- JPMorgan Chase (Jacksonville, FL)
- …operational marketing and administrative support to the primary Private Client Advisor (s), within JPMorgan Wealth Management. **Job responsibilities** + Work as a ... prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires… more
- Citigroup (Jacksonville, FL)
- …and procedures as necessary + Provide technical/strategic direction and act as advisor /coach to lower level analysts + Develop projects required for design of ... to senior stakeholders and /or other team members. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more
- Kyndryl (Tallahassee, FL)
- …negotiation on engagements, while enduring profitability and understanding and containing risk **Client Engagement:** + Build and maintain deep relationships with ... seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions...status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and… more
- Citigroup (Tampa, FL)
- …any internal/external escalations and escalate to senior manager when necessary + Advisor to internal partners including business, credit and operations teams to ... internal policy changes and developments in the law + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more
- Citigroup (Tampa, FL)
- …thinking to define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating work as necessary ... + Appropriately assess risk when business decisions are made, demonstrating particular consideration...and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to… more
- Bank of America (Orlando, FL)
- …Documentation Requirements + Pipeline Management + Referral Management + Regulatory Compliance + Risk Management **Minimum Education Requirement:** High School ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- USAA (Tampa, FL)
- …activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. **What you have:** + ... what truly makes us special and impactful. **The Opportunity** As a trusted advisor and strategic partner to senior executive leadership as an **HR Business Partner… more
- USAA (Tampa, FL)
- …activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. **What you have:** + ... align HR strategy with operational and strategic priorities. Serving as a trusted advisor and change champion, you will provide coaching and guidance to leaders… more
- Deloitte (Tampa, FL)
- …for public and private companies, and range from tax planning to tax compliance , controversy, and risk management, including tax credits, government incentives, ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- JPMorgan Chase (Tampa, FL)
- …by helping to drive key initiatives. You will act as a trusted advisor and counterweight to Business/Group Heads, and will be responsible for identifying, ... and drive resolution of mitigating controls + Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the … more