- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... trusteed IRAs. + Fundamental investment concepts, practices and procedures used in the securities industry. + Principles of banking and finance and securities … more
- Citigroup (Jacksonville, FL)
- …customer relationships by maximizing sales and service opportunities. + Make securities recommendations and provide investment advice to clients through a select ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... personal trusts * Fundamental investment concepts, practices and procedures used in the securities industry. * Principles of banking and finance and securities … more
- Citigroup (Tampa, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... strategies, and communicate clearly and effectively to business partners and senior leaders all findings + Continuously improve processes and strategies by… more
- TD Bank (Fort Lauderdale, FL)
- …compelling business context and advice; influences and gains alignment across increasingly senior stakeholders + Works autonomously as the lead and guides others ... risks and taxonomies related to consumer and commercial banking, securities (broker-dealer), and wealth management businesses + Excellent written, verbal… more
- Citigroup (Jacksonville, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... meetings and presentations to all types of diverse audiences (for example, senior management, Customers, technical staff) + Provide leadership to team members and… more
- MUFG (Tampa, FL)
- …of our recruitment team will provide more details. Reporting to the Senior Fraud Prevention Manager (Vice President) of Fraud Operations. The Investigator will ... cases assigned, experience and general level of supervision required by the Senior Fraud Prevention Manager. Individuals on the Fraud Investigation team focus on… more
- MUFG (Tampa, FL)
- …schools and backgrounds and are encouraged to collaborate with colleagues and senior leaders firm-wide. In our open and inclusive environment, Summer Analysts have ... the opportunity to meet and get to know our senior management as they broaden their understanding of the...a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2)… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …resources. + Produce factual and accurate information for presentations to clients and senior management. + Review progress of assignments with senior team ... of:** + Advanced investment concepts, practices, and procedures used in the securities industry. + Advanced transaction structure and process. + Advanced client… more
- JPMorgan Chase (Tampa, FL)
- …fund transfers and reconciling purchase and sales options, futures, or securities , while leveraging your proficiency in automation, cybersecurity, and anti-fraud ... ad-hoc reporting + Document and package status updates and proposals to senior management + Perform data analytics, data mining, predictive analytics, and problem… more