- First Horizon Bank (Coral Gables, FL)
- …resolution, effective communication of client needs to identify and implement advisory solutions. **Job Description** : -Manages assigned account base of wealth ... and prudent investment principles. Seeks continued development of fiduciary and advisory skills through training and experience. -Primarily responsible for leading… more
- Citigroup (Tampa, FL)
- …our platforms provide a first-class customer experience. Our operations teams manage risk , resources, and program management. We focus on enterprise resiliency and ... to drive engagement and close interactions with key stakeholders. Provide basic advisory services primarily for internal clients + Ability to examine processes and… more
- Regions Bank (Jacksonville, FL)
- …affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory ... planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services… more
- Truist (Orlando, FL)
- …**Please review the following job description:** Job Description Summary Purpose: Mitigate risk for the firm from financial, reputation and regulatory items by ... conflicts of interest or issues that potentially pose a risk to the firm. + Provide regular updates and...5 or more years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/Compliance. + Must… more
- Ankura (FL)
- …skills but also the ability to engage with clients, provide security advisory services, and offer remediation guidance. The ideal candidate will possess strong ... areas. Consulting & Client Engagement (25%) + Effectively communicate findings, risk impact, and remediation strategies to clients, including both technical and… more
- ManTech (Doral, FL)
- …and expert analysis for complex enterprise-wide changes, conducting comprehensive risk and impact assessments to align changes with organizational objectives ... + Develops and implements comprehensive Change Management Plans, facilitates Change Advisory Boards (CABs) or CCBs, and proficiently uses change management tools.… more
- BMO Financial Group (West Palm Beach, FL)
- Provides advisory -based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... + Produces client reports that demonstrate the value provided and assesses clients at- risk for retention. + Makes recommendations to senior leaders on strategy and… more
- World Insurance Associates, LLC. (Tampa, FL)
- …specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their ... insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Sales… more
- Citigroup (Tampa, FL)
- …legal activities as a subject matter expert in area of responsibility and provide advisory services to business partners. Asses risk when business decisions are ... Objectively evaluate Business proposals by applying institutional knowledge and risk appetite against industry standards, widely accepted business practices, laws,… more
- Citigroup (Tampa, FL)
- …with key areas across Citigroup, including other Legal areas, Compliance/ICRM and Risk . Responsibilities: + Responsible for providing legal counsel to the Payments, ... proposals by analyzing documentation while applying institutional knowledge and risk appetite against industry standards, widely accepted business practices, laws,… more