- Raymond James Financial, Inc. (St. Petersburg, FL)
- …You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use the knowledge and skills gained through work experience ... accounts to pre-defined MF/ETF trading models and execute trades based on product guidelines. + Analyze individual account data to identify outliers of current… more
- Thrivent Financial (Miami, FL)
- …is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately ... with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center...on their journeys to financial clarity, empowering lives of service and faith. + Provide personal, actionable and achievable… more
- Coinbase (Tallahassee, FL)
- …are building out our Broker Dealer Operations function to support our equities trading product . As a Senior Associate, you will play a critical role in executing and ... and integrity of operational processes * Perform daily processes including management of exceptions and resolutions, cash and position reconciliations, and promptly… more
- MUFG (Tampa, FL)
- …units and gain in-depth knowledge of our business strategy, bank applications, product services , and process improvement initiatives. This candidate would also ... + Global Product Solutions: Supply Chain Finance Analyst + Trade Services : Business Solutions Team + Transformation, Regulation and Governance **Please see below… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …lead onsite due diligence reviews of third party asset managers and service provider operational support, internal controls, trade processing, and employees. * ... Evaluate accounting and reporting processes and controls, including cash management , valuation practices, and NAV analysis. * Review financial statements and any… more
- CoStar Realty Information, Inc. (Vero Beach, FL)
- …and sales by working closely with talented and driven internal industry experts, product marketing and product management specialists. Key Responsibilities + ... your success will be your ability to build long-lasting, service -focused, customer relationships. You will achieve this in part...You will achieve this in part by advising on product frequency, reach and brand efficacy and highlighting return… more
- Truist (Bal Harbour, FL)
- …excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are ... of retail solutions including banking, mortgage, planning, investments, and insurance services . Leverage the Truist referral network to generate client acquisition… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as well as related issues. + Develop complex improvements of solutions or services , running pilots and testing through new product launches, managing project ... clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding the...with a minimum of three (3) years of financial services experience. + Series 7 license; additional securities… more
- Citigroup (Boca Raton, FL)
- …and wealth management . Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home ... consumer lending, including fair lending, privacy, and RESPA. + Demonstrated customer service skills + Strong relationship development and management skills +… more
- Citigroup (Tampa, FL)
- …for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services . Ensure adherence to regulations such as ... such as investments, alternatives, funds, deposits, structured products, and advisory services etc. **Data Quality Management :** Develop and monitor robust… more