- Citigroup (Miami, FL)
- …**Responsibilities:** + Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance from ... Identify and document new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB clients and perform… more
- Wounded Warrior Project (Jacksonville, FL)
- …(remote), or comparable surrounding areas. The Wounded Warrior Project (WWP) Major Gifts Specialist is a member of WWP's fundraising team. The Major Gifts ... Specialist stewards a portfolio of major gift donors and...+ Ensure portfolio is properly balanced for effective moves management . + Track communications within Salesforce CRM to ensure… more
- Truist (St. Petersburg, FL)
- …services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the ... Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor… more
- DriveTime (Sanford, FL)
- …**That's Nice, But What's the Job?** DriveTime Needs a Field Remarketing Specialist What's under the hood: Headquartered in Tempe, Arizona, DriveTime is the ... largest privately owned used car sales and finance company in the country (yes, we...and competence for a wide variety of audiences including management . + **Agile in a fast-past environment.** We move,… more