement new ... essential procedures are followed and help define operating standards and processes + Serve as advisor or coach to new or lower level analysts + Has the ability to… more
- Bank of America (Miami, FL)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... and conduct of market personnel * Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the...with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the… more
- Bank of America (Jacksonville, FL)
- …an opportunity to create sustainable retirement income and protect against downside risk . The Head of Annuity Product is responsible for driving responsible growth, ... innovating with an operational excellence mindset, and delivering exceptional risk management. The ideal candidate brings proven business leadership experience… 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
- University of Miami (Coral Gables, FL)
- …DUTIES AND RESPONSIBILITIES: Advising, Advocacy, and Student Governance + Serves as co- advisor for the Graduate Student Association, acting as a liaison between the ... Graduate School, and the Division of Student Affairs. + Serves as primary advisor for the Graduate Activity Fee Allocation Committee (GAFAC), responsible for the… 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