- Raymond James Financial, Inc. (St. Petersburg, FL)
- …solutions, and developing business and technical requirements. + Works with product managers and information technology groups to create system requirements that ... and business process management. + Principles of finance and securities industry operations. + Financial markets and products. +...stressful situations and providing a high level of customer service in a calm and professional manner. + Establish… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Description** **Job Summary:** The Traditional Product team oversees annuity and insurance transaction exception reviews as well as packaged product ... detect trends, and trading patterns to ensure adherence to securities industry regulations and limit firm liability. An Advisor... industry regulations and limit firm liability. The packaged product category includes but is not limited to mutual… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …TN or Southfield, MI Corporate Offices. **Responsibilities** : + Provide advanced product / service information and respond to complex customer questions about the ... product / service . + Record and process custom/special orders...to customers to encourage continued use of the organization's products/ services . + Develop knowledge and understanding of the organization's… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …understanding of technology, risk management, and regulatory compliance in financial services . The VP will work closely with cross-functional teams and influence ... to influence a wide range of internal audiences including respective product , function, and executive management partners. **Knowledge, Skills, and Abilities**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through the decision process through the introduction of various wealth management services and products with the purpose of increasing client retention, business ... growth, and asset discovery. + Collaborate with relevant product departments to provide comprehensive recommendations for the financial advisor, the client and the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and procedures to ensure efficient and timely workflow. + Works with product managers and information technology groups to create system requirements that will ... reporting as required. + Maintains regular contact with senior manager and other internal customers to identify, research, and...in a sponsorship role. + Principles of finance and securities industry operations. + Financial markets and products. +… more
- Truist (Winter Park, FL)
- …Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] ... **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the… more
- Bank of America (Jacksonville, FL)
- …providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and ... existing relationships Educates potential and existing clients about investment products, services , and trading strategies offered by the bank Delivers on… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …SQM, DEV, and Business Partners to ensure the delivery of a high-quality product . Acquires a deep understanding of the applications and environments within the ... team to establish priorities and facilitate decisions pertaining to product quality. **Responsibilities:** + Take ownership of and resolve...potential areas of concern and escalate them to the manager . If the manager requires status updates,… more
- MUFG (Tampa, FL)
- …Manage individual project priorities, deadlines, and deliverables. + Ensure the final product is highly performant, responsive, and of the highest quality. + ... + Conduct project deep-dive meetings with the TDO Program Manager to escalate risk/issues timely. + Monitors project spending...GIT. + IDE tools - Eclipse, IntelliJ + Web Service development experience (REST/JSON, SOAP) + Java - Core,… more