- Truist (Tampa, FL)
- …Set the strategic direction of the Financial Advisor team to increase assets under management , sales and service . 3. Develop and maintain a profitable level of ... of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and… more
- USAA (Tampa, FL)
- …to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the ... where our core values - honesty, integrity, loyalty and service - define how we treat each other and...their financial security. Responsible for driving and delivering on product , member, and financial goals for Life Co. Leads… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … (CRM). + Work with and communicate effectively with BC, FAs, regional management , product partners, Branch Managers and staff. + Assist in developing ... as assigned. **Knowledge of:** + Principles, practices, concepts and procedures of securities based lending, mortgages, cash management , banking and financial… more
- USAA (Tampa, FL)
- …RICP (Retirement Income Certified Professional) Designation + 3 or more years of direct management experience within a financial service industry + 1 or more ... to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the… more
- MUFG (Tampa, FL)
- …its objectives, the incumbent is assigned the following Functions: (1) Workflow Management ; (2) Quality Control and Customer Service ; (3) Training; (4) ... and (b) reporting 'key' accomplishments and critical issues to Executive Management **Consultation on Trade Finance products/ service :** Perform Draft Review… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to provide advice on such documentation negotiation from the credit perspective . Securities /Private Client and Asset Management products and an understanding of ... . Establishes and oversees the implementation of a risk management framework for the business unit, to include defining...the risk associated with potential mergers and acquisitions, new product offerings, and other initiatives. . Plays a central… more
- MUFG (Tampa, FL)
- …more details. Job Description **Job Summary** The Enterprise Data Products Portfolio Management team in Technology is focused on a transformative journey that will ... with partners across MUFG for Data, AI, and BI services . Our team is seeking an experienced and dynamic...a concise, logical, and understandable way in supporting the product owners. The successful candidate must be able to… more
- JPMorgan Chase (Orlando, FL)
- …RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC (JPMS), a ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- ADP (West Palm Beach, FL)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + ... yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little help from our...every sales process is different. You won't sell one product with a standardized price list to the same… more
- Citigroup (Tampa, FL)
- **Job purpose:** Securities Service is a key business within the Citi Institutional Clients Group. The business covers Custody, Funds Services and Direct ... service delivery governance structure focused on proactive client management . It is within the remit of the Account...end to end understanding of Global Custody and other Securities Services products including Direct Custody, Fund… more
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