- AECOM (Coral Gables, FL)
- …confidentiality agreements, and insurance in both English and Spanish + Guidance on risk management and adherence to company policies + Act in an advisory ... sustainable and resilient solutions throughout the project lifecycle - from advisory , planning, design and engineering to program and construction management. AECOM… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and expand its ... Lead deal creation and execution for private equity investments in financial advisory firms. + Conduct in-depth financial analysis, including financial analysis of… more
- Bank of America (Jacksonville, FL)
- …clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. ... Our trusted advisory teams are equipped with access to the investment...Active Listening + Oral Communications + Problem Solving + Risk Management + Trading + Adaptability + Attention to… more
- Bank of America (Jacksonville, FL)
- …plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active ... Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and… more
- TD Bank (Clearwater, FL)
- …that support Customer financial empowerment + Effectively handles critical and/or high- risk issues, determining the most appropriate course of action for resolution ... the needs of Customer expectations + Leads and coaches advisory team on advice giving strategies and overall product...Monthly Vault and drawer audits + Identifies and mitigates risk and proactively audits for adherence to compliance, policies… more
- Bank of America (Oakland Park, FL)
- …goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging specialized expertise. ... and services. + Bilingual skills. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk … more
- Bank of America (Lighthouse Point, FL)
- …goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging expertise. This position ... experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in a call center environment. Assists clients over the phone on a non- advisory basis by executing unsolicited orders and offering guidance in relation to other ... are integrated and aligned with business practices to mitigate risk to the business. * Provides escalated support and...large volume trades, while performing due diligence and mitigating risk to the business. * Ensures firm and regulatory… more
- Deloitte (Boca Raton, FL)
- …use such knowledge to add value to Deloitte's quality assurance and risk management practice, expand their expertise with Independence rules, support business growth ... independence for Deloitte's largest PEI clients. This will mitigate compliance risk , enabling Deloitte's Multi-Disciplinary growth strategy in the Private Equity… more
- Bank of America (Tampa, FL)
- …(Sr. CPO) is a highly skilled resource, providing expert level advisory guidance, underwriting, structuring, managing, and negotiating the most complex credit ... as the Credit approver in conjunction with CPM and Risk management based on credit approval grid and drives...and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls… more